# Salesloft

Import sales engagement data for pipeline and activity analysis

<Image align="left" width="200px" src="https://docs.scoopanalytics.com/assets/legacy/580c4bb48958d651e774f9f0f96ab7fa95f87d0f3b35eb0a2db9b9f391cf6d8e-salesloft-logo--39d0d320ef.png" />

## 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

| Data Type | Example Questions |
|-----------|-------------------|
| **Cadence Performance** | "Which cadences have the highest reply rates?" |
| **Activity Metrics** | "How many touchpoints before conversion?" |
| **Pipeline Coverage** | "What's our activity-to-opportunity ratio?" |
| **Rep Performance** | "Compare email open rates by sales rep" |
| **Timing Analysis** | "What day/time gets the best engagement?" |

## 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](../connect-your-data/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:

| Source | Analysis Enabled |
|--------|------------------|
| **Salesforce/CRM** | Full pipeline attribution |
| **Marketing Automation** | Lead source effectiveness |
| **Revenue Data** | True ROI by cadence |
| **Support Data** | Customer journey mapping |

### 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](../connect-your-data/email-automated-imports)
- [Blending Datasets](../connect-your-data/blending-two-datasets)
- [Salesforce Integration](salesforce) - Combine with CRM data
