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Insight From SalesLoft: Take Your Salesforce Reporting to the Next Level

March 22, 2019

What is the best cadence to run?

This is the number one question that you’ve asked our Salesloft implementation, success, and services teams. Rightfully so. Unfortunately, there is no single answer, no silver bullet. Why? Because the question behind the question is a little more specific. You want to know something else. You want to know:

What is the best cadence for my organization?

Thankfully, there is an answer to this question. You evaluate this by looking at the amount of pipeline generated (# of opportunities, total amount of potential revenue) and closed won revenue. You need to examine your data, and you need a good way to do that.

Your Data, Your Answers

Insight from Salesloft combines your Salesloft and Salesforce data into Salesforce dashboards and reports to transparently summarize your important sales metrics so you can answer your most important questions. The managed dashboards and reports in this package are customizable to align to what you want to measure in Salesforce.

With drill-down capability, you can further dig into any dashboard element and analyze the underlying data for additional insights. Your reports, your insights, your way.

Benefits of Insight from Salesloft

Images of both dashboards provided with Insights from Salesloft. The Activities and also the Outcomes & Results dashboards shown in Salesforce Lightning.

Better Forecasting

Remember that question, “what is the best cadence for my organization?” Here’s where you can get the answer.

Insights from Salesloft - Outcomes & Results dashboard

The question gets asked because it is driven by one of the hardest and one of the most important tasks a sales leader has: forecasting. By leveraging the Outcomes & Results dashboard, you can get the answers you need to more confidently forecast and reach your team’s operating plan, with visibility into:

  • Top performing cadences based on pipeline and revenue generation consistency
  • Which steps in your cadences are producing the most conversions
  • Comparing the success of cadences across different customer types

Better Transparency

With Insight from Salesloft, you can immediately leverage the standard visuals in the package to better understand your team’s ongoing customer engagement.

Insights from Salesloft - Activity Dashboard

Using the Activity dashboard, you can ensure:

  • Your top accounts are being actively engaged with
  • Visibility into past due and upcoming actions, within any time frame
  • A healthy distribution of customer engagement activities (i.e. calls, emails, meetings)

Get Insight from Salesloft Today

Work with your Salesloft admin to install Insight from Salesloft today and have your team begin discovering its powerful analytics. There are dashboards available for both Salesforce Classic and Salesforce Lightning. The exportable data reports can include all data available in Salesforce, including non-Salesloft data. Installation instructions along with a list of included dashboards & reports can be found at this Salesloft Support article.

BONUS: Click here to learn more about Cadence Reporting, natively available within your own Salesloft instance. Here you can visualize your cadence performance inside Salesloft based on customer engagement including clicks, opens, bounces, replies, and many other filters.

We are grateful to have you here with us on this journey, and we hope you feel the #saleslove with this announcement, our past announcements, and the ones that are just around the corner. For more information, check out the support article on Insight from Salesloft, or contact [email protected].