Salesloft

Tool Introduction

Salesloft delivers an AI-powered revenue orchestration platform designed to streamline B2B sales across the entire customer lifecycle. It helps organizations unify buyer interactions, automate tasks, and boost performance. The platform tackles challenges in fragmented tech stacks by consolidating data and delivering insights that drive predictable growth. Salesloft promotes alignment across sales, marketing, and customer success teams to enhance engagement and improve revenue outcomes.

Demo Available?

Salesloft offers demos by request through the sales team. No trial or self-service access is available.

Tool's Accuracy

User reviews describe Salesloft as reliable for sales outreach automation and CRM integration. Some users mention occasional sync delays, but most report improved team productivity and lead conversion.

Aggregate Rating

4.6/5 stars (based on 2,000+ verified reviews across the internet).

Detailed Overview

A unified platform that powers B2B sales from prospecting to renewal with AI-driven engagement and automation.

What Salesloft Does

Salesloft orchestrates the full revenue process using AI to guide engagement from first contact through renewal. It brings together signals from tools like CRMs and marketing platforms. Features include email sequencing, call analytics, pipeline tracking, forecasting, workflow automation, and reporting dashboards. Sales teams can prioritize actions, personalize outreach across channels, and coordinate efforts with marketing and success teams for end-to-end visibility.

Who Salesloft is for

Salesloft supports sales professionals, operations leaders, managers, and executives at B2B companies of all sizes. It's suited for businesses managing complex deals or distributed teams who want better collaboration across revenue functions. Customers include Google, IBM, Shopify, Square, Cisco, and 3M.

Top Differentiators

Single Platform: Covers the entire revenue lifecycle without separate tools.
AI Automation: Uses AI to surface next-best actions and handle repetitive work.
Enterprise Scale: Includes governance features for large organizations.
Productivity Gains: Customers see faster close times and higher win rates.
Customer Success Focus: Offers rapid setup support through the “Salesloft Experience.”

Introductory Video

Founding Year

2011

Target Industry

B2B, Enterprise, Mid-Market, Technology, Financial Services, Manufacturing, Healthcare, Business Services, Telecommunications

Available Integrations

Salesforce: Enables real-time activity logging, data sync, and pipeline management with native support and bidirectional integration.
Microsoft Dynamics 365: Supports synced activities and contact data for complex pipelines; requires API compatibility checks.
HubSpot: Syncs contacts, engagement data, and activities between Salesloft and HubSpot CRM; supports marketing-focused workflows.
Zoho CRM: Provides contact syncing and core activity integration; advanced features may need manual mapping or API use.
Vertify: Connects to Marketo and other tools for clean data sync across sales and marketing systems; requires setup and licensing.
Gmail and Outlook: Lets users send tracked emails, log actions, and manage communication directly from inboxes via browser extensions or OAuth scopes.
Twilio: Enables click-to-call functionality, call logging, and analytics within Salesloft’s sales workflow; setup varies by region or provider.
REST API and Webhooks: Offers custom integration options for unique workflows with documented endpoint support.

Plans & Pricing

Essentials: Includes pipeline generation, automated workflows, engagement analytics, and rep coaching. Pricing, seat minimums, and usage limits are available upon request.

Advanced: Adds full customer lifecycle workflows, conversation intelligence (call recording, transcription, analytics), and opportunity management. Pricing and usage terms must be requested.

Premier: Includes all Advanced features plus forecasting tools like automatic roll-up, forecast submission, and AI-powered next actions. Specific pricing is not publicly listed.

Dialer Add-on: Calling and call recording are not included in base plans. Local presence numbers cost $1 per number per month. Unlimited calling rates are not disclosed.

All plans require annual billing unless otherwise negotiated. Fees are due in advance and are non-cancelable and non-refundable unless specified in an order form.

Features & Specs

Sales Engagement: Email sequences, phone dialing tools, social messaging workflows with personalized content options.
Conversation Intelligence: Real-time call recording with transcription; AI-driven keyword tagging; sentiment analysis; coaching insights.
Pipeline Management: Visual deal tracking boards; stage updates; forecasting views; opportunity health monitoring.
Workflow Automation: Task triggers based on behavior signals; reminders tied to activity timelines.
Analytics & Reporting: Customizable dashboards showing KPIs such as response rates or deal velocity.
AI & Machine Learning: Predictive lead scoring; automated prioritization; guided selling suggestions.
Integrations: Connects with CRMs like Salesforce or HubSpot plus marketing platforms for seamless data flow.
API Access: Public APIs enable custom integrations across systems or internal tooling workflows.
Supported Formats: Interactions supported via email threads, voice calls with recordings/transcripts, video touches, text messaging attachments.
Mobile Access: Mobile app allows access to key tools while in the field or traveling.
Global Scale Support: Multilingual capabilities plus features that comply with regional business regulations.

Security & Compliance

Data Encryption: Data is encrypted in transit using TLS/SSL protocols and at rest with AES-256 or equivalent.
Authentication & Access Control: Single Sign-On (SSO) via SAML or OAuth is supported; SCIM enables automated provisioning. Role-Based Access Control (RBAC) allows for granular permission settings.
Certifications: Salesloft holds SOC 2 Type II certification.
Data Handling: Customer data is stored in secure, geographically distributed data centers.
Retention Policies: Configurable options allow for automated purging or user-driven deletion of data.

Industry Use-Cases

Technology Sector

Salesloft consolidates signals from CRM and product usage data so reps can prioritize outreach and personalize at scale. You’ll see better productivity, higher win rates, and stronger retention.

Salesloft’s conversation intelligence analyzes buyer interactions, giving teams insights for coaching and alignment. That helps shorten cycles and manage complex stakeholder groups more effectively.

Financial Services

Salesloft supports secure, auditable workflows with automated compliance checks. This helps firms meet regulations while engaging prospects across channels more efficiently.

AI-driven cadences let relationship managers stay connected across large client portfolios. The result: improved satisfaction, stronger upsell chances, and lasting relationships.

Manufacturing

Pipeline management tools give manufacturers real-time visibility into deal status and activity. You get more accurate forecasts and smarter resource use.

Targeted content sequences help sales teams educate buyers on complex products. Engagement tracking lets them adjust messages to increase conversion rates.

Healthcare

Encrypted communications and audit trails support secure outreach in regulated environments. Role-based access ensures data stays protected while enabling effective engagement.

Automated workflows flag key decision-makers and track interest levels. Sales teams can then focus follow-ups to close deals faster.

Business Services

Multi-channel automation helps consultants handle large prospect lists without losing the personal touch. That leads to better lead flow and meeting conversions.

The platform connects sales and success teams using shared customer health insights. Automated renewals help capture upsell opportunities before they’re missed.

Tool's Alternatives

Outreach
Offers multi-channel sequencing, workflow automation, and real-time coaching. Kaia AI assists during calls. Learning curve is steeper for new users.

HubSpot Sales Hub
Combines prospecting with automation inside the broader HubSpot ecosystem. Easy to use for small teams but advanced customizations may need extra modules.

Salesforce Sales Cloud
Highly customizable platform with a vast app ecosystem. Serves both SMBs and enterprises well but can be complex to configure.

Apollo.io
Focuses on outbound automation with a built-in B2B database. Strong in prospecting but offers less CRM depth than Salesloft.

Frequently Asked Questions

What features are included in Salesloft’s Essentials plan?
Essentials includes pipeline generation, automated workflows, engagement analytics, and rep coaching tools. It supports task automation, email sequencing, and basic reporting for early-stage sales efforts.

Which capabilities does the Premier plan provide?
Premier includes all Advanced features plus forecasting tools like automatic roll-up, forecast submission, and AI-powered next actions. It supports full-lifecycle management with predictive insights.

Does Salesloft support CRM integration?
Yes. Salesloft integrates with CRMs like Salesforce, HubSpot, Microsoft Dynamics 365, and Zoho CRM. These integrations enable contact syncing, activity tracking, and bidirectional data flow across systems.

Can Salesloft automate multi-channel outreach?
Yes. The platform automates outreach through email sequences, phone calls with recording options, social messaging workflows, and video or text message attachments using AI for personalization.

How does Salesloft enhance pipeline visibility?
Pipeline management tools offer visual deal tracking boards, stage updates, forecasting views, and opportunity health monitoring to help teams assess progress and prioritize actions.

Is conversation intelligence included in all plans?
Conversation intelligence is part of the Advanced and Premier plans. It includes real-time call recording with transcription, sentiment analysis, keyword tagging, and coaching insights based on buyer interactions.

What types of security controls does Salesloft use?
Salesloft uses TLS/SSL encryption in transit and AES-256 at rest. It supports Single Sign-On via SAML or OAuth and offers Role-Based Access Control for granular permissions.

Does Salesloft work on mobile devices?
Yes. A mobile app gives users access to key tools while traveling or working remotely. It supports core engagement features optimized for field use.

Are there industry-specific solutions available in the platform?
Salesloft offers workflows tailored to sectors like financial services, healthcare, technology, manufacturing, and business services. Features support compliance needs and complex deal structures across industries.

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