The Salesloft data checklist: 10 checks to run
These ten checks show where Salesloft data is quietly costing your team conversations. Each one says why it matters, how to check it yourself, and what fixes it.
People on cadences with no phone number
Every call step for them is skipped or dialled blind.
Check it yourself: Filter people who are on an active cadence and have no phone in any phone field.
People on cadences with no email
Their email steps can't send, so the cadence moves on without them.
Check it yourself: Filter people on an active cadence with an empty email field.
Wrong, dead and invalid numbers
Reps keep dialling numbers that will never connect.
Check it yourself: Look for numbers logged as wrong number, numbers that have never connected after several tries, and numbers too short or long to be real.
Best number not in the main phone field
Reps and dialers start with the main field, so the first dial is often the weakest.
Check it yourself: For people with several numbers, compare which one has actually connected with which one is in the main field.
Caller IDs connecting less than they should
A sudden drop on one caller ID is the usual sign of a Spam Likely label.
Check it yourself: Compare each caller ID's connect rate this week with its own past and with the team's other numbers.
Which number sources connect
Providers and lists are renewed on hit rate, not on whether their numbers get answered.
Check it yourself: Split connect rate by where each number came from: each provider, each import, or typed in by hand.
Reps behind what their numbers should get
A rep on poor numbers or a flagged caller ID looks like a weak rep.
Check it yourself: Compare each rep's connect rate with what others get on the same caller IDs and at the same times, not with the team average.
Duplicate accounts and people
Duplicates split activity and ownership, so reps double up or miss history.
Check it yourself: Look for accounts that share a domain and people who share an email address.
A Last Connected date on people and accounts
Without one, no view can find who nobody has reached in 90 days.
Check it yourself: Check whether a field holds the last connected call for each person, and for each account across its people, and whether it's current.
Account and people owners in step
After a territory change, people often stay with the old owner.
Check it yourself: Compare each person's owner with their account's owner and count the ones that differ.
The free health check runs the first eight on your own Salesloft data in a few minutes, grades each one Fix first, Worth a look or Healthy, and only reads your data. See the health check
Run the checklist on your own Salesloft
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