Account: A company or organization containing multiple prospects.
听听听馃摎贰虫补尘辫濒别: 聽 An "Account" could be a large enterprise, where sales reps track interactions with several people across different departments.
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Cadence:A multi-step process for engaging prospects through communication touchpoints (emails, calls, etc.).
听听听馃摎贰虫补尘辫濒别: 聽 A cadence could include three steps: an introductory email, a follow-up call after two days, and a LinkedIn message on the fifth day.
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Call Disposition: The outcome of a call (e.g., connected, voicemail, no answer).
听听听馃摎贰虫补尘辫濒别: 聽After a call, a rep selects 鈥淟eft Voicemail鈥 as the disposition to track the interaction.
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Dialer: A tool that enables calls directly from Salesloft鈥檚 platform.
听听听馃摎贰虫补尘辫濒别: A rep uses the Dialer to call a prospect, and the call is logged automatically in Salesloft.
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Engagement Score: A score based on the interaction level (email opens, replies, etc.).
听听听馃摎贰虫补尘辫濒别: 聽A lead with a high engagement score (e.g., frequent email opens) is prioritized for a call.
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Live Call Studio: A feature that allows sales managers to listen to or coach during live calls.
听听听馃摎贰虫补尘辫濒别: 聽A manager can join a live call to give real-time coaching to a rep during an important negotiation.
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Meeting Analytics: A tool that tracks the effectiveness of sales meetings.
听听听馃摎贰虫补尘辫濒别: 聽After a demo, the rep reviews meeting analytics to assess prospect engagement and follow-up actions.
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Opportunity: A potential deal or sale linked to an account.
听听听馃摎贰虫补尘辫濒别: 聽A $50,000 deal with a key prospect is tracked as an opportunity in Salesloft鈥檚 pipeline.
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Person: An individual contact in Salesloft for engagement.
听听听馃摎Example: A sales rep adds a decision-maker from a target account to a Cadence as a "Person" in Salesloft.
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Salesforce Integration: The sync between Salesloft and Salesforce to maintain data consistency.
听听听馃摎贰虫补尘辫濒别: A rep updates a contact鈥檚 information in Salesloft, which is automatically reflected in Salesforce.
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Snippet: Reusable text blocks that can be added to emails for quick personalization.鈥
听听听馃摎贰虫补尘辫濒别: A snippet might include a quick personalization like 鈥淚 noticed your company is expanding operations in Europe.鈥
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Stage: The current phase of a lead or prospect in the sales process.
听听听馃摎贰虫补尘辫濒别: A lead may be in the 鈥淣urture鈥 stage if they鈥檝e been contacted but haven鈥檛 shown interest yet.
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Step: An individual action within a Cadence, like sending an email or making a call.
听听听馃摎贰虫补尘辫濒别: A step in a cadence might involve sending an email on Day 1, then scheduling a call for Day 3.
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Team: A group of Salesloft users working collaboratively on sales activities.
听听听馃摎贰虫补尘辫濒别: The marketing team shares email templates with the sales team to align on messaging.
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Template: Pre-written emails used in Cadences to standardize outreach.
听听听馃摎贰虫补尘辫濒别: Using a template for initial outreach emails to ensure all prospects get a consistent message.
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