Salesloft Connect

Salesloft Connect for Outlook helps integrate your email communications into a more strategic component of your overall sales process. We bring context from Salesloft to Outlook and allow you to take specific actions on a contact from right inside Outlook. You'll have the power to be more productive, efficient, and effective no matter where you are.

Benefits of using Salesloft Connect for Outlook include:

• Understand how your customers are responding to your emails - track email opens, replies, and clicks and receive real-time insights on when your customer opens or responds to your email.

• Take action on contacts from right within Outlook - including updating their cadence stage, marking them as not to be contacted and even adding them to a targeted sales cadence - an orchestrated set of email, phone and social steps designed to better engage and convert target accounts into customers.

• Seamlessly connects Outlook with Salesforce - track your sent emails in both Salesloft and Salesforce and automatically sync email activities with Salesforce.

• Stop starting from scratch every time you write an email—through an integrated workflow access email templates that have been proven to work. Personal and team sales email templates are accessible and can include those targeted to a specific persona, industry or even coordinated with your account-based approach.

• Unsure who you are emailing? Salesloft Connect surfaces contextual customer information as you're writing your emails including account details, activity history, cadence stage and any saved notes.

• Make sure all your activity is reliably tracked. In the rare event an activity fails to log, our alert system will notify you to take action directly, ensuring no detail falls through the cracks.

• Streamline your scheduling and activity logging. Automatically sync meetings created in your Outlook calendar directly to Salesloft, ensuring every appointment is tracked.

A Salesloft account is required to use the add-in. Requires Microsoft 365 version 16.0.11629 or later. To learn more about Connect for Outlook and to sign up for an account, visit https://marketplace.salesloft.com/partners/outlook/.