23 Real Product Demos of Salesloft
Salesloft
Turn insights into action, all in one platform
Salesloft is an AI‑powered revenue orchestration platform that partners with Clari to deliver a Predictive Revenue System. By capturing the broadest dataset of structured and unstructured signals, Salesloft enables revenue teams to orchestrate end‑to‑end workflows, boost AI‑driven productivity, and achieve predictable growth. The platform’s AI insights guide sales, marketing, and customer success teams to accelerate pipelines, forecast accurately, and close deals faster. Trusted by thousands of leading enterprises—including Adobe, IBM, 3M, and Zoom—Salesloft helps the world’s most successful companies turn data into actionable revenue strategies and sustain scalable, predictable growth.
Sync leads to CRM
0:561:09Configure CRM-only import settingsThe demo shows how to navigate to general settings and restrict lead imports to the CRM only to prevent manual data entry errors.@Salesloft- 2:021:35Disable 'Create People when Lofting' in custom rolesShows how to create or edit a custom role to toggle off the permission that creates new records in Salesloft when sending emails if they don't exist in the CRM.@Salesloft
- 3:331:00Identify and fix CRM sync errorsDemonstrates how to use the notifications bell and sync tab to find 'standalone' records that are failing to sync to the CRM and how to retry those activities.@Salesloft
- 4:361:21Configure Account Management sync settingsWalks through the best practice settings for account creation to ensure Salesloft accounts are only created if they exist in the CRM.@Salesloft
- 5:551:00Enable CRM merge and deletion recognitionShows where to toggle settings that allow Salesloft to automatically recognize and mirror merges or deletions performed in the CRM.@Salesloft
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AI account/prospect research
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
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- 2:230:29Retrieve competitive intel and case studiesDemonstrates using the AI assistant to pull battle cards and customer proof points from the Salesloft knowledge library to handle objections.@Salesloft
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
Multichannel (email+LI+call)
0:381:59Automate meeting follow-ups with Rhythm PlaysThe video shows how to use Salesloft Rhythm to trigger a pre-populated follow-up email action immediately after a meeting ends.@Salesloft
0:464:14AI-driven meeting follow-up in SalesloftThe demo shows how Salesloft's Conversation Intelligence pulls key moments, competitor mentions, and action items from a recorded meeting to generate follow-up email tasks.@Salesloft
0:471:39Set up individual and team goals in SalesloftThe video demonstrates how to navigate to the coaching module and set specific metrics for accounts, cadences, and emails sent on a weekly or monthly basis.@Salesloft- 2:271:57Track rep activity and coaching metricsA demonstration of the coaching dashboard where managers can track daily team activity, identify reps falling behind, and highlight those exceeding targets.@Salesloft
Personalize cold emails at scale
- 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.@Salesloft
Build a list from ICP filters
2:412:04Create dynamic territory lists in SalesloftA walkthrough of using Salesloft Deals (Account View) to filter by account scores, stages, and custom fields to build a real-time prospecting list.@Salesloft