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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.

About

Gain Deeper Insights and Improve Customer Experience. Increase your close ratio on policies and proposals within your insurance market. Higher than average close rates. Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest. How It Works: Step 1. Drag and drop your file into SlyDeck email attachment tracking software download. Step 2. Copy or share the link to file email attachment tracking software review. Step 3. Review insights and plan your follow up. Insight Matters. Slydeck helps you plan the next conversation. Benefits: User Friendly Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform. Platform to Advise. Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Sellers and agents looking for a proposal/document tracking app

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$10 per user, one-time payment
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Salesloft
Founded: 2011
United States
salesloft.com

Company Information

Slydeck
Founded: 2019
United States
slydeck.io

Alternatives

Alternatives

Attach

Attach

Cirrus Insight
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

Inside Sales Features

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

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Integrations

Slack
CoRecruit
Datanyze
Dealtale
Dubb
ExecAtlas
FirstQuadrant
GridBuddy Connect
Humanlinker
Kixie PowerCall & SMS
Koala
Maqsam
Outdoo AI
Persana AI
Productive Call Assistant
Propensity
Salient
Scoop Analytics
Sendoso
Trellus

Integrations

Slack
CoRecruit
Datanyze
Dealtale
Dubb
ExecAtlas
FirstQuadrant
GridBuddy Connect
Humanlinker
Kixie PowerCall & SMS
Koala
Maqsam
Outdoo AI
Persana AI
Productive Call Assistant
Propensity
Salient
Scoop Analytics
Sendoso
Trellus
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