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The New New: Companies Tab

2 min read
January 16, 2016

You can now execute your Account Based Sales Development process in Salesloft.

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The sales development landscape is changing.

Organizations are using data and process to target specific companies. Account Based Sales Development is helping increase quality of messaging, account conversion ratio, and market penetration. Being successful with ABSD means having the ability to manage and execute accounts easily and efficiently.

That is why we built the companies tab. Now you can see all your companies and the people linked to them all in one place.

1. Viewing Companies In Listview

We built in flexible and intelligent management options.

Sort, filter, archive, and change ownership right from the listview. Segmenting your companies has never been easier, smart search to filter down by company name or domain.

Companies

2. Creating A New Company

Companies will be auto-created as people are imported.

If you would like to manually create a company, click the add button in the top right corner. You cannot create more than one company with the same domain. To make it easy, you will see all similar or matching companies so you do not attempt to make duplicates.

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3. Viewing Company Activity with “Company View”

Now let’s highlight the biggest addition – the ability to dive into a company and see activity, details, all people linked. Click a company to see all the details.

View all people who are linked to the company, their outbound activities (phone and email), and cadence history. Remove, pause, or “opt-out” one or all of the people within the company.

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4. Linking People

Since companies will be created automatically, people are linked automatically on person import. People who are not already linked will show an option to link on their profile page. For all people imported more than 30 days ago, they will have to be manually linked to a company.

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Adding people to a company is a snap. Click the add button under the people list, search people in Cadence by name or domain. If the person does not exist you can create a new one. Being successful with account based sales development means having accurate data, a streamlined process and transparent insight into what actions to take next.

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Salesloft gives you the insight, process, and analytics to execute and convert your people into opportunities. The more insight you have into your accounts, the more intentional and targeted you can be with your messaging, process, and engagement.