Salesloft
77 Case Studies
A Salesloft Case Study
PTC faced a significant challenge with low adoption of its Salesloft platform, which was only being used by about 20% of the team and was treated as a non-essential tool. This created blind spots in rep activity and coaching data, and leadership was initially skeptical about expanding its use beyond a simple cadence tool.
The solution implemented by Salesloft involved making the platform mandatory for daily use, including routing all calls through it. This created a clean data foundation that enabled full pipeline visibility and cross-functional adoption. As a result, Salesloft became PTC's central go-to-market engine, allowing them to leverage out-of-the-box AI agents for immediate value without custom build costs.