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What is Salesloft?

Salesloft is a predictive revenue platform that combines sales engagement, AI-driven workflow prioritization, pipeline management, forecasting, and conversation intelligence. The system captures revenue signals from customer and prospect activity across a company’s sales technology stack and evaluates which events are most relevant to revenue outcomes. Its data and AI engine interprets those signals, prioritizes opportunities, triggers agents and workflows, and pushes recommended next steps to sellers and revenue leaders. Salesloft Rhythm can organize a seller’s day around AI-prioritized actions such as following up with a prospect, rescheduling a meeting, enrolling an account in a cadence, or responding to new buying signals. Cadence gives sales teams structured outreach workflows for engaging prospects consistently across the sales process. Conversation Intelligence helps organizations analyze calls and other buyer interactions to improve coaching, understand customer conversations, and capture important deal information. Deals provides opportunity management capabilities, while Inspect helps teams evaluate pipeline coverage, movement, and risk. Clari Forecast supports forecasting workflows that give sales leaders visibility into projected revenue and allow teams to compare human and AI-informed views of performance. Revenue Cadences extends execution workflows across revenue teams so repeatable plays can be triggered from important account and opportunity signals. AI-assisted capabilities can support forecast summaries, deal-risk plays, meeting preparation, next-best actions, and other activities that combine automated analysis with human decision-making. Salesloft is designed for revenue organizations that want to connect sales activity, buyer signals, pipeline intelligence, forecasting, and execution in a single platform.

What is MetaBiz?

Metabiz is an all-in-one business management solution that integrates both Workflow Management and Customer Relationship Management functionalities. This software, built on the Claris FileMaker platform, was initially created using FileMaker 12 and has undergone multiple upgrades, now operating seamlessly with Claris FileMaker 19. We pride ourselves on providing tailored solutions to cater to the unique requirements of each client, ensuring that their specific business needs are met effectively.

Media

Media

Integrations Supported

Avina
Cognism
DataGrail
Dropbox Dash
ElevateHQ
Fullcast Performance
HubSpot CRM
LinkedIn
OneLogin
Outgrow
ProspectingToolkit
Rattle
Reachdesk
RevvedUp
Sugar Sell
Vessel
Workato
Yess
iFOLIO
involve.me

Integrations Supported

Avina
Cognism
DataGrail
Dropbox Dash
ElevateHQ
Fullcast Performance
HubSpot CRM
LinkedIn
OneLogin
Outgrow
ProspectingToolkit
Rattle
Reachdesk
RevvedUp
Sugar Sell
Vessel
Workato
Yess
iFOLIO
involve.me

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesloft

Date Founded

2011

Company Location

United States

Company Website

salesloft.com

Company Facts

Organization Name

MetaSys Software

Date Founded

1996

Company Location

India

Company Website

www.metasyssoftware.com/products/metabiz/

Categories and Features

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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