How to Run your Sales Day in Salesloft Without Losing the Thread.
You open Salesloft at the start of your day and need to decide who to contact, in what order, and by what channel - without spending 20 minutes figuring it out.
Salesloft is built to be your operating system for the day, not just a place to log calls after the fact. When you use the due-steps view as your actual to-do list, you stop making decisions about what to do next and start making decisions about how to do it well. That shift is where most of the productivity gain lives.
Where it goes wrong
Reps who ignore the due-steps view end up working from memory or a personal spreadsheet. Things slip. High-intent prospects go cold because a call was due two days ago and nobody noticed.
What you'll be able to do
You can open Salesloft each morning, build a clear picture of the day's work in under five minutes, and move through calls, emails and social touches in a focused order without losing track of where you are.
How to do it
Open Cadences, go to the Steps view, filter by
Open Cadences, go to the Steps view, filter by Due = Today. Sort by step type so calls are grouped together and emails are grouped together. Work calls first while your energy is highest.
Before you dial, scan the prospect's cadence history in
Before you dial, scan the prospect's cadence history in Salesloft - what step are they on, what have they already received. Ten seconds of context stops you repeating yourself on the call.
Batch by channel
Batch by channel: run all your calls in one block, then move to emails. Switching between dialing and writing fragments your focus and slows both.
At the end of the day, check for any
At the end of the day, check for any steps that slipped to overdue. Reschedule or remove prospects who are genuinely dead rather than letting the queue fill with noise.
Use Salesloft's disposition and notes fields immediately after each
Use Salesloft's disposition and notes fields immediately after each call - not at end of day. The next step auto-advances and your notes are there when you pick it up tomorrow.
See the difference
A rep starts the day by scrolling through their full prospect list, picks a few names they recognise, makes some calls, then writes a few emails from scratch. By 11am they have no clear picture of what is still due and skip three follow-ups without realising.
A rep opens Salesloft at 8:45am, filters Steps to Due Today, sees 14 call steps and 9 email steps. They work the calls first, logging a disposition and one-line note after each. After lunch they write and send the emails, personalising the first line of each template. By 4pm the queue is clear and two prospects have replied.
You can open Salesloft each morning, build a clear picture of the day's work in under five minutes, and move through calls, emails and social touches in a focus
How you'll know it's working
You have got it when you can start any working day in under five minutes, work through your due steps in a logical order, and end the day with zero overdue steps that were not deliberately deferred.
Questions people ask
How do you run your sales day in salesloft without losing the thread?
Salesloft is built to be your operating system for the day, not just a place to log calls after the fact. When you use the due-steps view as your actual to-do list, you stop making decisions about what to do next and start making decisions about how to do it well. You can open Salesloft each morning, build a clear picture of the day's work in under five minutes, and move through calls, emails and social touches in a focused order without los
What is the most common mistake to avoid?
Reps who ignore the due-steps view end up working from memory or a personal spreadsheet. Things slip.
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