2016 is the year of the monkey, but at Salesloft we are not playing around. We listened to your requests and are excited to announce a smorgasbord of new features. In the past week, we have pushed out nine big releases and a slew of feature enhancements!
- Top Navigation Bar
- Template List View
- Company Tab
- Cadences List View And Overview Tab
- Person Profile Page Activity Feed
- Success Button
- Email Verification
- Call Pane
- Increased Send Limit
Let’s dive in:
1. Top Navigation Bar
We gave Salesloft a facelift!
By moving the left navigation bar to the top, we’re able to provide more context on each page. Users can now navigate faster, while using less clicks — a win-win.
One small change is that the Salesloft logo is now the “Dashboard” tab. You still have access to all of the tabs, resources, and features as before — just located along the Top Navigation Bar.
Now, let’s check out some of the enhancements.
First, the Search Bar can be accessed by hovering over the “Search” icon.
Next up, the Live Feed, Dial Pad, and Settings are still accessible in the right portion of the Top Navigation Bar.
Have questions? The Knowledge Base and Resources have also been moved to the Top Navigation Bar.
And finally… have you noticed the new guides this past week? You can now access all guides based on the page you are on the “Tray” icon in the Top Navigation Bar.
2. Template List View
Simply put, the former template folder system did not scale well. Teams needed more granular filtering, sorting, tagging, and archiving abilities within their template lists. That’s why we’re excited to announce the new Templates List View.
Users can now sort, filter, tag, and archive their email templates for better overall management. Tags can be used to bucket templates based on workflow, use case, and function. And best of all, “Best Practice” templates can be created to easily onboard new users, enabling them to incorporate company-wide best practices in their email templates.
Here you can see how to click on any tag to filter templates quickly and efficiently.
And with the new added sorting and filtering abilities, you can easily find any template across your entire team in seconds.
As for the duds… you can now archive them to better manage the templates that matter most. But fear not — if you change your mind, you can filter again to “Include Archived” templates to easily find them again.
3. Company Tab
In a week of big releases, the Companies Tab is the feature we’re most excited about.
Thanks to the new Companies Tab, users can now execute Account Based Sales Development in Salesloft.
Companies will be auto-created as people are imported into the system. Users can add or remove people from a company either one at a time or in bulk. By using the Search Bar, users are able to smart filter companies by name or domain.
But the biggest addition? The ability to dive into a company and see activity, details, and all people linked to said company.
This view gives the user access to who is linked to the company, their outbound activities (phone and email), and their cadence history. These people can also be removed, paused, or “opted-out” (individually or entirely) within the company page.
Simply click a company name to see all of the details.
4. Cadences List View And Overview Tab
Cadence management is critical to workflow. Because of this, just like the Companies Tab and Template List View, cadences are also accessible in that same list view. We’ve added the ability to sort, filter, tag, and archive your cadences from the list view.
As we have in Templates, “best practice” cadences can be created for easy organization, on-boarding, and segmentation.
Here’s how users can click into a cadence to see the redesigned Overview Page. By combining the “Steps” and “Overview” tabs, users can take action from the moment they dive into the cadence.
5. Person Profile Page Activity Feed
When you’re viewing a person in your cadence, context is key. We’ve combined the Call, Email, and Cadences tabs into one cumulative “Activity Feed” on the Person Profile Page. Active cadences, per person, will now show up at the top of the Activity Feed to allow pausing or removal of persons from a cadence in just one click.
6. Success Button
What is the overall goal of an SDR? To convert their people into opportunities.
Understanding when in the prospect’s lifetime this happens is critical to making data-driven decisions. Whether the SDR’s goal is setting up a discovery call, a demo, or simply having the first conversation, they can now log these successes in their cadence.
The Success Button will be present on the person’s Profile Page — and every call window — so users can track and measure success within the workflow.
Now, success will show in the Activity Feed based on the time Success Button was logged.
7. Email Verification
At Salesloft, we know email verification. We built the foundation of our business on our first product, Prospector, by validating email addresses using a variety of sources. The best of those being SMTP server side verification.
Now available to Enterprise Package tier teams is our email verification tool, built right into cadences. Upon import, email addresses will be verified in real-time, letting you know if they’re likely valid. By notifying users if the email addresses of their people will bounce or deliver, we’re empowering them to mitigate the risk of bounces, and better utilize their time.
In addition, users will be able to see the status of a person’s email right on the profile page immediately upon import or update of an email address.
8. Call Pane
In Q4, we asked ourselves how we could improve and add value to our workflow engine (a.k.a. running a cadence). The desire was to increase efficiency, and to empower our users to make smarter decisions. A lot of time was spent talking to our customers to distill down what would help them be more effective.
We came to the realization our users wanted more flexibility.
We’re excited to release the first piece in what will culminate into an entirely new workflow experience. Imagine the ability to navigate to any page, profile, or company while executing your activities without any interruptions in the workflow.
Introducing the new Call Pane:
Users can now make calls from any page, then minimize and move onto the next call. Panes can easily be popped back up to finish notes and log the call.
9. Increased Send Limit
We understand everyone has a unique process and our desire is to support them all. That said, we are now offering more flexibility within the workflow. You asked — we listened. Users can now send up to 1,000 emails per day through Salesloft!
Admins can, however, adjust the daily per-user limit in the “Email Limit” tab of your team settings.
Please remember there are Gmail and Outlook send limits and abuse policies that still must be followed. Keep an eye out for our best practices behind this increase in sending limits.
Bonus Feature Enhancements:
- A new back button on the company and person profile pages
- Cadence tagging abilities
- Filtering by tags (Super cool.)
- Filtering and sorting abilities within Templates (soon to be companies and cadences, as well) giving a summary of filters
Our product team has been pulling all-nighters this past week to turn out 9 new features in 7 days. To say we’re dedicated to improving the lives of our customers is an understatement — and each of these features embody that dedication.
That said, the improvements don’t stop here. We’ve got more features on the way, so stay tuned next week for another product update. Now it’s time to get back to work…