Move your team from Outreach to Salesloft.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Salesloft — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Outreach is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both Outreach and Salesloft record, transcribe, and AI-analyze sales calls natively — no separate transcription tool needed on either side. To migrate from Outreach to Salesloft: download call recordings from Outreach's Kaia conversation library before decommissioning (Outreach allows recording export); historical transcripts do not transfer automatically so archive them externally (e.g., in a shared drive) before cutover. In Salesloft, enable the Conversations module and connect it to your conferencing tool (Zoom, Google Meet, Teams); it will auto-join and record going forward. Tracker keywords (competitors, objections, topics) must be re-configured in Salesloft's Tracker library — export your Outreach Smart Categories list to use as a reference. Manager scorecard templates also need to be recreated in Salesloft. The reverse migration follows the same steps with roles swapped: export Salesloft Conversations recordings, re-configure Kaia in Outreach.
- Warning: Outreach's real-time in-call coaching (battle cards, objection prompts during the live call) is available on Amplify Plus and Pro only; Amplify Core provides only post-call analysis. Salesloft also delivers real-time coaching signals via Rhythm action cards, but the depth of in-call live overlay may differ — validate which plan tier delivers the live-coaching capability you need.
- Warning: Historical call recordings and transcripts from the source platform cannot be migrated directly into the destination platform. Both vendors store recordings in their own infrastructure; plan for an archival gap and communicate the cutover date to reps and managers so they pull any recordings they need to keep.
- Warning: Salesloft's Tracker Trends visualize keyword patterns across the full call library; Outreach's Smart Categories serve a similar purpose but the configuration schema differs. Budget time to rebuild keyword tracking rules post-migration.
Both platforms overlay AI deal-health signals on top of a CRM-synced pipeline view so reps and managers can spot stalled or at-risk deals without leaving the sales engagement tool. To migrate from Outreach to Salesloft: the underlying opportunity data lives in your CRM (typically Salesforce), so no data migration of deals is needed — connect Salesloft's Deals module to the same Salesforce org and the pipeline view populates automatically from the CRM sync. Re-configure any deal-risk thresholds, stuck-deal alert rules, and custom deal stages in Salesloft's Deals settings to match how you had Outreach configured. Mutual Action Plans created in Outreach are not transferable; recreate active ones as shared documents or use Salesloft's equivalent buyer-alignment features. The reverse migration (Salesloft to Outreach) follows the same CRM-sync approach: connect Outreach to the Salesforce org and configure deal agents under Amplify Plus or Pro.
- Warning: Outreach's deal management (pipeline progression tracking, deal agents) is gated to Amplify Plus and Pro plans; it is not available on the entry-level Amplify Core tier. Budget for the correct Outreach plan if migrating into Outreach.
- Warning: Salesloft Deals syncs primarily with Salesforce; native HubSpot CRM support is more limited. If your primary CRM is HubSpot, verify Salesloft's HubSpot sync depth before migrating deal management workflows.
- Warning: Outreach's Mutual Action Plan feature (collaborative buyer-seller plans tied to a deal) has no direct equivalent in Salesloft's Deals module. Teams that rely on MAPs in Outreach should plan a separate workflow to cover this after migration.
Both platforms bi-directionally sync with Salesforce and connect to a broad ecosystem of sales tools. To migrate from Outreach to Salesloft: audit your active Outreach integrations against Salesloft's App Directory (salesloft.com/platform/integrations) to confirm equivalents exist; Salesloft supports 180+ integrations vs Outreach's 90+, so most common tools (Gmail, Outlook, Zoom, LinkedIn Sales Navigator, Salesforce) have direct equivalents. Disconnect integrations from Outreach sequentially after confirming each is live in Salesloft to avoid data gaps. Re-configure Salesforce field mappings in Salesloft (activity logging fields, custom object mappings, automation rule triggers) to match what you had in Outreach — these are not portable and must be set up manually. For the reverse migration (Salesloft to Outreach): use Outreach's integration marketplace to find equivalents; note that Outreach API call limits are tier-gated (250K/mo Core, 500K/mo Plus, 1M/mo Pro) so high-volume API integrations need Pro.
- Warning: Outreach API call limits are hard-capped by plan tier (250K Core / 500K Plus / 1M Pro per month); teams with high-volume custom integrations or data sync workflows must be on Pro or face throttling. Salesloft's REST API limits are not explicitly enumerated on public docs — confirm with Salesloft sales before migrating API-heavy custom integrations.
- Warning: Salesloft designates Salesforce as its primary CRM with the deepest sync; Outreach also supports HubSpot and other CRMs more explicitly. If your stack uses HubSpot as the primary CRM, validate Salesloft's HubSpot sync depth (field coverage, two-way activity sync) before committing to migration.
- Warning: Knowledge storage limits in Outreach are tier-gated (500MB Core / 1GB Plus / 1.5GB Pro). If your team stores sales collateral or templates inside Outreach, plan to migrate that content to an external repository or confirm it fits within your target Salesloft plan's storage.
Both platforms use AI to guide rep behavior, but they approach it differently: Outreach's coaching layer identifies winning patterns from top reps and surfaces them to managers and other reps (with live in-call cues on Plus/Pro); Salesloft's Rhythm engine translates buyer signals into a prioritized action feed that tells each rep what to do next and auto-populates manager scorecards from conversation data. To move a coaching workflow from Outreach to Salesloft: identify the coaching categories your managers use in Outreach (call quality rubrics, talk-track adherence, objection handling) and recreate them as Salesloft scorecard templates in the Conversations coaching module; Rhythm will then surface relevant coaching moments automatically from recorded calls. To move from Salesloft to Outreach: map your Rhythm action categories and scorecard criteria to Outreach's coaching taxonomy; configure Outreach's coaching automation rules and live-call guidance prompts in the Amplify Plus or Pro settings.
- Warning: Outreach live in-call coaching (battle cards and cue prompts displayed to the rep during the call) requires Amplify Plus or Pro; Amplify Core only provides post-call coaching summaries. Salesloft surfaces Rhythm action items and coaching flags post-call rather than as live overlays during the call — teams expecting real-time mid-call popups should verify the exact behavior on their Salesloft plan.
- Warning: Outreach's coaching model learns from the top-performer patterns within your own team's historical call data; migrating to Salesloft resets that learning baseline. Allow 4-8 weeks of Salesloft call data accumulation before the AI coaching signals become representative of your team.
- Warning: Manager scorecard workflows differ: Salesloft auto-populates scorecard fields from conversation AI; Outreach coaching recommendations surface in manager dashboards but may require more manual scorecard entry. Audit your manager workflow before cutover to avoid a reporting gap.
Both platforms generate AI-augmented revenue forecasts from CRM pipeline data, providing roll-up views and risk signals for sales leaders. To migrate from Outreach to Salesloft: forecasting in both tools derives from the CRM (Salesforce typically), so no raw forecast data migration is required — connect Salesloft to the same Salesforce org and the Forecast module will build its roll-ups from live deal data. Re-establish rep-level and team-level forecast submission rules, any commit/best-case categories, and manager adjustment workflows in Salesloft's Forecast settings. Historical forecast snapshots from Outreach must be exported manually and stored externally (Outreach's scenario planning outputs are not portable). The reverse migration (Salesloft to Outreach) requires Amplify Pro for Outreach's scenario planning and territory management capabilities — confirm plan eligibility first.
- Warning: Outreach's AI forecasting with scenario planning and territory management is exclusive to the Amplify Pro tier; it is not available on Core or Plus. Salesloft's Forecast module is part of its core Revenue Orchestration Platform, but advanced analytics depth may vary by Salesloft plan tier — verify coverage on your intended plan.
- Warning: Outreach Pro includes multi-currency support for global forecasting; Salesloft's multi-currency handling should be confirmed for international sales teams before migrating.
- Warning: Forecast history (prior period snapshots, pipeline coverage trends over time) does not migrate between platforms. Plan for a cold-start period on the new platform where historical trending baselines are being rebuilt.
Both platforms build multi-channel outreach sequences (email, phone, LinkedIn, SMS) that run across the full sales cycle. To migrate from Outreach to Salesloft: export existing Sequence step content (subject lines, email body, call scripts) from Outreach via the Sequence library export; re-create them as Cadences in Salesloft by defining each step type, timing interval, and messaging. Connect Gmail or Outlook via Salesloft Connect before activating so email steps send correctly. Import prospect lists to Salesloft People and enroll them in the equivalent Cadence. To migrate from Salesloft to Outreach: export Cadence step content and prospect data; rebuild as Sequences under Outreach's sequence builder and connect email/phone channels. In both directions, re-verify personalization tokens map correctly (Salesloft uses {{first_name}} style; Outreach uses similar merge fields but verify the exact syntax in the template editor).
- Warning: Outreach bundles sequencing with Revenue Agent automation only in its Amplify plans (Core/Plus/Pro); advanced AI-driven step automation requires Plus or Pro. Salesloft Cadence is available across all paid plans but advanced team-level automation rules and priority overrides via Rhythm require higher tiers — confirm plan coverage before migrating automated triggers.
- Warning: Outreach sequences can be triggered automatically by AI agents without rep intervention; Salesloft Cadence execution is rep-driven by default (Rhythm surfaces the next step but a rep acts on it). Teams relying on fully automated, rep-less outreach in Outreach will need to adjust their workflow expectations in Salesloft.
- Warning: Both platforms offer LinkedIn steps, but the depth of LinkedIn Sales Navigator integration differs: Salesloft has a native Sales Navigator integration; Outreach integrates via its 90+ connector ecosystem. Verify LinkedIn step fidelity during your test migration before fully cutting over.