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Map/Foundations/System of record/Manage opportunities/Salesloft
Order of process, not of time
Cross-cycle foundation

System of record

Maintain reliable account, opportunity and activity records.

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Job: Manage opportunities
Job in System of record

Manage opportunities

Maintain opportunity stage, ownership, value and next-step records.

Related categories · within System of record

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26 products

Salesloft

Salesloft, Inc.

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Why it’s in this result

Manage opportunities through CRM.

Evidence status

supported

Deals maintains opportunity views, engagement information, risk indicators, qualification insights, and next steps.

vendor documented · checked 2026-09-12 · source ↗

Capabilities

Create and execute multichannel sales cadences across email, phone, and social tasks., Send prospecting email with templates, snippets, personalization, tracking, and A/B testing., Place calls and send text messages through Salesloft dialer capabilities or connected third-party dialers., Schedule meetings through calendar-integrated Salesloft Meetings., Capture, record, transcribe, summarize, search, and analyze sales conversations., Generate follow-up actions and synchronize conversation-derived information into CRM workflows., Map buying groups and identify stakeholders associated with opportunities., Manage opportunity activity, deal risk, engagement, qualification frameworks, and next steps., Prioritize seller actions and accounts using engagement, buyer-signal, and intent-related data., Synchronize records and activities with configured third-party CRM and other services., Provide AI account research, person research, buyer identification, and AI-generated email assistance., Provide analytics and revenue-intelligence views for pipeline and seller performance., Expose revenue data and workflows through integrations and an MCP server.

Pricing

Pricing has not been researched yet.

Where else it’s used