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Create seamless revenue workflows and improve your selling process with the industry’s most expansive network of 180+ partners across technology integrations and services.
Reachdesk
Surprise and delight your prospects and customers with relevant and timely physical communications. Reachdesk's integration with Salesloft allows you to achieve true 1-to-1 personalization at scale as part of a multi-channel strategy. Send anything from cupcakes, cookies and champagne to handwritten notes, hampers and hoodies.
Description
Rhythm
Create Plays using gift engagement signals from Reachdesk to automatically prompt sellers to follow up on sent, clicked and claimed gifting activity when it matters most. Plays are prioritized by Conductor AI in the Rhythm focus zone so that reps stay focused on the buyers and deals that are most likely to help them hit their numbers.
Live Feed
Gift engagement signals from Reachdesk create notifications in users’ Live Feed, making it easy to stay on top of buyer activity without switching between apps.
Cadence
Create Plays using gift engagement signals from Reachdesk to automatically prompt sellers to follow up on sent, clicked and claimed gifting activity when it matters most. Plays are prioritized by Conductor AI in the Rhythm focus zone so that reps stay focused on the buyers and deals that are most likely to help them hit their numbers.
Live Feed
Gift engagement signals from Reachdesk create notifications in users’ Live Feed, making it easy to stay on top of buyer activity without switching between apps.
Cadence
- Send gifts and packages directly from Salesloft: Make life as easy as possible for your reps by sending Reachdesk Gifting campaigns directly from Salesloft on a 1-to-1 basis.
- Follow up the moment direct mail and gifts arrive: Maximise your chances of connecting with a prospect by calling or emailing as soon as items land on their desk
- Track Reachdesk engagement in Salesloft: Gain a single view of activity from Reachdesk campaigns sent via Salesloft and notify prospects when goodies are on their way
- Dynamically populate contact data into Reachdesk: Free your reps from manual tasks by working through Reachdesk-assigned tasks in Salesloft with pre-filled contact data
- Trigger cadences based on a variety of outcomes: Assign prospects to cadences based on pre-selected outcomes from Reachdesk activity.
- Send gift-enhanced meeting requests through Salesloft Meetings: Add your Salesloft Meetings URL to Reachdesk gift emails, requiring your prospect to book a meeting before claiming their gifts.
Features
Reachdesk App in Salesloft
Enable the Reachdesk integration for all users by downloading the app. Users will be able to send a gifts straight from their cadences, by using Reachdesk's custom step.
Chrome extension in Reachdesk
Users can also integrate on a 1-2-1 basis to be able to utilise Reachdesk's chrome extension in Salesloft, and send a gift from any 'person' page.
Track your gifting engagement
Once you've sent a gift, you can check back on the status of those sends from right within the person's page, allowing you to follow up when the time is right.
Media
FAQ
There are two main ways that you can connect to your Salesloft instance to Reachdesk, to start sending gifts. Depending on how you want to use Reachdesk within Salesloft, you may prefer to choose one way over the other, or both.
First Option: Download our app for all users
Main Benefit: It's the most embedded experience; you won't need to leave Salesloft to set up your integration or send a gift to an individual.
Key Features:
- You can download and have Reachdesk ready to use within seconds, for all users that want to use the integration in Salesloft. That's one download for every user to be able to use Reachdesk in Salesloft.
- You'll have access to our 'Reachdesk step' in Salesloft cadences, which will open a Reachdesk screen in Salesloft when that step is due, for you to execute a gift send.
Second Option: Connect users 1 by 1
Main Benefit: Better for sending on the fly (outside of cadences), or adding a gift link to send to multiple recipients within your cadence templates.
Key Features:
- Each user will need to connect Reachdesk individually to Salesloft, and download the chrome extension before using this integration.
- You will need to find a contact and open the chrome extension to then execute a send.
- You can utilise our triggered campaigns to generate a link for multiple recipients, that can be used within emails in your cadences.
If you download the Reachdesk app, you can add Reachdesk as a custom step in a cadence; when that step is due, we'll open a small screen which will enable you to send a gift.
You can also use our chrome extension; if you open this on any person's page, you can send a gift this way too. Note: you will need to have connected to Reachdesk on a 1-2-1 basis, and have downloaded the chrome extension to use this method.
You can also use our chrome extension; if you open this on any person's page, you can send a gift this way too. Note: you will need to have connected to Reachdesk on a 1-2-1 basis, and have downloaded the chrome extension to use this method.
