Conversation Intelligence Software Resources

Lofter, Thank you for your question! SalesLoft does support the syncing of scheduled meetings between SalesLoft and Salesforce. Your admin does need to configure this setting. Learn more with the support article linked below: https://support.salesloft.com/hc/en-us/articles/360030110191-Salesforce-Activity-Logging#Meeting_logged_event Best, Snow

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Hi Mahavir - We don't yet have a system for merging components but we have put this into our Ideas process for review by our product management team.

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Hey Jodie! There's a couple of ways to leverage Opportunity Data in SalesLoft outside of the Deals module. The first option is to simply bring intel/visibility on Opps for your reps directly into SalesLoft. By mapping fields unidirectionally in your Field Configuration, you give your users visibility into any active or historical opportunities. Opportunities can be seen in our panels on the Account Detail Page, or on the Person Detail Page. People must have a Contact Role associated with the Opportunity for them to show on the Person Detail Page. You can also choose which fields to have mapped bi-directionally, in case you'd like for users to be able to make basic edits right there in SalesLoft. Next - you can create Automation Rules to fire based on changes to the Opportunity Stage. For example, when an Opportunity is opened, you may want to halt any previous Cadences and bump any related Contacts into an "Active Opportunity" Cadence. Or when an Opportunity is marked as Closed-Won, you can send a Slack message to the team as a virtual gong to celebrate the win! Hope that helps!

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