Getting Started
Set yourself up for success as a new user of Salesloft
Welcome to Salesloft U!
There’s no homecoming and you won’t get summers off, but you will find content and training to design your strategy, maximize its effectiveness, and take your sales organization to the next level.
Cadence
Strategically engage with your prospects & customers through targeted workflows
Coaching
Level up your coaching skills by having meaningful, data-driven 1:1 meetings with your reps at scale
Administer your CRM Integration
Optimize sales activities by integrating the two most critical pillars of your tech stack
Conversations
Analyze your virtual meetings to level up your engagement strategy & celebrate success
Deals
Manage your pipeline to consistently meet your goal & take action
Forecast
Efficiently track your progression towards your goal & confidently own your forecast call
Salesloft Automation
Level up your Salesloft experience by curating automated workflows following data driven best practices
Webinar Recordings
Salesloft’s library of customer webinar recordings offer tips for optimizing the Salesloft platform, sales strategy, sales engagement best practices, and more!
Best Practice
Resources full of tips & tricks for driving success in Salesloft
Fast-Start Training for the Prospecting User
Join the Salesloft Education Services team for our weekly live Fast-Start training covering the Salesloft platform. This training is perfect for new users that need the basics to get started.
There is also live Q&A at the end of the training!
9:30 AM EST Session
Alternating Every Wednesday
Alternating Every Wednesday
This training is best suited for ‘prospecting’ reps who use Salesloft to manage & prioritize their daily responsibilities.
Including:
- Assessing Daily Bandwidth
- Adding and Running Steps
- Importing People
- Dashboard Overview
2 PM EST Session
Alternating Every Wednesday
Alternating Every Wednesday
This training is best suited for ‘prospecting’ reps who use Salesloft to manage & prioritize their daily responsibilities.
Including:
- Assessing Daily Bandwidth
- Adding and Running Steps
- Importing People
- Dashboard Overview
Fast-Start Training for the Closer
Join the Salesloft Education Services team for our weekly live Fast-Start training covering the Salesloft platform. This training is perfect for new users that need the basics to get started.
There is also live Q&A at the end of the training!
9:30 AM EST Session
Alternating Every Wednesday
Alternating Every Wednesday
This training is best suited for ‘closer’ reps who use Salesloft to manage their opportunities and actionable next steps.
Including:
- Overview of Deals Pipeline
- Create custom dashboards
- Manage Conversations
- Manage Deals
- Note Taking Workflow
2 PM EST Session
Alternating Every Wednesday
Alternating Every Wednesday
This training is best suited for ‘closer’ reps who use Salesloft to manage their opportunities and actionable next steps.
Including:
- Overview of Deals Pipeline
- Create custom dashboards
- Manage Conversations
- Manage Deals
- Note Taking Workflow
Fast-Start Training for the Frontline Manager
Join the Salesloft Education Team on the first or third Wednesday of every month for a manager-focused Fast-Start Webinar that addresses how to approach coaching and management using Salesloft functionality.
Fast-Start Training for the Content Creator
Join the Salesloft Education Team on the second or fourth Wednesday of every month for a Fast-Start Webinar that focuses on how to create cadences, templates, and the strategy for scaling your content.
Second Wednesday of the Month
Content creation elements within the Salesloft platform.
Including:
- Cadence frameworks
- Template libraries
- Snippets
- Scaling your content
Fourth Wednesday of the Month
Content creation elements within the Salesloft platform.
Including:
- Cadence frameworks
- Template libraries
- Snippets
- Scaling your content
Daily Offerings
We host Daily Open Office Hours twice a day hosted by our Customer Success Managers and Technical Support Agents. Drop in with any of your day to day questions, big or small.
Additionally, every Thursday afternoon, we host topical strategy hours that cater to Admins looking to level up their Salesloft game.
Ready to See Salesloft in Action?