Salesloft

Revenue platform that helps sales teams run multichannel outreach, record and analyze calls, track deals and forecast pipeline from one system of connected revenue data.

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Overview

Cadence builds multichannel sequences of email, phone and social steps, with templates, snippets, meeting scheduling and a dialer that captures each interaction. Conversation Intelligence records, transcribes and analyzes sales calls to produce AI summaries, searchable conversations and follow-up emails. Deals tracks opportunities with automatic CRM sync, buying-group mapping and framework fields such as MEDDPICC and BANT filled from call transcripts. Analytics and AI agents surface pipeline risk and coaching opportunities. Activity is logged to Salesforce, HubSpot or Microsoft Dynamics 365.
More product details

Product

Demo Url
salesloft.com/take-a-tour
License Model
Proprietary
Release Notes Url
salesloft.com/innovation
Solution Kind
Platform

Who it is for

Organization Types
  • Business

Images

Features

Lead Generation

Identifies the right buyers with the Buyer Identification Agent

Uses AI account agents to research accounts and draft personalized emails

Categories: Sales Engagement Platform

Prospecting Tools

Prioritizes the most engaged contacts and sorts cadence steps by channel, time zone and account

Provides customizable templates and snippets for outreach messaging

Categories: Sales Engagement Platform

Sales Pipeline Management

Tracks every opportunity in shared dashboards with customizable deal views

Spots idle, stalled and at-risk deals across the pipeline

Categories: Sales Engagement Platform · Sales Tracking

Communication Management

Runs multichannel cadences across email, phone and social steps

Calls or texts buyers from the dialer and lets buyers book meetings from emails

Categories: Sales Engagement Platform

Campaign Management

Builds multichannel cadences from a library of customizable cadence templates

Reports meetings booked and personalization outcomes across Cadences, Plays and email templates

Categories: Sales Engagement Platform

Performance Management

Shows team and individual rep performance in Analytics and Command Center

Identifies individual coaching opportunities with the AI Coaching Agent

Categories: Sales Engagement Platform

CRM Integration

Logs more than 30 activity metrics into Salesforce, HubSpot or Microsoft Dynamics 365

Syncs deal data automatically to keep CRM records up to date

Categories: Sales Engagement Platform

Business Process Automation

Applies automation rules that replace repetitive seller tasks

Enriches data with AI and updates CRM stages automatically

Categories: Sales Engagement Platform

Interaction Tracking

Automatically captures calls, texts and emails as buyer interactions

Logs activity metrics such as call duration, sentiment and email engagement into the CRM

Categories: Sales Tracking

Email Templates

Provides a library of customizable cadence templates

Offers templates and snippets that help reps personalize emails quickly

Categories: Sales Tracking

Task Management

Runs task steps alongside email and phone steps in cadences

Assigns tasks directly from the deal dashboard

Categories: Sales Tracking

Recording

Records and transcribes sales calls automatically

Captures interactions from calls made through the Salesloft dialer

Categories: Call Recording

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Call Monitoring

Gives reps real-time AI guidance during calls

Surfaces battlecards in real time on calls

Categories: Call Recording

Call Reporting

Scores calls automatically and tracks objections across the pipeline

Reports sentiment and rep performance analytics from buyer interactions

Categories: Call Recording

Call Recording

Automatically records and transcribes every sales call

Provides searchable conversations and AI summaries of recorded calls

Categories: Call Recording

Technical details

Deployment

Client Channels
  • Browser
  • Mobile app
Delivery Models
  • Cloud (SaaS)

Implementation

Delivery Mode
  • Vendor

AI

Input Modalities
  • Audio
  • Text
  • Structured data
Output Modalities
  • Text
Use Cases
  • Text summarization
  • Text generation
  • Sentiment analysis
  • Knowledge question answering

API

Protocols
  • MCP

Security

Access Models
  • Role based
Assurances
  • Kind
    Audit report
    Scope
    Salesloft and Drift platform services, examined annually by a third-party audit firm
    Standard
    SOC 2 Type 2
  • Kind
    Certification
    Scope
    Information security management system, audited and re-certified annually
    Standard
    ISO 27001
  • Kind
    Certification
    Scope
    Privacy compliance program
    Standard
    ISO 27701
DPA Url
salesloft.com/legal/data-processing-addendum
Encryption At Rest
Yes
Encryption In Transit
Yes
Key Management
  • Provider managed
Residency Scope
  • Region
    US and EU
    Provider
    Amazon Web Services and Google Cloud Platform
    Data class
    Primary data
    Exceptions
    • The Drift platform is hosted on AWS in the US only.

Support

Channels
  • Knowledge base
Training Formats
  • Documentation
  • Video
  • Webinar

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