Professional Services

Accelerate Your Success with Professional Services

SalesLoft’s professional services are here to strengthen, streamline, and accelerate the success that the SalesLoft platform enables. We offer a variety of services that range from assistance as you ramp onto SalesLoft to fully customized onboarding, outsourced platform administration, and other helpful options.
Onboarding
Quick Start

Designed for new SalesLoft customers that want to go live quickly without the desire to have customized training or cadence building. This streamlined package gets you up and running in less than a week.

Premier

Designed for new SalesLoft customers that desire virtual guidance for optimizing SalesLoft configuration, cadences, and use of best practices. This comes with the partnership of a dedicated SalesLoft Implementation Success Manager.

Elite

Designed for new SalesLoft customers that want the Premier package, plus dedicated guidance on how to integrate SalesLoft with existing systems. It includes advanced support for customized reporting, sales process analysis, and cadence optimization.

Refresh

Designed for existing SalesLoft customers that are expanding their user base and seeking guidance on optimizing their SalesLoft configuration, cadences, and best practices with the newly expanded team in mind.

Tools for Your Entire Team

SalesLoft helps Sales Managers coach their team members and elevate the sales organization. Our platform empowers every member of your team—at every level—become more proactive, efficient, and effective.

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Workshops
Onsite

Hands-on, Onsite Workshops aimed at driving greater adoption for new and existing customers. They include process-based cadence recommendation, process automation, cadence optimization, and a Salesforce integration review with recommendations.

Training

Hands-on, customized Onsite Training workshops on a variety of topics aimed at educating new and existing customers, including but not limited to cadence creation, implementing automation rules, and general user training.

Mastery

Full-day immersive Mastery Sessions covering top sales strategies, best practices for optimizing SalesLoft, top feature releases, hands-on training with our SalesLoft Masters – and so much more.

Audits & Augmentation
Admin-on-Demand

Outsource your Salesforce customization to our Admin-on-Demand service for optimized SalesLoft support.

Data Science Services

Leverage the SalesLoft data science team’s research and expertise, as well as our industry know-how for actionable cadence recommendations.

Migration Services

Outsource your automation rule and cadence migration as you move to SalesLoft from another platform.

Utilization Audit

Leverage the SalesLoft’s sales strategy experts to evaluate and recommend optimizations for your SalesLoft utilization.

Ready to see SalesLoft in action?

SalesLoft is the sales engagement platform that helps you connect with people, solve problems for customers, and move organizations forward. Learn more about our industry-leading capabilities and see the platform in action.

See It Live