Salesloft Features
Data Sourcing (5)
Data Sourcing
Based on 296 Salesloft reviews. Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it. 303 reviewers of Salesloft have provided feedback on this feature.
Multi-Device Data Visualization
As reported in 286 Salesloft reviews. Allows users to view data visualizations on several devices.
Interactive Dashboards
Based on 317 Salesloft reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 291 Salesloft reviews.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 310 Salesloft reviews.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 312 Salesloft reviews.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost. 290 reviewers of Salesloft have provided feedback on this feature.
Live Forecasting
As reported in 294 Salesloft reviews. Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. 305 reviewers of Salesloft have provided feedback on this feature.
Sales Gamification
Based on 283 Salesloft reviews. Enables competition between a sales team by providing things like challenges and scoreboards.
Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible. 319 reviewers of Salesloft have provided feedback on this feature.
Activity Tracking
Based on 331 Salesloft reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Training (4)
Knowledge Base
Based on 589 Salesloft reviews and verified by the G2 Product R&D team. Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Based on 584 Salesloft reviews and verified by the G2 Product R&D team. Offers content and training for new hires within the tool.
Playbook Creation
Based on 491 Salesloft reviews and verified by the G2 Product R&D team. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Based on 493 Salesloft reviews and verified by the G2 Product R&D team. Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Based on 529 Salesloft reviews and verified by the G2 Product R&D team. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Based on 461 Salesloft reviews and verified by the G2 Product R&D team. Provides a scorecard to display team and/or individual performance.
Coaching Card
Based on 428 Salesloft reviews and verified by the G2 Product R&D team. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Based on 528 Salesloft reviews and verified by the G2 Product R&D team. Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Based on 575 Salesloft reviews and verified by the G2 Product R&D team. Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Based on 572 Salesloft reviews and verified by the G2 Product R&D team. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Based on 480 Salesloft reviews and verified by the G2 Product R&D team. Motivates employees by creating time-sensitive competititons that drive performance.
Calling (5)
Record Calls
Based on 1591 Salesloft reviews and verified by the G2 Product R&D team. Records calls for future reference.
Generate Location
Based on 1410 Salesloft reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Based on 1522 Salesloft reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
Based on 1668 Salesloft reviews and verified by the G2 Product R&D team. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality. This feature was mentioned in 37 Salesloft reviews.
Contacts (3)
Personalization
Based on 1682 Salesloft reviews and verified by the G2 Product R&D team. Retains a log of extraneous contact information such as timezone and contact engagement.
Information Locater
Based on 1498 Salesloft reviews and verified by the G2 Product R&D team. Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
Based on 1567 Salesloft reviews and verified by the G2 Product R&D team. Allows users to denote which contacts they believe are prospective customers.
Insights (6)
Notes
Allows users to take notes during or after the call for future reference. This feature was mentioned in 1678 Salesloft reviews.
Daily Summary
Delivers users a daily summary of activity. 1545 reviewers of Salesloft have provided feedback on this feature.
Automated Voicemails
Based on 1274 Salesloft reviews. Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
Based on 1646 Salesloft reviews and verified by the G2 Product R&D team. Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Based on 1418 Salesloft reviews and verified by the G2 Product R&D team. Organizes contacts based on probability of success.
Automated Note Taking
Based on 36 Salesloft reviews. Automatically transcribes and summarizes meeting discussions.
Analytics (3)
Open Rates
Based on 2100 Salesloft reviews. Records the rate at which emails are opened.
Link Activity
As reported in 2045 Salesloft reviews. Records the rate at which links in emails are followed.
Attachment Activity
As reported in 1830 Salesloft reviews. Records the rate at which email attachments are opened or downloaded.
Customizations (5)
Email Platform Integration
Based on 2048 Salesloft reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Allows administrators to schedule out emails in advance. This feature was mentioned in 2033 Salesloft reviews.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 2044 Salesloft reviews.
Email Categorization
As reported in 1766 Salesloft reviews. Allows for the categorization of emails.
Templates
As reported in 2055 Salesloft reviews. Allows for the creation of templates for frequently-sent emails.
Incentives (4)
Badges
Based on 349 Salesloft reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Based on 514 Salesloft reviews. Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Based on 295 Salesloft reviews. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Based on 550 Salesloft reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
As reported in 411 Salesloft reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Based on 566 Salesloft reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.
Dashboards
Based on 692 Salesloft reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Based on 411 Salesloft reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Based on 662 Salesloft reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
Employee Structure
Based on 567 Salesloft reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 560 Salesloft reviews.
Integrated Workflows (7)
Task Management
Based on 1517 Salesloft reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Based on 1650 Salesloft reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Based on 1481 Salesloft reviews and verified by the G2 Product R&D team. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Based on 1330 Salesloft reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Based on 1595 Salesloft reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
As reported in 752 Salesloft reviews. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 671 reviewers of Salesloft have provided feedback on this feature.
Repeatability and Reportability (5)
Content Management
Based on 1423 Salesloft reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Based on 1540 Salesloft reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 1509 Salesloft reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Based on 1271 Salesloft reviews and verified by the G2 Product R&D team. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance This feature was mentioned in 601 Salesloft reviews.
Call Analytics (4)
Call Recording
Based on 740 Salesloft reviews and verified by the G2 Product R&D team. Records sales calls and facilitates playback
Machine Learning
Based on 594 Salesloft reviews and verified by the G2 Product R&D team. Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Based on 666 Salesloft reviews and verified by the G2 Product R&D team. Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
Leverages analytics to qualify and score calls in real time 632 reviewers of Salesloft have provided feedback on this feature.
Agent Performance Management (3)
Customer Scoring
Based on 590 Salesloft reviews and verified by the G2 Product R&D team. Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Based on 484 Salesloft reviews and verified by the G2 Product R&D team. Transcribes sales calls from speech to text
Artificial Intelligence
Based on 527 Salesloft reviews and verified by the G2 Product R&D team. Utilizes artificial intelligence technology to discover insights within recorded sales calls
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 683 reviewers of Salesloft have provided feedback on this feature.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 638 Salesloft reviews.
Best Time of Day Scheduling
Based on 665 Salesloft reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 591 reviewers of Salesloft have provided feedback on this feature.
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. This feature was mentioned in 559 Salesloft reviews.
Revenue Sourcing and Forecasting (7)
Revenue History
As reported in 56 Salesloft reviews. Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 59 Salesloft reviews.
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics This feature was mentioned in 59 Salesloft reviews.
Multi-Device Data Visualization
Allows users to view data visualizations on several devices 54 reviewers of Salesloft have provided feedback on this feature.
Data Segmentation
As reported in 57 Salesloft reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Based on 52 Salesloft reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 53 Salesloft reviews.
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM This feature was mentioned in 55 Salesloft reviews.
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM 56 reviewers of Salesloft have provided feedback on this feature.
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM 49 reviewers of Salesloft have provided feedback on this feature.
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM 48 reviewers of Salesloft have provided feedback on this feature.
Contact Capture
As reported in 48 Salesloft reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (6)
Nonengaged Accounts
Based on 49 Salesloft reviews. Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep 49 reviewers of Salesloft have provided feedback on this feature.
Historical Patterns
Identifies common themes among historical deals that are won or lost 47 reviewers of Salesloft have provided feedback on this feature.
Rep Performance
Identifies common themes and actions amongst reps that close the most deals This feature was mentioned in 47 Salesloft reviews.
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement 50 reviewers of Salesloft have provided feedback on this feature.
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies 46 reviewers of Salesloft have provided feedback on this feature.
Generative AI (4)
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 122 Salesloft reviews.
AI Text Generation
As reported in 251 Salesloft reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 54 Salesloft reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 208 reviewers of Salesloft have provided feedback on this feature.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 17 Salesloft reviews.
Natural Language Interaction
As reported in 17 Salesloft reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 17 reviewers of Salesloft have provided feedback on this feature.
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 38 reviewers of Salesloft have provided feedback on this feature.
Multi-step Planning
Ability to break down and plan multi-step processes 38 reviewers of Salesloft have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 38 reviewers of Salesloft have provided feedback on this feature.
Adaptive Learning
Based on 38 Salesloft reviews. Improves performance based on feedback and experience
Natural Language Interaction
Based on 37 Salesloft reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 38 Salesloft reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 38 Salesloft reviews.
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
As reported in 26 Salesloft reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
As reported in 26 Salesloft reviews. Works across multiple software systems or databases
Adaptive Learning
Based on 26 Salesloft reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 26 reviewers of Salesloft have provided feedback on this feature.
Proactive Assistance
As reported in 26 Salesloft reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 33 Salesloft reviews.
Natural Language Interaction
Based on 32 Salesloft reviews. Engages in human-like conversation for task delegation
Agentic AI - Sales Coaching (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 51 reviewers of Salesloft have provided feedback on this feature.
Multi-step Planning
Based on 51 Salesloft reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases 51 reviewers of Salesloft have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience 51 reviewers of Salesloft have provided feedback on this feature.
Natural Language Interaction
Based on 51 Salesloft reviews. Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 51 Salesloft reviews. Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 50 Salesloft reviews. Makes informed choices based on available data and objectives
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 13 Salesloft reviews.
Multi-step Planning
Ability to break down and plan multi-step processes 12 reviewers of Salesloft have provided feedback on this feature.
Cross-system Integration
Based on 12 Salesloft reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 12 Salesloft reviews.
Natural Language Interaction
Engages in human-like conversation for task delegation 12 reviewers of Salesloft have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 12 Salesloft reviews.
Decision Making
Based on 12 Salesloft reviews. Makes informed choices based on available data and objectives
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features.
What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.





