How Salesloft Rhythm Keeps Reachdesk Reps From Missing Out on Important Opportunities

No one understands the importance of delivering the right message at the right time more than the corporate gifting platform Reachdesk. After all, as a business that empowers companies to deliver personalized gifts and mail to their customers, prospects, and employees, Reachdesk is all about creating moments that lead to deeper connections between people.

But that philosophy isn’t just at the heart of what they do. It also applies to how they interact with their own buyers and customers. For the sales team at Reachdesk, that means keeping a close eye on their budding relationships with their prospects – which is why they rely on Salesloft.

Mahek Shah, Enterprise Business Development Representative (BDR) at Reachdesk, shared that Salesloft is foundational to the work of the business development team – whether that’s planning out their prospecting steps or monitoring their day-to-day tasks. 

During our Saleslove on Tour event, Mahek explained how Salesloft’s platform, particularly its all-in-one interface and Rhythm workflow capability, makes sure that he doesn’t miss out on a single touchpoint. Here is why he recommends Salesloft above other platforms.

1. You never miss out on crucial opportunities

With the countless touchpoints that sellers have to go through before they close a deal, it’s no surprise when sales reps overlook a smaller task. But sometimes it’s those small tasks that end up making the difference between a closed deal and a lost one.

For the sales team at Reachdesk, that’s where Salesloft comes in. With Salesloft’s AI-powered signal-to-action engine Rhythm, the team knows exactly what actions they need to take at that moment to ensure they don’t miss important opportunities.

In fact, Mahek has firsthand experience with this. Soon after Reachdesk got Rhythm, he got a timely reminder to reach out to a big prospect. “I’m typically on top of those things,” he explained. “But, being a BDR, you get pretty lost in your day-to-day or you get so into a zone that you forget about simple things. But thankfully, Rhythm didn’t.”

With the help from Rhythm, Mahek reached out to the prospect at the right time, and within three months, the deal was sealed. “It was my first closed-won, and I’m pretty proud of it,” he recounted. “So I appreciate Rhythm.”

As Mahek’s experience shows, for Reachdesk’s sales team, Rhythm isn’t simply an engine that tells sales reps the actions they need to take. Instead, it acts as the last line of defense for their reps, surfacing reminders when they need them the most so no deals fall through the cracks.

2. Staying on top of your work is a breeze

When it comes to sales, it feels like you can never have too much time. Given how many tasks sales reps have to juggle simultaneously, without easy-to-use sales tools, it’s virtually impossible to get to everything that needs to be done in a single day.

For Mahek, this is where Salesloft’s platform – and especially Rhythm – excels compared to other tools.

Before getting into Salesloft, Mahek had experience working with another popular provider, but he often ran into issues when prioritizing his tasks. While the other platform was easy to use, according to Mahek, he also noted that  “I would always have tasks pile up.”

But with Salesloft, Mahek has not only been able to keep track of all the tasks he needs to prioritize each day, but he has also been able to complete them by the end of the day. 

3. Everything you need to sell is all in one place

It goes without saying that no one likes jumping between multiple databases, tools, and interfaces just to stay on top of tasks. That goes for the sellers at Reachdesk, too.

Luckily, with Salesloft’s all-in-one platform and more than 180 integrations, that’s not a problem for Mahek.

By integrating Salesloft with Reachdesk’s other tools, the team can access data, craft messages, and engage with prospects all in one interface. “[Salesloft] keeps everything organized for you,” Mahek said. “When it comes to using your tool for engagement, whatever you need to do – emails, calls, LinkedIn, even reminders on where to put people in their own cadences – it’s all there in one place.”

In this way, Reachdesk’s sales reps have been able to simplify their workflows and, as a result, boost their sales efficiency.