-
Who this checklist is for
-
The Checklist
-
1. Map Salesloft pricing by total cost per seat, not list price
-
2. Audit the Salesloft Google Chrome extension as a workflow, not a feature
-
3. Put the Salesloft sales dialer through a real call test
-
4. Check LinkedIn Sales Navigator integration for license lock-in
-
5. What Revenue Ops Teams Should Evaluate in an Email Lookup Tool: Match Rate, Not Database Size
-
6. Stress-test CRM data hygiene and duplicate logic
-
7. Calculate onboarding, API overages, and unforeseen costs
-
1. Map Salesloft pricing by total cost per seat, not list price
-
Common mistakes and final notes
Seven years ago, I was tracking every invoice by hand. I know—not glamorous. But it taught me one thing: the price on the quote is rarely the cost of the tool.
Since 2019, I've managed the sales tooling budget at a 300-person B2B company. I've negotiated with 24 vendors, tracked every order in our cost system, and audited our 2023 and 2024 software spend. When our VP of Sales asked me to evaluate Salesloft, I didn't start with feature lists. I started with total cost—and the Salesloft Google Chrome extension, sales dialer, LinkedIn Sales Navigator integration, and email lookup tools that reps use every day. This is the checklist I use when a sales engagement platform crosses my desk.
Who this checklist is for
Use this if you're a revenue operations lead, an SDR manager, or the person who signs the invoice. It's not a Salesloft tutorial. It's a seven-step 'what to inspect before you buy' list. The last step is the one most people skip.
The Checklist
1. Map Salesloft pricing by total cost per seat, not list price
Salesloft's pricing page is public. As of February 2026, it lists multiple editions—and I'm not going to quote a monthly price here because the edition names changed between my November 2025 audit and now. That's normal. But don't compare the numbers on that page alone. You need to calculate total cost per active seat, not per license.
If you buy 50 licenses but only 28 reps actually use the platform, your cost per active seat is almost double. In our 2024 evaluation, one vendor quoted $65 per seat and another quoted $78. The $65 vendor charged extra for dialer recording, API access, and onboarding. The $78 vendor included them. The total difference was 19 percent in favor of the more expensive quote.
What most people don't realize is that 'standard setup' often includes a limited number of data fields or cadences. Ask what's outside the standard package before you agree to anything.
Reference: Salesloft pricing page (accessed February 2026). Verify current pricing because rates change.
2. Audit the Salesloft Google Chrome extension as a workflow, not a feature
Most vendors demo the extension by showing how fast you can send an email. I don't care. I care whether reps will actually click it. During our pilot, 11 of 40 reps stopped using the extension after week two because it conflicted with their Gmail tabs. It wasn't a Salesloft-specific issue—it was a Chrome profile issue. But we caught it before purchase because we tested on our actual machines, not on a clean demo laptop.
Here's what to check:
- Does it open the right CRM record from the email thread?
- Does it log to Salesloft without manual steps?
- Does it conflict with other extensions like LinkedIn Sales Navigator, Gong, Chorus, or ZoomInfo?
- Does it support your login method, including SSO/SAML?
- What happens when the extension updates and a new version breaks an integration?
This is not a feature check. It's an adoption check. An extension that takes one extra click per email will be skipped. That's kinda the point.
3. Put the Salesloft sales dialer through a real call test
Sales dialers sound similar in demo. In practice, they differ on connection rate, logging, call quality, and—most important for me—the bill. We compared eight vendors over three months, and the dialer was the reason we switched.
What to test:
- Is the included dialer power or predictive? Is there an extra cost for the stronger one?
- Are call recordings included? Is there a storage limit?
- Are international calls billed per minute? What is the rate?
- What happens to the call log if the call drops?
- Does local presence require purchasing additional phone numbers?
Here's something vendors won't tell you: the first quote is almost never the final price for ongoing relationships. There's usually room for negotiation once you've proven you're a reliable customer. The same is true for dialer minutes. Ask about overage pricing before you need it.
We almost went with a 'cheaper' dialer until we calculated international per-minute rates. That's why the phrase 'cheap per seat' doesn't mean anything in procurement.
4. Check LinkedIn Sales Navigator integration for license lock-in
Salesloft integrates with LinkedIn Sales Navigator. That's useful. But the integration is an integration, not a replacement for Sales Navigator licenses. Your reps still need their own Sales Navigator seats. We assumed 'native integration' meant no extra licenses. It didn't.
I'm not going to quote a per-seat price here because LinkedIn changed its pricing tiers multiple times. Check current pricing at LinkedIn Sales Navigator pricing (accessed February 2026). This is a recurring cost, not a one-time setup.
What to evaluate:
- Does the integration sync notes and activities back to Salesloft and your CRM?
- Does it work with the Salesloft Chrome extension, or does it require a separate tab?
- Sales Navigator has its own weekly search limits. Does the integration bypass those limits or just automate them?
- If you remove Sales Navigator licenses, what breaks in your Salesloft workflow?
5. What Revenue Ops Teams Should Evaluate in an Email Lookup Tool: Match Rate, Not Database Size
The phrase '500 million contacts' means nothing if the tool can't find the right person at the right company. I've seen demos of 90 percent coverage and then measured a 60 percent match rate on our actual list. Match rate is the percentage of queried records where the tool returns a valid email. A smaller, fresher database with a 75 percent match rate beats a giant stale database with a 45 percent match rate.
For revenue operations teams, the email lookup tool evaluation should include:
- Match rate on your current ICP, not the vendor's sample list.
- Data freshness and refresh cadence. A record from three years ago is not a lead.
- Bounce rate history. If the vendor won't share it, that's an answer.
- Compliance. Under GDPR Article 5(1)(d), personal data must be accurate. Ask for the vendor's data removal process and EU data residency options.
- Integration with Salesloft. Does enrichment flow into Salesloft and a cadence automatically, or do reps copy and paste?
What most people ignore is duplicate creation. Test the email lookup tool with 100 records in a sandbox. We did, and 100 records created 116 contacts—six duplicates and ten misidentified companies. That's a hidden cost that won't show up on the quote.
6. Stress-test CRM data hygiene and duplicate logic
Email lookup tools don't just add data; they merge data. Bad merge logic is a silent cost. In 2023, we imported 5,000 records from a vendor. The sync merged two different people with the same name and created a mess that took 11 hours to clean. That's not a feature issue; it's a data governance issue.
Check before signing:
- How does the tool match duplicates? By email, name, company, domain?
- Can you set merge rules, or is it automatic?
- Does it write to Salesforce or HubSpot in real time?
- What's the rollback process if a sync corrupts data?
- Who is responsible if the tool creates new duplicates? The vendor, or your team?
Most revenue ops teams skip this step because it's not in the clickable demo. That's a mistake. The demo data is clean. Your data is not.
7. Calculate onboarding, API overages, and unforeseen costs
This is the step most people skip. The quote is the starting point. The real cost includes implementation, training, API usage, data storage, sandbox, SSO, and dedicated support. In Q2 2024, we compared a $38,000 annual contract to a $34,000 one. The cheaper one had a $4,000 add-on for SSO and a $9,000 onboarding fee. The more expensive one included both. I almost signed the cheaper one without noticing.
Looking back, I should have asked for a line-item breakdown on the first call. At the time, I trusted the sales rep's 'all-in' phrase. Not ideal. If a vendor can't give you a total cost of ownership spreadsheet, build your own and make them fill it in.
Common mistakes and final notes
- Buying on list price instead of total cost.
- Treating the Chrome extension as an afterthought.
- Assuming Sales Navigator licenses are included in the integration.
- Using database size as the email lookup metric.
- Skipping the duplicate test because it's not in the demo.
- Accepting 'unlimited' emails or dialer minutes without checking the fair use policy.
Run the checklist. Then buy. The goal isn't to find the cheapest software. It's to avoid the invoice that shows up after the one you approved.


