Welcome to Slokoto! This guide will help you understand how Slokoto helps you focus on the right sales actions at the right time.
What is Slokoto?
Slokoto is your intelligent sales assistant that analyzes your leads and tells you exactly what to do next. Instead of scrolling through hundreds of contacts wondering who to call, Slokoto watches your CRM data, email activity, and other signals to surface the leads that need your attention right now.
How Slokoto Works
- Slokoto monitors your leads - It connects to your CRM (HubSpot, Salesforce, etc.) and watches for signals like email opens, website visits, and deal stage changes.
- Slokoto prioritizes - When a lead shows buying signals or needs follow-up, Slokoto creates a recommended action for you.
- You take action - Review Slokoto's suggestions in your Todo list, customize if needed, and execute with one click.
- Slokoto learns - Every action you take helps Slokoto get smarter about what works for your sales style.
Main Views
Todo
Your daily command center. This shows leads that need attention today. Each item includes:
- Why the lead needs attention
- What action Slokoto recommends
- A draft message you can send or customize
History
A record of everything Slokoto helped you with and what happened next. Use this to:
- See which deals closed after Slokoto's recommendations
- Track which actions were most effective
- Prove ROI to your manager
Dashboard
Metrics and insights about your performance and Slokoto's impact on your pipeline.
Your First Day
- Start with the Todo view - This is where you'll spend most of your time
- Review the top priority items - They're sorted by urgency
- Take action - Click "Do it" to see Slokoto's suggested action and draft
- Send or customize - Use Slokoto's draft as-is or modify it to match your voice
- Select an outcome - Tell Slokoto what happened so it can track the result
That's it! Slokoto handles the research and prioritization so you can focus on selling.
Next: Learn more about the Todo View