Salesloft

Salesloft that earns its keep.

We implement it, audit it and run it. Pick the one that hurts most, or take all three.

CRM sync and field mappingKeep
Permissions and rolesFix
Call notes into the CRMConnect
Cadences nobody ownsBin
Three ways in

Build it. Audit it. Run it.

Pick the one that matches where you are. Not sure? Start with the audit. It tells you what the rest should be.

01

Build it

Implementations. New to Salesloft, adding a product or moving over from another tool. We set it up around how you sell.

02

Audit it

System audits and deliverables. Already live? We review the whole setup and give you a straight verdict, in writing.

03

Run it

Admin as a service. A named admin and one queue for requests, so Salesloft stays tidy without a full-time hire.

What you get

The detail, no fluff.

Each one stands alone. Most teams end up using two.

01 · Implementations

Build it, properly.

New licence, new product or a migration from another platform. We scope it in writing, build it in your org and hand it back documented, so your team can run it.

Best when
You’ve just bought Salesloft, you’re adding a product, or you’re leaving another sales engagement tool.
You get
  • Discovery and a written scope. What we’ll do, what we won’t, what you provide.
  • CRM integration and field mapping, for Salesforce or HubSpot.
  • Users, teams, roles and permissions set up to match how you’re organised.
  • Cadences, templates and rules built around your process, not a generic one.
  • Product setup across the Salesloft modules you’ve bought.
  • Admin training and handover docs so nothing lives only in our heads.
CadenceConversationsDealsForecastSalesforceHubSpot
02 · System audits and deliverables

Audit it, honestly.

We go through the whole setup and tell you what’s working, what’s broken and what to stop paying for. You get it in writing, with a ranked list of what to do first.

Best when
Renewal is coming, the team has changed, or the forecast is a vibe.
You get
  • A full configuration review across integration, users, cadences, data and reporting.
  • A verdict per area: keep, fix, connect or bin. One word, no hedging.
  • A ranked fix list. What’s first, what’s worth it, what to leave alone.
  • Documentation you keep: field maps, a permissions matrix and a plain-English process write-up.
  • An adoption read. Who uses what, and what’s shelfware.
  • Optional: we do the fixes. Your call, not ours.

We’ll tell you what to bin, even if it’s a tool we partner with.

03 · Admin as a service

Run it, so you don’t have to.

A named Salesloft admin on your side, working from one request queue. Day-to-day changes get done, and the system doesn’t drift back into a mess.

Best when
You have no dedicated admin, or yours should be working on strategy instead of tickets.
You get
  • A named admin and a single queue for every request.
  • User changes handled: adds, moves and removals.
  • Cadence, template and rule hygiene, so the library stays usable.
  • Release reviews. What changed in Salesloft and what it means for you.
  • Reporting kept honest, with dashboards people actually open.
  • A regular health check, so it doesn’t need another audit in a year.

Scope and hours: [agreed per engagement].

How it runs

Four steps. No fluff.

01

Short call

30 minutes. You tell us what’s broken or what’s coming.

02

Scope in writing

One page: what we’ll do, what we won’t, and what you provide.

03

Do the work

We build, audit or run it, inside your org, with you in the loop.

04

Hand it back

Documented, tested and explained. Keep us on, or don’t.

What we won’t do
  • Pad the scope to bill more days.
  • Recommend a tool because we partner with it.
  • Make up case studies. We’re new, so we won’t.

No decks. No shelfware. No BS.

Book a review

30 minutes. No deck. No pitch.

Tell us where Salesloft is at. We’ll tell you which of the three fits, or that none of them do.