How to Use SalesLoft
A beginner-friendly guide to getting started with SalesLoft in 2026.
Getting Started: Step by Step
Create your SalesLoft account
Visit SalesLoft's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your SalesLoft workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore cadences
One of SalesLoft's key features is cadences. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore conversation-intelligence
One of SalesLoft's key features is conversation-intelligence. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore deal-management
One of SalesLoft's key features is deal-management. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect SalesLoft with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using SalesLoft for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore SalesLoft's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check SalesLoft's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If SalesLoft isn't the right fit, here are some similar tools:
Ready to Try SalesLoft?
Revenue orchestration platform providing sales engagement, conversation intelligence, deal management, and forecasting in a unified workflow for revenue teams.