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About

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

About

Salesloft is a predictive revenue platform that helps sales teams prioritize actions, manage opportunities, engage prospects, and improve forecast visibility. The platform captures revenue signals from across a company’s sales stack and uses a data and AI engine to interpret activity, prioritize important events, and recommend next steps. Its product suite includes Cadence for sales engagement, Clari Forecast for forecasting, Conversation Intelligence, Deals, Inspect for pipeline inspection, Revenue Cadences, and Rhythm for workflow prioritization. Salesloft can surface next-best actions such as following up with engaged prospects, rescheduling missed meetings, adding accounts to cadences, or responding to deal activity. AI agents and human sellers can work together on tasks including forecast summaries, deal-risk plays, meeting preparation, and account follow-up.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales teams

Audience

B2B sales teams, sales development representatives, account executives, sales managers, revenue operations teams, customer-facing revenue organizations, and executives that need coordinated sales engagement, forecasting, pipeline management, and AI-driven revenue workflows

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • The best thing for me that InsightSquared offers is how it presents the information, it is highly visual, with elegant graphics, easy to understand, full of important information, and from which you can get critical background information, in addition to using them in conjunction with their filters, understanding the behaviors of our customers and representatives allows us to make the best decisions.
  • It is an incredible resource to measure the sales performance of our business; it is intuitive, easy to use, and integrates well with our CRM tool. It is a robust tool, provides varied functions and analytics to have a clear and real-time perception of our business in terms of sales effectiveness.
  • Excellent tool to collect data regarding sales, a tool that allows you to keep track of the averages and percentages relating to sales, facilitates you to carry out the process in a fast and productive way. Thanks to its helpful knowledge, it guarantees employees the opportunity to know their numbers and thus be able to make decisions that help improve their productivity.

Cons

  • It is not so intuitive to use; it has a learning curve that requires a good study of the software. The best thing to do is not be too ambitious as you start to adapt to the program, start giving basic information, understand how to use it, and give more detailed information.
  • Only its learning curve, being a software so loaded with functions, the familiarization with it usually takes a little more time. However, it is worth the time and energy to invest.
  • It has a high cost at the beginning of using the tool, which hinders organizations from incorporating it in their activities; the platform is not as effective as you expect it to be.

Pros & Cons from Real Users

Pros

  • It has strong integration with Salesforce and other CRM tools, allowing you to extract relevant information and update opportunities automatically. Salesloft has a simple and intuitive user interface that makes it easy to view, manage, and update your pipeline and forecast. It provides useful information and analysis to help sales representatives and managers identify risks, opportunities, trends, and patterns in their business. I like that it has a powerful forecasting module that helps sales teams improve their accuracy and confidence in their numbers. The conversation intelligence feature helps sales reps capture and analyze customer feedback and interactions. Salesloft has a product suite ecosystem that includes other products, which is a conversation intelligence tool that helps sales reps improve their skills and performance.
  • There are many features I loved but the topmost feature I liked is sales pipeline visualization. It gives a top-angle view to understand what's happening. It has an appealing user interface and is incredibly easy to onboard. It has the best pre-simplified sales cycle.
  • Call recording and clarity. Analytics. Ease of use and setup. Real time cue cards to help the sales person. Robust integration with CRMs and Callers. Upload call features.
  • I like Clari's ease of use and integration with our CRM to impact our sales and customer relationship mechanisms effectively. It has been instrumental for us to measure our sales productivity. It generates valuable reports to project our effectiveness, make forecasts and develop future strategies to have the expected sales performance.
  • It is a software with a simple and intuitive interface that integrates with our CRM, generates analytics to get an idea of the current reality of our business and allows us to have future projections to take the necessary forecasts and devise strategies for sales and customer relationship. It has an excellent reporting function and excellent customer service.

Cons

  • It can be expensive for some companies, especially if they need to use multiple products in the product suite ecosystem. Sometimes it is buggy or slow at times, which can affect the user experience and data quality. Sometimes it is redundant or overlaps with some of the capabilities of Salesforce or other CRM tools, if used correctly. Salesloft may have issues with data synchronization or migration when there are changes in the organization or sales structure. Disappointing is the limitations in its reporting and dashboard features, which can make it difficult to customize or filter data.
  • Never faced any major issues while using Salesloft for our sales process.
  • Transcription quality is sometimes bad but on par with the other competitors.
  • The sales reports and forecasts are not structured in the best way; they could be more organized, it would make everything easier for our work team.
  • The reports are not customizable and its structure could be improved, other than that there has been nothing that I dislike about this software, it works well.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Company Information

Salesloft
Founded: 2011
United States
salesloft.com

Alternatives

Alternatives

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

AI Sales Agents Supported
AI Sales Tools Supported
AI SDR Supported
Cold Email Supported
Email Tracking Supported
Inside Sales Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Forecasting Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Not Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Data Visualization Features

Analytics Supported
Content Management Not Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Not Supported
Relational Display Not Supported
Simulation Models Not Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Not Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Not Supported
Search Not Supported
Task Management Not Supported
Templates Not Supported
Workflow Management Not Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Not Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Not Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Integrations

Desktop.com Supported
LinkedIn Sales Navigator Supported
Salesforce Supported
2x Connect Not Supported
Airfold Not Supported
Cisco Duo Not Supported
CoRecruit Not Supported
Fireflies.ai Not Supported
GridBuddy Connect Not Supported
Highspot Not Supported
Matia Not Supported
Saleshood Not Supported
Salesmotion Not Supported
ScreenApp Not Supported
Seamless.AI Not Supported
Stitchflow Not Supported
Tray.ai Not Supported
VidGrid Not Supported
Xoxoday Not Supported
ZoomInfo Sales Not Supported

Integrations

Desktop.com Supported
LinkedIn Sales Navigator Supported
Salesforce Supported
2x Connect Supported
Airfold Supported
Cisco Duo Supported
CoRecruit Supported
Fireflies.ai Supported
GridBuddy Connect Supported
Highspot Supported
Matia Supported
Saleshood Supported
Salesmotion Supported
ScreenApp Supported
Seamless.AI Supported
Stitchflow Supported
Tray.ai Supported
VidGrid Supported
Xoxoday Supported
ZoomInfo Sales Supported
Claim InsightSquared and update features and information
Claim InsightSquared and update features and information
Claim Salesloft and update features and information
Claim Salesloft and update features and information