How CROs Turn Data Into Systematic Wins With Salesloft

Step 1: An orchestration layer that handles data entry through automation and AI

Manual data entry, scattered spreadsheets, and data pulled from multiple sources waste time and destroy trust in every decision. Operating this way means that the only way you’re going to get accurate data is if your reps actually put it into the system, but they’d rather sell than do admin work.

You need a solution where automation handles the admin work behind the scenes of your sales team’s day-to-day. That way, your pipeline reflects actual deal activity and progression, not outdated inputs.

Data is only valuable when it's accurate, easy for the team to put it in the system and keep up to date, and requires less admin work.

How Salesloft helps

With Salesloft, you get an orchestration layer that connects seamlessly to your CRM and other data sources.

Our Revenue Orchestration Platform becomes the single, easy-to-use hub that helps your reps and managers work efficiently. All the while, AI and automation ensure data is always up to date, freeing your team to focus on what matters most.

• A single workspace for reps. Instead of jumping between tools, reps engage buyers, update deals, and submit forecasts in one streamlined UI.
• Automated CRM sync. Your pipeline is always up to date with bi-directional syncing across systems of record.
• Call recording and analytics. Capture every interaction, surface key moments, and make customer conversations a data source rather than a black hole.
• Intelligent data enrichment. Automatically identify buying group stakeholders, associate them with the right opportunity, and continuously enrich contact data so you can keep track of the people and activities that impact deal success.

Solve data quality issues

With automation and AI to capture real-time data, you can eliminate data entry lags, lapses, and human error, ensuring more accurate forecasts. Better data empowers your sales leaders to make informed decisions and gives your reps more time to focus on high-impact selling activities.

Step 2: Guided workflows to operationalize best practices from prospecting to renewals

Sometimes the best revenue strategies fail because they never make it out of the slide deck. Playbooks aren’t always the problem, but adoption almost always is. Reps default to their own approaches because there’s no structured way to enforce what works without slowing them down.

I think we really struggled. Each rep would have a different approach. I cannot imagine going back to pre-Salesloft, honestly, because it has improved our processes so much, and it has made our execution so much better and so much more consistent.

How Salesloft helps

Salesloft integrates proven sales plays directly into your team’s workflow, ensuring consistent execution throughout the entire sales cycle. By automating routine tasks and using AI to prioritize the most impactful actions, you can turn best practices into everyday practices.

• Customizeable sales plays. Standardize what “good” looks like with automated and prioritized workflows that execute best practices at scale. Automatic “plays” create accountability and influence behavior change without the need for constant micromanagement.
• Prioritized, prescriptive actions. Turn critical data points, such as buying signals or coaching insights, into actions for reps and managers. Our AI prioritizes activities based on revenue goals and gives every person an individualized daily action plan focused on driving results.

• Sales automation and cadencing. Streamline high-volume outbound activities in one place to drive consistent, scalable results. Embed engagement best practices into the workflow and use centralized reporting to measure effectiveness and optimize efficiency.

Step 3: Full-funnel analytics and real time insights that help you algin teams on the right priorities

Every CRO has been there: “Why did we miss the number?” You ask five people, you get five different answers. Sales points to marketing, marketing blames product, managers say the market’s tough.

None of that helps you fix the problem.

You don’t need opinions. You need clear, reliable data. When everyone works from the same facts, you get answers faster, course-correct earlier, and stay in control of the outcome.

Before using tools like Salesloft, it was difficult to measure how well our sales campaigns were performing or identify areas for improvement, even when we knew they were strong. Salesloft's reporting and analytics have been game-changers, helping us focus on the right audiences, ensure our content resonates with them, and continuously refine our approach over time.} authorName{"Danielle Neill

How Salesloft helps

Salesloft serves as a single source of truth, putting a stop to conflicting reports. Real-time insights align your team’s efforts on the right priorities to drive consistent and repeatable results.

• Full-funnel analytics and custom dashboards. Real-time, holistic reporting to visualize your entire sales funnel — from prospecting to closing — and diagnose key factors affecting conversion. Use these insights to drive consistent, predictable results at scale.

• Actionable AI-driven insights. Use AI to identify key opportunities in deal progression, coaching, and buying signal conversion. Automated sales “plays” prompt immediate seller action to replicate winning behaviors and boost win rates.

Lead with authority

With full command of your data — the what, the why, and the how — you gain the clarity to make confident decisions and drive change. Salesloft’s comprehensive pipeline visibility and real-time insights make it easy to connect your decisions to revenue impact and back your assertions with solid evidence.

Don't let a lack of visibility cost you this upcoming quarter

As long as your revenue organization relies on manual entry into your CRM, your data will only reflect what sellers document, not the whole picture. Use Salesloft to orchestrate every part of the revenue cycle and collect the data you need along the way.

Salesloft's ease of use and rep-first architecture means that activities are seamlessly captured across the entire merchant journey (SDR, Sales, Onboarding) without being perceived as a burden. As a revenue leader, I have significant visibility to understand, inspect, and problem-solve our business even while our teams are fully distributed.