Salesloft & Salesforce: Better Together
With intelligent integration, CRM Sync, and seamless workflows, Salesloft is the ultimate sales machine.
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Monitoring and tracking sales activities is a crucial element of Salesforce’s effectiveness. Fortunately, communications sent in Salesloft are automatically recorded as activities in Salesforce. No manual updating — just one cohesive view of activities. Salesloft provides over 30 activities properties that can be pushed to the CRM including call duration, call disposition and sentiment, email activity counts and cadence identifiers, for deep insight into every activity.
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Let Salesloft do the heavy lifting in Salesforce. Easily apply automation rules to execute any repetitive process that you’d normally have to do manually. Rules can even include multiple actions built on a single set of criteria. This gives admins more control over the flow of data in and out of the system, and also allows admins to use a criteria met by one SDR’s process to be reflected to the entire team, preventing duplicate communications at an Account-Based Sales level.
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This is why Sales Operations leaders love Salesloft. Salesloft provides a real-time log of all sync activities, status, and outcomes. This sync log details aspects such as fields, records, time, and direction. Sync log provides complete transparency, with the ability to easily retry failed syncs and troubleshoot mapping errors, should they arise. Admins gain valuable insights into what data is being transferred.
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Your Data Your Way
Insight from Salesloft combines Salesloft and Salesforce data to achieve a powerful analytics package, giving leaders instant visibility into performance. The end result is a holistic view of Salesloft and its impact on the organization.
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CRM Sync Keeps Both Platforms Up-to-Date, in Real-Time
Easily customizable data sync keeps lead records and activity data updated and accurate, automatically.
Real-Time Sync
The data syncing between the platforms happens in real-time, so it’s always accurate and up-to-date.
Customizable Hierarchies
Administrators have the ability to choose which platform takes priority for each data field while syncing.
Field Mapping
Map fields from Salesforce to Salesloft. Set logic rules, like “Map to Contact first, then try Lead” or “Contact only” or “Lead only.”
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Safeguarding Your Data
Account Mapping
Synchronized Fields
Converted-Lead Detection
Manual Syncing
Data Sync Tracking
User Mapping
Configure Any Fields
Customizable Sync Speed
Sync Rules
Ready to see Salesloft in action?
Salesloft is the sales engagement platform that helps you connect with people, solve problems for customers, and move organizations forward. Learn more about our industry-leading capabilities and see the platform in action.