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About Formation

Formation is a sales software platform from SalesLoft that supports smarter sales execution and faster deal cycles. It combines features like a trusted platform used by over 5,000 customers, tools to fill the sales funnel faster, and insights on how leading revenue teams increase efficiency. This helps organizations close deals more quickly and manage their sales processes effectively. Specific case studies, such as how 3M utilized SalesLoft to accelerate its sales, demonstrate its practical application in real-world scenarios. Key capabilities: sales funnel management customer insights deal tracking performance analytics collaboration tools Best for: sales teams that need to improve sales efficiency and accelerate their closing processes.

Formation Details

Vendor
SalesLoft
Year Launched
Location
1180 West Peachtree St NW, Atlanta, GA 30309
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Japanese, Chinese
Users
Administrator, Manager, Sales Representative, Data Analyst
Industries Served
Healthcare, Education, Finance, Retail, Manufacturing, Technology, Government, Non-profit, Hospitality, Transportation
Tags
Electronic Data Capture, SalesLoft, Lead generation, CRM, Data management, Sales automation

Formation's In-App Market Place

Does Formation have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

11

Mini Apps

1. Salesforce Integration - Allows users to seamlessly sync data between Formation and Salesforce

streamlining data management and improving efficiency in the sales process.

2. Gmail Integration - Enables users to connect their Gmail account to Formation

providing a more streamlined workflow and allowing for easy access to important emails and communications within the platform.

3. Slack Integration - Integrates Formation with Slack

allowing users to receive notifications

updates

and alerts directly within the Slack messaging platform for improved team collaboration and communication.

4. Zapier Integration - Allows users to automate workflows and streamline processes by connecting Formation with other apps and services via Zapier's automation platform.

5. Microsoft Teams Integration - Connects Formation with Microsoft Teams

enabling seamless communication and collaboration within the platform for improved team productivity and efficiency.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr)

Pros & Cons

  • Streamlines data capture process for sales teams
  • Allows for easy collection and organization of customer information
  • Reduces manual data entry errors
  • Improves efficiency and productivity of sales reps
  • Provides real-time insights into customer interactions
  • Helps track sales performance and progress
  • Enables personalized and targeted communication with customers
  • Limited customization options for data capture forms
  • Steep learning curve for new users
  • Lack of advanced analytics features
  • Integration with other software platforms can be complex
  • High price point for small businesses

Formation's Support Options

Formation's Alternatives