Salesloft Release Notes

One Integrated Team Sales Platform

• Say hello to account-based selling!
• Align your entire revenue team by reassigning multiple Account owners and implementing one single view of shared record ownership across the team.
• Plus, automatically assign roles at any stage of the customer lifecycle so that sales reps can easily follow rules of engagement without losing time to admin tasks and workarounds.

Enterprise-Grade Data Management

• Keep your data governed and secure.
• Access controls for Deals, Conversations, and Cadence help you easily manage your Salesloft instance for compliance, keeping sales pipeline and customer data secure.

Run Cadence Steps On-The-Go

• Engage with prospects anytime, anywhere with the Salesloft Mobile app.
• Whether you’re at the airport, in a cab, or walking your dog, send high-quality, personalized sales emails from your phone!

Salesloft Connect Chrome Extension

• Stay in your workflow.
• Seamlessly integrated into Google Chrome, the new extension will give you access to the full Salesloft platform through one, consistent sidebar across Salesforce, Dynamics 365, and Gmail.
• Dialer will open in a separate window so that you can easily multitask without covering up valuable information.

Summer 2025 Product Update

This release at a glance

• Build pipeline with Salesloft’s latest release which helps your team break unproductive habits by doing the heavy lifting: surfacing in-market buyers, personalizing outreach, and guiding reps with AI-powered workflows.

• AI-powered research removes guesswork

  • Challenge: High-quality account and buyer research is time-consuming, resulting in generic outbound. Help reps cut through the noise by guiding their research priorities with the Enhanced Account Research Agent, which delivers detailed, up-to-date insights on target accounts so reps know exactly who they’re selling to and what matters most to them.
  • With the New Person Research Agent, pull contact-level goals and priorities so sellers can create hyper-personalized experiences.

• Get instant answers to drive deal velocity

  • Challenge: Piecing together context slows down sellers and deals. Help reps get deep deal insight, instantly. With the Ask Salesloft Agent, get instant answers to deal questions without switching screens. Sellers stay focused with immediate guidance on messaging, objections, and next steps.

• Act on your first-party data

  • Challenge: Valuable buyer signals stay trapped in your CRM. Help sellers reach out to buyers when they’re actually in-market, based on real buyer signals.
  • With No Code Custom Object Signals, sellers can act on real-time buyer behavior, giving business teams the freedom to personalize strategy without technical barriers.

• Scale winning sales strategies

  • Challenge: Sellers struggle to personalize, and AI-generated content is generic. Help sellers customize outbound at scale.
  • The AI Knowledge Library stores your latest product knowledge, sales angles, brand messaging, and more - including any specific content you choose to upload — enabling our agents to draft winning content for your sales team that sounds like you and aligns to what works.

What's coming

• Coaching agents: This AI agent gives digestible weekly reports to sellers, managers, and leaders to provide actionable suggestions for improvement. Coming this Fall.
• Enhanced Drift experience: The updated AI agent personalizes chat experiences for every visitor based on your defined goals, like qualifying leads or booking meetings, without using canned scripts or decision trees. Coming this fall.

See the latest innovations in action

• Ready to see how Salesloft's latest innovations in AI and agents can benefit your go-to-market team? Fill out the form for a 20-minute demo. Want to skip the form? Use our chat agent to find a time that works for you.

Connect your tech stack in a single workflow with Plays from 10+ apps

• Integrate with multiple apps including D company, equillar, g2, highspot, influ2, lean data, R company, showpad, usergems, vidyard, Brain, and Seismic to streamline workflows.

Capture and act on ANY buying signal

• Create Custom Plays unique to your business, product, and sales process via API. Trigger an action in response to bespoke signals, including but not limited to:
  • Website engagement
  • Product usage
  • Lead scoring
  • Buyer journey milestones

AI-driven messaging

• Draft individualized messages with AI.
• Add generative AI email steps to your Cadences to create highly personalized messages tailored to each contact’s role, industry, and company.
• Plus, get more out of your generative AI capabilities from other tools by creating custom Plays with recommended content.
• Note: Release coming soon

Drift Plays

• Convert high intent web visitors with Drift Plays.
• Engage web visitors with the right message at the right time using Bionic Chatbots trained on your brand, content, and website.
• Then act on high intent buying signals directly in your Salesloft workflow with Drift Plays.
• Drift recommends AI-generated email content based on relevant buyer activity.

Summer 2023 Product Update

• Rhythm: AI turns buyer behavior signals into seller action. Full-cycle sellers need to know where (and how) to spend their time to close more deals. Rhythm uses AI to prioritize seller actions based on buyer behavior in an organized workflow.

• Conductor AI: Prioritize your workflow. Conductor AI takes buyer signals from Salesloft and third-party integrations, ranks them based on immediacy and impact, and then offers the next best action for sellers to take. The AI workflow automation constantly learns what actions = better outcomes to reprioritize your workflow.

• Plays: Take the right action at the right time. Plays creates automated tasks – like sending a meeting reminder or following up after a call – in response to real-time buyer signals. That way you can spend your day knowing exactly what actions will win you more deals.

• Focus Zones: Align your time with your top priorities. Focus on sales pipeline generation by running Cadence steps in the Cadence Focus Zone. Or narrow in on deals most likely to close in the Close Focus Zone.

• Generative AI for Conversations: Extract highlights in less time. Save time on reviewing conversation recordings. Salesloft automatically generates conversation summaries and action items, directly in your workflow.

• Salesloft Mobile App for Android: Sell on-the-go. Salesloft Mobile is available for Android users on the Google Play Store! Execute sales activities on the go – such as sending high-quality personalized emails – without having to learn a new platform.

Spring 2025 Product Update

Ignite your revenue team with Salesloft's new lineup of full-cycle AI Agents - built to support every role across the entire revenue organization. By automating tedious tasks and delivering timely, intelligent recommendations directly in the workflow, these agents free up your team to focus on what humans do best: building relationships, making strategic decisions, and closing deals.

Account agents

Our suite of account agents help you move faster and smarter across every stage of the deal by handling time-consuming tasks so you can focus on connecting and closing. They find high-potential buyers to keep you multi-threaded, research accounts and suggest selling strategies so you're always prepared, and write personalized emails so you never start from scratch. The result? More revenue and growth that lasts.

Opportunity agents

Limited time and key information scattered across tools makes moving the needle impossible. Our new full cycle Rhythm experience organizes your book of business, prioritizing accounts and tasks based on the likelihood of conversion. Opportunity agents provide summaries, engagement, and recommended next steps, while a new "Ask Salesloft" feature answers rep questions and adds context, ensuring reps feel confident in their next steps and crush quota.

No-code signals & iPaaS integrations

Every business has data, but its value comes from the story within. New no-code signals and iPaaS integrations help you maximize the value of that data by effortlessly integrating first and third-party signals into seller workflows, without burning time and resources on complex API builds or custom requests.

Custom agentic Plays

Create custom agentic plays that activate any buyer signal in your tech stack. Pulling in signals from your CRM and connected tools, our agents automatically craft and send the right message, personalized to the buyer's history, recent conversations, and research. Just define the signal and your goal, and plays will engage buyers at the right moment while prioritizing next steps directly in your Rhythm workflow. And with no-code setup, you can easily turn any CRM field into a signal, unlocking first-party data and automating action without added complexity.

Salesloft agents are growing – here's what's coming

• Analytics interpreter agent: This AI agent gives easy-to-understand summaries and next steps from complex reports – so you can lead your team and boost revenue. Coming this summer.
• Enhanced Drift experience: This AI agent personalizes chat experiences for every visitor based on your goals – like qualifying leads or booking meetings – without using canned scripts or decision trees. Coming this fall.

Unlock deeper insights from your conversation data

Your team is having valuable conversations, but without AI to analyze them, you're missing key insights. Manual reviews aren't feasible, which leads to missed coaching opportunities and slower deal cycles. But there's a solve – introducing enhancements to our conversation intelligence product:

• Richer, ready-to-use Conversations reporting: Conversation insights are now deeper, with reporting on adoption, usage, call trends, scorecard activity, and engagement – giving you a clearer picture of how your team is performing and how to improve the quality of their sales calls.
• Bulk authentication & auto-record for Zoom and Teams: Admins, easily configure and manage important Conversations settings in bulk, reducing the configuration time needed to get your team up and running and ensuring that all of your calls are captured more consistently.
• MEDDPICC extraction agent: This AI agent extracts key sales methodology fields – starting with MEDDPICC this spring and expanding to any qualification framework later this summer – auto-populating deal pages, surfacing risks, and saving sellers time spent doing it manually.

That's not it. Get seamless access across teams – no reauth needed

We’re committed to delivering an industrial strength revenue orchestration platform suited for even the largest enterprise organizations. Multi-team support gives you flexibility to seamlessly move between all of the Salesloft teams you have access to without the need to reauthenticate, helping you easily monitor your team and administer at scale no matter how complex your business. Coming this summer.

Spring 2024 Product Update

Buyers and sellers are constantly interacting. Salesloft’s AI makes sure every interaction moves the deal forward by giving teams the right insights, and the ability to act on them.

Conversation Key Moments

• Identify blockers before they become deal risks. Competitors, objections, and decision-makers can kill a deal—but they’re often overlooked or go unnoticed. Generative AI reviews conversation transcripts to surface the most important information from your calls.
• Now, understand the most critical topics buyers bring up to prioritize actions that directly impact deal health and velocity.

Meeting Prep Workflow

• Prepare your full selling team. Successful sales meetings happen when everyone—sales reps, the larger selling team, and prospects—are briefed and know what to expect.
• Stop clicking everywhere to read and absorb bits of information needed to inform attendees.
• Our AI extracts conversations data and meeting summaries into a single cheat sheet directly in your workflow.
• An alert in Rhythm reminds you to share it with your team as internal prep notes, or send it as a prep-populated agenda to prospects.

AI-assisted Conversation Scorecards

• Digging through hours of conversations is extremely time-consuming.
• Scorecards feature AI-suggested answers that reference the parts of the transcript justifying the score.
• Save time and provide higher quality, actionable feedback when managers can fill (or reps can request for them to fill) scorecards directly in their Coaching workflow.

Auto Buying Group Capture

• Capture your entire buying group automatically.
• Then, engage all of them to win the deal.

New Navigation Experience

• Easily create Cadences, coach, track deal performance, and see what's working in analytics.

Generative AI for Cadence

• Craft powerful content that’ll hit home with buyers.
• Suffering from writer’s block? Draft AI email steps to create more effective sales email content, faster.

More Languages Across the Platform

• Available in French, German, and Spanish.
• The Salesloft platform is now available in three additional languages, including date formats, currencies, and language-specific phrases.

New Outcomes Dashboard

• Get more visibility across team and individual performance.
• Track progress and uncover gaps with a single click. Coach sales teams on closing deals and delivering predictable revenue quarter after quarter.

Conversations Enhancements + Team API

• Never miss a critical moment.
• From prospect to close to renewal, extract additional insights in less time and with fewer clicks. View your transcript side by side with its recording to identify best practices and quickly access conversation analytics.
• Plus, say goodbye to lag time and security hurdles with a native API for Microsoft Teams.

Upgraded Sales Forecasting

• Identify risks and prevent sales pipeline leakage early on.
• Use AI to forecast across segments, confidence levels, and time periods. Improve sales strategy by choosing which deals to include in each forecast projection.

Equip your team with the AI and agent-powered platform they need to execute on the most important insights and actions to drive the best revenue outcomes — from first touch to upsell and renewal.

Deliver personalized buyer experiences

Convert your most valuable website visitors into qualified sales opportunities.

Create more pipeline and coverage

Take the guesswork out of pipeline generation, lead nurture, and customer renewals.

Accelerate sales cycles and win more deals

Get real-time insights about buyer behavior and turn it into seller action.

Increase customer lifetime value

Boost customer adoption, retention, and account expansion.

Sales AI Summit

The Sales AI Summit 2023 gathered some of the brightest minds in the business to show you how AI is transforming sales. Witness the highlights from the historic event — there’s something for everyone on your team to take away.

• Sellers: Watch a preview of Salesloft Rhythm and the power of AI, which will undoubtedly transform the way you work.

• Sales leaders: Align with industry trends after hearing Forrester Research’s 5 predictions for B2B revenue leaders to win this year.

Command Center

Revenue leaders’ new home base for action-oriented insights

Stop wasting time stitching together information from multiple sources to understand your team’s results. Command Center helps you optimize your revenue team by consolidating data from across the entire revenue lifecycle - from prospecting to closing - in one place. Improve your team’s win rates by visualizing and acting on key performance insights so you can close more deals, faster.

AI Insights

Your agents for optimizing revenue performance

Act on key trends and patterns before deals are lost. These agents surface information synthesized by our powerful data model to help identify gaps and areas of opportunity within your sales funnel based on your historical data. Easily uncover the winning behaviors for your team to act on, whether it’s pinpointing stalled deals sooner or empowering managers to coach more effectively. AI Insights precisely identify what works so you can streamline your decision making process.

New Plays

Operationalize immediate action on key revenue insights

Implementing new strategies for your team can be a time-consuming process for even the best revenue leaders. New Plays based on AI Insights allow leaders to immediately orchestrate action to improve outcomes in Rhythm for both reps and managers, directly from Command Center. Plays power action across your team in existing workflows so you can help your team improve win rates without change management.

Improved Reporting

Configure Analytics to best fit your team’s needs and see how Cadences and Plays influence revenue outcomes with new metrics

New Actions in Plays

Create more flexible, dynamic workflows with new task types and the ability to orchestrate multiple actions for one signal.

Enterprise Ready Enhancements

We’re powering industrial-strength workflows for businesses of all sizes by adding Rhythm to our Salesforce extension, manager hierarchies, and additional language support for Conversations transcriptions.

Collaboration Seats

Easily share the voice of the customer with any member of your team - at no additional cost. Collaboration license users can view and share Conversations recordings, drop comments, create playlists, and dig into recording summaries and analytics. Coming this Winter.

ZoomInfo Signals in Rhythm

We’re bringing the power of ZoomInfo signals to Salesloft so you can set your go-to-market strategy in motion. Transform buying signals from your ideal customer profile into immediate seller action with new ZoomInfo Plays that help you progress pipeline and close deals faster. Coming this winter.

Multi-language qualification agent for Drift

Drift Bionic Chat is your AI-powered qualification agent to convert high-quality website visitors. With new multi-language agents, you can scale your web engagements to the needs of your global enterprise. Coming this winter.