VanillaSoft Closes $4M Funding Round

US sales engagement vendor VanillaSoft received a pair of investments from Quebecois agencies totaling $4 million.  A $1 million loan from Canada Economic Development (CED) for Quebec Regions was announced last month followed by a $3 million equity investment from the Fonds Régional de Solidarité Outaouais (FRSO).  The round supports their operations in Gatineau and will fund thirty new positions focused on artificial intelligence functionality.  Hiring will be expanded in the R&D and sales functions.  The loan will also be directed towards marketing campaigns in Europe and Oceania.

“Digital technology is changing the way things are done around the world and providing companies with outstanding development opportunities,” said Greg Fergus, Member of Parliament for Hull-Aylme.  “Not only is VanillaSoft helping the Outaouais region build a reputation as a leader in the field of artificial intelligence, but its expertise and the innovative technology it continues to export will allow it to create 30 jobs.”

“The financial support and incentives provided by the Government of Canada allow companies like VanillaSoft to thrive,” said Hood.  “We have the opportunity to develop new markets and services and appreciate the continued support from CED for our local employees as we promote sales and business here in Quebec and beyond.”

VanillaSoft was founded in New Orleans in 2003 but shifted its operations to its Canadian subsidiary following Hurricane Katrina. CEO David Hood recognized the early help from CED and FRSO to help stabilize the firm:

“Katrina hit and wiped out the office in the U.S., and it’s the office here that grew. This would have been a company that was completely in the U.S. Instead, the majority of the employees are up here, the revenues are up here, and it’s Canada that quite honestly is really benefiting from it.”

CEO David Hood

VanillaSoft is the third major sales engagement firm to receive a funding round in the past month. Outreach and SalesLoft both received significant rounds in April.

Key features include sales cadences, email templates, VOIP dialing, call scripting, call recording, SMS marketing, SMS chat, analytics, lead scoring, and appointment setting.

Recent enhancements include geographic functionality and Vidyard GoVideo integration. New Geographical Information System (GIS) capabilities include proximity routing, directional routing, geolocation filters, and automated time zone features.  The new GIS functionality helps field sales reps maximize their client and prospect routing.

VanillaSoft noted that, “with many sales reps clocking far in excess of 25,000 miles per year, the ability to group accounts by area and conduct efficient outreach is critical.”

Directional routing provides reps with optimized maps for visiting leads.  The feature is assisted by proximity routing which identifies leads by radius around a ZIP code or a point.  For example, a sales rep can identify leads within a fixed distance of a prospect.

Geolocation filters employ geocodes for customer mapping, helping sales operations group leads by city, neighborhood, and street for lead assignment.  VanillaSoft also looks at the rep’s calendar to call out nearby appointments which may warrant rescheduling to optimize field sales rep planning.

“You can work either with latitude and longitude, or with ZIP code. This gives companies a functionality that I’m not aware is available on any other sales engagement platform. For appointment setting, for companies that have salespeople out on the road, and also for understanding where your customers and prospects are and to be able to target them geographically, this is an incredibly powerful functionality,” said Hood.

The firm also announced that Vidyard’s GoVideo personal video messaging service will be integrated into VanillaSoft.

“Making a human connection between salespeople and their prospects is critical for sales success,” said Vidyard CEO Michael Litt. “We know video is a powerful tool for sales engagement and leaders in the space like VanillaSoft see the potential of this technology for their users.”

Preferred B2B Communication Channels

While Sales Engagement vendors continue to expand their supported channels, email and phone remain the preferred B2B channels.  Preliminary results from a VanillaSoft survey of 2,000 executives indicated that email is the preferred communication channel.  SMS and Social Media were not listed as preferred channels with social media peaking at 24% during the need stage and falling to 15% during the evaluation stage

“We often read and hear about the rise and role of social selling at various points in the sales engagement process,” said VanillaSoft CEO David Hood, “However, as these initial findings show, more traditional channels – from email to phone to simple word-of-mouth – are actually preferred by B2B buyers.”


VanillaSoft Survey of 2,000 Executives.

Phone contact grows in importance from 39% in the Need stage to 54% in the Evaluation phase.

Social Media remains low, but it is a broad category and likely perceived as more of a consumer channel.  Even young professionals (25 to 34) had little interest in social as a sales contact channel with only 18% looking favorably upon social as a desirable sales communications channel.  41% of young professionals favored the telephone.

LinkedIn Sales Navigator has had significant success as a third channel with messaging, InMail, and PointDrive.  Had LinkedIn been broken out as a distinct category, it likely would have scored higher.  SNAP connectors are now available from Outreach, SalesLoft, InsideSales, and Yesware.  VanillaSoft is in the middle of its certification process.  SalesLoft has indicated that Sales Navigator is their top ecosystem partner.

Also omitted were video meetings (e.g. WebEx, JoinMe, BlueJeans, Zoom) which are commonly used within organizations and work quite well for establishing trust with prospects, demoing a product, and walking through documents.

“Understanding these types of reality-based findings will allow smart sales professionals to align their activities to their customers’ wants and desires,” said Hood.

Quora: How can you export Linkedin leads/contacts into a database?

LinkedIn does not permit lead/contact downloading. This is part of the privacy agreement they have with their members.

That being said, there are some workarounds. The first is to license Salesforce Navigator which maintains a set of Accounts (companies) and Leads (contacts) within the product. While not downloadable, you receive alerts on those contacts along with messaging tools (InMail, messaging, and PointDrive).

You can also download accounts and contacts (called Leads within Sales Navigator) from Salesforce or MS Dynamics to LinkedIn Sales Navigator. While company and contact data is view only within CRMs, any data entered into LinkedIn (e.g. Notes, InMails) is uploaded to your CRM.

Sales Navigator includes a set of SNAP connectors for CRM, Sales Engagement, and other platforms. This tool provides a subset of Sales Navigator and Functionality within enterprise software. Features include profile viewing, InMail, connections, and icebreakers (talking points).

LinkedIn SNAP Connector within a Salesforce Opportunity Record (View Only).
LinkedIn SNAP Connector within a Salesforce Opportunity Record (View Only).

Option 2 is to license a chrome extension which recognizes domain names and LinkedIn profiles and matches them against their reference database. They then provide contact details and company firmographics within a right-handed side window. These databases usually include email and phone information not available in LinkedIn. Some include other details such as company technographics, news, and Alexa scores. Vendors with Chrome extensions include Zoominfo ReachOut, DiscoverOrg, HG Insights, DataFox, RingLead, Sigstr, PersistIQ, and Pitchbook.

The Zoominfo ReachOut Chrome extension supports contact prospecting at companies along with on-demand company and contact profiles based upon the current LinkedIn page or company domain.

Chrome extensions support send to Salesforce, MS Dynamics, Outreach, and SalesLoft features. Thus, you can be researching a company or contact, click on the extension icon, and kick off a sales engagement cadence within a few seconds (longer if you pause to review the enhanced profiles). A few even include contact prospecting for companies so you can search for specific company roles and

  • Add them to your CRM as contacts or leads individually or in bulk
  • Be notified of contacts already in your CRM (to avoid duplicates)
  • Kick off a Sales Engagement cadence / sequence
  • Research employees

SalesLoft Round D

SalesLoft Round D
SalesLoft Round D

On the heels of Outreach’s $114 million Series E, SalesLoft landed a $70 million round D led by Insight Partners with participation from HarbourVest Partners, Emergence Capital, and LinkedIn.  Total funding reached $145 million.

While the market valuation was not disclosed, TechCrunch indicated that the valuation was around $600 million.  Last year’s Round C valued the firm at $250 million.

“As the creators of the Sales Engagement category, we’ll use this investment to continue leading the innovation that has come to define the category,” blogged CEO Kyle Porter.  “This means investments in our ecosystem API, the mobile application, and our AI-powered sales coaching network.”

Porter laid out a vision for The Sales Coaching Network of full-time digital assistants which “gathers data from our network of distributed sellers and identifies what works and what doesn’t.”  

The Sales Coaching Network “learns best practices, proven effective across a variety of situations.  It identifies those outlier cases where a creative seller finds a new, better solution, and adds those techniques to its coaching.  This allows others to learn from the experience of those more creative sellers.”

Coaching advice will be tailored to individual sellers and their current activities.  According to Porter’s vision:

The Sales Coaching Network brings out the best in every authentic human-to-human interaction.  Sales can never be fully automated, but machines can coach humans in ways that improve our ability to deliver the customer with the best sales experiences while making decisions that allow them to generate the most revenue.

The additional funds will also be directed towards expanding their services team, certified partner network, professional services, and global support.

Over the past few years, SalesLoft has evolved from a cadence service to a multi-channel communications platform which supports inbound and outbound leads, meeting management, analytics, and a partner ecosystem.  Its top partner, LinkedIn, is also an investor.

“We are seeing the highest usage in our LinkedIn integration among all the other integrations we provide,” said Porter.  “Our customers find that it’s the third most important behind email and phone calls.”

Porter called many of the sales tools on the market “dumb databases or repositories” which “are not focused on improving how to connect buyers to sales teams in sincere ways,” said Porter.  “And anytime a company like Salesforce has moved into tangential areas like these, they haven’t built from the ground up, but through acquisitions.  It’s just hard to move giant aircraft carriers.”

SalesLoft doubled revenues the past two years and recently opened an EMEA sales and support office in London.  Recurring revenue has grown ten-fold over the past three years.

Porter listed a set of reasons for Salesforce’s customer success including company purpose, reliability, adoption, and impact.  SalesLoft’s purpose is to elevate the sales profession and promote authentic selling:

SalesLoft exists to activate the authentic seller in all of us.  While some focus on simply sending more email, we focus on elevating the sales professional as a whole.  Today’s buyers deserve an incredible sales experience… one that is sincere, human, and relevant to their needs.  They want sellers to provide insights and solve their problems.  It’s essential for sellers to take a buyer-centric approach.  This is the heart of what we do.

Great sellers also need to be methodical and efficient.  At SalesLoft we’re dedicated to helping you codify a scalable and effective sales process so you can consistently hit and exceed your targets.

Reliability is based upon email deliverability, phone quality, and application speed.

Adoption is evidenced by their leadership position on the G2.com grid for Sales Engagement while impact was borne out by a recent Forrester “Total Economic Impact of SalesLoft” study which measured a 329% ROI, a 20% lift in Sales Qualified Leads to Opportunity Conversion Rates, and a 13% improvement in customer renewal rates.

“So many software companies build a product to meet a market need and then focus purely on selling.  SalesLoft is different.  This team is continually innovating, pushing the boundaries, and changing the face of sales,” said Jeff Horing, co-founder and MD of Insight Venture Partners.  “This is one reason the company’s customers are so devoted to them.”

Outreach Reaches Unicorn Status

Outreach Crunchbase Profile
Outreach Crunchbase Profile

Sales Engagement vendor Outreach achieved unicorn status following a $114 million round which valued the firm at $1.1 billion.  Total funding reached $239 million.  Round E was led by hedge fund manager Lone Pine Capital with Meritech Capital Partners and Lemonade Capital joining the round.  Also participating were previous investors DFJ Growth, Four Rivers Group, Mayfield, Microsoft Ventures, Sapphire Ventures, Spark Capital, and Trinity Ventures.

Outreach had a very strong 2018 and now has over 3,300 customers and 50,000 users.  The firm more than doubled its revenue last year and grew to 315 employees.  Outreach expects to close 2019 with 450 headcount and hit annualized recurring revenue of $100 million in the next year.

“This financing will enable us to infuse every aspect of the customer journey with the power of machine learning so organizations can identify the actions that move the needle in order to make better, faster decisions,” blogged CEO Manny Medina.  “We will also expand in the coming months by doubling our machine learning team, increasing our international footprint, and investing in our partner ecosystem, Galaxy, as well as our recently announced integration with Microsoft’s Dynamics 365 for Sales.”

Outreach offers Salesforce and MS Dynamics connectors and plans to release an SAP SE connector by year end.

It’s top competitor, SalesLoft, also received a large funding round. I will cover that tomorrow.

Vidyard GoVideo Expands SalesTech Partnerships

Vidyard GoVideo
Vidyard GoVideo supports on demand video creation, screen recording, and previously uploaded videos from within ConnectLeader templates.

Vidyard announced six additional sales platforms for its GoVideo platform: Outreach, EveryoneSocial, Reply.io, 366 Degrees, ConnectLeader, and FunnelAmplified.  Previously announced partners include SalesLoft, InsideSales, HubSpot, Marketo, Eloqua, Drift, and Salesforce.  Vidyard supports over 40 sales and marketing solutions.

Integrated video helps personalize a message and increases open and clickthrough rates.

Outreach and ConnectLeader offer Sales Engagement platforms with personalized videos being integrated into email steps.  Outreach sales reps can include personal video within their sequences and monitor video engagement.

Link Encoding provides website or content viewing intelligence related to Outreach sequences.  For example, the new plug-ins help Vidyard “record and send videos within your Outreach email.  And when your prospect views the video, that activity triggers your next task so you can immediately take action to convert at the highest level.”

“Sales is becoming more personal every day.  You must use the right channel for the right engagement for the right prospect and customer, and we’re finding video to be a key channel in engaging buyers,” said Outreach CEO Manny Medina.

“Vidyard has been tightly integrated with ConnectLeader, which transforms your videos into lead generation machines,” wrote ConnectLeader. Features include camera recording, screen recording, and video uploading of previously saved content in Vidyard.

Reply.io is an email-centric platform with contact management, drip campaigns, reply recommendations, email validation, and reply prioritization.  The joint solution “lets users personalize sales drip campaigns, create personal intro videos or product demos, add them to email sequences in Reply.io, and automate one-to-one email engagement at scale.”

EveryoneSocial provides social selling tools for sales, marketing, communications, and recruitment teams.  Users can select pre-recorded videos from a library or record custom videos and share with prospects and connections.

366 Degrees and Vidyard support SMB marketing with dynamic content, multi-channel marketing campaigns, and campaign metrics.  Video can be integrated into newsletters, promotions, social media, and landing pages.

“With the changing behaviours of today’s buyers and the availability of new technologies, sales development is becoming a sophisticated business function that takes a strategic approach to identifying and developing new sales opportunities based a wide range of buying signals and sales engagement techniques,” blogged Vidyard VP of Marketing Tyler Lessard.  “On average, SDRs use six different tools.  And the days of SDR teams inheriting tech from the broader sales and marketing teams—such as customer relationship management (CRM), email automation, and social listening—and adapting them to meet their unique requirements for scalable sales prospecting are quickly coming to an end.”

What is Sales Engagement?

Over the past year, Sales Engagement has become the third pillar of my coverage (alongside Sales Intelligence and B2B DaaS). So it is only fair that I write an overview of the space.

Sales Engagement began about four or five years ago as Account Based Sales Development (ABSD) with a focus on automating the SDR function. Its initial functionality consisted of a cadence tool which automated emails and outbound dialing for appointment setting. Cadences, also called sequences, are a set of scheduled steps that usually begin with an email but also include outbound calls, social steps (many vendors have integrated LinkedIn Sales Navigator via SNAP connectors), and direct mail.

Cadences can be paused if the prospect is out of office or halted if the prospect unsubscribes. Outreach just announced out of office functionality which pauses the call and checks whether an alternate contact is listed.
Functionality is similar to that of LeadGnome. Outreach noted that 18% of email responses are out of office emails. 25% of out of office emails include an alternate contact name with over half the names being manager titles or above.  The Out of Office reply detection extracts the return date and alternate names then pauses sequences until the prospect returns.  The sales rep is notified of automated actions.

Email is supported by targeted templates which can be personalized. Thus, reps can call cadences by function, level, industry, etc. and the associated templates are customized by target audience. Reps can view the emails prior to sending and personalize them. This helps bring authenticity to the email. SalesLoft estimates that the peak personalization level is 20%.

Most sales engagement solutions include a digital dialer for outbound calling. The system suggests the best time of day and adjusts for time zones. Other features include local dialing, call recording, and voice mail drops. Upon completion, the rep enters call disposition and sentiment information which is synched with the CRM.

Once calls are recorded, they are transcribed and indexed, allowing sales reps or managers to quickly review calls and quickly locate pain points, objections, pricing, and next steps. Vendors such as Outreach and SalesLoft are going a step further and analyzing the calls, providing a set of team reports. More broadly, machine learning tools are being applied against the calls to determine best sales practices.

Meeting Management is emerging as a key feature set. Some vendors offer simple Calendly-like scheduling while others provide full meeting transcription and analytics.

Video is becoming increasingly important. Vendors support both video meetings (e.g. Webex, Zoom, BlueJeans, JoinMe) and video attachments (e.g. Vidyard, Videolicious).

The Outreach Partner Directory offers ten categories of partners. Sales Intelligence and Data supports lead generation, intelligence, and management.

Other information and decisioning tools include leaderboards, dashboards, AI recommendations (e.g. who to call or email next), CRM synchronization, and A/B testing. Some of these tools are directly integrated into the service while others are available through app directories. Similar to the Salesforce AppExchange or Marketo LaunchPoint, functionality may be free, freemium, or premium. Likewise, you may need to separately license the partner solution prior to enabling the integration. Outreach and SalesLoft offer a broad set of app partners.

There are a broad set of Sales Intelligence partner services which feed leads or display lead intelligence within Sales Engagement platforms. Vendors include DiscoverOrg, Zoominfo, Datanyze, Owler, Crunchbase, and SalesIntel.io.

Sales Engagement platforms are evolving into a system of engagement that sits alongside CRMs (systems of record). There is already a shift taking place from CRMs to Sales Engagement platforms. While Sales Engagement platforms are not looking to displace CRMs, sales reps are increasingly shifting screen time from CRMs to Sales Engagement platforms with the Sales Engagement platforms syncing with the CRMs. This is one of the reasons that Salesforce.com recently launched its High Velocity Sales service which combines cadences, Salesforce Inbox, the Lightning Dialer, work queues, and Einstein. High Velocity Sales starts at $75 per user per month ($90 with outbound calling).

The Salesforce Lighting Dialer supports click-to-call, power dialing, inbound calling, voicemail drops, and call logging.

At the Salesforce World Tour in Boston this week, a sales rep told me that Salesforce is heavily investing in Sales Engagement and hopes to catch up to the market leaders in the next year (I think this is overly optimistic as the leaders are quickly building out functionality and partnerships). While Salesforce could catch up in a few years, I believe it is more likely that SFDC will acquire one of the leaders in the space followed quickly by Microsoft and Oracle acquisitions in the sector (of course, Microsoft or Oracle could be the first movers). Adobe, which recently acquired Marketo, may also be interested in expanding its presence in B2B sales and marketing applications.

The top vendors in the space are SalesLoft, Outreach, and InsideSales. Other vendors include ConnectLeader, Yesware, Toutapp (Marketo), Mixmax, and VanillaSoft.

Outreach Unleash

At its Unleash user conference, Outreach rolled out its expanded Galaxy partner ecosystem that “offers deeper partner integrations and enables sales teams to more effectively access multiple sales tools directly from the Outreach platform.”  Outreach also announced a set of new partners including Vidyard (1-to-1 video), Intercom, (chat) and Sendoso (direct mail) along with a set of new plugins for composing emails, event streams, and link encoding.

Outreach Galaxy provides:

  • “More visibility on information and actions performed by third-party applications like video views or website chats.  Outreach Galaxy puts actionable information at reps’ fingertips so they can have more contextual conversations.
  • ‘Next best actions’ enabled through integration partners.  Outreach automates customer touchpoints and can trigger or be triggered by external information fed into Outreach.
  • Greater ability to meet changing buyer preferences.  Outreach is the system of action for modern sales teams, and now enables reps to communicate with buyers through even more mediums.

“Sales is evolving to become more personal and accurate.  You must use the right channel for the right engagement for the right prospect and customer,” said Outreach CEO Manny Medina.  “A sales engagement platform must be multichannel and have the ability to optimize on each depending on the customer.  Now you can do that, with Galaxy.”

Tactile Marketing Automation vendor (Translation: Direct Mail Swag) PFL also announced an Outreach integration.  Sales reps include a direct mail or reward step within Outreach sequences.

“We’re all inundated with thousands of digital messages a day, but studies show that touching something physical stimulates our emotions and ultimately improves the perception of a brand,” said PFL CEO Andrew Field.  “We are joining the Outreach Galaxy partner program to put the power of direct mail and high impact packages directly into the hands of sales reps so they can engage prospects and customers.  Together with Outreach, we are pioneering a new approach to B2B marketing that empowers sales reps to do what they do best: stand out, get noticed and close more deals.”

Outreach listed a set of future partners including Alyce, BombBomb, Clari, LeanData, OneMob, and Tiled.

When composing emails, third-party content is immediately accessible.  Vendors leveraging the new plug-in capability include Vidyard and Sendoso.

The new events stream plugin feeds third-party events to the Outreach activity feed.  These events can then act as triggers for additional action.

An Enhanced Team Performance Dashboard is planned for 2019.
An Enhanced Team Performance Dashboard is planned for 2019.

Link Encoding provides website or content viewing intelligence related to Outreach sequences.  For example, the new plug-ins help Vidyard “record and send videos within your Outreach email.  And when your prospect views the video, that activity triggers your next task so you can immediately take action to convert at the highest level.”

In 2019, Outreach will roll out an enhanced Team Performance Dashboard and expanded Sequence Analytics to help sales managers and sales operations professionals better determine best practices.

Over 500 Outreach customers have has already built integrated solutions using the Outreach API.  The firm has over 40,000 weekly active users performing 47 million actions.

Outreach added Out of Office reply detection.  The firm noted that 18% of email responses are out of office emails.  Amongst out of office messages, 25% include an alternate contact name with over half the names being manager titles or above.  The Out of Office reply detection extracts the return date and alternate names then pauses cadences until the prospect returns.  The sales rep is notified of automated actions.

“Modern sales means using technology to interact with buyers in the ways they expect.  Outreach has the responsibility to enable this, but we can’t do it alone.  The solution is a variety of different technologies.  Unfortunately, these solutions aren’t well coordinated, if at all.  They’re used on multiple computer windows, by multiple departments, using different devices.  We owe it to our mutual customers to string everything together, for reps to do their jobs on one single pane of glass with each action informing the next.”


Outreach Strategic Programs Manager Stephen Farnsworth

Medina defined Outreach’s objectives as making “things simpler.  Making every rep successful.  Every manager amazing” and “elevate the profession.”  To help define and promote the category, Outreach published a book titled “Sales Engagement: How the World’s Fastest Growing Companies Are Modernizing Sales through Humanization at Scale.”

Outreach supports over 3,000 customers.

SalesLoft Partner Ecosystem

SalesLoft Partner Ecosystem (March 2019)
SalesLoft Partner Ecosystem (March 2019)

SalesLoft looks for partners that help “activate the authentic seller in everyone,” boost their productivity, and help customers scale their business.  Vendors should be adjacent to Sales Engagement, filling the gaps of functionality in the platform.  

Partners pledge to serve joint customers first, invest in the success of integrations through co-marketing, and “support our developer community, thus enabling innovation,” said VP of Product Strategy Sean Kester.

Kester noted that the partner ecosystem provides a strategic market advantage as it “creates a moat in the ecosystem supplanting us as the dominant #1 player.”  It also “significantly enhances customer LTV (lifetime value) due to the sticky nature of usage” and “drives customer acquisition through the roof, and CAC (customer acquisition cost) down due to leads driven from partners.”

The SalesLoft ecosystem has grown to 54 partners with a million “integration actions executed” over the past six months.  Nearly 2,700 teams have one or two integrations with 800 having implemented three and 500 having four or more integrations.

Kester discussed the partner ecosystem at SalesLoft’s recent #Rainmaker19 conference.

The top partner integrations are LinkedIn Sales Navigator, Sendoso, Showpad, and Vidyard.  VP of Product Strategy Sean Kester called Sales Navigator “by far the most popular integration we have.”  The SNAP integration supports four cadence steps: Account and Lead (contact) research, introductions, connection request, and InMail (Salesforce is an investor in SalesLoft).

Sendoso provides a direct mail service.  Integrated cadence steps allow sales reps to send direct mail, company swag, handwritten notes, eGifts, and Amazon items.

Showpad is integrated with the sales reps’ workflow.  Within SalesLoft, users can easily add content to their email campaigns, and gauge their prospects’ level of interest.  Showpad also provides context-specific content recommendations.

Vidyard GoVideo helps sales reps “easily create polished and personal videos for your prospects using Vidyard GoVideo webcam and screen recorder,” said Kester.  Sales reps can “boost response rates and humanize sales outreach by adding video to your sales emails in SalesLoft.

SalesLoft includes a freemium version and has supported 175,000 platform videos.

New partners include

  • Sales Content: Costello (Playbooks), OneMob (Video), VidGrid (1:1 Video), Outgrow (Interactive Content), Nova.ai (Messaging Hooks)
  • Sales Coaching: Outgrow, Fusion Funnel
  • Sales Intelligence: SalesIntel.io (Contacts), RingLead (Lead Enrichment), Buzzboard (SMB Profiles)
  • Compliance: DataGrail (GDPR)
  • Integration: Fireflies, PieSync, AppBuddy (SFDC Tools), Azuqua, Tray.io
  • Analytics: Triblio (ABM, Intent)
  • Video Conferencing: GoToMeeting; Zoom; JoinMe; WebEx
  • Email: Inbox Ignite (Email Reputation Score), Makesbridge (Mass Email / MAP)
  • Outbound Services: ConnectandSell

SalesLoft announced several partnerships that are in their development pipeline including LeanData, Drift, Ramble Chat, and Seismic.

LeanData provides Lead-to-Account assignments with automated cadences by persona and customized conditions.  Sales Operations defines the lead assignment and routing rules which are displayed as a flow diagram with Send to SalesLoft Cadence steps.  Duplicate checking will prevent a second cadence from being kicked off.

Drift and Ramble Chat are joining Intercom as chat partners.  “Ramble empowers sales engagement customers with a unique ability to extend chat directly through their platform,” said Kester.  “Ramble creates an additional channel of communication for their customer interactions.”

Ramble Chat performs a reverse IP lookup that identifies the account and logs it to Salesforce or SalesLoft, providing a form of first-party intent intelligence.  Both inbound (anonymous) and outbound (Cadence driven) chat are supported with outbound chat connected to the originating sales rep.

“We are excited for our partnership with SalesLoft.  Ramble’s unique architecture enables us to deploy chat within third-party applications, like SalesLoft, which changes how sales leaders utilize chat for pipeline contribution.  We not only make chat ‘outbound’ and ‘inbound,’ but we give companies the ability to extend chat anywhere online as a means of instant connection and sales acceleration.  Moving beyond ‘omnichannel’ and towards ‘omnipresence.’  The full breadth our chat technology can be deployed organically, directly from SalesLoft, which provides a more seamless client experience and new channels for Sales Engagement.”


Ramble CEO Justin McDonald

Seismic offers an enterprise-grade content management system which recommends the next-best action for content.  The platform employs analytics to recommend which content is most likely to resonate with a prospect based on buying stage, vertical, etc.

DataGrail provides a GDPR and CCPA compliance tool which “enforces on-demand access and deletion of a requester’s personal data across all first and third-party/external business systems.”  DataGrail also centralizes customer email preferences.  Other features include the “detection of non-consented or high-risk contacts, including geographic fingerprinting and migration for consented to non-consented purposes” and alerts if a deleted contact is being recreated in a sales or marketing platform.

Current apps are displayed on SalesLoft’s App Directory which helps admins see how integrations work, understand their use cases, and co-market the integration.  A developer’ portal is in development.


Prior articles on SalesLoft Rainmaker 2019:

SalesLoft Rainmaker Product Announcements

At their Rainmaker 2019 conference, SalesLoft announced a doubling of their partner ecosystem, mobile functionality, a rebuilt analytics engine, and a hot leads feature, and expanded CRM connectors.  The show attracted 1,300 attendees to hear 164 speakers.

SalesLoft released an iOS mobile app that allows users to place digital calls through the SalesLoft platform.  Calls are directed through a Twilio dialer and then analyzed by SalesLoft.  Post-call automated features include automated transcription and indexing, call analytics, and CRM sync.  Thus, if the rep places a call on the road, she will have a fully transcribed, indexed, and analyzed call when she returns to the office.

Prior to making the call, the user can set one-sided recording or local number calling.  Users can also add new contacts to cadences and will be notified when prospects engage with a cadence.  An activity stream is on the mobile app roadmap.

For inbound calls, the rep can quickly enter call notes which are synced to the CRM.

There are no immediate plans for an Android app.

“I believe sales is about relationships and sales engagement is essential to building those relationships.  Through data science, meeting intelligence and efficient account-based workflows, SalesLoft lets you focus on what matters most: building relationships and solving customers’ problems.”


SalesLoft VP of Product Butler Raines

SalesLoft is implementing a new reporting framework with an event-driven architecture which supports an open data API.  Two reports, a Cadence Performance report and an Account Report, have already been rolled out.  The framework supports configurable dashboards which can be quickly built with advanced analytics and visualizations using Business Intelligence tools.  Sales Ops can also build real-time reports and dashboards within Salesforce.

SalesLoft is extending machine learning and AI into its platform.  For example, SalesLoft machine learning tools detect the prospect’s position and level at a firm and selects the optimal persona-based cadence.  A new Hot Leads feature prioritizes prospects based on content engagement and website activity.

SalesLoft, which has long supported Salesforce, will be adding connectors for Microsoft Dynamics and SAP.

“We have seen a sizeable increase in CRM demand beyond the Salesforce ecosystem. SalesLoft is excited to enable organizations running on SAP C4C and Microsoft Dynamics to better serve their customers.”


Sean Kester, SalesLoft VP of Platform Strategy

SalesLoft will be regionalizing its data hosting by region or usage.  “This not only allows for customization (for example, keeping data that originates from the European Union in the EU) but also improves security and platform performance,” blogged the firm.  “Whether it’s through regulation compliance, security-minded development, or thought leadership, SalesLoft looks to partner with our customers for mutual success.”


SalesLoft announced a set of additional partners available through their app directory. I will discuss these on Monday.