Customer Success Teams

SalesLoft empowers your customer success managers to scale account coverage and nurture long-term relationships.

A 13% improvement in customer renewal rates*

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*According to The Total Economic Impact™ Of SalesLoft, a February 2019 study by Forrester Consulting on behalf of SalesLoft.

SalesLoft helps me stay accountable with my customers and not lose track of upcoming tasks. With over 150 customer accounts, it’s the only way I can make sure I keep up.

-G2 Review

Provide Exceptional Customer Experiences

With SalesLoft, customer success teams can engage with customers at specific points in the adoption lifecycle, ensuring those “milestone moments” set them up for success and deliver high ROI.

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Manage Opportunities. Close More Deals. Drive Strategic Growth.

Day 1

Data Integrity, Social Connect, Email

Day 2


Day 15

Email, Meeting. Text

Day 16

Social Follow

Day 25

Email, Meeting, Email

Day 30

Text, Email

Day 31

Social Follow

Day 60


Providing A Better Experience For…

  • SalesLoft integrates with best-in-class business intelligence tools and CRMs.

  • Leverage tracking from SalesLoft to inform the customer health score and drive proactive customer communication.

  • Curate playlists of escalated customer calls, tagging key moments for quick review.

  • Conversation Intelligence lets you record calls and web meetings, so reps can go back and reference areas of the conversation, and managers can get real insight and data for coaching.

  • Recommend workflows, called Cadences, based on customer stage, such as: welcome onboarding, periodic health checks, QBR planning, and renewals. Also prioritize tasks from customizable dashboards.

  • Calendar integration makes scheduling resolution calls and meetings simple.

  • Bring in subject matter experts in real-time, notate and tag important moments in calls and meetings, and share insights, all from a single pane.

SalesLoft on SalesLoft: Customer Success

Customer Success teams own the post-sale customer experience. It’s a big job. They build connections that set the stage for successful long-term relationships. Learn how SalesLoft’s CSM Katie Boyd uses our platform to better stay in contact with her customers.

Generate Pipeline

Take the guesswork out of inbound and outbound prospecting.

Generate Pipeline

Manage Deals

Efficiently and effectively drive opportunities to close.

Manage Deals

Engage Customers

Connect when it counts, for impactful customer experiences at every stage.

Engage Customers

Ready to see SalesLoft in Action?

The best selling teams in the world use SalesLoft to engage with customers, build pipeline, and close revenue, faster.