Logging into Salesloft
How to log into Salesloft (and add the Chrome extension):
The Chrome extension integrates Salesloft into your browser, enabling access from any webpage, including email and Salesforce.
✅Log In:
- Visit salesloft.com and click Login.
- Enter your credentials or use SSO if applicable.
✅ Install Chrome Extension:
To add the Salesloft Chrome Extension, follow these steps:
- Click your name in the upper-right corner, then select Settings.
- Navigate to the Downloads tab and select Install Chrome Extension. This will open the Chrome Web Store.
- Click Add to Chrome and complete the installation.
OR
- Click here, and a notification bar will appear at the top of the Salesloft window prompting you to download the extension.
- In Salesloft, click your name in the upper-right corner and select Settings. On the Settings page, navigate to the Downloads tab.
- Click Install Chrome Extension.
- This will open the Chrome Web Store in a new window, where you can complete the installation process.
Access Your Profile
Clicking on your initials in the upper-right corner of Salesloft opens the Profile Settings menu, which provides access to the following features:
Name and Email:
- Displays your full name and associated email address.
Settings:
- Access your personal Salesloft settings, where you can update your profile details. If you have admin privileges, additional team configuration settings will be available.
Available Integrations:
- Lists any integrations enabled by your team for seamless connection with other platforms.
Related Articles:
- Offers quick links to relevant Help Center articles based on the page you're viewing.
Help Center:
- Directs you to the Salesloft Help Center for detailed instructions and information on using Salesloft’s features.
Contact Support:
- Opens a support request form in a new window to reach Salesloft's support team for assistance with technical issues.
Developer Tools:
- Provides access to the Salesloft Developer Portal for technical resources and API documentation.
Submit Feedback:
- Allows you to submit product feedback, which is reviewed by the Salesloft product team for continuous improvement.
Log Out:
- Sign out of your Salesloft account securely.
Privacy Notes and Terms of Use (not pictured):
- Access important legal information regarding privacy policies and terms of use.
Top Navigation Menu
The Top Navigation Menu provides seamless access to all areas of the platform, enabling you to navigate efficiently within Salesloft.
Whether you need to view a comprehensive list of People, create new templates, or access your analytics, the menu options allow you to reach the relevant pages quickly.
Navigation Features:
- The Top Navigation Menu contains organized group menus. Select a menu to reveal available page options, and click on a page name to navigate directly to that page.
- For keyboard users, the first element that appears when tabbing through the page is a Skip to Content button. This button allows you to jump to the first focusable element after the navigation bar. You can continue tabbing through the menu options and press the Enter/Return key to select a page.
Menu Components:
The Top Navigation Menu includes the following sections:
Salesloft:
- Click the Salesloft icon to return to your Salesloft home screen, where you can access your Rhythm Workflow.
Workspace:
- This section encompasses Salesloft products where users can perform daily actions and engagements:
Activity:
- Pages that log various Salesloft activities:
Contacts:
- Access record types you interact with, including:
Content:
- Reusable sources of content:
- Cadences
- Templates
- Snippets
Analytics:
- Reporting features for Salesloft:
Global Search Functionality
The global search feature enables you to search for any Account or Person within your Salesloft instance, facilitating quick access to important information.
Accessing the Search Bar:
- The search bar is conveniently located in the top navigation bar, allowing you to access it from any page within the platform.
- To quickly jump to the search bar at any time, simply type the keyboard shortcut(forward slash).
Search Options:
You can search using various criteria, including a Person’s name, an Account’s name, an email address, or a Salesloft profile ID (if you have that information readily available). Search results will be organized into grouped sections:
Optimizing Your Search Results:
Using the search bar is straightforward—just type in your search query and select the desired Person or Account. To enhance your search results, consider the following tips:
- Boolean Operators: Incorporate “AND” or “OR” to expand your search results.
- Wildcard (*): If you cannot recall a first name, last name, or account name, use the wildcard (*) to generate a list of possible matches.
- Quotation Marks: For precise searches, enclose your query in quotation marks.
Navigating Salesloft
The Salesloft top navigation bar (top nav) is present on every page within the platform, providing quick access to essential tools and resources. Located at the top of the interface, this bar ensures easy navigation and supports streamlined workflows.
Top Navigation Bar Features:
Salesloft Icon:
- Click this icon to return to your Salesloft Home Dashboard.
Product Tabs:
- Quickly switch between core functionalities of the Salesloft platform.
Search:
- Use global search to find People or Accounts within Salesloft.
Live Feed:
- The heartbeat monitor icon displays real-time alerts about email tracking activities.
Messenger:
- Opens the Messenger pane in the bottom right corner, allowing you to send SMS messages.
Dial Pad:
- Opens the Dialer in the bottom right corner for making calls directly from the platform.
Need Help?
Represented by a question mark icon, this section provides access to helpful resources, including:
- Related Articles: Knowledge Base articles relevant to the page you are viewing.
- Contact Support: Opens the Salesloft Support form in a new window for technical assistance.
- Salesloft University: Best practices and lessons on mastering sales engagement within the platform.
- Knowledge Base: Directs you to help.salesloft.com for detailed information on Salesloft's features.
- Submit Feedback: Allows users to provide feedback for product improvements.
CRM Notifications:
- Represented by a lightning bolt icon, this feature alerts users of failed Salesforce activities and provides options to retry failed tasks. It also shows your Salesforce connection status.
User Settings:
- Your name, located in the upper-right corner, opens a settings dropdown for managing your profile and account settings.
Rocket Ship Icon:
- Click this icon to run a Cadence from anywhere within the platform.
These tools within the top navigation bar ensure that users can efficiently navigate the Salesloft platform and access key features with ease.
Salesloft Compact View - Responsive Navigation:
Salesloft's responsive navigation adapts to smaller screen sizes, ensuring ease of use regardless of your browser's dimensions. Here’s how it changes:
Compact Top Navigation:
- Product Areas:
- Displays the current area with a dropdown arrow. Click to access other areas.
- Search Bar:
- Condensed into a magnifying glass icon. Click to expand the search bar.
- Quick Actions:
- Combined under a three-dot icon. Click "More" to view all quick actions.
Compact Side Navigation:
- The side nav retracts, replaced by three horizontal lines. Click to reveal the full menu, including icons and page names. Salesloft’s layout remains intuitive and functional across all screen sizes.
Actions from Global Navigation
The Global Navigation menu provides quick access to one-off actions across the Salesloft platform. These actions are represented by distinct icons, allowing users to perform tasks efficiently from any location within the application.
Available Actions:
Global Actions (+):
- The plus sign icon represents Global Actions. Clicking this icon opens a palette of action items within the search bar, enabling you to execute various tasks whenever needed. The available actions include:
- Open Dialer: Launches the Dialer in the bottom right corner of the platform.
- Open Messenger: Opens the Messenger pane in the bottom right corner, allowing you to send SMS text messages.
- Create Task: Opens the Create Task window for task management.
Messenger:
- Clicking this icon opens the Messenger window in the bottom corner of the Salesloft platform, where you can view and respond to existing messages.
Dialer:
- This icon opens the Dialer window in the bottom corner of the Salesloft platform, allowing you to initiate phone calls.
Notifications in Salesloft
The Global Navigation in Salesloft provides real-time alerts for various activities, enabling you to stay informed. Notifications can be found in the following locations:
- Messenger: Unread text message notifications are indicated on the text message icon, which displays the number of unread messages.
- Bell Icon: A dot will appear on the bell icon when new Live Feed and Sync notifications are available, prompting you to check your notifications.
Accessing Notifications:
- Clicking the Bell Notifications icon will open a fly-out menu that categorizes notifications into the following tabs:
Live Feed:
- This tab provides real-time alerts regarding the tracking activities of your emails.
Sync:
- This tab displays any failing CRM activities. Failed activities will show an error message, allowing you to retry the action.
- Additionally, this tab provides your current CRM connection status—indicating whether you are connected or disconnected.
Cadence Name
At the top left corner of the Cadence overview, you will find your Cadence name prominently displayed.
- The Cadence name is initially determined during the Cadence creation process and can be modified by accessing the Cadence Settings tab, provided you have the necessary permissions to make changes.
- This name will consistently appear at the top left of every page within the Cadence, ensuring you can easily identify which Cadence you are currently viewing or working in.
- For Team Cadences, an orange "Team Cadences" label will be displayed next to the Cadence name
Cadences Page Overview
The Cadence page provides a consolidated view of all available Cadences, whether they are personal, team, or created by other users.
To access the Cadences page:
- Hover over "Content" in the navigation bar.
- Select "Cadences."
Key Features:
Cadence Types:
- Personal Cadences: Created by individual users, with the option to filter for team-created cadences.
- Team Cadences: Created by admins and visible to the whole team.
Cadence Filters:
- Refine your Cadence list by specific criteria.
Search Functionality:
- Use the search bar in the upper right corner to quickly find a Cadence.
- Separate searches for personal and team cadences.
Cadence List:
- A table view showing important details like Cadence name, steps due, active people, total people, meeting rate, and opportunity rate.
Sorting and Management:
- Sort cadences to control the display order.
- Filter by tags, groups, or owners.
- Archive irrelevant cadences to reduce clutter.
For further details, click on the Cadence name to navigate to its overview page for management and edits.
Cadence List Overview
The Cadence List is a detailed table view on the Cadences page, providing a quick snapshot of cadence performance. Each row represents a different cadence, and columns display key metadata for managing, editing, and analyzing cadences.
Key features of the Cadence List include:
Cadence Name:
- Clickable link to the Cadence Overview page. A status icon may appear if the cadence is incomplete, indicating missing content.
Cadence Sorting:
- Sort the list based on various criteria, such as creation date or performance.
Steps Due:
- Displays the number of people due to complete a step in the cadence, helping track pending actions.
Active People:
- Shows the number of participants currently in the cadence. Clicking this opens the People tab filtered by active participants.
Total People:
- Reflects the total number of people, both active and completed, involved in the cadence.
Meeting Rate:
- Percentage of cadence participants who booked meetings. This metric only applies to cadences created after May 2021.
Opportunity Rate:
- Percentage of participants that resulted in an opportunity being created in Salesforce, applicable for cadences post-May 2021.
Function:
- Indicates the type of cadence (Inbound, Outbound, Event, or Other), as assigned on the Cadence Settings page.
Tags:
- Labels that categorize cadences for better organization. Clicking a tag filters cadences by that tag.
Groups (Team Cadences only):
- Specifies which groups the cadence is visible to, helping manage visibility across teams.
Owner:
- Identifies the user who created or manages the cadence, whether it's a personal or team cadence.
Last Updated / Date Created:
- Tracks when the cadence was last edited and when it was originally created.
Regularly reviewing the Cadence List ensures optimal performance and allows users to archive underperforming cadences or replicate successful ones.
Cadences Page Actions
The Cadence List on the Cadences Page provides various actions to help manage and organize your cadences, such as adding tags or archiving unused cadences. To access these actions, click the dropdown arrow next to the cadence name in the list view.
Key actions available include:
Manage Tags:
- Add or edit tags to categorize and organize cadences for easier identification.
Copy:
- Duplicate a personal cadence. While personal cadences are exclusive to their creators, you can copy a teammate’s successful cadence for your own use.
Rename:
- Edit the name of the cadence directly from the list.
Archive:
- Remove a cadence from active use while retaining its data. Archived cadences can be restored later if needed.
Make Private (Personal Cadences only):
- Control whether a cadence can be shared with other users or kept private for individual use.
Delete Cadence:
- Permanently remove the cadence from your records.
These actions streamline cadence management, allowing users to maintain an organized and effective outreach strategy.
Dashboards Overview
Locate Dashboard Title and Icon:
- In the top left corner of each Dashboard, you will see an icon followed by the Dashboard’s name or title.
- The icon represents the Salesforce record type (e.g., Opportunities, Accounts, Contacts) from which the Dashboard pulls data.
View All Accessible Dashboards:
- Click on the title of the Dashboard to view a list of all Dashboards accessible to you.
- This list includes Dashboards you have created and saved, as well as those shared by team members.
Search for a Dashboard:
- Use the search bar within the Dashboard list to find a specific Dashboard by name.
- You can also toggle between different record types to filter Dashboards by category (e.g., Opportunities, Accounts, Contacts).
Filter Dashboards by Record Type:
- Select a record type (e.g., Opportunities, Accounts) to filter the Dashboard, displaying only data relevant to that specific record type.
Favorite Key Dashboards:
- Hover over a Dashboard name and select "Favorite" to easily access frequently used Dashboards.
- Favorited Dashboards will appear in the "Favorites" section of the dropdown for quick access.
Logging a Call
How to log a call:
Calls are logged within the Log tab, which may appear either inside the Dialer or as a pop-up, depending on your settings.
- If your Dialer is configured to use the popped-out Call Logger, the Log window will only display once the call has started.
- The title will reflect the name of the contact being called; if the number is not associated with a Salesloft contact, the title will remain blank. A Live icon will appear in the top bar of the Log window during the call.
Features of the Log Tab:
The Log tab is where you will take call notes and enter any relevant log information for your call. Let’s walk through each feature within the Log tab:
- Call Instructions (Cadence Steps Only)
- Call Notes: This box allows you to take notes during or about your call.
- Disposition: (May need to scroll) Record the result of the phone call, e.g., "connected" or "no answer."
- Sentiment: (May need to scroll) If you connect with a prospect, this feature allows you to record the outcome of the conversation, e.g., "company - bad fit" or "demo scheduled."
- Alternative Fields: These are call activity fields added by your team admin to the Call Log Box. You may edit these fields so that the information is logged into Salesloft (and Salesforce) for additional data reporting.
- Call Sessions
- Log Options: Logging options may vary depending on whether you are logging a one-off call or a call within a cadence. It is important to remember to log your calls before proceeding to subsequent steps to ensure your notes are saved.
Open Rhythm
To open your Rhythm Sidebar from any location within the platform, simply click the Rhythm icon.
- This sidebar provides you with access to your prioritized actions, cadence steps, and assigned tasks, allowing for efficient task management and workflow execution.
Owners
The Owners filter allows you to view Deals based on the team members or groups responsible for managing each Opportunity. Typically, the Owner is the user actively working on the Deal or the one who originally created the Opportunity.
Using this filter, you can view a range of opportunities, whether they are owned by the entire team, selected team members, specific groups (as defined by your team's group setup), or just yourself.
Adjusting the Owners Filter:
The Owners filter is located just below the title of your Pipeline Dashboard. To adjust the filter:
- Click the down arrow next to the Owners filter.
- In the dropdown, you will find the following options:
- You: Displays Opportunities owned by you, the logged-in user.
- All Owners: Shows Opportunities owned by all team members.
- Specific Owners: Allows you to filter based on specific users. When selected, a secondary box will appear where you can choose one or multiple team members.
- Owners in Specific Groups: Filters Opportunities owned by users within selected Groups. A secondary box will appear where you can choose from a list of Salesloft Groups, organized in their hierarchical format.
- After selecting the appropriate Owner filter, click Apply to implement the changes.
Pipeline Dashboard
A new Pipeline Dashboard consolidates all data related to your team's Opportunities. While having access to everything may seem advantageous, it can be overwhelming and may not always suit your specific needs. This is where Dashboard filtering becomes essential.
Dashboard filters allow you to refine the list of Deals displayed based on specific criteria, making it easier to focus on the most relevant data.
Applying and Saving Filters:
- When you adjust a filter, a Save button will appear to the right of the Dashboard Title. Click Save to set your selected filters as the default view for the Dashboard.
Filter Categories:
Following are the filter categories included in the Pipeline Dashboard:
Close Date:
- Filter by the expected close date of each Opportunity.
Owners:
- Narrow results based on Opportunity ownership.
Stages:
- Focus on Deals at specific stages in the sales process.
Gaps:
- Highlight areas where data or actions may be missing.
Advanced Filters:
- Apply more granular filters for precise data customization.
