Integrating Orum with SalesLoft can streamline your sales processes and boost your team's efficiency. Whether you're an admin or a sales representative, this guide will help you seamlessly set up the Orum-SalesLoft integration.

If you are an Admin, make sure to first complete our Admin Checklist before moving forward

🚨If you use Saleslofts Conversations / CI tool, we can automatically sync all Orum call recordings for you. Contact your Orum CSM or Orum Support to send your call recordings to SalesLoft’s Conversations / CI.

Recommended Browser: Chrome

For the best performance with Orum, we recommend using the Chrome browser. Please make sure you have the latest version installed.

Create Call Dispositions + Sentiments

For Admins

To make the most of your analytics, consider setting up new Call Dispositions and Sentiments in Salesloft. These custom categories allow you to categorize and track prospect interactions accurately.

To get started, you can even use our recommended best practice guide.

Follow this interactive guide or check out the official Salesloft documentation.

Create Automation Rules

For Admins:

We recommend creating Automation Rules in SalesLoft to automatically remove prospects from Cadences when specific conditions are met. This ensures that your outreach is always relevant and timely. Click here for an interactive guide

Here are some examples of automation rules:

IF a prospect is disqualified (Sentiment = Bad Fit):

• Remove them from all Cadences.

• Set Lead Status to Disqualified.

IF a meeting is booked (Sentiment = Meeting Booked):

• Remove the prospect from all Cadences.

• Set Lead Status to In Progress.

IF a prospect is interested (Sentiment = Interested):

• Remove the prospect from all Cadences.

• Set Lead Status to In Progress.

• Add them to the Hot Leads - Interested Cadence.

IF a prospect has no good # (Sentiment = Wrong Phone # AND Mobile Phone = Blank):

• Remove the prospect from all Cadences.

• Add them to the Email Only Cadence.

• OR add a Tag to the prospect: “Failed Number.”

These automation rules will help ensure that your prospects receive the appropriate follow-up and that your outreach remains effective.

These are just examples, and you can customize your automation rules to match your specific sales process and goals. By implementing these rules, you can keep your Cadences well-organized and maintain a high level of engagement with your prospects.

Prepare your Cadences and Tasks

For Admins and Reps:

In Orum, you can call prospects who have a due call task in a Cadence, or a due One-Off Task. This means that your Cadences and tasks play a crucial role in your calling workflow.

1. Review Your Cadences: Take a few minutes to review your Cadences. Ensure that they are up-to-date and aligned with your current sales strategy.

2. Check Task Due Dates: Verify that the due dates for call tasks within your Cadences are accurate. This ensures that you are calling prospects at the right time.

3. Prioritize Tasks: Before starting your calling session, review your tasks and prioritize them. Focus on higher-priority tasks, such as hot leads or follow-ups, to maximize your calling time.

NOTE: Reps can skip Salesloft tasks directly from Orum.

Map Mobile #s into SalesLoft from your Data Provider

This will help maximize your connect rates. To maximize preparedness for calls, also map LinkedIn URLs and any other relevant fields for your reps to have on hand. Support guides for Lusha, ZoomInfo, LeadIQ, Seamless, Apollo.

Once you've completed these steps, you're ready to start dialing!

HOW TO TRACK ORUM ACTIVITY IN SALESLOFT

Orum will write completed call data to Salesloft which can be seen at the prospect level under the Activity or Calls tab. ‘Orum’ is added to the call note to differentiate calls made in Orum vs Salesloft’s dialer. 

Calls made in Orum will not display under the ‘Calls’ section of Salesloft since this section is only for calls made in Salesloft’s dialer.

Option 1: Use Call Reports

You can continue to use Salesloft’s native Call reports to track calls logged by reps. 

The Calls Logged Column will include calls made in both Orum and Salesloft. Moving forward tracking reps KPIs should be done for Calls Logged.

Calls Dialed are calls made only in Salesloft.

Option 2: Using Salesforce Reports

Orum does not impact the way Salesloft and Salesforce push data and the mappings that were set up previously. 

Continue to track in Salesforce the same way, below are some examples of how we advise our customers to set up reports.

Task and Events Report

Columns:

Filters:

The last filter for Comments is optional if you would like to only see calls dialed in Orum, if you want to see all calls you can remove this.