Opportunities are both a core component of your sales cycle and a leading indicator of the success of your revenue team. Your SDRs are hustling to create them, your AEs are actively working them and bringing them over the line, and your success team is keeping your customers happy and renewing them.
Now your entire sales organization can benefit from an enhancement to our best-in-class Salesforce integration – providing you with access to the critical information you need to run the most effective sales process possible. We’re excited to announce the ability to bi-directionally sync Salesforce Opportunity data, giving you the ability to view, edit, and gain one-click access to opportunities directly from the SalesLoft platform.
By providing opportunity data directly in the SalesLoft platform, we’re empowering your entire sales team.
SDRs – Gain enhanced visibility on current and historical opportunities and related opportunity information to help guide contextual conversations at both the person and account levels.
Account Executives – A seamless workflow avoids the pitfalls of having to navigate to multiple applications to access and update critical opportunity data as the sales cycle progresses. The Opportunity Smart Panel gives you access to view and edit opportunity fields and provides context on your communications and to keep opportunity status and stages synced as you’re engaging with your prospects and customers.
Customer Success – Simplified access to track and edit opportunities in SalesLoft and one-click access to create new opportunities directly in Salesforce.
We’re confident this major new enhancement to our Salesforce integration will provide your sales teams with new levels of insight and open the door to more engagement with your customers. Thank you for allowing SalesLoft to continue to serve you. We are always excited to hear your feedback, so if you have any questions please check out the Knowledge Base, or contact firstname.lastname@example.org.