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SalesLoft is easy to use and the intergration works fairly well as long as your SDR processes fit the industry norm - there is little to no customization on the platform to configure to the needs of processes outside of what is seen as standard.
I.e. SDR is assigned/creates a lead or contact and imports that lead or contact to SalesLoft. If a meeting is booked the lead is converted to create an opportunity (or opp created off of the contact). There can be some variability but if this process doesn't sound like yours - the reporting will give you little to no insights and theres not much that can be done.
For teams using a standard process, the reporting is strong and easy to build different views of the pre-built reports.
Great content database with how-to docs & rep-facing best practice docs. Review collected by and hosted on G2.com.
Support is highly variable based on deal-size for the company and realtively poor even when I was a liasion for a company paying for upwards of 50 user licenses. At my current company we're paying for less than 20 seats and it was extremely challenging to get a health check-in set up after proactively reaching out multiple times. Expect to use their well-built out resource database to figure out features and workflows yourself vs. being able to strategize 1v1 with an account team.
For prospects/customers without a direct line you do not have the ability to skip all call steps in the cadence which can be highly tedious for a sales reps workflow. This is one feature I enjoyed when managing a team using Groove.io.
No customization available on the homepage after SalesLofts introduction of 'Rhythm.' Rythm, SalesLoft's ai powered interface was launched to help reps work their tasks in priority order. In theory this is ideal but I haven't found it to be functioning well enough for all customers to have to use the updated interface. From my experiences, which may be just because of how my team works, it should still be in a pilot-stage or we should at least have the option to go back to the previous interface like toggling between SFDC lightning and Classic which was helpful in the beginning. Wish SalesLoft had set up trainings for existing customers or had an AM reach out to help support with a minor but important transition considering users of the platform are typically spending most of their day within it. Review collected by and hosted on G2.com.
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