Managing Success

Exceed service expectations. Drive customer success, retention, and growth.

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Customer experience is a critical component of revenue strategy.

Ensure your customers are successful throughout implementation, adoption, and support, improving retention and driving strategic growth.

Build opportunities, acquire prospects, and grow accounts to drive revenue growth.

  • SalesLoft routes new customers into recommended workflows based on account tier and relationship stage.

  • Video greetings can be embedded in emails to build relationships and strengthen the onboarding experience.

  • Deliver training, tips and tricks, and guides timed to the onboarding journey.

  • SalesLoft tracks engagement and website interactions, syncing activity with the appropriate CRM contact and account records.

  • Automated workflows and one-to-one communication let you build awareness for new products and services, at scale.

  • SalesLoft tracks engagement and activities and syncs to the contact and account record, so you can positively influence customer health.

  • With SalesLoft you can identify at-risk customers, trigger actions to proactively connect and seamlessly schedule calls with customers who need extra support.

  • SalesLoft routes customers into recommended renewal workflows based on account tier and health score.

  • Access recent calls, engagement, and captured conversations to drive better renewal discussions.

  • Personalize renewal communications and escalate renewal conversations internally based on indicators like health score, adoption, and leadership turnover.

Learn how SalesLoft helps Customer Success Teams ensure
their customers are happy, healthy, and getting the results they want.

SalesLoft aggregates a lot of the information I would need from systems of record (like SFDC) and external feeds (like Owler, LinkedIn, news, etc.) to stay on top of strategic account engagement. Honestly it's difficult to be anywhere as effective without it.

—Client Engagement Professional at Elementum

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.