Work the Salesloft queue, not a second call list
Open the call tasks or People your rep is ready to work, then power or parallel dial from the same Salesloft session. Trellus returns the disposition, sentiment, notes, and follow-up to the right Person and cadence context.
Where Trellus works in Salesloft
Watch parallel dialing in Salesloft
Watch Trellus parallel dialing inside Salesloft, with the calling session alongside the work your reps already have queued.
Start where the rep's work already lives
A Salesloft task has a Person, cadence, owner, and reason it is due. A copied row does not.
Start with your Salesloft tasks or People. Trellus keeps the Person, phone numbers, task and cadence context connected throughout the calling session.
Open today's call tasks for your re-engagement cadence. Choose the mobile, work or mapped custom phone fields you want to use. Call with Trellus, then save the outcome to the Person you called.
Salesloft owns the worklist. Trellus removes the dead time between calls.
Four steps, with the cadence intact
Open the work
Use the supported task or People workflow and keep the ownership, cadence, and order already set.
Confirm phone fields
Work with standard mobile, work, and home fields plus approved custom phone fields.
Choose a dialing mode
Power dial one at a time or, on an eligible plan, use up to five parallel lines.
Finish the record
Select the team's disposition and sentiment, add the summary, and schedule follow-up.
What Trellus saves to Salesloft
Keep the call details with the Salesloft Person you called.
Open the available recording or transcript from the link in your Salesloft call note. Trellus recordings are linked there; they are not added as native Salesloft Conversations recordings.
Bring the callback back to the Person
Trellus can create a Person-linked Salesloft call task with the due date and available summary.
You'll need a Salesloft Person record and an assigned Salesloft user to create the callback task.
No personal note. No callback spreadsheet.
Salesloft and Trellus
Does Trellus work inside Salesloft?
Yes. The Trellus Chrome extension adds its calling workflow to supported Salesloft task and Person surfaces.
Can Trellus use Salesloft call tasks as a queue?
Yes. Trellus can use Salesloft call tasks as the queue, keeping each Person connected to the relevant cadence during the session.
What does Trellus log in Salesloft?
For supported records, Trellus can log the called number, disposition, sentiment, duration, note or summary, and task or cadence context.
Does the recording appear in Salesloft Conversations?
No. The available Trellus recording or transcript is linked in the Salesloft call note, rather than added as a native Conversations recording.
Can Trellus create a follow-up task?
Yes. Schedule a call task for the Person with a due date, an assigned Salesloft user and the available call summary.
How many lines can Trellus dial?
Up to five simultaneous lines on eligible plans, or one-at-a-time power dialing. See current pricing for availability.
Try Trellus on one Salesloft call-task view
Bring the cadence, dispositions, phone fields, and follow-up workflow your reps use now. We will show you exactly what stays in Salesloft.
