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SalesLoft Connect

SalesLoft, Inc

Create and execute personalized communications and sales workflows.

SalesLoft Connect for Outlook helps integrate your email communications into a more strategic component of your overall sales process. We bring valuable information 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 your 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.

  • Forgotten the history of who you’re emailing? - Surfaces contextual customer information as you’re writing your emails including company information, activity history, cadence stage and any saved notes. .

A SalesLoft account is required to use the add-in. To learn more about Connect for Outlook and to sign up for an account, visit https://salesloft.com/salesloft-connect-outlook/.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
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