Salesloft

Salesloft

Sales engagement platform for revenue teams

Overview

Salesloft provides a comprehensive Sales Engagement platform that helps sales teams drive revenue. The product unites all selling activities in one place, allowing sellers and managers to execute digital selling tasks, interact with buyers, know what steps to take next, forecast with accuracy, and access coaching and insights to improve performance. It works as an integrated workflow and communication hub: users run outreach sequences, track interactions, and get data-driven guidance and analytics to move deals forward. Compared to rivals that offer only parts of the workflow or separate tools, Salesloft differentiates itself by offering the complete, end-to-end platform for both frontline sellers and managers. The company’s goal is to help customers win more deals and grow revenue by making selling more efficient, predictable, and scalable.

About Salesloft

Simplify's Rating
Why Salesloft is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Company Size

1,001-5,000

Company Stage

Series E

Total Funding

$245.7M

Headquarters

Atlanta, Georgia

Founded

2011

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Simplify Jobs

Simplify's Take

What believers are saying

  • August 2026 added Brian Benfer, Rajesh Krishnaswami, and Rick Hasselman to stabilize execution.
  • May 2026 Seller Out of Office Automation reduced Cadence backlog during rep PTO.
  • June 2026 named Mahi Rath Head of People India, expanding delivery capacity in Gurugram.

What critics are saying

  • August 2025 Drift token breach exposed Salesforce data from about 700 organizations, damaging trust.
  • The 2026 merger still forces Clari and Salesloft systems, teams, and products into one stack.
  • A second integration breach would crush renewals and make the merged platform radioactive.

What makes Salesloft unique

  • Clari + Salesloft now combines execution, conversation, and forecasting data in one revenue system.
  • July 2026 MCP Server puts Salesloft inside Claude, ChatGPT, Copilot, and Gemini workflows.
  • Salesloft still serves 5,000-plus customers including Google, IBM, Shopify, Cisco, and 3M.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$245.7M

Below

Industry Average

Funded Over

7 Rounds

Notable Investors:
Series E funding typically includes additional rounds after Series D if the company needs more capital. The business is usually stable, and these rounds are typically used for further expansion or to address market challenges.
Series E Funding Comparison
Meet Average

Industry standards

$100M
$245M
Stripe
$250M
Reddit
$1.3B
Epic Games
$1.5B
Airbnb

Benefits

Performance Bonus

Stock Options

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

1%
RevenueFlow
Sep 2nd, 2026
Findymail vs Icypeas: Data Enrichment Tool Comparison.

Findymail vs Icypeas: Data Enrichment Tool Comparison. Compare Findymail and Icypeas side by side. See pricing, features, and integrations to choose the right data enrichment tool for your needs. The short answer Findymail and Icypeas are both B2B contact enrichment tools, but they differ on price and integrations. Icypeas starts at $19/mo with 1,000 credits, while Findymail starts at $49/mo with 1,000 finder and 1,000 verifier credits. Findymail offers 10 integrations and 7 pricing tiers, versus Icypeas's 6 integrations and 4 tiers. * Findymail's entry plan costs $49/mo for 1,000 finder credits and 1,000 verifier credits per month. * Icypeas's entry plan costs $19/mo for 1,000 credits, making it the lower-priced starting option. * Findymail integrates with 10 platforms including HubSpot, Salesforce, Pipedrive, Zoho CRM, and Salesloft. * Icypeas integrates with 6 platforms including Google Sheets, n8n, Make, Zapier, Clay, and MCP. * Findymail offers 7 pricing tiers up to a custom Enterprise plan, while Icypeas offers 4 tiers topping out at $499/mo for 100,000 credits. Reviewed and updated September 2, 2026 If you are comparing B2B lead data and contact enrichment tools, Findymail and Icypeas will likely both appear on your radar. They share some surface-level similarities, but the details reveal important differences in pricing, capability, and target audience. The quick answer. By each vendor's own wording, Findymail lists verified b2b emails only and proprietary catch-all email verification, while Icypeas lists email finder and email verifier. A capability both offer can appear under different names, so read both feature lists below. Icypeas offers a lower entry point at $19/mo compared to Findymail at $49/mo. If your priority is finding accurate contact data for target accounts, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most. Understanding the core difference. Findymail is B2B email finder and data platform that resolves and verifies emails, phone numbers and company data in real time. Icypeas is Helps B2B teams find and verify professional email addresses, enrich leads and identify LinkedIn profiles, through a web app or an API. Credits are charged only for found emails. The two platforms take different approaches to solving the same core challenge. Pricing Comparison. Findymail pricing (as of September 2026). | Plan | Price | Contacts | | Basic | $49/mo | 1,000 finder credits and 1,000 verifier credits per month | | Starter | $99/mo | 5,000 finder credits and 5,000 verifier credits per month | | Business | $249/mo | 15,000 finder credits and 15,000 verifier credits per month | | Business Plus | $399/mo | 30,000 finder credits and 30,000 verifier credits per month | | Scale 50K | $549/mo | 50,000 finder credits and 50,000 verifier credits per month | | Scale 100K | $849/mo | 100,000 finder credits and 100,000 verifier credits per month | | Enterprise | Contact Sales | Custom Volume Pricing | Icypeas pricing (as of September 2026). | Plan | Price | Contacts | | Basic | $19/mo | 1,000 credits | | Premium | $39/mo | 4,000 credits | | Advanced | $89/mo | 10,000 credits | | Hypergrowth | $499/mo | 100,000 credits | Pricing analysis. Icypeas offers the lower entry point ($19/mo vs $49/mo). Teams watching their budget will appreciate the savings, especially when starting out. Findymail offers 7 pricing tiers compared to Icypeas's 4, giving you more granularity as you scale. Features breakdown. Findymail key features. * Verified B2B emails only * Proprietary catch-all email verification * Mobile phone number finder * Intellimatch AI lead finder * Credits roll over up to 2x your plan * Chrome extension * Bulk email finder * Google Sheets integration Icypeas key features. * Email Finder * Email Verifier * Domain Scan * Profile Scraper * Company Scraper * Reverse Email Lookup * Catch-All verification * Credits roll over The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name. Listed only by Findymail. * Verified B2B emails only * Proprietary catch-all email verification * Mobile phone number finder * Intellimatch AI lead finder * Credits roll over up to 2x your plan * Chrome extension * Bulk email finder * Google Sheets integration Listed only by Icypeas. * Email Finder * Email Verifier * Domain Scan * Profile Scraper * Company Scraper * Reverse Email Lookup * Catch-All verification * Credits roll over Integration ecosystem. Findymail integrations. Findymail connects with: HubSpot, Salesforce, Pipedrive, Zoho CRM, Close, Copper, Smartlead, Instantly, Lemlist, Salesloft. Icypeas integrations. Icypeas connects with: Google Sheets, n8n, Make, Zapier, Clay, MCP. Integrations listed only by Findymail: HubSpot, Salesforce, Pipedrive, Zoho CRM, Close, Copper, Smartlead, Instantly, Lemlist, Salesloft. Integrations listed only by Icypeas: Google Sheets, n8n, Make, Zapier, Clay, MCP. Use case recommendations. Best fit for Findymail. * Budget-conscious teams looking for an affordable data enrichment tool * Organizations with complex tech stacks needing broad integration support (10 integrations) * Enterprise buyers who prefer custom pricing and dedicated support Best fit for Icypeas. * Budget-conscious teams looking for an affordable data enrichment tool * Revenue operations teams building targeted prospect lists * Marketing teams enriching CRM data for segmentation * Sales teams researching target accounts Feature Comparison summary. | Feature | Findymail | Icypeas | | Starting Price | $49/mo | $19/mo | | Top Tier Price | Contact Sales | $499/mo | | Total Features Listed | 8 | 8 | | Integrations | 10 | 6 | | Founded | N/A | 2022 | Getting started checklist. * Define your B2B lead data and contact enrichment requirements and monthly budget * Estimate your expected data credits or contact lookups to find the right tier * List the integrations your team currently relies on * Sign up for free trials or demos of both platforms * Run a small test with each tool before making a commitment * Evaluate the onboarding experience and support quality Final thoughts. Findymail and Icypeas both serve the B2B lead data and contact enrichment market. Icypeas offers a more accessible entry point at $19/mo, while Findymail starts at $49/mo. Your decision should weigh pricing against the specific features that matter most for your workflow. Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently. Pricing and features verified as of September 2026. Visit Findymail and Icypeas for current information. Frequently asked questions. * What is the main pricing difference between Findymail and Icypeas? - Icypeas has a lower entry price at $19/mo compared to Findymail's $49/mo. Both entry plans include 1,000 credits, though Findymail's covers both finder and verifier credits separately, while Icypeas charges credits only for found emails. * Which tool has more integrations, Findymail or Icypeas? - Findymail lists 10 integrations, including HubSpot, Salesforce, Pipedrive, Zoho CRM, Close, Copper, Smartlead, Instantly, Lemlist, and Salesloft. Icypeas lists 6 integrations, including Google Sheets, n8n, Make, Zapier, Clay, and MCP. * Is Findymail or Icypeas better for enterprise buyers? - Findymail is better suited for enterprise buyers who prefer custom pricing and dedicated support, since it offers an Enterprise tier with contact-sales, custom volume pricing. It also supports organizations with complex tech stacks needing broad integration support across 10 platforms. * What features does Findymail offer that Icypeas does not list? - Findymail lists verified B2B emails only, proprietary catch-all email verification, mobile phone number finder, Intellimatch AI lead finder, credits rolling over up to 2x your plan, a Chrome extension, bulk email finder, and Google Sheets integration. These are listed only under Findymail's exact wording. * Who should choose Icypeas over Findymail? - Icypeas fits budget-conscious teams, revenue operations teams building targeted prospect lists, marketing teams enriching CRM data for segmentation, and sales teams researching target accounts. Its $19/mo entry plan makes it an affordable starting option compared to Findymail. Findymail Icypeas Data Enrichment Tool Comparison data-enrichment Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University. Tim Carden · CMO / CTO Keep exploring Your next move Ready to scale your outreach? RevenueFlow LLC build GTM engines that book real meetings. See the receipts. Further reading

Stealery
Aug 23rd, 2026
Mailshake review 2026: cold email features, pricing & honest verdict.

Mailshake review 2026: cold email features, pricing & honest verdict. Last updated: August 23, 2026 Mailshake is a solid cold email platform for SDRs who want a simple, no-fuss setup - but it has real gaps in deliverability control and personalization depth that will frustrate teams running high-volume, highly targeted outreach. If you're evaluating it seriously, here's what you actually need to know before committing to a plan. Key takeaways * Mailshake pricing starts at $29/month per user for email outreach - the LinkedIn add-on pushes costs significantly higher. * Deliverability is adequate for small lists but lacks the granular sending controls that high-volume teams need to avoid spam filters. * Personalization features are basic compared to Lemlist - no native liquid syntax or dynamic image personalization without workarounds. * The UI is genuinely beginner-friendly, which is its strongest differentiator against more complex tools. * If your primary goal is reaching companies already using a competitor, Mailshake alone won't surface those accounts - you need a separate prospecting layer. What does Mailshake actually do? Mailshake is a sales engagement platform built primarily around cold email sequences. You upload a prospect list, write a multi-step email sequence, set sending schedules, and track opens, clicks, and replies. It also has a LinkedIn automation add-on (called LinkedIn Automation, part of the Sales Engagement plan) and a phone dialer through its Sales Engagement tier. The core use case is simple: take a list of contacts, run them through an automated sequence, and surface the ones who engage so your reps can follow up manually. It handles the repetitive mechanics of outreach so SDRs can focus on the conversations that actually matter. What it does not do is help you build that list. Mailshake assumes you already know who you're targeting. That's an important distinction - and a gap Stealery'll come back to. What is Mailshake pricing in 2026? Mailshake currently offers two main plans: * Starter (Email Outreach): $29/month per user (billed annually). Covers email sequences, mail merge personalization, and basic analytics. * Sales Engagement: $99/month per user (billed annually). Adds LinkedIn automation, phone dialer, and A/B testing. At $29/seat, the Starter plan is one of the more affordable options in the cold email space. But if your team wants LinkedIn touchpoints - which most modern sequences include - you're looking at $99/seat, which puts Mailshake in direct competition with tools like Outreach and Salesloft at the low end, without the same depth of features. For a 5-person SDR team on the Sales Engagement plan, that's $495/month before you add in a prospecting tool, data enrichment, or inbox warm-up software. The total stack cost is worth factoring before you benchmark Mailshake's price in isolation. There is a 14-day free trial on both plans - no credit card required, which is a genuine plus for evaluation. How good is Mailshake deliverability? Mailshake deliverability is serviceable but not best-in-class. The platform integrates with Gmail, Outlook, and SMTP providers, and it does include basic sending throttles to avoid triggering spam filters. However, it lacks some controls that advanced teams rely on. Specifically: Mailshake doesn't offer native inbox rotation (sending from multiple inboxes within the same campaign to spread volume), and its warm-up tooling is limited compared to dedicated warm-up platforms like Instantly or Warmup Inbox. Woodpecker's 2024 deliverability research found that inbox rotation can reduce spam placement rates by up to 40% for lists above 500 contacts - a feature gap that matters if you're running at volume. For teams sending under 200 emails per day across a small list, deliverability is unlikely to be a problem. For teams pushing 500+ daily sends, you'll want to pair Mailshake with a dedicated warm-up tool and carefully manage your sending domain reputation independently. "We used Mailshake for eight months and it worked fine until we scaled past 300 emails a day. Reply rates dropped noticeably and we traced it back to deliverability - ended up adding a separate warm-up tool which fixed most of it." - Head of Sales, 60-person B2B SaaS company What are Mailshake's cold email features actually like? The sequence builder is where Mailshake genuinely shines. It's clean, drag-and-drop, and genuinely easy for a new SDR to get started without training. You can build multi-step sequences combining email, LinkedIn touches, and phone calls in a linear flow, set delays between steps, and pause sequences automatically when someone replies. Personalization is where the limitations show. Mailshake supports standard mail merge fields - {{first_name}}, {{company}}, custom fields from your CSV - but it doesn't support conditional logic or dynamic content blocks. If you want to write one email that adapts based on the prospect's industry or tech stack, you're either writing separate sequences or doing manual segmentation before upload. A/B testing is available on the Sales Engagement plan. You can test subject lines and email body variants, and Mailshake will automatically favor the higher-performing version. The reporting is basic - opens, clicks, replies, and bounce rates - but sufficient for optimizing sequence performance at a high level. The Lead Catcher feature is genuinely useful: it automatically flags replies that look like positive responses (based on keyword detection) and surfaces them in a separate view so reps don't have to triage their inbox manually. In practice, the keyword detection is imperfect, but it catches the obvious positives reliably. How does Mailshake compare to Lemlist? The Mailshake vs Lemlist comparison comes down to simplicity versus depth. Mailshake wins on ease of setup; Lemlist wins on personalization capability and deliverability tooling. | Feature | Mailshake | Lemlist | | Starting price (annual) | $29/user/month | $39/user/month | | Email warm-up | Limited / third-party needed | Built-in (Lemwarm) | | Dynamic image personalization | No | Yes | | Liquid syntax / conditional logic | No | Yes | | LinkedIn automation | Yes (Sales Engagement plan) | Yes | | Inbox rotation | No | Yes | | Learning curve | Low | Medium | If your SDR team is new to cold email and needs to get sequences running fast without much configuration, Mailshake is the better starting point. If you're running sophisticated campaigns with high personalization requirements or scaling to high daily send volumes, Lemlist's feature set justifies the additional complexity. Neither tool solves the prospecting problem. Before you can run a cold email sequence in Mailshake or Lemlist, you need a list. And the quality of that list determines your results more than any feature in either platform. McKinsey's B2B sales research consistently shows that contextual targeting - reaching buyers at the right moment - outperforms volume-based outreach by a significant margin. Sending 1,000 emails to a generic list almost always underperforms sending 100 emails to accounts that have already demonstrated purchase intent. One approach that works well with Mailshake is to lead with accounts that are already using a competitor. These companies have validated budget, understand the problem, and are more likely to switch if you can articulate a clear reason. Tools like Stealery let you build exactly that kind of list - you enter a competitor name and get back a filtered set of companies currently using that product, ready to import into Mailshake as a targeted sequence. What integrations does Mailshake support? Mailshake integrates natively with HubSpot, Salesforce, Pipedrive, and Zoho CRM. Replies, clicks, and sequence status sync bidirectionally, which means your CRM stays updated without manual data entry. There's also a Zapier integration that covers most other tools. The Gmail and Outlook integrations are genuine two-way connections - emails send from your actual inbox rather than from a third-party server, which is one reason deliverability is generally better than bulk email tools. The tradeoff is that you're limited by your inbox's sending limits, not Mailshake's. If your team uses Slack, Mailshake can push reply notifications directly to a channel - a small feature that's genuinely useful for SDR teams monitoring active campaigns without living in the Mailshake dashboard. Is Mailshake worth it for B2B SDRs? Mailshake is worth it for SDR teams that need a reliable, easy-to-use cold email platform and don't require advanced deliverability controls or deep personalization logic. It's particularly well-suited to early-stage teams getting their first sequences running, or sales managers who need their reps operating in a tool that doesn't require weeks of training. It's a weaker fit for teams running high-volume outreach at scale, for companies that need sophisticated conditional personalization, or for SDRs who want everything - prospecting, warm-up, sequences, and CRM - in a single platform. In those cases, the total cost of stitching together Mailshake plus supporting tools will exceed what a more integrated platform costs. The honest verdict: Mailshake earns a 7/10 for most B2B sales teams. It does the core job well, prices fairly at the entry tier, and won't intimidate less technical reps. The gaps in deliverability tooling and personalization depth are real, but they're workable for teams operating at reasonable volume. Frequently asked questions. Ready to build your first competitor list? Type in any competitor and see every company using it - filtered by size, location, and hiring signals.

Leadex
Aug 14th, 2026
How Salesloft's Seller Out of Office Automation reschedules Cadence tasks during rep time off.

How Salesloft's Seller Out of Office Automation reschedules Cadence tasks during rep time off. Salesloft's May 2026 release adds Seller Out of Office Automation, which detects OOO events on connected calendars and reschedules Cadence tasks. The release notes do not document the rescheduling rules. Salesloft's May 2026 release shipped a feature that solves a problem every SDR manager has watched play out the same way: a rep goes on vacation, their Cadence tasks pile up untouched for a week, and they return to a backlog of 40 overdue calls and emails that they either bulk-skip or fire off in a panic. The feature is called Seller Out of Office Automation, and it does what the name says - detects "Out of Office" events on a rep's connected calendar and reschedules their Cadence tasks automatically. Automatically manages seller availability by detecting 'Out of Office' events from connected calendars and rescheduling Cadence tasks to maintain momentum. That is the whole pitch. Calendar sync detects the OOO block, and the Cadence engine pushes tasks that would have fired during the absence to after the rep returns. The release notes do not offer further specifics regarding the exact timeframe or rules applied to the tasks while a representative is away, which is where the practical questions start. How to enable Seller Out of Office Automation. The setup is split between admin and user, and both sides have to be on or nothing happens. An admin enables the feature for the team from the Meetings Settings panel - Salesloft gates it behind admin control so individual reps cannot turn it on themselves. Once the admin toggle is live, each rep needs to enable the Seller OOO Automation toggle in their own Calendar Settings and then set an actual OOO event on whatever external calendar they have synced (Google Calendar, Outlook, or whatever Calendar Sync is pulling from). When everything is wired correctly, a yellow "OOO Enabled" status banner appears at the top of the Salesloft platform. That is your confirmation that the automation is active and watching for calendar events. If you do not see the banner, the most common cause is Calendar Sync not being active on the user's profile, which the release notes list as a prerequisite. The toggle exists but does nothing without the sync feeding it calendar events to detect. What the release notes do not tell you. Here is the gap. The release notes confirm that tasks get rescheduled, but they do not specify which tasks, how far out, or whether time-sensitive steps are handled differently. A few questions that any operator running live cadences will want answered before trusting this with a real pipeline: Does a task due on day two of a five-day absence get pushed to day six (the day after return), or does it get redistributed across the days following the absence to avoid a cliff of 40 tasks landing on one morning? The difference matters - a rep returning to a single day with a week's worth of queued calls is not meaningfully better off than the manual pile-up the feature is supposed to prevent. How are time-bound steps handled? A cadence step that says "send a follow-up two days after the demo" loses its meaning if the rep is out for a week and the follow-up fires ten days late. The release notes do not say whether Salesloft skips, compresses, or blindly reschedules these steps, and that behavior determines whether the automation is safe for cadences with time-sensitive logic or only for generic drip sequences. What about tasks that were already overdue when the OOO event started? A rep who was behind before they left does not get a clean slate from a reschedule - and the feature's behavior on pre-existing overdue tasks is not documented. If the automation pushes already-late tasks further into the future, it could mask a deliverability problem (cold emails sent ten days after the trigger event perform measurably worse, in my experience) behind a clean-looking queue. This is the same class of question that comes up with Salesloft Rhythm's AI queue configuration - the automation is only as good as its prioritization rules, and the rules are where the operator decisions live. The difference is that Rhythm's queue behavior is documented and configurable; the OOO rescheduling logic, as of this release, is neither. What to test before trusting it with live cadences. The honest approach is to treat the feature as unverified until you have watched it handle a real absence. Set up a test rep profile with Calendar Sync active, enable the OOO toggle, and create a calendar event for a window two days out. Then load that test profile into a cadence with a mix of step types - a call, an email, a manual task, and a time-bound follow-up - and watch what happens to each one when the OOO window arrives. The specific things to verify: does the yellow banner appear when expected; do tasks due during the OOO window disappear from the rep's daily queue or show as rescheduled with a future date; what date do they land on after the absence ends; and do time-bound steps get handled differently from generic ones. If you have ever debugged an Apollo sequence stuck after a mailbox disconnect, the instinct is the same - the feature either does what you expect or it does not, and finding out on a rep's first real PTO is the expensive way to learn. One operational note worth flagging: the feature reschedules tasks on the rep's own cadence, it does not reassign them to a coverage rep. If your team's OOO policy involves handing active deals to a colleague, that handoff still happens manually. The automation handles the task scheduling, not the account coverage - a distinction that matters more for inbound-heavy teams where a delayed response to a hot lead costs a meeting regardless of how cleanly the cadence tasks are rescheduled. The prospecting side of OOO is where the gap is widest. The cadence pauses, the tasks reschedule, but the pipeline that feeds the cadence does not stop needing attention. A rep coming back from a week off returns to rescheduled tasks on existing contacts but no new researched leads to work into the cadence once those are cleared. Getleadex think about that seam at Leadex, because the research pipeline that builds prospect lists is the thing that keeps a rep's queue full when the cadence itself was on hold - Leadex runs a cloud browser agent that researches a target audience and returns a CSV of verified prospects, so a rep on PTO can queue a research run before they leave and come back to a fresh batch of leads ready to enroll rather than a week of stalled momentum they have to dig out of manually. Faq. What does Salesloft Seller Out of Office Automation do? It detects "Out of Office" events on a rep's connected calendar and automatically reschedules their Cadence tasks to after the absence ends, so tasks do not pile up as overdue during PTO. The feature requires an admin to enable it in Meetings Settings and each rep to enable the toggle in their Calendar Settings with Calendar Sync active. How do I enable Seller OOO Automation in Salesloft? An admin enables the feature for the team from Meetings Settings. Each rep then enables the Seller OOO Automation toggle in their Calendar Settings and sets an OOO event on their external calendar. A yellow "OOO Enabled" banner at the top of the platform confirms it is active. Does Salesloft OOO Automation reassign tasks to another rep? No. The feature reschedules the rep's own Cadence tasks to after their return - it does not reassign them to a coverage rep. Account handoffs for active deals still need to happen manually. What happens to time-sensitive cadence steps during OOO? The May 2026 release notes do not specify how time-bound steps (such as a follow-up due two days after a demo) are handled during an absence. Test the behavior on a sandbox cadence before trusting the automation with cadences that contain time-sensitive logic. Why is the yellow OOO Enabled banner not showing in Salesloft? The most common cause is Calendar Sync not being active on the user's profile, which the release notes list as a prerequisite. Both the admin toggle in Meetings Settings and the user toggle in Calendar Settings must be enabled, and the rep must have an actual OOO event on their synced external calendar.

Salesloft
Jul 27th, 2026
Clari and Salesloft Complete Merger, Appoint Steve Cox as CEO to Build First Predictive Revenue System | Salesloft

Clari and Salesloft complete their merger and appoint Steve Cox as CEO, doubling R&D to build the first Predictive Revenue System and advance Revenue AI.

Upvert
Jul 21st, 2026
How Salesloft uses in-app guides & Feature release popups to drive adoption at scale.

How Salesloft uses in-app guides & Feature release popups to drive adoption at scale. Salesloft's in-app feature release popups demonstrate how B2B SaaS teams drive adoption and enablement at scale. Learn how Upvert delivers the same in-app guides, website popups, and custom landing pages starting at just $1,500/year - compared to Pendo at $15,000 and WalkMe at $25,000. By Upvert Team When Salesloft launched their upgraded Conversation Intelligence product, they didn't rely on email blasts or blog posts alone. They used an in-app feature release popup - a targeted, contextual modal displayed directly within the product interface - to announce the new capability to every user at the exact moment they were most engaged. This is a textbook example of how leading B2B SaaS companies use in-app guides and feature release popups to drive product adoption, user enablement, and feature awareness at scale. And it's a strategy any team can replicate - without the enterprise price tag of platforms like Pendo or WalkMe. What are in-app guides & Feature release popups? In-app guides are contextual, non-intrusive overlays - modals, tooltips, banners, or step-by-step walkthroughs - that appear inside your product to educate users, announce new features, and drive specific behaviors. Feature release popups are a specific type of in-app guide focused on announcing new capabilities or product updates to your existing user base. Salesloft's popup is a perfect example: when a user opens the Cadences page, a clean, well-designed modal announces "Your Upgraded Conversation Intelligence is Here!" with three key value props, a product screenshot, and two clear CTAs: "Remind me later" and "Learn more." This approach is powerful because it: * Meets users where they are: The announcement appears inside the product, not buried in an inbox * Drives immediate action: Users can click "Learn more" right away or defer with "Remind me later" * Scales enablement: Every user sees the announcement without requiring a 1:1 training session * Boosts feature adoption: Users learn about new capabilities the moment they're available * Reduces support tickets: Proactive education prevents confusion and reduces inbound questions The Salesloft playbook: anatomy of an effective feature release popup. Salesloft's in-app popup hits all the right notes. Let's break down why it works: 1. Attention-Grabbing headline. "Your Upgraded Conversation Intelligence is Here!" - the headline uses a benefit-driven framing ("Your Upgraded...") that tells the user this is an improvement to something they already have, not a brand-new tool they need to learn from scratch. 2. Concise value proposition. The intro paragraph explains what the feature is and why it matters in two sentences: "Connect real-time, structured, and actionable conversation intelligence directly to your sales execution and unlock the full power of a predictive revenue workspace." 3. Three key benefits with visual anchors. Each bullet point leads with an emoji and a bold benefit label, followed by a one-sentence explanation: * | Coaching that scales: Real-time guidance on live calls with live transcripts and real-time battlecards * | Actionable intelligence: AI-powered summaries, automated action items, theme spotting, and coaching moments routed directly into tracked tasks * | Predictive revenue, powered by CI: Multi-call intelligence detects patterns across every account while fueling actions, AI agents, and forecast predictions 4. Visual proof. An embedded product screenshot shows users exactly what the new experience looks like, reducing friction and building excitement before they even click through. 5. Dual CTA with deference. "Remind me later" respects the user's time and current task focus, while "Learn more" captures high-intent users ready to explore. This dual-CTA pattern drives higher engagement than a single "Got it" dismiss button. Why in-app guides matter for B2B product teams. In-app guides and feature release popups solve one of the hardest problems in B2B SaaS: getting users to discover and adopt new features. Research shows that the average B2B SaaS product has dozens of features that the majority of users never touch. In-app guides directly address this by: * Increasing feature awareness by 3-5x compared to email-only announcements * Reducing time-to-value for new users through guided onboarding walkthroughs * Driving self-serve enablement without scaling customer success headcount * Improving retention by keeping users informed about product improvements * Boosting expansion revenue by surfacing upsell and cross-sell features The cost problem: Pendo, WalkMe, and the enterprise tax. While the value of in-app guides is clear, the cost of implementing them with traditional digital adoption platforms (DAPs) is not. The two most well-known platforms in this space - Pendo and WalkMe - carry enterprise-level price tags: * Pendo starts at approximately $15,000/year for their in-app guidance and product analytics platform * WalkMe starts at approximately $25,000/year for their digital adoption platform with in-app guides, walkthroughs, and automation For most B2B teams - especially startups, scale-ups, and mid-market companies - these prices are prohibitive. And critically, both platforms focus exclusively on in-app guidance. They don't help you convert anonymous website visitors, personalize your website experience, or create custom landing pages for your campaigns. Upvert: in-app guides + Website popups + Custom landing pages - Starting at $1,500/Year. Upvert takes a different approach. Instead of charging $15,000-$25,000 for in-app-only guidance, Upvert gives you everything in one platform: * In-app popups and guides: Feature release announcements, onboarding walkthroughs, and contextual tooltips inside your product - just like Salesloft's Conversation Intelligence popup * Website popups: Exit-intent popups, lead capture forms, announcement banners, and intent-triggered popups on your public-facing website * Custom landing pages: Personalized microsites and landing pages tailored by company, industry, traffic source, or CRM data * Web visitor de-anonymization: Identify anonymous visitors so you can personalize both in-app and on-site experiences All of this starts at $1,500 billed annually - a fraction of what Pendo or WalkMe charge for in-app guidance alone. Pricing comparison: Upvert vs. Pendo vs. WalkMe. | Feature | Upvert | Pendo | WalkMe | | In-app guides & popups | | | | | | | | Website popups | | | | | | | | Custom landing pages / microsites | | | | | | | | Web visitor de-anonymization | | | | | | | | Starting price (billed annually) | $1,500/yr | $15,000/yr | $25,000/yr | How to replicate Salesloft's in-app feature release popup with Upvert. With Upvert, you can create the same type of in-app feature release popup that Salesloft uses in minutes - no engineering team required: * Choose a template: Start from Upvert's library of pre-built in-app popup templates, or let the AI popup generator create one for you * Write your headline and value props: Follow Salesloft's pattern - a benefit-driven headline, a concise intro, and 3 bullet points with visual anchors * Add a product screenshot: Show users exactly what the new feature looks like * Set dual CTAs: "Learn more" for high-intent users and "Remind me later" for those mid-task * Target by user behavior: Show the popup to specific user segments, on specific pages, or after specific actions * Launch: Deploy the popup with a single line of code or via Google Tag Manager - no release cycle needed Beyond in-app: the full funnel advantage. Here's what sets Upvert apart from Pendo and WalkMe: while those platforms only address the in-product experience, Upvert covers the entire funnel: * Top of funnel (website): Identify anonymous visitors with de-anonymization, then trigger personalized website popups based on company, industry, and intent signals * Mid funnel (landing pages): Create custom microsites and landing pages personalized by visitor attributes, driving 3-5x higher conversion than generic pages * Bottom of funnel (in-app): Guide existing users with feature release popups, onboarding walkthroughs, and in-product announcements - exactly like Salesloft does This means one platform, one integration, and one price covers your entire visitor-to-user journey - from the first anonymous website visit through to in-app feature adoption. The Bottom line. Salesloft's in-app feature release popup is a masterclass in driving adoption at scale. The strategy is proven, the patterns are replicable, and the tools to execute it are more accessible than ever. With Upvert, you get the same in-app guide and feature release popup capabilities as Salesloft's approach - plus website popups and custom landing pages - for $1,500/year. That's 90% less than Pendo and 94% less than WalkMe, with a dramatically broader feature set that covers your entire funnel. If you're paying $15,000-$25,000 for an in-app-only DAP, or if you've been priced out of in-app guidance entirely, Upvert is your answer. Ready to get started? Turn your website visitors into pipeline with Upvert.

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