Download SalesLoft Email API

Whole Salesloft instance.Where: Configurable Metrics can be managed from the Configurable Metrics settings page.How: See the Manage Configurable Metrics help article for more information.Visibility for Connected IntegrationsSalesloft will now show a list the third-party integrations that are connected to your Salesloft instance, and admins now have the ability to revoke access to these apps.Who: Visibility for Connected Integrations is available for all Salesloft users and admins, though only admins have the ability to revoke access to integrations.Where: The list of connected integrations can be found on the Integrations page in Settings.How: To learn more, check out the Salesloft Integrations article for admins and Set Up Your Profile - Manage Connected Apps for users. Opportunities APIDevelopers can view and manage opportunities via Salesloft’s public API. This allows customers with a custom CRM to import their Opportunity data into Salesloft.Who: Opportunities API is available to all Salesloft customers and is designed for customers without out-of-the-box CRM integrations..Where: Opportunities API can be managed from the Developer’s portal. How: See the article in the developers portal for more information.Account and People List EnhancementsThe following enhancements have been made to the Account and People Lists: Ability to manage columns on the people list and account list Ability to filter by hot leads on people listWho: Account and People List Enhancements are available to all Salesloft users.Where: The Account and People lists can be found by clicking on Contacts at the top of the screen and then selecting either Accounts or People.How: To edit columns, follow these steps: Select the Edit Column button found on far right side of the filter row. The Customize Columns window will appear. Search for fields or scroll through the list to select or deselect the available fields. Once a field is selected, it will appear in the Field Order side of the window. Rearrange the order of your fields so they are in your preferred order. To rearrange the fields, hover over a field name, click and hold the field title, then drag the field to the spot in the order. Once it's in the correct spot, release the field.

Sales email softwareAlthough vital to the prospecting process, cold emailing is difficult to manage and even harder to execute. To achieve consistent results, sales teams need flexible cold email software like Salesloft. Email campaigns using Salesloft make personalized messages simple, yet efficient with email automation and engagement toolsets. Get more replies to your cold emails with analyzing email sentiments, customizable email templates, automated email cadences, and a/b testing messages.Generate quality leadsTo convert great leads, B2B sales teams need to rely on more than run-of-the-mill email marketing software.Fortunately, with cold email tools provided by Salesloft Cadence, potential customers are easier to engage than ever.Develop team-wide workflows and perfectly tailor lead generation campaigns to your buyer persona. Scale and personalize every key touchpoint. Build email lists, expand sales campaigns, and automate follow-up emails and email chains in just a few clicks.Create custom email templatesEmail templates are the backbone of scalable prospecting. Without them, cold emailing is exhausting, time-consuming, and not to mention expensive.Lucky for you, Salesloft’s platform makes it possible for sales leaders to share the most effective cold email templates with their teams!You can also customize your contact list, personalize follow-up, and scale your email deliverability with scheduled sending and other helpful tools.Prefer a more direct approach? No problem. You can use Salesloft to create and manage one-off email sends too.Email automation, tracking, & live analyticsFor a cold email campaign to be successful, sales teams need to stay in tune with the data. Salesloft lends a helping hand with real-time sales

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Platform, Data, and CRMPeople List EnhancementsThe following filters have been added to the People List:Filter by industry Filter by user relationship Filter by Cadence assignee Filter by Cadence: ‘any cadence’ (people active in a cadence).Who: People List Enhancements are available for all Salesloft users.Where: Navigate to Contacts in the top menu and select People to access the People list.How: Use the Add filter button on the People List to be able to select filters. For instructions on how to filter the People List, see the Filter Salesloft Page View article.ConversationsSMS Opt-Out ComplianceSalesloft Messenger will automatically append a “Reply STOP to opt-out” message to the first new message sent to a person.Who: Users who utilize the Salesloft Messenger desktop app.Where: SMS Opt-Out Compliance applies to new SMS conversations that are sent via the Salesloft Messenger desktop app.How: For more information check out Messenger Regulation Guidelines and Important Things to Know About Messenger. Conversations Access Permissions: Team-level & Role-levelTwo new permissions have been added to Salesloft that will allow admins to control user access to Conversations:Team-level Conversations Access Permission: enables/disables Conversations for the entire Team. Role-level Conversations Access Permission: role-based permission that enables/disables Conversations for specific role types.Who: The Conversations Access Permissions are accessible to Salesloft admins.Where: The Conversations Access Permissions can be found on the Roles Settings page.How: Learn more in the Roles and Permissions article.Google Granular PermissionsTo ensure users are successfully connected to all areas of Google, a new banner has been added to remind users to "select all" permissions when connecting to Google and send an alert if any permissions have been left off.Who: Salesloft users connected to Google (email, calendar, and Google Meet).Where: The banner appears when configuring your email, calendar, and Google Meet.How: When configuring your email, calendar, and Google Meet, the banner will appear to remind you to select all permissions. To learn more check out the How does Salesloft connect to Google Workspace? article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App version 1.18.11 and later.Where: The Salesloft Mobile App is available on iOS and Android.Add Notes/Log Meeting Notes on MobileAdd functionality to the Salesloft Mobile app that allows users to create and display notes assigned to specific contacts.How: Follow these steps to add notes to a contact record:Access a contacts profile Scroll to the new Notes card under Recent Activities View existing notes Create a new note by clicking the “+” iconDriftIntelligent Search - Feedback LoopEasily correct wrong answers from Intelligent Search responses with the new Intelligent

To create and manage deals, set goals and milestones, and assign tasks to team members to create a structured workflow.Salesloft Cadence helps sales teams to plan and execute their outreach efforts in a systematic way. Cadence is designed to help sales teams consistently and effectively engage with prospects by providing them with a structured approach to communication. With Cadence, sales teams can create customized outreach campaigns, including email, phone, and social media communications. The platform provides templates and tools to help sales teams craft personalized messages, schedule outreach efforts in advance, and track their progress.The last feature is Salesloft Conversations which helps sales teams to connect with clients in a customer-centric manner. With it, teams can send meaningful personal emails, dial clients on the spot, log conversations for future reference, and integrate with popular social media platforms to expand their prospect base.How Does Salesloft Work?Prior to getting started with Salesloft, there are a few steps to consider when purchasing a subscription, setting up your account, and beginning to use its features.Sign Up: To use Salesloft, you’ll need to create an account and schedule a demo with the Salesloft team to receive a quote and purchase a subscription.Invite Your Team: After creating your account, you’ll need to add your sales team members to the platform. You can do this by sending an email link to each individual from the Salesloft platform.Import Client Data: Salesloft integrates with popular CRM systems, making it easy to import prospect and existing client data into the platform. If you do not use a CRM, you can also import data manually using a CSV file.Integrate a Sales Process: Salesloft allows you to customize your sales process to match your organization’s workflow. You can create custom stages and milestones, assign tasks to team members, and set up alerts

Some of the advanced features6. Pipedrive Pipedrive is sales management software that manages the business sales pipeline. It’s easy deal tracking and excellent visual interface makes it useful for businesses. Pipedrive’s automation capabilities simplify sales operations by reducing laborious tasks. Moreover, Pipedrive offers a suite of comprehensive advanced features, including customized lead routing, automation technologies, and insights and reports. These features help improve the relations between the business and the customer, which contributes to customer success and increases company growth.FeaturesSales assistant Email analyticsAuto lead assignmentPros ✅Simple and easy interface.Provides options for customizing pipelines and fields. Affordable with a bucket of advanced features.Cons ❌Bad customer support is reported.Some features only unlock after the premium plan subscriptions.The onboarding process can be improved.7. Copper Cooper is a sales tool that works with Google Workspace ( former G Suite). This CRM solution is primarily used to get features like lead management, workflow automation, and email marketing. This also assists sales and marketing professionals by providing effective reporting and analytics tools that allow them to make decisions based on datas. A little addition in money with Copper will give you access to work with the Google Workspace integrations that improve productivity.Features Lead management Effective email marketingSales forecastingPros ✅Provides flexibility in customization.Google integration streamlines customer workflow.Good UI and versatile features set.Cons ❌Pricing can be expensive for startups.Customer support needs to respond quickly.Limited API requests.8. Outreach.ioOutreach is sales engagement software that streamlines businesses’ sales processes. It is ideal for its email sequencing, analytics, and task automation features, which drive company productivity. Businesses can build flexible and automated forecasts using outreach.io’s advanced modeling and predictive AI. With all the data and insights that make it a powerful application for generating sales revenue, you can also improve forecast accuracy. This sales tool is ideal for medium to large businesses requiring advanced sales engagement software. Features Deal insights Pipeline managementReal-time call recording & transcriptionPros ✅Easier import to contact datas and can be connected with other platforms.The support team is helpful and supportiveProvides cold email personalization option. Cons ❌Admins are not able to add or remove the mailboxes for usersSome graphs are hard to understandLimited mass email feature9. Salesloft Salesloft is an AI-powered sales engagement platform that improves the sales process and customer interaction. With its AI features, businesses can predict their next action, which results in higher growth. This business sales tool is ideal for medium—to large enterprises that require an engagement platform. Other features that make Salesloft on this list are sales analytics, call tracking, and email automation. Features Hot lead automationNative dialer & calenderingDraft with AIPros ✅Shows a total count of activities per team & rep.The cadences are easy to set up and helpful.Provides useful snippets and templates.Cons ❌It lacks the function to block spam calls altogether.Deal management features can be simpler.Issues are seen with the Gmail connector.10. YeswareYesware provides email tracking and other sales engagement tools. It increases business productivity by automating your outreach at a scalable level. Also, the Outlook and Gmail add-ons keep track of

And notifications to help keep everyone on track.Develop a Cadence: A sales cadence is a structured plan for reaching out to leads and customers. With Salesloft, you can create customized cadences for your team, including email, phone, and social media outreach efforts.Track Activity: Salesloft provides a range of analytics and reporting tools to help you understand the effectiveness of your sales efforts. You can track your team’s performance, identify trends and insights, and make data-driven decisions to improve your results.Collaborate: Salesloft includes collaboration tools to help your team stay connected and work together effectively. You can use features like activity tracking, comments, and shared workspaces to stay up to date on your team’s progress and share ideas and insights.Salesloft FeaturesWhen it comes to features, Salesloft offers a number of different functions and opportunities for sales teams to improve their productivity and effectiveness. Whether companies are looking for analytical insights and pipeline management or lead identification and revenue forecasting, Salesloft offers companies the potential to enhance their sales processes. Take a look at the table below to identify some of the core software components that are offered.Sales TrackingSales CRMSales PipelineDeal IntelligenceSales CoachingLead ManagementWhat Does Salesloft Integrate With?By integrating with popular SaaS tools, Salesloft helps companies streamline their workflows and unlock new levels of efficiency and productivity, enabling them to focus on what matters most: growing their business. Below, you will find examples of popular applications that Salesloft can integrate with inside a company:Email: Gmail and OutlookMarketing: Marketo and PardotSocial Media: LinkedIn and TwitterTelecommunication: Zoom and WebexCRM: Salesforce, Microsoft Dynamics, and HubSpotWho Are Salesloft’s Competitors And Alternatives?SalesLoft is a leading sales engagement platform that helps sales teams connect with prospects, engage with customers, and close more deals. As such, it competes with a range of other companies that offer similar solutions to