Costello’s sales co-pilot software now supports full screen capabilities within SalesLoft’s sales engagement platform, allowing sales professionals to use Costello’s full opportunity management suite directly within SalesLoft.
INDIANAPOLIS, IN (July 16, 2019) – Costello, the sales co-pilot software, announced an enhanced integration with SalesLoft, which allows joint customers to proactively manage Salesforce opportunities from within SalesLoft’s sales engagement platform.
Customers of SalesLoft and Costello can now access Costello’s Deal Dashboard and Deal View to proactively manage their pipelines from within SalesLoft. Joint customers can begin using the integration immediately by adding it from SalesLoft’s App Directory.
The full screen integration combines SalesLoft’s industry leading sales engagement platform with Costello’s best-in-class active pipeline management capabilities. The integration will allow joint customers to view key deal elements such as:
Deal Status: See the ‘quick hits’ quickly, including deal stage, days in stage, days active, deal amount, and other custom fields of your choosing.
Deal Gaps: Identify which pieces of deal data are missing or past due.
Deal Summary: Quickly find the most important 3-5 deal details like key buying criteria, key challenges, and desired outcomes.
Key Stakeholders: View the key players, their role on the deal, and what they care about.
Call Summary: Access a list of past and upcoming calls with their notes, so you can quickly prep for the next call with the right context.
Deal Timeline: Understand all of the key activities, including all customer calls and emails.
“With the integration of SalesLoft and Costello, sales professionals are able to consistently engage thoughtfully and in a proactive manner that differentiates them during the sales process,” said Frank Dale, CEO of Costello. “Additionally, they are able to see their entire pipeline on one screen with in-line edits that allow sales professionals to update their pipeline 75% faster than in Salesforce. This is a game changer not only for productivity, but for pipeline confidence.”
“Costello’s integration with SalesLoft helps sales professionals provide a better buying experience to prospective customers,” said Sean Kester, VP of Product Strategy at SalesLoft. “It also delivers a better, more efficient experience for sales professionals, who can now run their entire opportunity management workflow from a single pane of glass.”
SalesLoft is the provider of the #1 sales engagement platform, helping sales organizations deliver a better sales experience for their customers. More than 2,000 customers, including IBM, MuleSoft, Square, WeWork, and Zoom, use the company’s category-leading sales engagement platform to engage in more relevant, authentic, and sincere ways.
Headquartered in Atlanta, SalesLoft has additional offices in San Francisco, New York, London, and Guadalajara, Mexico. SalesLoft has more than 400 employees and was recognized as the #1 best place to work in Atlanta for the second year in a row. The company was also named the 7th Fastest-Growing Technology Company in North America by Deloitte and recently hailed by The New York Times as a start-up that ‘may be the next unicorn… on a path to a $1B valuation.’
For more information on SalesLoft and how to deliver a better sales experience, visit http://www.salesloft.com.