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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

Integrations can be a pain but, we've made it super simple with Zip Forecasting. Our POS integration tool walks you through the process in less than 10 minutes. When you are setup, you'll be able to generate your first sales and transactions forecast for the following week. Generate sales and transaction forecasts with a single click. Detailed forecasts allow you to drill down to 15-minute intervals ensuring pinpoint accuracy. When used with Zip Schedules, these forecasts make business more predictable helping you reduce over and under labor scheduling. And, when used with Zip Inventory you'll always know when it's time to restock. Anticipating increased demand because of a big event or maybe fewer sales because of bad weather? Zip Forecasting makes it easy to adjust forecasts for upcoming weather and events. Sales and transactions can be edited at the day level and on 15-minute intervals.

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

Platforms Supported

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

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

Companies searching for an automated sales forecasting and demand planning platform

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Salesloft
Founded: 2011
United States
salesloft.com

Company Information

Hubworks
Founded: 2009
United States
hubworks.com/en/zip-forecast.html

Alternatives

Alternatives

DemandPlanner

DemandPlanner

Demand Planner
Prophecy

Prophecy

Data Perceptions
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

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

Categories

Demand Planning Supported
Sales Analytics Supported
Sales Forecasting 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

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

Integrations

BambooBox Supported
Bearworks Supported
Cisco Duo Supported
Clarity Security Supported
Desktop.com Supported
EasyMovie Supported
Enablix Supported
Foundry Intent Supported
HubSpot CRM Supported
Kixie PowerCall & SMS Supported
Latitude Supported
Lavu Not Supported
LoyaltyMatch Not Supported
Maqsam Supported
Microsoft Outlook Supported
Octane11 Supported
Paychex Flex Not Supported
RightBound Supported
Trellus Supported
Truly Supported

Integrations

BambooBox Not Supported
Bearworks Not Supported
Cisco Duo Not Supported
Clarity Security Not Supported
Desktop.com Not Supported
EasyMovie Not Supported
Enablix Not Supported
Foundry Intent Not Supported
HubSpot CRM Not Supported
Kixie PowerCall & SMS Not Supported
Latitude Not Supported
Lavu Supported
LoyaltyMatch Supported
Maqsam Not Supported
Microsoft Outlook Not Supported
Octane11 Not Supported
Paychex Flex Supported
RightBound Not Supported
Trellus Not Supported
Truly Not Supported
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Claim Salesloft and update features and information
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Claim Zip Forecasting and update features and information