Integrating with Salesloft
Optimizing your sales engagement is a process in itself, so don’t let unknown integration failures make it a challenge. From lead generation to sales automation, keep it all in line and let your team focus on creating impact.
- Integrating Marketo and Salesloft means you can rest assured that the complex workflows you build are properly functioning separately and together. When one component impairs another and a trigger isn’t properly setting off an action, you’ll be able to understand and fix the issue without worrying that anything else will be affected.
- Integrating Salesforce and Salesloft allows you to access the ultimate sales tool, and lets you be sure that the activity happening in Salesloft is being tracked in Salesforce. You can quickly see if this activity isn’t transferring over, and where breakdowns are happening that are impeding your team’s ability to communicate.
- Integrating Dynamics and Salesloft empowers your sales and revenue teams to drive value through automatic syncing, activity logging, and more. Feel confident that these two platforms are working together as expected, with no interruptions in sales tracking and automation.
Validation
Starters
Salesloft Account/Contact Checklist: reports on your Account and Contact to checklist to ensure that data is properly synced and logged.
Salesloft Lead Checklist: provides a report on how your leads are syncing and recorded between platforms.
Use Cases
Lead Lifecycle: tracks your prospects during their buyer’s journey as they flow through your lead funnel. In conjunction with lead scoring, it’s how most marketing teams track their primary metrics, including MQLs.
Lead Routing: ensures the proper sales representative is assigned to a lead or contact as they are identified or qualified. Black-box testing is utilized to chaos engineer the many permutations of potential scenarios.
Data Standardization: validates that required data is present and correctly inputted into your martech stack. Data validation and standardization challenges affect many marketing organizations. Problems can wipe out marketing attribution, route leads to the wrong place, and knock vital integrations offline.
Sync Times: calculates your system sync times to ensure that no process optimizations need to be made.
Lead Scoring: drives most companies’ sales outreach and prioritization. As systems have become more sophisticated, working with AI and Machine Learning to drive outcomes, predictive lead scoring has become more advanced. Hiccups in your lead scoring system can dry up your funnel and invalidate your lead lifecycle.
Features
Time to Create / Compute: Essential for calculating your system sync times to determine if process optimizations could occur. From start to finish, determine the benchmarks and average time it takes a process to run.
Script/tag validation: is essential to ensure all your attribution and reporting functionality works as anticipated. Overlapping teams without strong tag governance structures can wreck havoc on each others integrated systems by duplicating or disabling critical tags.