Salesloft
by Salesloft • • Sales Forecasting & Revenue Operations Software
Salesloft is a sales forecasting and revenue orchestration platform for B2B sales teams, with Clari Forecast, Cadence and Conversations on one login.
Salesloft is a revenue orchestration platform that business to business sales teams use to build pipeline, run deals and call the forecast from one login. Salesloft calls it a Predictive Revenue System. Buyer signals from email, calls, meetings and the CRM feed a single data layer that sellers, managers and revenue leaders all work from. Salesloft, Inc. has built the platform since 2011, and it now carries the forecasting product of Clari, which merged into the company and ships inside the platform as Clari Forecast. Cadence runs multichannel prospecting with automation rules, personalization and a mobile app. Conversation Intelligence records and summarizes calls, extracts frameworks such as MEDDPICC, and pushes action items into the seller's workflow. Deals holds the opportunity view, where the Deal Summary AI Agent folds emails, calls and CRM history into one briefing. The buying group and its stakeholders sit on that same record. Rhythm turns captured signals into a prioritized daily task list, and Plays suggests the next action when a buyer does something meaningful. Clari Forecast and Inspect serve the leadership side. The AI Forecast Agent projects period end bookings from historical deal data and live rep activity. Inspect scores deal health and tracks week over week pipeline movement. The platform suits enterprise and mid market revenue organizations that already run a CRM and want sellers, frontline managers and RevOps working from the same record. It fits outbound teams of SDRs and account executives, managers who coach from recorded calls, and leaders who have to defend a number. Teams already holding a Clari Forecast, Conversations, Drift or Groove contract reach those logins from the same site, which makes consolidation onto one platform the usual reason to look. It is bought by talking to the sales team, so packaging and seat counts are quoted per organization rather than listed. Day to day the platform sits between the CRM and the inbox. It captures email and meeting activity against opportunities, pulls buyer signals from the wider stack into one view, and turns what was said on a call into CRM updates. The Buyer Identification Agent works with ZoomInfo to recommend stakeholders worth adding to a cadence. The Salesloft MCP Server exposes live pipeline, deal, account and call data to outside AI applications that support MCP, including Claude, ChatGPT and Copilot. Salesloft Mobile keeps prospecting steps and call logging running away from a desk.
Features
- Included: Roll-up forecast submissions
- Included: AI forecast projections
- Not included: Manager overrides with history
- Included: Week-over-week pipeline changes
- Included: Historical forecast snapshots
- Not included: Forecast accuracy reporting
- Included: Deal risk flags from activity data
- Not included: Scenario and what-if modeling
- Included: Multi-dimensional forecasts
- Included: Renewal and expansion forecasting
- Not included: CRM write-back of forecast fields
- Included: Activity capture from email and calendar
- Not included: Pipeline hygiene rules
- Included: Quota attainment dashboards
- Not included: Custom roll-up hierarchies
- Not included: Scheduled forecast exports
- Included: Deal inspection boards
- Not included: Warehouse and BI connector
Additional Features
- Cadence multichannel prospecting sequences
- Cadence automation rules
- Buyer Identification Agent with ZoomInfo
- Account Research Agent
- Person Research Agent
- Generative AI Email Assistant
- AI email steps inside cadences
- Conversation Intelligence call recording
Best for
- Enterprise B2B revenue teams running on a CRM
- Mid market sales organizations with frontline managers
- SDR and AE teams doing high volume multichannel outbound
- RevOps teams that own pipeline data quality
- Sales managers coaching from recorded calls
- CROs who have to defend a number to a board
- Existing Clari Forecast, Drift or Groove customers consolidating tools
- Buyers comfortable with a quoted annual contract and no self serve signup
Use cases
- Building outbound pipeline with multichannel cadences
- Researching accounts and buyers before outreach
- Summarizing sales calls and drafting the follow up email
- Reviewing open deals in a weekly pipeline meeting
- Projecting period end bookings with an AI forecast
- Spotting slipping deals before the close date moves
- Tracking week over week pipeline movement
- Prioritizing a seller's day from buyer signals
- Mapping the buying group on an open opportunity
- Coaching reps on objection handling from call data
- Preparing for a customer call with a deal briefing
- Querying live pipeline data from an outside AI assistant
Screenshots & Videos
Explore Salesloft in action
User Reviews
Compare with Similar Software
Click to compare side by side with Salesloft