Retain focus, reduce multi-tasking, and never break workflow. All from the same browser tab, your Salesforce instance.
Sound too good to be true? Let me walk you through the magic that makes this possible.
Say you’re in Salesforce and you’re prospecting. Or on a call. Once you add the contact to Salesforce, it takes 1 click to add that person to SalesLoft then 3 more clicks to add them to a follow-up cadence. Yeah. Just 4 clicks. Watch closely…
Haven’t yet tried Connect for Salesforce? Keep reading to learn more.
About Connect for Salesforce
No more switching between tabs or navigating between platforms. By bringing SalesLoft into Salesforce, the focus, speed, and accuracy that SalesLoft is known for now lives where you work. Connect for Salesforce delivers the features and functionality you love about SalesLoft directly to Salesforce. From Salesforce, you can:
- send SalesLoft emails
- make calls with the SalesLoft dialer
- add people to, remove people from, and execute SalesLoft cadence steps
- update SalesLoft contacts from Salesforce
- automatically track and log activities in SalesLoft and Salesforce
Whether you spend most of your time in Salesforce or split your time between SalesLoft and Salesforce, Connect for Salesforce also allows you to interact with SalesLoft data and SalesLoft cadences directly from Salesforce. Do all of your work where you are, never leaving your Salesforce tab unless you choose to!
If you already have the SalesLoft Chrome Extension, access to this enhancement to Connect for Salesforce is only a browser refresh away. If you don’t yet have the extension, click here to install it.
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. If you have any questions the Knowledgebase can’t answer, we want to hear from you at firstname.lastname@example.org.