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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
    • Introduction to Field Mapping
    • Person Field Mapping
    • Person Custom Fields
    • 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
    • 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
    • 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

SalesLoft Automation Rules Starter Kit

SalesLoft Automation Rules enable you to increase the efficiency of your sales process and increase consistency across your reps. With several powerful triggers – and more being added regularly – SalesLoft automation rules is going to give your reps more time spent selling.


For the best experience, view slide deck in full-screen mode.

This Automation Rules Starter Kit contains automation rules many other SalesLoft admins have already implemented to improve their process. Use these rules to get started, then put your spin on them to better suit your team’s needs!

Lessons

  • Getting Started

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

    • Introduction to Field Mapping
    • Person Field Mapping
    • Person Custom Fields
    • 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

    • 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

    • 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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