When will SalesLoft integrate the close won to csm transition into it's cadences?
As the core purpose of the platform is to ease the outreach to leads in order to secure opportunities to put time on the calendar it seems a complete oversight that the meetings booked through SalesLoft are not tracked as such in its integration with SalesForce. A patch for this should be a top priority for the dev team. (I mention this after a short conversation with the CS team where they mentioned this was not a current functionality and hope that this is not simply an administrator error on our end)
Hey Michael – Dave from SalesLoft here. Nice to meet you!
This is a great callout and I’m happy to report that SalesLoft is capable of running part of this sales motion and reporting data back into your CRM.
In fact, I’m working closely with your team now on a few process items and, relatedly, the way things are mapped to and reporting in your CRM. I think your feedback would help us build a better engine for the team. I’ll reach out to you via email shortly to set up a call.
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