Customer Success Teams

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

See 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.

“I love the ability to see how my team is performing at a glance. Not only can I see the activity (calls, emails), I can also see how the actions are performing. It allows me to review the efficacy of my team members.”
Heather M
Senior Manager, Customer Success
“Best Sales Engagement Tool in the Market. Overall this tool gives us a lot of flexibility in organizing a large account base and through the analytics component demonstrate our teams impact.”
Gabriel S
Customer Success Manager
“After using SalesLoft, I could never imagine working without it. Our Company provides alot of training for our customers, and emailing my customers one-by-one is not efficient not effective. With SalesLoft, I can schedule webinars, software updates, and schedule customer follow-up meetings with ease.”
Carol B
Customer Success Manager
Best Sales Cadences

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 eBook

Manage Opportunities. Close More Deals. Drive Strategic Growth.

Day 1
Data Integrity, Social Connect, Email
Day 2
Email
Day 15
Email, Meeting. Text
Day 16
Social Follow
Day 25
Email, Meeting, Email
Day 30
Text, Email
Day 31
Social Follow
Day 60
Email

Providing a Better Experience For...

Your Customers

  • 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.

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
Generate Pipeline
Take the guesswork out of inbound and outbound prospecting.
Manage Deals
Manage Deals
Efficiently and effectively drive opportunities to close.
Engage Customers
Engage Customers
Connect when it counts, for impactful customer experiences at every stage.

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.