Salesforce and Salesloft, read together
Salesloft runs the outreach: cadences, dialer calls and the emails reps send, step by step. Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. A prospect in a Salesloft sequence replies; the deal that should follow in Salesforce is created by hand, days later, by whoever noticed.
Liaison reads Salesloft and Salesforce together, matches prospects to contacts and deals, and tells you which replies never became deals, which lists produced pipeline, and which people are being worked from both at once.
Where Salesforce and Salesloft disagree
- Replies and meetings booked from Salesloft that have no deal in Salesforce.
- Contacts already customers or in a deal in Salesforce who are still in a Salesloft sequence.
- Lists in Salesloft with no record in Salesforce of what they produced.
- The same person as a prospect in Salesloft and a contact in Salesforce under a different email.
- Sequences still running at companies Salesforce marked closed-lost last month.
Questions it answers across both
- “Which Salesloft replies this month have no deal in Salesforce?”
- “Who is in a sequence right now who is already a customer or an open deal?”
- “Which Salesloft lists produced deals, and how much did they close?”
- “Which prospects booked a meeting and were never followed up?”
What Liaison does with Salesforce and Salesloft
- Matches Salesloft prospects to Salesforce contacts and deals and lists the replies and meetings with no deal.
- Flags prospects in sequences who are customers or in open deals, for the sequence owner to pause.
- Drafts the Salesforce deal from each reply for you to confirm on the first batch.
- Writes the monthly list-to-pipeline summary: prospects, replies, deals, revenue.
What it reads and does in each
Liaison across Salesforce and Salesloft, set up with you, for $629 a month.
- Connects to Salesforce and Salesloft with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Salesforce says, what Salesloft says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison send sequences from Salesloft?
No. It reads them. Pausing or changing a sequence waits for your yes.
Will it create Salesforce deals?
It drafts them from the reply and waits for your confirmation on the first batch; then it creates that kind of deal on its own.
Do I need a sync between the two?
Keep one if you have one. Liaison reads both after it and finds the prospects it missed or doubled.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.