Optimizing Sales Operations with Salesloft Analytics at SS&C Intralinks

Whether it’s drafting a personalized email from scratch, logging sales activity into a CRM, or maintaining a steady cadence of communications to ensure prospects stay engaged, salespeople have a lot on their plate.

But with so much time being devoted to these activities, salespeople often don’t have the time to do what really matters: selling.

That is the challenge that Yasmine Schmied faces head-on in her day-to-day work. As the Sales Excellence Process Manager for the financial technology and services provider SS&C Intralinks, it is Yasmine’s mission to make the sales processes at SS&C Intralinks more efficient.

For Yasmine and the sales team at SS&C Intralinks, Salesloft plays a critical part in giving that time back to sellers. By automatically capturing sales activities, automating tasks, and surfacing reporting that offer key insights, the sales team at SS&C Intralinks have driven more efficiency into their sales operations, allowing their sellers to focus on the actions that truly drive desired outcomes.

At our Saleslove on Tour event, Yasmine shared how she and the team at SS&C Intralinks use Salesloft to manage their tasks in the short-term that lead to more revenue in the long-term. 

Turning sales data into actionable insights

When it’s easily accessible, data can be a game-changer for sales teams. But that’s only true if that data is a reliable reflection of what is happening within the sales process.

In her role at SS&C Intralinks, Yasmine is constantly digging into the data. That’s why the reliability of that data is top-of-mind for her. “As someone who lives and breathes in data and analytics, the core challenge is always about data integrity and what data is true,” she said.

With Salesloft, Yasmine has found that data integrity is no longer an issue. Because Salesloft automates the process of capturing crucial data, like sales activities, their sellers can spend more time with their buyers while the revops team gets peace of mind about the accuracy of the sales analytics.

Salesloft allows Yasmine and the team to drill into those sales analytics and surface insights that will positively impact their bottom line. Yasmine personally spends much of her time in the Salesloft Activity Dashboard which, combined with the team’s key performance indicators (KPIs), delivers valuable insights that helps her determine which activities are truly driving sales growth.

With reliable data and insights at their fingertips, Yasmine and the team at SS&C Intralinks have the ability to make informed decisions about their sales strategy to improve on the activities that drive deals and sales processes forward.

Unlocking more efficient and effective selling

While data always points sales teams in the right direction, if sellers want to make their efforts more efficient and effective, they also need to have the right tools on hand.

For SS&C Intralinks, Salesloft has proven to bring the best of both worlds — surfacing reliable data and giving sellers the means to act on that data effortlessly.

Specifically, the sales team at SS&C Intralinks has benefited from the automation that Salesloft provides. By developing and leveraging automated cadences, the team is able to continually engage their prospects at scale. Without the burden of executing these tasks manually, the sales team has seen a massive boost to their efficiency.

Yasmine shares that she’s excited about the future with Salesloft on her side. “I'm excited to see the results of how the platform helps us further grow our business across some of those key accounts that we've struggled [to gain] traction in. It will help us … on the back end to be able to

analyze what type of activities are helping drive those metrics so we can replicate that across other territories,” she said.