Sales teams handle many responsibilities each day — making calls, sending emails, following up with leads, updating records, and preparing reports. But one thing takes a huge amount of time: repetitive outreach tasks. These are the routine actions that must be done again and again for every prospect.
Salesloft helps solve this problem. It is a modern sales engagement platform that allows teams to automate repetitive tasks, stay organized, and communicate with prospects faster. When used properly, it can save hours every week and help revenue teams focus on what really matters — building relationships and closing deals.
This guide explains how you can use Salesloft to automate repetitive outreach tasks step-by-step, even if you are a complete beginner.
Getting Started with Salesloft
To begin automating outreach, you must set up your Salesloft account properly.
Step 1: Connect your email
Salesloft works with Gmail, Outlook, and other email services.
Connecting your email allows Salesloft to send automated messages on your behalf.
Step 2: Sync your CRM
Most teams use Salesforce or HubSpot.
When the CRM is synced, Salesloft automatically pulls your leads and updates their activity without manual work.
Step 3: Add your team
Invite your sales team members, assign permissions, and set roles.
This ensures everyone uses the platform in a consistent and organized manner.
Using Cadences to Automate Outreach
Cadences are one of the most powerful tools inside Salesloft.
A cadence is a structured sequence of outreach steps — emails, calls, reminders, and messages — completed over a specific timeline.
How to Create a Cadence
- Go to the Cadence section.
- Click “Create Cadence”.
- Give it a name like “New Lead Outreach,” “Product Demo Follow-up,” or “Trial User Nurture Campaign.”
- Add steps for each day.
Typical Steps in a Cadence
- Day 1: Automated email
- Day 2: Follow-up call
- Day 3: LinkedIn message
- Day 5: Reminder task
- Day 7: Second follow-up email
- Day 10: Break-up email
You can customize as needed.
Automating Emails in a Cadence
Salesloft allows you to mark an email step as “Automated”.
This means the system will send the email automatically when the step’s date arrives.
Important tips:
- Use personalization tokens like {{First Name}}, {{Company}}, or {{Job Title}}.
- Keep the email short and clear.
- Make the subject line engaging.
- Add a clear call-to-action (CTA).
Benefits of Cadence Automation
- Sends emails even when you’re busy
- Eliminates manual follow-ups
- Ensures no lead is forgotten
- Allows you to handle hundreds of leads at once
Templates Make Outreach Faster
Salesloft lets you create templates for emails and messages, so you don’t have to write from scratch.
Why Templates Help
- You can reuse successful messages
- New team members can start quickly
- Reduces spelling errors
- Keeps communication consistent
How to Create a Template
- Go to “Templates.”
- Click “New Template.”
- Write your message.
- Add personalization fields.
- Save the template.
Once saved, templates can be inserted into cadences for automated delivery.
Using Automation Rules
Salesloft also includes automation rules, which take efficiency to the next level.
Automation rules trigger actions automatically, based on conditions you set.
Examples of Automation Rules
- When a prospect replies → Remove them from cadence
- When an email bounces → Notify the rep
- When a deal updates → Move lead to another cadence
- When a meeting is booked → Stop all outreach
This feature ensures that your outreach stays relevant and professional without needing manual intervention.
Dialer & SMS Automation
Salesloft also includes a dialer and text messaging features.
Call Automation Features
- Auto-log calls
- Auto-record calls (if allowed legally)
- Suggested call scripts
- Click-to-call functionality
These help reps complete calls faster and avoid manual data entry.
SMS Automation
You can also send automated text messages as part of your cadence.
Make sure your industry and region allow SMS for business communication before using it.
Tracking Engagement Automatically
Automation is not just about sending messages. It also helps you analyze performance.
Salesloft tracks:
- Email open rates
- Click-through rates
- Reply rates
- Call outcomes
- Meeting booked rates
This data allows CROs and sales managers to understand what works and what needs improvement.
Using Analytics for Better Outreach
- Find the best-performing templates
- Identify the strongest time of day for sending emails
- See which steps are most effective
- Remove steps that do not help
- Improve the ability to convert leads into opportunities
Best Practices for Automating Outreach with Salesloft
1. Personalize smartly
Even if emails are automated, include personalization tokens so prospects feel valued.
2. Do not over-automate
Too many automated messages can look robotic. Mix some manual steps in between.
3. Test different cadences
Try multiple structures to see what performs best.
4. Review your templates monthly
Update them based on results and industry changes.
5. Train your team
A well-trained team uses automation effectively without sacrificing quality.
Final Thoughts
Salesloft is a powerful tool that helps sales teams automate repetitive outreach tasks with ease. By setting up cadences, creating templates, using automation rules, and analyzing performance metrics, teams can save time, work smarter, and close more deals.
Automation does not replace human communication — it enhances it.
When repetitive tasks run in the background, your sales team can focus on what they do best: building relationships and driving revenue.
If you use Salesloft the right way, you will see faster response times, better organization, and a much more efficient sales process.
