Guides for Salesloft teams
Practical, plain-English guides to the jobs around Salesloft: finding numbers, connecting Clay, getting calls answered and keeping data clean.
Salesloft enrichment: the options compared
Three ways to fill missing phones and emails in Salesloft: a provider integration, Clay, or an automatic waterfall. What each is good for, and what to check.
5 min readHow to connect Clay and Salesloft
Send Clay rows into Salesloft with Clay's own integration, or send Salesloft people to a Clay table when they join a cadence and write the answers back.
4 min readWaterfall enrichment, explained
What waterfall enrichment is, how it finds more phone numbers and emails for less, how to order providers, and what to watch for.
5 min readWhy your Salesloft calls show as "Spam Likely", and what to do
Why outbound calls get labelled Spam Likely, how to spot a flagged caller ID in your Salesloft call data, and what to do about it.
4 min readHow to bulk update Salesloft from a CSV, safely
Update thousands of Salesloft people or accounts from a spreadsheet without duplicates or lost data: matching, column rules, preview and undo.
4 min readFinding the best time to call in Salesloft
How to find the best time to call from your Salesloft call history: the team view, a best time for each person in their timezone, and putting it on the record.
5 min readSalesloft connect rate: how to measure it and raise it
Measure connect rate the same way every time, split it five ways, and the levers that raise it.
4 min readHow to add a Last Connected date in Salesloft
A Last Connected, Pitched or Booked date on people and accounts, filled in from past calls.
4 min readRolling up people data to Salesloft accounts
The latest reply, anyone on a cadence, how many reached: putting people facts on the account.
4 min readKeeping account and people owners in step
Why owners drift after territory changes, and how to keep them matched safely.
4 min readHow to import a Google Sheet into Salesloft automatically
Share the sheet, map it once, then import only new or changed rows on a schedule.
5 min readMeasuring rep activity in Salesloft fairly
People worked, not just calls; per day worked; pods and team moves kept straight.
3 min readSalesloft data glossary
Plain-English definitions of the terms Salesloft teams use for data and calling: waterfall enrichment, BYOK, connect rate, caller ID, Spam Likely, manday and more.
6 min readSalesloft add-ons: what teams add, and why
The jobs teams add tools for around Salesloft, and what to look for in each.
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