Salesloft

Overview

Import your Salesloft data into Scoop to analyze sales engagement performance, track cadence effectiveness, and blend activity data with your CRM and other sources for comprehensive pipeline analysis.

What You Can Analyze

Importing Salesloft Data

Option 1: Export Reports from Salesloft

1. In Salesloft, navigate to Analytics → Reports
2. Create or select a report (e.g., Team Performance, Cadence Analytics)
3. Click Export and choose CSV format
4. Upload the CSV to Scoop as a new dataset

Option 2: Email Automation

Set up recurring exports delivered directly to Scoop:

1. In Salesloft, schedule a report to email on a regular basis
2. Forward the email to your Scoop ingest address
3. Scoop automatically processes the attachment

See Email Automated Imports for setup details.

Key Reports to Import

Team Activity Report

Track emails, calls, and meetings by rep:

• Total activities per day/week
• Reply rates and open rates
• Meeting conversion rates

Cadence Performance Report

Analyze your sales sequences:

• Step-by-step conversion rates
• A/B test results
• Opt-out and bounce rates

Pipeline Report

Connect engagement to revenue:

• Activities per opportunity stage
• Time-to-conversion by cadence
• Win rate by engagement level

Blending with Other Data

Salesloft data becomes powerful when combined with:

Example: Activity-to-Revenue Analysis

Ask Scoop:
"Show me revenue generated by leads who received
more than 5 Salesloft touchpoints vs fewer than 5"

Best Practices

Standardize Export Frequency

• Daily exports for activity tracking
• Weekly exports for trend analysis
• Match your sales cycle timing

Include Key Identifiers

Ensure exports include fields that match your CRM:

• Lead/Contact email addresses
• Account names or IDs
• Opportunity identifiers

Track Over Time

Use Scoop's snapshot feature to:

• Monitor cadence performance trends
• Track rep improvement over time
• Identify seasonal patterns

Common Use Cases

Sales Manager Dashboard

Track team activity and identify coaching opportunities:

"Show activity completion rate by rep, compared to quota"

Cadence Optimization

Find the best performing sequences:

"Which cadence steps have the highest reply rate?"

Pipeline Analysis

Connect activities to outcomes:

"What's the average number of touchpoints for deals that close?"

Rep Benchmarking

Compare performance across the team:

"Rank reps by meetings booked per 100 emails sent"

Troubleshooting

Missing Data in Export

• Verify date range covers expected period
• Check that you have permission to export team data
• Ensure all required fields are selected

Data Not Matching CRM

• Standardize email formats (lowercase)
• Check for duplicate contacts
• Verify account name spelling matches

Related Resources

• Email Automated Imports
• Blending Datasets
• Salesforce Integration - Combine with CRM data