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Salesloft: Retrieve competitive intel and case studies

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Demo summary

Demonstrates using the AI assistant to pull battle cards and customer proof points from the Salesloft knowledge library to handle objections.

All demos from “Sideline Strategy: Ask Salesloft

  1. 0:441:23Account research with Ask Salesloft AIThe demo shows how to use the conversational AI overlay to get a high-level summary of account engagement and recent activities directly from the account page.SalesloftAI account/prospect research
  2. 2:070:14Generate value propositions with AIShows how to prompt the AI to generate specific value propositions for a target account based on internal data.SalesloftPersonalize cold emails at scale
  3. 2:230:29Retrieve competitive intel and case studiesCurrentDemonstrates using the AI assistant to pull battle cards and customer proof points from the Salesloft knowledge library to handle objections.SalesloftAI account/prospect research
  4. Watch “Sideline Strategy: Ask Salesloft” →

AI account/prospect research

  1. 1:543:12Using Salesloft Account Research AgentA walkthrough of the Account Research Agent interface showing how it pulls historical outreach, hiring initiatives, and financial data to summarize account fit.@Salesloft
  2. 0:441:23Account research with Ask Salesloft AIThe demo shows how to use the conversational AI overlay to get a high-level summary of account engagement and recent activities directly from the account page.@Salesloft
  3. 2:230:29Retrieve competitive intel and case studiesCurrentDemonstrates using the AI assistant to pull battle cards and customer proof points from the Salesloft knowledge library to handle objections.@Salesloft
  4. 0:245:10Customize Salesloft Account Research Agent settingsThe demo shows how to navigate to the account research agent settings to manage focus areas, toggle visibility, and provide specific instructions for AI-generated insights.@Salesloft

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