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
Premier Lite

Designed for new SalesLoft customers with up to 5 users in one division or geography. Includes guidance for optimizing your SalesLoft configuration, cadences, and use of best practices with the partnership of a dedicated SalesLoft Consultant. Completed in 2 – 4 weeks.

Premier

Designed for new SalesLoft customers with up to 25 users in one division or geography. Includes guidance for optimizing your SalesLoft configuration, cadences, and use of best practices with the partnership of a dedicated SalesLoft Consultant. Completed in 4 – 8 weeks.

Premier Plus

Designed for new SalesLoft customers with up to 50 users or 2 divisions or geographies. Includes guidance for optimizing your SalesLoft configuration, cadences, and use of best practices with the partnership of a dedicated SalesLoft Consultant. Completed in 8 – 12 weeks.

Elite

Designed for new SalesLoft customers with up to 75 users or 3 – 4 divisions or geographies. Includes guidance for optimizing your SalesLoft configuration, cadences, and use of best practices with the partnership of a dedicated SalesLoft Consultant. Completed in 12 – 16 weeks.

Custom

If your requirements or other preferences exceed the Elite boundaries or are simply not addressed by one of our packages, we will scope a custom onboarding. This  starts with a foundation of SalesLoft best practices but allows customization and scale for large or complex organizations.

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.

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