How Salesloft Delivers More Value from Your CRM

You invested in a CRM to drive efficiency. But your sellers often find themselves switching between multiple tools, missing important details, and rushing to fill empty fields before the quarter closes. Admin work is up. Pipeline visibility is down. Forecasts are getting harder to defend.

It’s a common story. Forrester reports that organizations’ satisfaction with CRM (customer relationship management) tools is generally low. This situation leaves sales leaders questioning why their investments aren’t delivering the anticipated results.

Your CRM functions primarily as a system of record, capturing and centralizing essential customer data . To turn customer data into actionable workflows and revenue growth, teams benefit from a complementary solution built for sales execution. Salesloft, enhanced by integrated AI agents, bridges the gap between stored CRM information and the actions sellers must take to move deals forward.

This article explores what your CRM was built for, what it wasn’t, and how you can empower your sales team to succeed by using Salesloft and AI agents to close the gap between data and execution.

Why CRM alone leaves teams dissatisfied

A CRM is designed to centralize and surface customer relationship data: storing customer details, logging interactions, and tracking pipeline progression.

As a system of record, your CRM holds:

• Organization and team structure
• Account and territory management
• Planning and field management
• Repository for customer data
• Approvals and routing
• Detailed forecasting

However, most sales activities, including calls, meetings, emails, and other touchpoints, won’t show up in the CRM until sales representatives actively log them. Keeping CRM data current takes manual effort that sellers just don’t have time for. This limitation contributes to poor data quality, resulting in inconsistent reporting and difficulties maintaining accurate forecasting.

Sales teams need a system of execution powered by AI agents

Sellers need tools that can capture their everyday activities automatically and help them leverage CRM data within their workflows. When a seller is focused on calls, stopping to log call notes kills momentum. In fact, admin work like keeping the CRM up to date eats up about 70% of sellers’ time.

Salesloft addresses this challenge by capturing the sales team’s activity as it happens, updating the CRM, and orchestrating data-driven workflows. No more interruptions, no more extra effort.

As a system of execution, Salesloft is home to:

• Actionable workflows and structured sales playbooks
• Integrated communication channels for seamless engagement
• Opportunity scoring, contact prioritization, and real-time analytics
• Tools to enable effective skills coaching and accountability tracking
• Embedded AI agents performing research, suggesting next best actions, and providing conversation summaries

By logging activity and integrating CRM data and AI agents into the workflow, Salesloft ensures teams can use customer data effectively without switching between tools or stopping to update the CRM manually.

How Salesloft and AI agents add value to your CRM

Salesloft makes your CRM easier to use, more accurate, and far more valuable. With seller activity consolidated on a single system of execution and every action captured in real time, you get full visibility. Sellers never have to stop and document their work. AI agents further enrich this experience by proactively identifying important signals and recommending timely actions.

Here’s what happens when a team complements their CRM with Salesloft and AI agents:

• CRM adoption and data quality improve: Every interaction gets written back to the CRM, which keeps lead, contact, account, and opportunity records up to date without requiring extra manual work. Customize your source of truth by customizing update intervals and field-level rules to keep both platforms aligned and synced to your liking.
• More sellers adhere to methodology: Custom Deals dashboards make key fields visible, while Salesloft flags deal gaps for managers and sellers. Salesloft can even automatically extract MEDDPICC details from recorded conversations.
• Data insights trigger activity: You can now create Plays to prompt seller actions and follow-ups based on changes to fields, stages, or custom objects. You can even build custom objects without code. AI agents can proactively recommend and execute timely Plays triggered by these changes, ensuring critical follow-up activities occur without delay.
• Key signals come into focus: Salesloft reports on what matters the most, where it matters the most. In-app analytics and AI agents, such as Analytics Interpreter, help teams understand and act on the data. You can plug into Salesforce with a dashboard package and use the open API to connect to sources like Snowflake.
• Forecasts are grounded in reality: With richer, more complete activity data, you get a clearer picture of where deals stand. Salesloft’s AI forecast engine benchmarks performance to help you set numbers with more confidence.

Reps used to take action, then go back to the CRM to update it. With Salesloft, sellers begin to engage with CRM data in motion. Changes to data spur seller action, pipeline becomes trustworthy, and forecasts get benchmarked to seller activity.

What pairing your CRM with Salesloft does for your team

With Salesloft in your stack, activity data gets captured as it happens. Follow-ups stop falling through the cracks. Fields get filled without a mad dash at the end of the quarter.

Salesloft combines automation, AI, and AI agents to support the whole revenue team:

For sellers

Using Salesloft turns insight into actions with less admin work and fewer tabs. They no longer have to stop mid-stream to log a call or type up notes, because Salesloft updates the CRM automatically in real time. Salesloft’s AI agents help sellers surface, understand, and use CRM data quickly. They also assist with manual tasks like account research and email writing.

For managers

Salesloft boosts sales methodology adherence, surfaces deal gaps, and flags both key moments and coaching opportunities. The result is better execution and cleaner pipeline reviews based on trusted data.

For RevOps

It means leveling up your forecast accuracy and reporting on what matters most, where it matters most. With improved CRM adoption and data accuracy, the CRM becomes the system of record you can trust, not just the one you’ve got.

Your CRM was never meant to do it all

Your CRM is a powerful tool. You just need to make it effortless to use and impossible to ignore. Salesloft is the system of execution that keeps your CRM up to date and empowers sellers to take action on its data.

With Salesloft’s deep integration and in-app agentic AI, you and your team can access and analyze critical CRM without missing a beat. You’ll stop wondering if your CRM is worth the investment.

Ready to see how Salesloft and AI agents can enhance your CRM? Book time with our sales team to learn how to activate your CRM data with Salesloft and amplify your team’s performance with AI agents.

Frequently Asked Questions (FAQ)

What exactly are Salesloft AI agents, and how do they benefit my sales team?

Salesloft AI agents are intelligent tools embedded directly within the sales workflow. They handle time-intensive tasks like account research, email drafting, conversation summarization, and lead prioritization. AI agents significantly reduce manual effort, improve data accuracy, and help sellers quickly understand and act on critical CRM insights.

How do AI agents ensure data privacy and compliance with our CRM policies?

Salesloft AI agents operate within your defined governance framework, adhering strictly to your organization’s data security policies and compliance standards. You maintain complete control over data handling, ensuring that AI-driven activities meet your security and regulatory requirements.

Do AI agents require extensive training or implementation time?

You’ll start seeing value on Day 1. AI agents integrate smoothly into existing Salesloft and CRM setups, and begin delivering value immediately through intuitive workflows and automatic data processing. Your sales team can realize productivity gains quickly without significant disruption.

Can AI agents adapt to our specific sales methodologies and processes?

Yes, your organization can configure Salesloft AI agents to align closely with your established sales methodologies. For example, you can capture structured criteria like MEDDPICC directly from seller interactions. AI agents continuously learn from seller behavior, adapting recommendations and workflows accordingly.

Will AI agents reduce the personal touch sellers have with buyers?

Not at all. On the contrary, AI agents complement and enhance sellers’ ability to engage personally and meaningfully with buyers. By handling tedious and time-consuming administrative and research tasks, AI agents let sellers focus their time and energy on relationship-building activities and personalized buyer interactions. Working with AI agents is an opportunity for sellers to improve the quality and effectiveness of their engagements.