How to Use Salesloft

Getting started with Salesloft

After reading this guide, you'll be able to set up your Salesloft account and start engaging with your leads effectively using its integrated tools.

Step 1: Sign up and set up

1. Go to Salesloft's website.
2. Click on the “Get a Demo” button in the top right corner.
3. Fill in the required fields with your information and click “Submit”.
4. After receiving a confirmation email, follow the link to set your password and complete your profile setup.

Step 2: Your first email sequence

1. Once logged in, navigate to the “Cadences” tab on the left sidebar.
2. Click the “Create Cadence” button.
3. Choose a template or start from scratch by clicking “Blank Cadence”.
4. Name your cadence and click “Next”.
5. Add steps like emails, calls, or tasks. For example, click “Add Email Step” to create an email.
6. Write your email content, personalise it using the “Insert Variable” button, and save.
7. Once your cadence is ready, click “Save & Activate” to start engaging with your prospects.

Step 3: Get better results

• Use the “Rhythm” feature to prioritise your daily tasks. Access this by clicking the “Rhythm” tab on the left sidebar.
• Regularly review your “Analytics” section to track engagement metrics and optimise your outreach strategies.
• Experiment with different email subject lines and timings to see what resonates best with your audience.

Pro tip

Set up templates for common email responses. This will save you time and ensure consistency in your messaging.

Common mistake to avoid

Avoid skipping the personalisation of your emails. Generic messages often lead to low engagement rates. Always use the “Insert Variable” feature to add personal touches.