Standardizing Success: Crafting & Automating Task-Driven Workflows in Salesloft

Are you looking to standardize your sales process and ensure consistent execution across your team? This 60-minute virtual workshop will show you how to embed actionable tasks directly into your workflow, so you can take action on real-time signals from your buyers.  You’ll walk away knowing how to turn buyer and seller interactions into prioritized next steps that keep your deals moving forward. 

We'll focus on two core areas:

1. Crafting Task-Driven Workflows: Discover how to identify key sales activities that can be efficiently managed through Salesloft tasks in your workflow. We'll provide practical frameworks and adaptable templates to help you map out robust, task-driven workflows for a variety of sales scenarios, such as structured post-demo follow-up.

2. Automating Task Creation for Efficiency: Explore Salesloft's powerful automation features to trigger task creation based on based on buying signals from a broad ecosystem of signals from partner integrations and your own proprietary data (e.g., a meeting completion, a specific email response, or a prospect's engagement with content). We'll guide you through setting up simple task automation and then delve into advanced rule logic for more complex and dynamic task management scenarios, helping you move prospects through your pipeline more effectively.

This virtual workshop will include a combination of structured, guided instruction and open forum Q&A following this format:

• ~20 minutes of content led by an expert instructor

• ~40 minutes of Q&A focused on this topic led by an expert instructor and product manager

  • This workshop is a great opportunity to provide feedback directly to our product managers and learn more about what’s to come! 

Join us to learn how to operationalize your sales process within Salesloft, ensuring no critical step is missed and every sales rep is empowered to execute with precision.