What is SalesLoft and how does it help with sales?
SalesLoft is a sales engagement platform that helps sales teams manage and automate their communication with leads and customers to increase efficiency and ultimately drive more sales.
What is the difference between sales engagement and CRM?
Sales engagement focuses on managing communication and tasks related to active sales opportunities, while CRM is a broader tool that manages customer data and interactions throughout the entire customer journey.
How do I create a new email template in SalesLoft?
To create a new email template, click on the Email Templates tab in the top menu bar and then click New Template. You can then customize the template with your desired messaging.
Why am I getting an error message when trying to schedule an email?
This could be due to a range of reasons such as a server issue or incorrect settings. Checking the status page or contacting customer support can help troubleshoot the issue.
Can I integrate SalesLoft with other tools and platforms?
Yes, SalesLoft offers various integrations with popular tools like Salesforce, Zoominfo, and LinkedIn, among others. You can find the full list of integrations on the SalesLoft website.
How do I add new team members to my SalesLoft account?
As an admin, you can add new users by going to Team Settings and selecting Invite User from the drop-down menu.
What should I do if I forget my SalesLoft account password?
You can reset your password by clicking on the Forgot Password link on the login page. You will then receive an email with instructions to reset your password.
Can I create customized reports in SalesLoft?
Yes, SalesLoft offers a reporting feature that allows you to create custom reports based on your sales data. You can also export these reports for further analysis.
How do I access my SalesLoft account on my mobile device?
You can download the SalesLoft app from the App Store or Google Play Store and log in with your SalesLoft credentials.
Why am I unable to send an email to a certain contact in SalesLoft?
This may be due to incorrect contact information or an issue with your email settings. Double-check the contact information and try again, or reach out to customer support for assistance.
What happens if I exceed my email sending limit?
If you exceed your sending limit, your emails will still be sent, but they will be sent from your personal email address instead of your SalesLoft email. You can purchase additional email credits if needed.
How do I add a new opportunity in SalesLoft?
To add a new opportunity, go to the Opportunities tab and click New Opportunity. You can then enter the necessary information and save the opportunity.
Can I assign tasks to team members in SalesLoft?
Yes, in the Task tab, click on New Task and select the team member you want to assign the task to from the drop-down menu.
I am seeing duplicate contacts in my SalesLoft account, what should I do?
This may be due to incorrect data syncing from your CRM. You can reach out to customer support to help merge the duplicate contacts.
How do I exclude certain leads from email sends in SalesLoft?
To exclude specific leads, create a group and add those leads to it. Then, when sending an email, choose the Select Recipients option and deselect the group from the list.
Why am I receiving an error message when trying to connect my CRM to SalesLoft?
This could be due to incorrect login details or server connection issues. Double-check your login information and try again, or reach out to customer support for assistance.
Can I customize the email signature in SalesLoft?
Yes, you can customize your email signature by going to Email Settings and then User Settings and clicking on the Email Signature tab.
How do I delete a contact or opportunity in SalesLoft?
To delete a contact or opportunity, click on the individuals profile page and click the three dots in the top right corner. From the drop-down menu, select Delete Contact/Opportunity.
What kind of training and support does SalesLoft offer?
SalesLoft offers various training resources, including live training webinars, on-demand videos, and a customer success team to assist with any questions or issues.
How do I cancel my SalesLoft subscription?
You can cancel your subscription by going to Team Settings, selecting Manage Subscription, and clicking Cancel Subscription.
Are there any hidden fees or charges with SalesLoft?
No, SalesLoft does not have any hidden fees or charges. All pricing information is transparent and can be found on the SalesLoft website.
How do I export my data from SalesLoft?
You can export your data by going to the Reporting tab and selecting Export Data from the drop-down menu. You can then select the data you want to export and the desired format.
Can I customize my SalesLoft dashboard?
Yes, you can customize your dashboard by clicking on the Configure Dashboard button at the top right corner of the page and selecting the widgets you want to add or remove.
Why am I unable to connect my LinkedIn account to SalesLoft?
This may be due to an outdated app or incorrect login information. Ensure that both your LinkedIn app and SalesLoft app are up to date, and try again. If the issue persists, reach out to customer support.
How can I ensure my emails are delivered to my leads inboxes?
It is recommended to keep your contact information up to date, use clear and relevant subject lines, and ensure your email content is personalized and not spammy.
Can I integrate SalesLoft with my website or landing page?
Yes, SalesLoft offers integrations with popular website and landing page builders like WordPress and Unbounce. You can find the full list of integrations on the SalesLoft website.
