When used with Salesforce, SalesLoft Connect enables users to push data to SalesLoft from any place where reps live in Salesforce: viewing Leads, Contacts, Accounts or Opportunities. This allows reps to integrate Salesforce with their SalesLoft Cadence more seamlessly: one click can dial a phone number when clicked, or push an email into your Cadence. SalesLoft Connect works with the Salesforce Classic and Lightning user interfaces. Benefits of SalesLoft Connect for Salesforce: * Push data from Salesforce to SalesLoft with a single...
SalesLoft Connect Review
Benefits of SalesLoft Connect for Salesforce:
* Push data from Salesforce to SalesLoft with a single click
* Ease and simplicity of making calls within Salesforce interface and automatically link and log activity
* Ease and simplicity of sending emails within the Salesforce and automatically link and log activity
* Quickly jump into the Cadence person record right from their Salesforce record by opening a new window
When used with Gmail, SalesLoft Connect enables users to track email replies, opens and link clicks without leaving the Gmail interface. Users are also able to easily access and insert any SalesLoft email template, manage reminders, schedule sends and view Cadence profile information directly from the email composition window.
Benefits of SalesLoft Connect for Gmail:
* Track email opens, replies, and link clicks
* Create a one-off reminder from within an email
* Access all your SalesLoft templates within the email compose pane
* Search through all your templates with search bar
* Insert a template into any email