Salesloft released a trio of enterprise-grade features to its Sales Engagement platform. New Enhancements support account-based team selling, improved governance and access controls, and mobile app improvements.
Account-based team selling allows multiple team members to work on an account and set multiple account owners with a single, shared view. Furthermore, Salesloft automation rules support team selling with automated role assignments and account relationships across the customer lifecycle “so that reps can easily follow rules of engagement without losing time to admin tasks and workarounds.”
Expanded access controls provide complete control over which data customers have access across Cadences, Conversations, and Deals. Organizations can limit access to sensitive opportunity data, call recordings, and customer records, ensuring security, compliance, and privacy.
Data access is based on the principle of least privilege, so users only have access to data required to do their job. Thus, sales managers have access to all data relevant to their direct reports, while AEs can only view their data.
Recognizing that field sales reps are returning to the road, the Salesloft Mobile App supports immediate customer engagement in support of time-sensitive communications. Features include a Mobile Live Feed similar to the Salesloft Live Feed, person searching, email sending, and messaging (text).
The Mobile app lets sales reps make and log calls, send messages, and send emails directly from the mobile app using the mobile phone’s network. The mobile app places a pair of calls that bridges the mobile device through the Salesloft dialer, with caller id displaying the dedicated Salesloft number. Call recording, Live Call Studio, and voicemail drops are not supported.
Email enhancements are available now, with broader cadence step support in early 2023.
“Sales teams have adopted technology quickly, often at the expense of critical governance capabilities. This exposes companies to policy or compliance violations,” said Salesloft CPO Ellie Fields. “We believe it is Salesloft’s job to provide sales teams with technology they need to sell, and to make sure that technology is governed. Especially in tight markets, our customers want to spend time selling, not managing disparate systems.”
Salesloft also announced that it rearchitected its Google Chrome extension, providing the “full Salesloft platform through one, consistent sidebar across Salesforce, Dynamics 365, and Gmail.” The redesigned extension will be available in early 2023.
Other platform enhancements include automated data enrichment based on email signatures; out-of-office detection for Spanish, French, and German; Slack notifications for one-off tasks; improved email sentiment analysis; future period forecasts in Deals; and improved Deal Engagement Scores.
New integrations include Gryphon.ai (phone and email certifications), EveryoneSocial, Salesfinitiy (dialer), and StoryDoc (build presentations and share prospects via cadences).