Download SalesLoft

Author: m | 2025-04-24

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By downloading the Salesloft Chrome Extension and connecting Salesloft to your HubSpot CRM, Salesloft Connect for HubSpot allows you to Loft emails, view Salesloft People Salesloft Connect Early Access, free download. Salesloft Connect Early Access 1.5.3: Salesloft Connect Wczesny Dostęp. Salesloft Connect Early Access

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Integrate Aircover With Salesloft - Salesloft

Can be found within Salesloft Conversations.How: See the Conversation Transcript help article to learn more about Salesloft Conversations.Download Conversations Role-based PermissionA role-based permission that when enabled allows users to download a Conversation transcript, video, or audio. Who: The permission can be enabled for all users. It is defaulted ON for User, Admin, and Custom roles.Where: The Download Conversations Permission can be enabled or disabled while configuring user roles.How: To add the Download Conversations Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “conversations” in the permissions search. Confirm the Download Conversations permission toggle is set to “On” (blue). Conversation Video Player UpdatesIntroduces several enhancements to the video player used within Conversations including a minimized video mode.Who: Conversation Video Player Updates are available for all Salesloft users with access to Conversations.Where: The Conversation Video Player can be found within Salesloft Conversations.How: Learn more about the Conversations Video Player in the View Conversations Video and Audio Recordings articleTemplate Page EnhancementsThe following enhancements have been made to the template pages: Ability to sort by Clicks, Opens, Replies, and Owner New column for Last Used. You can sort by Last Used. Tag filters are now at the top of the page only, not in the left hand side bar. Added Archived Templates filterWho: Template Page Enhancements are available to all Salesloft users.Where: The Templates Page can be found by clicking on Content at the top of the screen and then selecting either Template.How: Learn more in the Templates Page article. Platform, Data, & CRMConfigurable Analytics MetricsConfigurable Metrics gives Salesloft admins the ability to configure a particular metric (or set of metrics) to better align to their organization’s definitions. Users with the proper permissions will now have more control over how the Connected Calls, Meetings Attended, Meetings Booked and Positive Calls metrics are attributed within Salesloft.Who: Configurable Analytics Metrics can only be configured by a Salesloft admin but apply to the By downloading the Salesloft Chrome Extension and connecting Salesloft to your HubSpot CRM, Salesloft Connect for HubSpot allows you to Loft emails, view Salesloft People 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

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User9990

Can be found within Salesloft Conversations.How: See the Conversation Transcript help article to learn more about Salesloft Conversations.Download Conversations Role-based PermissionA role-based permission that when enabled allows users to download a Conversation transcript, video, or audio. Who: The permission can be enabled for all users. It is defaulted ON for User, Admin, and Custom roles.Where: The Download Conversations Permission can be enabled or disabled while configuring user roles.How: To add the Download Conversations Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “conversations” in the permissions search. Confirm the Download Conversations permission toggle is set to “On” (blue). Conversation Video Player UpdatesIntroduces several enhancements to the video player used within Conversations including a minimized video mode.Who: Conversation Video Player Updates are available for all Salesloft users with access to Conversations.Where: The Conversation Video Player can be found within Salesloft Conversations.How: Learn more about the Conversations Video Player in the View Conversations Video and Audio Recordings articleTemplate Page EnhancementsThe following enhancements have been made to the template pages: Ability to sort by Clicks, Opens, Replies, and Owner New column for Last Used. You can sort by Last Used. Tag filters are now at the top of the page only, not in the left hand side bar. Added Archived Templates filterWho: Template Page Enhancements are available to all Salesloft users.Where: The Templates Page can be found by clicking on Content at the top of the screen and then selecting either Template.How: Learn more in the Templates Page article. Platform, Data, & CRMConfigurable Analytics MetricsConfigurable Metrics gives Salesloft admins the ability to configure a particular metric (or set of metrics) to better align to their organization’s definitions. Users with the proper permissions will now have more control over how the Connected Calls, Meetings Attended, Meetings Booked and Positive Calls metrics are attributed within Salesloft.Who: Configurable Analytics Metrics can only be configured by a Salesloft admin but apply to the

2025-04-07
User9713

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

2025-04-19
User2381

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

2025-04-17

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