Getting Started with Salesloft

Updated 5 days ago

Integrating Orum with SalesLoft can streamline your sales processes and boost your team's efficiency. Whether you're an admin or a sales representative, this guide will help you seamlessly set up the Orum-SalesLoft integration.

How to Set Up SalesLoft for Orum

To ensure a successful and efficient workflow with your Orum and SalesLoft integration, follow these key setup steps.

1. Leverage Call Disposition/Sentiment Best Practices

Properly configuring your call dispositions/sentiments (best practices here) in SalesLoft is crucial for gaining optimal insights from your calls and maintaining a clean workflow.

- Dispositions: High level description of what happened on the call (i.e. No Answer, Connected)
- Sentiments: More specific outcome (i.e. Booked Meeting, Not Interested, Left Voicemail)

Use this guide to add dispositions/sentiments in SalesLoft.

2. Build Dynamic Cadences

To maximize your outreach efforts, create dynamic, omnichannel cadences. We recommend including at least eight call steps in each cadence to provide your reps with ample opportunities to connect with prospects.

3. Create Automation Rules

Automate your workflow by creating a rule in SalesLoft to unenroll prospects from a cadence as soon as a meeting is booked. This prevents accidental follow-up and keeps your reps focused on active prospects.

4. Map Key Fields from Your Data Provider

To help reps prepare for calls and increase their connect rates, ensure that key fields from your data provider—such as Mobile #s and LinkedIn URLs—are mapped into SalesLoft. You can find support guides for integrating SalesLoft with popular data providers like Lusha, ZoomInfo, LeadIQ, Seamless, Apollo

How to Connect Orum with SalesLoft

If you are an Admin, complete our Admin Checklist.

How to Orum Calls Appear in SalesLoft

When you place a call in Orum, this is how it appears in Salesloft:

🚨If you use Saleslofts Conversations / CI tool, we can automatically sync all Orum call recordings for you. Contact your Orum CSM or Orum Support to send your call recordings to SalesLoft’s Conversations / CI.

Create Call Dispositions + Sentiments

For Admins

To make the most of your analytics, consider setting up new Call Dispositions and Sentiments in Salesloft. These custom categories allow you to categorize and track prospect interactions accurately.

To get started, you can even use our recommended best practice guide.

Follow this interactive guide or check out the official Salesloft documentation.

Create Automation Rules

For Admins:

We recommend creating Automation Rules in SalesLoft to automatically remove prospects from Cadences when specific conditions are met. This ensures that your outreach is always relevant and timely. Click here for an interactive guide

Here are some examples of automation rules:

IF a prospect is disqualified (Sentiment = Bad Fit):

Remove them from all Cadences.
Set Lead Status to Disqualified.

IF a meeting is booked (Sentiment = Meeting Booked):

Remove the prospect from all Cadences.
Set Lead Status to In Progress.

IF a prospect is interested (Sentiment = Interested):

Remove the prospect from all Cadences.
Set Lead Status to In Progress.
Add them to the Hot Leads - Interested Cadence.

IF a prospect has no good # (Sentiment = Wrong Phone # AND Mobile Phone = Blank):

Remove the prospect from all Cadences.
Add them to the Email Only Cadence.
OR add a Tag to the prospect: “Failed Number.”

These automation rules will help ensure that your prospects receive the appropriate follow-up and that your outreach remains effective.

These are just examples, and you can customize your automation rules to match your specific sales process and goals. By implementing these rules, you can keep your Cadences well-organized and maintain a high level of engagement with your prospects.

Prepare your Cadences and Tasks

For Admins and Reps:

In Orum, you can call prospects who have a due call task in a Cadence, or a due One-Off Task. This means that your Cadences and tasks play a crucial role in your calling workflow.

Review Your Cadences: Take a few minutes to review your Cadences. Ensure that they are up-to-date and aligned with your current sales strategy. We recommend adding at least 8 Call Steps.
Check Task Due Dates: Verify that the due dates for call tasks within your Cadences are accurate. This ensures that you are calling prospects at the right time.
Prioritize Tasks: Before starting your calling session, review your tasks and prioritize them. Focus on higher-priority tasks, such as hot leads or follow-ups, to maximize your calling time.

NOTE: Reps can skip Salesloft tasks directly from Orum.

Map Mobile #s into SalesLoft from your Data Provider

This will help maximize your connect rates. To maximize preparedness for calls, also map LinkedIn URLs and any other relevant fields for your reps to have on hand. Support guides for Lusha, ZoomInfo, LeadIQ, Seamless, Apollo.

Once you've completed these steps, you're ready to start dialing!

HOW TO TRACK ORUM ACTIVITY IN SALESLOFT

Orum will write completed call data to Salesloft which can be seen at the prospect level under the Activity or Calls tab. ‘Orum’ is added to the call note to differentiate calls made in Orum vs Salesloft’s dialer.