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.
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.
Download The eBookManage 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...
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.
Engage Customers
Connect when it counts, for impactful customer experiences at every stage.
Learn MoreReady to see SalesLoft in Action?
The best selling teams in the world use SalesLoft to engage with customers, build pipeline, and close revenue, faster.