- Connect for Salesforce Admin Setup. The Connect for Salesforce feature is enabled by default for all SalesLoft users. ...
- Install Connect for Salesforce. Before you Loft emails, view SalesLoft People information, and execute Cadences from your Salesforce account, you need to Download the SalesLoft Chrome Extension .
- Click to Call in Salesforce. SalesLoft’s Dialer lets you call from wherever you work, including your Salesforce instance. ...
- Loft an Email in Salesforce. Connect for Salesforce allows you to leverage the power and features of SalesLoft email and templates without leaving the Salesforce record.
- Hot Leads in Connect for Salesforce. Hot Leads identify which prospects should be your highest priority based off of their level of engagement.
Full Answer
How do I use connect for Salesforce with SalesLoft?
There are many Salesloft actions you can take on Lead and Contact records using Connect for Salesforce, but that’s really only the basic features available to you. The Connect for Salesforce side panel opens more of Salesloft’s core functionality within Salesforce, like viewing Salesloft Person info and running Cadences.
How do I import leads and contacts from Salesforce to SalesLoft?
From your Salesforce account, navigate to the Leads, Contacts, Account s tabs or select an individual Campaign (depending on which list you want to import into Salesloft). Find the View pick list to select a previously created list and select Go or Create a New View. Click the Import to Salesloft button.
What can I do with the SalesLoft extension?
The Salesloft extension will create Salesloft specific buttons in your Salesforce instance including the ability to import, view Salesloft profile pages, Click to Dial within Salesforce, and Connect for Salesforce features. Things to Note: The Import into Salesloft button will not appear if Salesforce is in accessibility mode.
How can SalesLoft help your organization?
The end result is a holistic view of Salesloft and its impact on the organization. Easily customizable data sync keeps lead records and activity data updated and accurate, automatically. The data syncing between the platforms happens in real-time, so it’s always accurate and up-to-date.
How do I connect Salesloft to Salesforce?
Connect for Salesforce Admin Setup. The Connect for Salesforce feature is enabled by default for all Salesloft users. ... Install Connect for Salesforce. ... Salesloft Imports from Salesforce. ... Connect for Salesforce Side Panel. ... Click to Call in Salesforce. ... Loft an Email in Salesforce. ... Insert Meeting Availability in Salesforce.
Is Salesforce and Salesloft the same?
With intelligent integration, Salesforce Sync, and seamless workflows, Salesloft is the ultimate sales machine. Monitoring and tracking sales activities is a crucial element of Salesforce's effectiveness. Fortunately, communications sent in Salesloft are automatically recorded as activities in Salesforce.
Does Salesloft require Salesforce?
Before you can take advantage of Salesloft's Salesforce integration, you must connect your Salesforce account to your Salesloft account. This is required in order for activities you log in Salesloft to sync to Salesforce as completed Tasks records.
How do I add a Salesloft button in Salesforce?
From your Salesforce account, navigate to the Leads, Contacts, Accounts tabs or select an individual Campaign (depending on which list you want to import into Salesloft). Find the View pick list to select a previously created list and select Go or Create a New View. Click the Import to Salesloft button.
How do I get Salesloft extension in Salesforce?
Click the Salesloft icon. This will open a banner with the option to update the extension. Click Update Now. Once you select the option to update the extension, all opened Gmail and Salesforce tabs will be reloaded and the extension will update to the latest version.
Is Salesloft a CRM?
Salesloft has always been a customer- and innovation-first organization. With its latest offering, the company becomes the first sales engagement platform to build CRM integrations outside the Salesforce ecosystem.
How much is Salesloft a month?
SalesLoft and FunnelFLARE are both sales engagement platforms that help salespeople reach more customers. SalesLoft's pricing varies from $75 for the group version to $125/mo per user for the enterprise edition and has a minimum of 3 users.
What is Salesloft worth?
Atlanta, GA – January 6, 2021 – Salesloft, provider of the #1 Sales Engagement platform, today announced it has raised $100 million at a $1.1 billion valuation, bringing total funding to $245 million.
What is a Salesloft cadence?
A Salesloft Cadence is a repeatable series of steps, or sequence, that mimics your sales process to create a consistent process. Your Cadences in Salesloft allow you to seamlessly execute your tasks in a way that fits your work rhythm (or cadence...get it?).
How do I install Salesloft insight?
Update the Insight from Salesloft PackageClick on the new install link.You will then see the Upgrade Insight From Salesloft Package. Select Install for All Users.Click Upgrade. The dashboard will upgrade.
How do you run a cadence in Salesloft?
Cadences Panel on the Home Dashboard Go to the Cadences panel in the bottom right of your Dashboard, aka the Salesloft home page. Find the Cadence and step type you want to take action on. Next to the step name, you will see a blue Run Step button. Click Run Step.
What are dynamic fields in Salesloft?
Dynamic fields help you to personalize your emails at scale. Rather than you repeatedly entering data about a Person or Account, dynamic fields allow you to personalize your emails by inserting profile information from a Person or Account Record.
Your Data Your Way
Insight from Salesloft combines Salesloft and Salesforce data to achieve a powerful analytics package, giving leaders instant visibility into performance. The end result is a holistic view of Salesloft and its impact on the organization.
Salesforce Sync Keeps Both Platforms Up-to-Date, in Real-Time
Easily customizable data sync keeps lead records and activity data updated and accurate, automatically.
Safeguarding Your Data
Salesloft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.
How does SalesLoft work?
The SalesLoft extension pulls all of the leads or contacts from a list when you click the import button. If you would like to pick and choose or select specific leads or contacts from a list view to import, you can do so by installing our Custom Import Button.
What is cross filter in saleslott?
Cross filters allow users to filter reports based on related objects and their fields. This means that you have the ability to fine-tune your report to include (or exclude) records. Once the report is created with the cross filter, you can import specific lead or contact records into the SalesLoft platform.
How to sync SalesLoft with CRM?
Click the toggle at the top of the screen to enable CRM Sync. You’ll get a pop-up asking you to Select CRM Connector, which will be your team's Main Connector used for CRM Sync. Click the drop-down menu and choose the the SalesLoft user you want to set as your main CRM Connector.
How to enable CRM sync?
To enable CRM Sync, follow these steps: From your dashboard, click on your name and select Team. Go to the CRM Sync Settings in the left-hand menu. Click on the Sync tab at the top right.
What is CRM sync?
CRM Sync is the simplest and most reliable way to keep the data between your CRM and SalesLoft entirely up-to-date. The sync works in near real-time, and administrators have the ability to decide which application “wins” when syncing each field.
How to edit a CRM alert?
To select or edit a CRM Sync Alert Contact, follow these steps: From your dashboard, click on your name and select Team. Go to the CRM Sync Settings in the left-hand menu. Click on the Sync tab at the top right. Under CRM Sync Alert Contact, select Edit.
