Every day, sales reps must cut through the noise in order to have meaningful conversations with their buyers. The great reps understand it takes a multi-channel approach (phone, email, social) in order to be successful. The best sellers in the best sales organizations leverage real-time insights in order to create a personalized, authentic connection with their buyers.

SalesLoft already empowers users with real-time insights through Owler, Crystal, and Twitter. But we can’t stop there – there’s so much more we can do. Introducing Smart Panels.

Smart Panels allow users to customize their person and company dashboards to better prioritize relevant information displayed.

Sellers working with Smart Panels improve efficiency and connection authenticity from carefully placed, aggregated insights in a single location without the need to navigate between different applications.

panels

Previously, we introduced panels to the company profile page, giving insights into people linked to the company alongside Owler and Twitter integrations. These insights have proven to provide value and we are extending panels to the people profile page with the Smart Panel release. This new, flexible, customizable Smart Panel interface provides even more of an opportunity to work with partners to integrate valuable insights as panels in the SalesLoft UI.

Smart Panels surface critical sales insights and intelligence so that sales teams can better understand, connect, and engage with customers. Embedded within the SalesLoft company and person dashboards, they provide in-the-moment contextual insights and support SalesLoft’s vision of enabling personalization through the sales cycle at scale. SalesLoft offers a growing list of Smart Panels including Twitter Feed, News (powered by Owler), and Competitors (also powered by Owler). This new, flexible, customizable Smart Panel interface provides even more of an opportunity to work with partners to integrate valuable insights as panels in the SalesLoft UI.

Benefits

  • Sellers working with Smart Panels improve efficiency from aggregated insights in a single location without the need to navigate between different applications.
  • Ability to customize layout configuration of panels to fit seller process.
  • Updated visual design and information architecture of person and company details and activities provides efficiencies in discovering actionable information.

The customization of panels through the Panel Configuration menu allows customers to determine the priority of information they see on the people and company profile pages. Through the menu, customers can toggle the display of panels on and off and drag to reorder the panels as desired. Gain workflow efficiency with curated layouts, focusing on the insights that are most valuable to their process.

With Smart Panels comes visual design improvements to the people and company profile pages. Information is separated into panels by categories, like stats, quick actions, and contact info. This modular view allows customers to identify information quickly instead of scanning through a long list of information without visual distinction. Other visual enhancements are the styling and information architecture of the activities section and a new icon set.

We are grateful to have you here with us on this journey, and we hope you feel the SalesLoft Love with this product announcement, our past product announcements, and the ones that are just around the corner. We are always excited to hear your feedback, so if you have any questions please check out the Knowledge Base, or contact support@salesloft.com.