Sync Sanity: Mastering Bi-Directional Sync in Salesloft for Error-Free Operations

Are bi-directional sync errors between Salesloft and your CRM (e.g., Salesforce, Dynamics 365) slowing down your sales team? This 60 minute virtual workshop will equip you with the knowledge and practical steps to conquer these common frustrations and ensure seamless data flow.

We'll dive into two key areas:

1. Understanding the Sync Engine: Demystify the underlying mechanisms of the Salesloft-CRM sync process. Through clear explanations and visual illustrations, we'll explore common data field mappings and pinpoint potential conflict points that lead to errors. Gain a foundational understanding of why these errors occur, transforming seemingly cryptic messages into actionable insights.
2. Decoding Salesloft Sync Errors: Get a detailed breakdown of the most frequent Salesloft sync error messages you encounter. We'll walk you through a step-by-step diagnostic process, empowering you to quickly identify the root cause and implement effective resolutions for common errors.

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!

Walk away from this workshop with practical strategies to decrease sync errors, improve data accuracy, and optimize the efficiency of your sales operations.