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LEARNING PATH:

Sales Leadership

  • Getting Started
    • Creating a SalesLoft Account Mgr
    • Installing Google Chrome Extension Mgr
    • Creating Your Settings Mgr
  • Configuring Admin Settings
    • 1. Introduction to Field Configuration
    • 2. What to Map and Why- Person Field Mapping
    • 3. What to Map and Why- Account Field Mapping
    • 4. What to Map and Why- Opportunity Field Mapping
    • 5. What to Map and Why- Activity Field Mapping
    • Team Templates Mgr
    • Converting to Team Templates
    • Team Cadences
    • Top 4 Priorities Implementing a Sales Engagement Platform Mgr
    • SalesLoft U Live: Automation Rules
    • Automation Rules Starter Kit
    • Customizing Disposition and Sentiment
    • Roles & Permissions Workbook
  • Setting Up Your Strategy
    • The Buyer Journey – Closing the Gaps Using SalesLoft Cadences
    • SalesLoft Platform Training Video 1 Mgr
    • SalesLoft Platform Training Video 2 Mgr
    • Creating a Cadence Mgr
    • Dashboard Overview Mgr
    • Adding Email Step mgr
    • Adding Phone Step Mgr
    • Adding Other Step Mgr
    • Adding People SFDC Import Mgr
    • Adding People CSV Import Mgr
    • Adding People Manually Mgr
    • Running Email Step Mgr
    • Running Phone Step Mgr
    • Running Other Step Ops
    • Copying Templates and Cadences Mgr
    • SalesLoft Snippets Mgr
    • Managing People in a Cadence Mgr
    • SalesLoft Connect for Gmail Mgr
    • Connect for Salesforce Mgr
    • SalesLoft Dialer
    • SalesLoft Calls Tab Ops
  • Maximizing Your Strategy
    • Security and Email Deliverability Best Practices
    • SalesLoft U Virtual Workshop: Building a Messaging Matrix Mgr
    • SLU Workbook: Building a Messaging Matrix Mgr
    • SalesLoft U Live Webinar: Tailoring Messaging By Personality Mgr
    • Cadence Best Practices
    • SalesLoft U Live: Overcoming Top Five AE Challenges
    • SalesLoft U Live: July 2017 Product Feature Release Re-cap Mgr
    • SalesLoft U Live: August’s New Feature Training mgr
    • SalesLoft U Live Webinar: Product Release Recap for October Releases AE
    • SalesLoft U Live: Strategize Your Client Engagement to Each Customer and Prospect Tier Mgr
  • Analytics & Coaching
    • Quiz: What Kind of Sales Manager Are You?
    • SalesLoft U Live: Call Strategy & Coaching
  • Taking It To The Next Level
    • Change Management eBook
    • SalesLoft U Live: On-boarding AE Team to SalesLoft
    • Slack Integration for SalesLoft
    • Twitter Smart Panel Mgr

Lessons

  • Getting Started

    • Creating a SalesLoft Account Mgr
    • Installing Google Chrome Extension Mgr
    • Creating Your Settings Mgr
  • Configuring Admin Settings

    • 1. Introduction to Field Configuration
    • 2. What to Map and Why- Person Field Mapping
    • 3. What to Map and Why- Account Field Mapping
    • 4. What to Map and Why- Opportunity Field Mapping
    • 5. What to Map and Why- Activity Field Mapping
    • Team Templates Mgr
    • Converting to Team Templates
    • Team Cadences
    • Top 4 Priorities Implementing a Sales Engagement Platform Mgr
    • SalesLoft U Live: Automation Rules
    • Automation Rules Starter Kit
    • Customizing Disposition and Sentiment
    • Roles & Permissions Workbook
  • Setting Up Your Strategy

    • The Buyer Journey – Closing the Gaps Using SalesLoft Cadences
    • SalesLoft Platform Training Video 1 Mgr
    • SalesLoft Platform Training Video 2 Mgr
    • Creating a Cadence Mgr
    • Dashboard Overview Mgr
    • Adding Email Step mgr
    • Adding Phone Step Mgr
    • Adding Other Step Mgr
    • Adding People SFDC Import Mgr
    • Adding People CSV Import Mgr
    • Adding People Manually Mgr
    • Running Email Step Mgr
    • Running Phone Step Mgr
    • Running Other Step Ops
    • Copying Templates and Cadences Mgr
    • SalesLoft Snippets Mgr
    • Managing People in a Cadence Mgr
    • SalesLoft Connect for Gmail Mgr
    • Connect for Salesforce Mgr
    • SalesLoft Dialer
    • SalesLoft Calls Tab Ops
  • Maximizing Your Strategy

    • Security and Email Deliverability Best Practices
    • SalesLoft U Virtual Workshop: Building a Messaging Matrix Mgr
    • SLU Workbook: Building a Messaging Matrix Mgr
    • SalesLoft U Live Webinar: Tailoring Messaging By Personality Mgr
    • Cadence Best Practices
    • SalesLoft U Live: Overcoming Top Five AE Challenges
    • SalesLoft U Live: July 2017 Product Feature Release Re-cap Mgr
    • SalesLoft U Live: August’s New Feature Training mgr
    • SalesLoft U Live Webinar: Product Release Recap for October Releases AE
    • SalesLoft U Live: Strategize Your Client Engagement to Each Customer and Prospect Tier Mgr
  • Analytics & Coaching

    • Quiz: What Kind of Sales Manager Are You?
    • SalesLoft U Live: Call Strategy & Coaching
  • Taking It To The Next Level

    • Change Management eBook
    • SalesLoft U Live: On-boarding AE Team to SalesLoft
    • Slack Integration for SalesLoft
    • Twitter Smart Panel Mgr

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