Best Practices

Learn best practices for the SalesLoft platform.

Fast Start Training for the SalesLoft 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!

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 and industry best practices. We explore SalesLoft analytics, email best practices, cadence best practices, automation rules, Live Call Studio, and Conversation Intelligence.

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.

Daily Office Hours

2PM EST

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Daily Office Hours

9 AM EST

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Insights Installation Strategy Hour

Hosted the first Thursday of each month.

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Integration Strategy Hour

Hosted the second Thursday of each month.

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Automation Rule Strategy Hour

Hosted the third Thursday of each month.

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Admin Settings Strategy Hour

Hosted the fourth Thursday of each month.

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