Alright, I'm deep in another evaluation cycle, and this time it's Salesloft vs. Read AI for conversation intelligence and coaching. I've noticed a huge blocker for teams wanting to switch: what happens to all your historical call data and coaching notes? You can't just leave that behind.
Having done similar migrations from Salesforce to HubSpot for sales data, I know the key is mapping *before* you move. Here's my approach for mapping Salesloft's core coaching framework to Read AI's structure.
First, identify your non-negotiables in Salesloft. For me, that was:
- **Call Scores & Competencies:** The overall rating and specific areas (e.g., "Discovery," "Objection Handling").
- **Comments & Timestamps:** The coach's feedback tied to a specific moment in the call.
- **Action Items:** The "next steps" for the rep after a coaching session.
The mapping isn't always 1-to-1. Read AI organizes things a bit differently around "Insights" and "Highlights." Here's how I'm thinking about it:
* Salesloft **"Call Score"** → This becomes a custom field or tag in Read AI. You might not replicate the exact number, but you can tag a conversation with the same performance tier (e.g., "Excellent," "Needs Work").
* Salesloft **"Competency" feedback** → Read AI's **"Insights"** (like "Monologue Detected," "Question Ratio") cover some of this. For the rest, you use **"Private Notes"** attached to specific time stamps. This is crucial for preserving the coach's voice.
* Salesloft **"Action Items"** → These map directly to Read AI's **"Coaching Actions."** This is the cleanest part. You can export the action items and re-create them.
The real challenge is the *export* and *import*. Salesloft's API is robust, so you can pull your coaching data. Read AI's import capabilities for this specific data seem more manual. My current plan is to:
1. Use the Salesloft API to get coaching data in JSON/CSV.
2. Clean and map the data to Read AI's expected format (likely using a spreadsheet).
3. Use Read AI's API (where possible) or a manual process to upload notes/actions against the corresponding call recordings, which you'll also need to have migrated.
Has anyone actually gone through this process? I'm particularly curious about:
- Did you find a way to automate the timestamped comments, or was it a manual copy-paste?
- How did you handle historical calls that exist in Salesloft but weren't originally recorded in Read AI?
- Any pitfalls with losing the "competency" granularity?
Still looking for the perfect one