Switching to a new platform can feel like learning a new language. The good news is, this ZoomInfo Engage to Salesloft Translation Guide has you covered.
This translation guide provides a comprehensive comparison of features, terminology, and workflows between ZoomInfo Engage and Salesloft– allowing users to seamlessly transition between the platforms and optimize their sales engagement strategies.
You can think of this guide as your platform migration cheat sheet. By reviewing and keeping this guide handy, you can navigate the shift from ZoomInfo Engage to Salesloft and hit the ground running. You will find the relevant ZoomInfo Engage terms and use cases listed below. Selected a term to learn about the similar Salesloft functionality:
Objective: I want to securely manage user access and account settings.
Salesloft Equivalent: Salesloft’s Admin Settings provide admins with a centralized control to optimize sales processes including (but not limited to) the following:
Objective: I want to maintain a digital record of my contacts.
Salesloft Equivalent: Salesloft’s Person Profile Page offers a comprehensive view of an individual contact, allowing you to do the following:
- Perform Quick Actions, including call, email, book a meeting, create a task, send a message…etc.
- View engagement and activity history (i.e. calls, emails, LinkedIn interactions)
- Manage Person details
- See associated Accounts and Opportunities
- Add notes and tags
Objective: I want to connect with the right prospects faster.
Salesloft Equivalent: Salesloft’s revenue orchestration platform helps sales and marketing teams streamline their engagement efforts, manage communication, and build stronger relationships with prospects and customers, including:
- Rhythm: AI-powered, customizable workflow that prioritizes high-impact tasks based on key buyer signals, such as following up with highly engaged leads
- Cadence: Create, manage, and execute structured, multi-step workflows that combine personalized emails, calls, social touches, and other tasks
- Dialer: Make, receive, and log calls directly within the platform or chrome extension and access features like call recording, voicemail drop, local presence dialing, and real-time note-taking
- Prospecting Results Analytics: Access email engagement, call outcomes, task completion rates, and overall cadence effectiveness metrics to track and optimize prospecting and engagement performance
- Content Performance Analytics: Access open rates, reply rates, click-through rates, and overall engagement metrics to track and gauge the effectiveness of your templates, cadences, and other engagement content
- CRM Integrations: Sync activities, automate data logging, update records in real-time, access customer information directly within Salesloft
- Email Templates: Create, save, and share pre-written, customizable email messages that can be easily personalized at scale to ensure consistent branding
- One-off Emails: Send personalized, one-off emails directly from the platform or integrated tools like Gmail or Outlook and leverage features like email tracking, CRM synchronization, and templates
- Account Profile Page: Access and manage detailed information about a specific Account, including associated contacts, activity history, relevant Cadences, communication logs, and more.
Objective: I want to use the ZoomInfo Engage Chrome Extension to efficiently call prospects, add contacts to salesflows, and send emails directly from the extension, simplifying my workflow and improving outreach efficiency.
Salesloft Equivalent: The Salesloft Connect Chrome Extension allows you to access Salesloft’s suite of tools from the Chrome toolbar. With Salesloft Connect, you can do the following:
- Make and receive Dialer calls
- Import Leads, Accounts, and Contacts from Salesforce
- Book meetings
- Loft emails
- Receive Live Feed notifications
Objective: I want to ensure my emails reach the right people, reduce bounce rates, and protect domain reputations.
Salesloft Equivalent: Salesloft offers a suite of tools that helps teams reduce bounce rates, protect domain reputations, and ensure emails reach the right people, including:
- Contact Restrictions: Allow you to set a customer’s communication preferences to ensure
- Custom Tracking Domains: Replaces links that use the Salesloft default tracking domain with links that contain your custom url for better email deliverability.
- Data Enrichment: Extracts the Title and Phone Number from a Person's email signature to update their Salesloft Person record.
- Email Deliverability Checklist: Displays status icons that determine the state of your email deliverability health.
Objective: I want to automate and streamline my outreach process by creating structured sequences of calls, emails, and tasks, ensuring consistent follow-up and improved engagement with prospects.
Salesloft Equivalent: Salesloft Cadence allows you to organize and configure your engagement strategy.
Objective: I want to organize contacts into customized groups for better segmentation
Salesloft Equivalent: Salesloft’s Person Tags allow you to apply customizable labels to People, Accounts, and Opportunities for better organization and streamlines segmentation.
Objective: I want to organize and prioritize my daily outreach activities, including calls, emails, and follow-ups, ensuring I stay on track and consistently engage with prospects.
Salesloft Equivalent: Salesloft offers a suite of tools that help you create, organize, and prioritize tasks, including:
- Salesloft’s One-off Tasks: Create and perform one-off actions including: calls, emails, general tasks, and LinkedIn Navigator tasks.
- Salesloft’s Rhythm: Uses artificial intelligence to prioritize and organize one-off tasks, cadence tasks, Deals tasks, and Plays.
