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Before You Buy: The 6-Step Checklist
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Step 1: Decide if you need a platform or a point solution
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Step 2: Map your existing stack before you look at features
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Step 3: Define your SDR motion, then compare Salesloft vs Nooks
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Step 4: Set up DKIM before you send anything (seriously)
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Step 5: Build your first cadence with a stop switch
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Step 6: Measure what happens after the reply, not just open or click
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Step 1: Decide if you need a platform or a point solution
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Buying Lessons That Don’t Fit in a Checklist
I’m the admin buyer for a 120-person B2B SaaS company. I manage roughly $180K in annual sales tooling spend across seven vendors, and I report to both operations and finance. When our VP of sales asked me to evaluate Salesloft vs Nooks for SDRs, I didn’t start with G2. I started with a checklist.
If you’re a revenue ops manager, a sales enablement person, or an admin who signed up to “just handle the vendor stuff,” this checklist is for you. It’s the same six steps I used to evaluate a sales engagement platform—and specifically to decide whether Salesloft was the right backbone for our SDR team or if Nooks deserved the contract instead.
Before You Buy: The 6-Step Checklist
Step 1: Decide if you need a platform or a point solution
Start with a simple question: what problem are you buying for?
Salesloft is a sales engagement platform. It covers email automation, dialer, conversation intelligence, and revenue forecasting. If you need a single system for all of that, it’s a strong candidate. Nooks is not the same category. It’s an AI-powered parallel dialer, built for SDR teams who want to multiply their call volume.
Here’s the trick: go to the Salesloft official homepage (salesloft.com) and look at what they put above the fold. If you see forecasting and conversation intelligence, you’re looking at a platform. If you only care about “more calls per SDR per hour,” you might be looking at the wrong category.
From my seat, platform vs point solution matters for reasons that aren’t on the demo call. A platform means one contract, one invoice, one support relationship. A point solution means more vendors, more renewal negotiations, and more random API charges. That’s not glamorous. But it’s the reason my finance team still trusts my recommendations.
Step 2: Map your existing stack before you look at features
Don’t evaluate Salesloft in a blank browser tab. Map what you already pay for:
- CRM (HubSpot, Salesforce, etc.)
- Contact enrichment (ZoomInfo, Clearbit, etc.)
- Intent data (6sense, Bombora, etc.)
- Dialer or call recording tools
- Meeting scheduling, direct mail, or sequence tools
This matters because Salesloft doesn’t need to replace everything. It needs to plug into what you have. We almost bought a separate enrichment license because we didn’t realize Salesloft’s marketplace already connected to our provider. That would have been $8K a year down the drain. In our 2025 vendor consolidation, mapping first saved us exactly that.
Contact enrichment and intent data are two areas where buyers overpay. If your CRM already includes firmographic fields and your ABM platform has intent scores, check if Salesloft can pull them in before buying new data sources. In other words: don’t buy what you already own.
Step 3: Define your SDR motion, then compare Salesloft vs Nooks
Here’s where the “Salesloft vs Nooks for SDRs” conversation gets useful.
A typical SDR outbound motion is a blend of email, calls, and LinkedIn touches. That motion needs a tool that can run cadences, log calls, track replies, and hand off to the next step. Salesloft is built for that. Nooks is built for the call block—it automates the dial, connects SDRs to live conversations faster, and can reduce dead air between calls.
Here’s the nuance: if your SDR team’s biggest bottleneck is talk time, Nooks might be exactly right. If you need to see the entire revenue motion—email and calls, plus what the rep actually said, plus which deals are likely to close—Salesloft gives you that under one roof.
At our company, we almost went with Nooks. The SDRs loved the parallel dialing feature. But when I mapped our stack, I realized we didn't need a separate dialer. We needed a platform that could support forecasting and conversation intelligence for our AEs too. Salesloft covered the calls and the forecasting. Nooks would have meant adding another vendor and another data silo.
That’s not a dig at Nooks. It’s a match-check on use case.
Step 4: Set up DKIM before you send anything (seriously)
This is the step most people skip, and it’s the one that hurts when you skip it.
If you’ve ever had a campaign land in spam, you know that sinking feeling. The emails were written, the contacts were enriched, the cadence was live. Then the open rate was 2% because the inbox never saw the message.
So, what is DKIM and when should a B2B sales team use it?
DKIM stands for DomainKeys Identified Mail. It’s an email authentication method. When you send an email from Salesloft, your sending server signs that message with a private key. The recipient’s email server checks the signature against a public key in your DNS. If the match fails, the email is more likely to be flagged as spam.
B2B sales teams should use DKIM as soon as they send sales emails from their own domain. That means from day one—not after the first bounce report looks ugly. You also need SPF and DMARC. SPF tells receiving servers which IPs are allowed to send for your domain. DMARC tells them what to do with messages that fail both checks. They work together.
Here’s the setup that worked for us:
- Create a subdomain for sales email: send.yourcompany.com
- Generate DKIM keys in Salesloft and add the public key to DNS.
- Add an SPF record that includes Salesloft’s sending IPs.
- Set up DMARC with a monitoring policy first, then move to reject.
Why a subdomain? It protects your primary domain’s reputation. If a sales cadence gets spam complaints, your main inbox doesn’t suffer. A lesson learned the hard way.
And one more thing: per FTC guidance (ftc.gov), commercial email must have truthful headers and a clear opt-out. So make sure your unsubscribe link is visible and actually works. That’s not just compliance—it’s respect for the recipient.
Deliverability is not an IT problem. It’s a brand problem. The first impression your prospect has of your company is often your email. If it lands in spam, the impression is “these people don’t know what they’re doing.” No signature, no inbox.
Step 5: Build your first cadence with a stop switch
Once your sending infrastructure is solid, set up one cadence. Not twenty. One.
Use a small list—say, 200 freshly enriched contacts. Push it through a Salesloft cadence with mixed steps: an intro email, a value-add email, a call task, and a LinkedIn touch. Then watch what happens.
Set internal kill rules before you launch:
- Pause if bounce rate goes above 4%.
- Pause if unsubscribe rate goes above 0.5%.
- Pause if negative replies mention spam.
- Always respect timezone windows.
These aren’t hard numbers from Gartner. They’re our own operating rules, and they’ve kept our domain clean. If you’re using contact enrichment and intent data to build the list, make sure the data is fresh. Enriched emails that were never verified will bounce. Bounces hurt your reputation. We learned this during a 2024 campaign where 9% bounced because we imported a list that had been enriched but not validated.
Step 6: Measure what happens after the reply, not just open or click
Salesloft gives you a lot of metrics. The one that matters is pipeline influence.
Look at positive reply rate, meeting booked rate, and qualified pipeline created. If open rates are high but meetings are zero, your subject line is great and your offer is weak. If reply rates are high and meetings are still zero, your discovery call is the problem. That’s not a tool issue, but Salesloft’s conversation intelligence will show you where it breaks.
From an admin buyer perspective, also track adoption. I ask two questions at renewal: how many active users last quarter, and how many cadences were actually edited? A platform with 40 features but 5 users is a wasted line item. Quality over usage, every time.
Buying Lessons That Don’t Fit in a Checklist
I’ll be honest: I’m not the person who tests dialers or writes email subject lines. I’m the person who checks the invoice and makes sure the contract doesn’t auto-renew at a ridiculous rate. But over the years, I’ve learned that the software buying process has a specific rhythm.
Everything I’d read about choosing sales engagement software said the sales team’s opinion should decide it. In practice, the procurement that actually worked involved the sales team’s opinion plus the ops team’s maintenance capacity. Sales said the demo felt smooth. Ops said they could support the integration. We bought what ops could maintain. Not flashy. Functional.
We had one quarter to switch platforms because our previous provider’s rate hike came through late. Normally, I’d run a 30-day parallel test. There was no time. I chose Salesloft because the CRM integration was already in place, and the implementation team gave us a concrete timeline. It worked. In hindsight, I should have started the evaluation six months earlier—but that’s the nature of a renewal surprise.
If you’re deciding between Salesloft and Nooks, ask for a trial with your own data. Not the curated demo. The real test is importing your actual CRM list and running a five-step cadence. If it breaks in the first two hours, you have an answer. If it works, you have a deployment plan.
The right tool isn’t the one with the longest feature list. It’s the one your team will actually use, your ops can maintain, and your prospects don’t send to spam.
This checklist won’t tell you the perfect platform. Only your data can do that. But if you follow it, you’ll avoid the three biggest mistakes I see with Salesloft buying decisions: skipping DKIM, duplicating intent data, and choosing a platform before defining the SDR motion.
Start with the Salesloft official homepage if you want to see the roadmap. Check the marketplace for enrichment and intent integrations. And give DKIM the respect it deserves. That’s the checklist. The rest is execution.


