Salesloft Scales Customer Success End to End with EverAfter

Salesloft partnered with EverAfter to create a set of unified customer facing interfaces that connect every stage of the customer journey in one seamless experience. Fully branded and embedded within the Salesloft app, these interfaces give customers a clear and interactive view of their goals, progress, and performance, without ever leaving their workspace.

Powered by live product data and integrated with Snowflake, the interface updates automatically as customers use the platform. Health metrics, adoption trends, and configuration data refresh continuously so both customers and internal teams always work with the most current information. This eliminates the need for static reports and ensures that every customer interaction is based on live insights.

The customer facing interface serves as a single, always available workspace where customers can take action, track outcomes, and stay aligned on their goals. It supports both collaborative workflows with CSMs and fully scaled self-serve experiences, delivering a consistent environment across all segments: digital scale, managed, and enterprise. It combines automation, personalization, and visibility in one connected experience that evolves as customer needs change.

Seamless Onboarding

1. The first transformation began with onboarding. Salesloft replaced long webinar sequences with a guided, interactive implementation plan designed primarily for account admins. Alongside this admin experience, persona-based onboarding checklists are available for other key roles such as SDRs, CS, and AEs, each tailored to their specific workflows and responsibilities.
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2. Each customer receives tailored tasks, short videos, and milestones that guide them step by step through implementation. The interface tracks progress automatically and verifies completion using live product data. Customers can move at their own pace while consultants focus their live time on strategic planning and business goals.
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   By shifting basic enablement into a self guided experience, Salesloft created faster time to value for customers and increased efficiency for its own teams.

Ongoing Success for Every Segment

1. After onboarding, each customer moves into the Digital Success Center, a continuation of the same interface designed for long term engagement and value realization. As Xenia mentioned, “Scale customers define their goals, and the interface automatically builds a tailored strategy with curated resources and community content. It keeps updating as they make progress, it’s a continuous loop of learning and improvement.”

Scale Customers

1. Scale customers who do not have a dedicated CSM use the interface as a self serve environment that combines Success Plans, Platform Health dashboards, and curated enablement resources.
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2. Digital Success Plans have become a core part of this model. Each customer begins by defining their goals inside the interface. EverAfter then builds a tailored success strategy that includes curated learning paths, knowledge base articles, and other enablement resources aligned with each customer’s objectives.
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3. Each goal has its own structured strategy, which the team refines manually as needed. Once a customer begins interacting with a plan, a new task list is created to ensure the experience remains consistent and trackable.
4. This ongoing cycle creates a continuous optimization loop where Salesloft can learn from customer behavior and iterate on resources. The system ensures that customers always see the content and actions that matter most at their stage in the journey.
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5. The interface also serves as an admin one stop shop, consolidating the community, knowledge base, analytics links, and Points of Contact in one central place.
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6. Platform Health dashboards, pulling live data from Snowflake, give admins visibility into adoption rates, integration status, and configuration progress. The User Configuration Report highlights which users have completed essential setup actions, such as email connection, calendar connection, or CRM sync, making it easier for admins to address gaps quickly.
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7. This experience turns support from reactive to proactive. Customers no longer wait for outreach or periodic reports. They see their data, act immediately, and can track improvements in real time.
8. Engagement with the Digital Success Center continues to grow, with Salesloft tracking unique accounts visiting once, several times, or more than five times. The team uses these patterns to refine content and deepen engagement across the customer base.

Managed Customers

1. Managed customers who work with a CSM use the same interface to stay aligned between touchpoints. Dashboards and exports keep both sides informed, reducing time spent preparing for meetings. While Success Plans are not yet in use for managed accounts, the team is exploring how to introduce them in the future as part of a broader alignment initiative.

Continuous Everboarding

1. Salesloft extended the experience to existing accounts through an everboarding program that ensures every new user is properly configured.
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2. Each user checklist verifies completion automatically through product data, confirming that key actions such as CRM connection or calendar integration are complete. Enterprise customers can embed their own training materials, compliance links, and governance steps to align with their internal safety rules. Persona based versions for roles such as Sales Managers and SDRs are in development.

Enterprise Expansion

1. The interface naturally scales to support enterprise customers with complex requirements. These accounts use customized everboarding flows, expanded Success Plans that tie strategic initiatives to measurable outcomes, and unified health dashboards across divisions.
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2. Salesloft’s original onboarding vision has now evolved into a complete lifecycle experience that supports every customer segment in a consistent and data driven way.