Automatically identify and record all buyers engaged around an opportunity. Quickly identify supporters and detractors around deals, and coach reps to ensure they are engaging with the right relationships at the right time. Visit Us: https://www.salesdirector.ai/sales-forecasting/
Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an Opportunity, without involving sales reps. Contact auto creation. Opportunity auto association. Email, Call, Meeting activity tracking. Visit Us:- https://www.salesdirector.ai/marketing-attribution/
Analyze Multiple Data Signals from Different Sources to Find the Right Answers at the Right Time. Ingest data from CRM, billing, product, and NPS. 360 view of the account. Complete solution for any environment. Contact auto-creation in CRM. Let AI identify all of the account users and key stakeholders who are interacting with your company. Visit Us:- https://www.salesdirector.ai/account-health-insights/
Analyze Multiple Data Signals from Different Sources to Find the Right Answers at the Right Time. Ingest data from CRM, billing, product, and NPS. 360 view of the account. Complete solution for any environment. Contact auto-creation in CRM. Let AI identify all of the account users and key stakeholders who are interacting with your company. Visit Us:- https://www.salesdirector.ai/account-health-insights/
Einstein Activity Capture is a great solution for Salesforce activity tracking. Einstein Activity Capture for Salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing Salesforce Accounts and Contacts. Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/
Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an Opportunity, without involving sales reps. Contact auto creation. Opportunity auto association. Email, Call, Meeting activity tracking. Visit Us:- https://www.salesdirector.ai/marketing-attribution/
IRVINE, CALIFORNIA August 21, 2019, SalesDirectorai today announced it was named to the Constellation ShortList™ for Sales Productivity in Q3 2019. The technology vendors included in this Constellation ShortList help optimize seller performance and productivity. Visit Us:- https://www.salesdirector.ai/blog/2019/08/21/salesdirector-ai-named-to-constellation-shortlist-for-sales-productivity-for-3rd-time/
Our AI identifies challenges with each rep's pipeline coverage and gives suggestions on when to generate a new pipeline, increase pipeline velocity, and more. Pipeline risk meter. AI-enhanced pipeline projections. Automatically identify and record all buyers engaged around an opportunity. Visit Us:- https://www.salesdirector.ai/solution-sales/
Einstein activity capture is a great solution for salesforce activity tracking. Einstein activity capture for salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing salesforce accounts and contacts. Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/
IRVINE, CALIFORNIA – April 12, 2018 – Salesdirector ai, a saas-based artificial intelligence (AI) sales execution and sales forecasting platform, announced the release of its salesdirector ai autoscribe platform, a no-user-interface-service that leverages artificial intelligence to automate sales tasks for B2B sales teams. Visit Us:- https://www.salesdirector.ai/blog/2018/04/12/autoscribe-the-first-app-less-artificial-intelligence-crm/
Capture seller and buyer interactions without having Reps do manual data entry. Turn your team into a sales machine with AI-assisted deal coaching and insights. Get instant visibility into opportunities with complete data & AI-enhanced insights. Increase forecast accuracy & eliminate surprises with objective, AI-based forecasting. Visit Us:- https://www.salesdirector.ai/blog/lp/crm-data-entry-automation/
Einstein activity capture is a great step into bringing salesrep activity data (email and calendar events) into salesforce. By default, einstein activity capture pulls in emails and calendar events and associates them with existing salesforce contacts and accounts. Visit Us:- https://www.salesdirector.ai/blog/2019/11/27/the-biggest-issue-with-einstein-activity-capture/
Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking, contact auto creation & opportunity association, fill in custom CRM opportunity fields. Visit Us:- https://www.salesdirector.ai/solution-crm-data-entry/
Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking. Contact auto creation & opportunity association. Fill in custom CRM opportunity fields. Visit Us:- https://www.salesdirector.ai/solution-crm-data-entry/
As of winter 2021, lightning sync will not be available in lightning for new salesforce customers. Einstein activity capture is salesforce's long term solution for syncing contacts and events between Microsoft and google applications with salesforce. As salesforce continues to push customers to einstein activity capture be aware of the limitations listed above in this article. Visit Us:- https://www.salesdirector.ai/blog/2020/06/02/5-things-to-know-about-einstein-activity-capture-with-salesforce/
The salesforce chrome extension is an addin for Gmail and is available for free with your sales cloud license. Salesforce inbox is an additional charge and commonly referred to as salesforce inbox premium. Both of these solutions from salesforce are designed as a productivity assistant for salesreps. Visit Us:- https://www.salesdirector.ai/blog/2019/10/27/salesforce-inbox-vs-chrome-extension-vs-autoscribe/
The reality is that it takes time to build a relationship with your prospects and your customers. To begin with, you might have done a cold outreach to the prospect via an email or over the telephone. In these early days, you are still asking for permission to get their attention. Visit Us:- https://www.salesdirector.ai/blog/2017/08/28/how-to-close-a-deal-over-text/
CRM Email Tracking. Improve Sales Productivity by having Reps spend time with Customers instead of inside CRM. Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking. Contact auto creation & opportunity association. Visit Us:- https://www.salesdirector.ai/solution-crm-data-entry/
The goal of every startup is to get to predictable revenue and then to get to scalable predictable revenue. Most startups never make it to predictable revenue because they never really find product market fit (PMF). Prior to PMF, the sales teams is chaotic, disorganized, ad-hoc, unreliable, and choppy. Visit Us:- https://www.salesdirector.ai/blog/2021/03/16/how-revenue-intelligence-drives-predictable-revenue/
Salesdirectorai crunches a tremendous amount of data on a constant and nightly basis. Aggregating and crunching communication, calendar, and CRM data is only a portion of what we are analyzing. Themes are displayed in salesdirectorai or in your CRM. More granular views of themes are available in the activity log inside of salesdirectorai and inside of salesforce if you are using the salesdirectorai app. Visit Us:- https://www.salesdirector.ai/blog/2021/12/02/using-themes-and-insights-in-salesdirector-ai/
If for some reason your CRM or email connection gets disconnected or deauthenticated here is how you reconnect your account to salesdirectorai. Click on your picture in the upper right hand corner of the salesdirector.ai application. Click my profile. Click connected accounts tab. If you have an existing connection and have a triangle showing, you will want to disconnect this connector first. Visit Us:- https://www.salesdirector.ai/blog/2019/09/19/reconnecting-your-salesforce-gmail-or-office-365-account/
The problem that exists is that einstein activity capture in salesforce is not able to capture brand-new leads and contacts. There will be no new contacts added only the already existing will be updated which leaves little room for real-time updates. Salesforce admin is the only one that can delete emails. Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/
Understanding how account health changes over time is a key insights and visualization that is now available in the salesdirector.ai account module. Rather than only seeing a static report that lists the accounts and their health, you can see how your account health is changing over time across your entire account base. Visit Us:- https://www.salesdirector.ai/blog/2021/12/21/account-health-change-report/
Einstein activity capture is a great solution for salesforce activity tracking. Einstein activity capture for salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing salesforce accounts and contacts. Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/
Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking. Contact auto creation & opportunity association. Fill in custom CRM opportunity fields. Visit Us:- https://www.salesdirector.ai/solution-crm-data-entry/
As of winter 2021, lightning sync will not be available in lightning for new salesforce customers. Einstein activity capture is salesforce's long term solution for syncing contacts and events between microsoft and google applications with salesforce. Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/
Autoscribe is an ai backend service that is transparent to the sales rep and automatically updates the CRM based on non-data entry activities such as client emails, meeting events, phone calls, and texts. Based on these activities, the ai platform can coach, nudge and remind sales. Visit Us:- https://www.salesdirector.ai/blog/2018/04/12/autoscribe-the-first-app-less-artificial-intelligence-crm/
Salesdirector.ai crunches a tremendous amount of data on a constant and nightly basis. Aggregating and crunching communication, calendar, and CRM data is only a portion of what we are analyzing. By automatically capturing data and connecting to 3rd party data sources, financial data, internal customer data sources. Visit Us:- https://www.salesdirector.ai/blog/2021/12/02/using-themes-and-insights-in-salesdirector-ai/
This is somewhat of a technical post around salesforce activity objects and their relationships. First, there are 2 primary “native” salesforce activity objects. Task and events. These can be queried individually or via a “view” called activityhistory. These activities can be reported against in reports both classic and lightning. Visit Us:- https://www.salesdirector.ai/blog/2021/05/10/whoid-whatid-in-salesforce-activity-objects/
Einstein activity capture is a great solution for salesforce activity tracking. Einstein activity capture for salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing salesforce accounts and contacts. Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/
When connecting salesdirector.ai to a salesforce sandbox you need to use the salesforce security token method. Production salesdirector.ai to salesforce connections use OAuth. From within salesforce navigate to your personal settings, enter reset in the quick find box, then select reset my security token. Visit Us:- https://www.salesdirector.ai/blog/2020/04/29/problems-finding-or-resetting-your-security-token-in-salesforce/
Our AI identifies challenges with each rep's pipeline coverage and gives suggestions on when to generate new pipeline, increase pipeline velocity and more. Pipeline risk meter. AI-enhanced pipeline projections. Automatically identify and record all buyers engaged around an opportunity. Visit Us:- https://www.salesdirector.ai/solution-sales/
The salesforce chrome extension is an addin for gmail and is available for free with your sales cloud license. Salesforce inbox is an additional charge and commonly referred to as salesforce inbox premium. Both of these solutions from salesforce are designed as a productivity assistant for salesreps. Visit Us:- https://www.salesdirector.ai/blog/2019/10/27/salesforce-inbox-vs-chrome-extension-vs-autoscribe/
Companies and sales teams that rely on data to help them make their decisions are more profitable and productive (MIT Sloan) Than companies that ignore the data or rely on their gut. This is even more pronounced during times of uncertainty. As humans, we tend to make decisions out of fear, concern for safety and a desire to eliminate risk. Visit Us:- https://www.salesdirector.ai/blog/2020/08/05/data-driven-decisions-in-a-covid-world/
Every sales process is comprised of a series of steps. A good sales process displays the map for the rep and shows the progression of an opportunity through the sales pipeline. Ideally, the sales process is simple, clear and understandable to all of the sales reps (and the marketing team. Visit Us:- https://www.salesdirector.ai/blog/2017/09/18/customer-verifiable-outcomes-and-your-sales-pipeline/
1. Risk adjusted forecasts generate forecasts based on real deals in crm adjusted for individual deal risk. 2. Built-in sales maturity model measure opportunity risk based on the b2b sales maturity model and your company's sales process. 3. Predictive sales forecasting generate forecasts based on both the rep's track record and individual deal risk. Visit Us:- https://www.salesdirector.ai/blog/lp/sales-forecasting-software-cp/
Many companies have the ability to automatically capture a limited amount of information from sales reps' email and calendar accounts. Most tools (including salesforce.com inbox) are restricted to a rudimentary form of “logging an email” or “logging a calendar event” within a contact in salesforce but require some form of sales rep intervention. Visit Us:- https://www.salesdirector.ai/blog/2020/06/08/using-autoscribe-to-automatically-log-time-against-opportunities/
Our ai identifies challenges with each rep's pipeline coverage, and gives suggestions on when to generate new pipeline, increase pipeline velocity and more. pipeline risk meter, ai-enhanced pipeline projections. Automatically identify and record all buyers engaged around an opportunity. Visit Us:- https://www.salesdirector.ai/solution-sales/
Einstein Activity Capture is a great solution for Salesforce activity tracking. Einstein Activity Capture for Salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing Salesforce Accounts and Contacts. Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/
The Salesforce Chrome Extension is an Addin for Gmail and is available for Free with your Sales Cloud License. Salesforce Inbox is an additional charge and commonly referred to as Salesforce Inbox Premium. Visit Us:- https://www.salesdirector.ai/blog/2019/10/27/salesforce-inbox-vs-chrome-extension-vs-autoscribe/
Today SalesDirector.ai, Inc. announced that Isaac Garcia, former Co-Founder and CEO of Central Desktop and Co-Founder of Upgradebase, has joined as CEO of SalesDirector.ai. SalesDirector.ai is the revenue intelligence platform that connects people, activity, and engagement across the enterprise buying journey and gives leaders the complete revenue picture of their business. Visit Us:- https://www.salesdirector.ai/blog/2020/10/08/b2b-saas-and-startup-founder-isaac-garcia-joins-salesdirector-ai-executive-team-as-ceo/
At the core of SalesDirector.ai is the conviction that a good sales stack always starts with good data. Your CRM is only as good as the data that it stores and this is often contingent on how good your sales reps are at logging and inputting the details of their activity. Visit Us:- https://www.salesdirector.ai/blog/2020/09/17/whats-the-difference-between-groove-co-outreach-io-salesloft-and-salesdirector-ai/
Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with any App. Immediately capture next steps after meetings. Collect any custom input via messaging apps like Slack and SMS text messages. Customize the system to your own sales process (MEDDIC, etc). Tell SalesDirector.ai what fields must be filled out at what stage. Visit Us:- https://www.salesdirector.ai/solution-crm-data-entry/
As we wind down into the end of 2020 we wanted to update you all on a new set of reports that we've been working on. As of this week, SalesDirector.ai has added a variety of reports around pipeline and activity. Here is a quick summary: The Pipeline History report helps you understand how your pipeline is changing over time. Visit Us:- https://www.salesdirector.ai/blog/2020/12/16/pipeline-activity-reports-dec-2020/
The goal of every startup is to get too predictable revenue and then to get to scalable predictable revenue. Most startups never make it to predictable revenue because they never really find Product-Market Fit (PMF). Prior to PMF, the sales teams is chaotic, disorganized, ad-hoc, unreliable, and choppy. Visit Us:- https://www.salesdirector.ai/blog/2021/03/16/how-revenue-intelligence-drives-predictable-revenue/
As you probably know, salesdirector.ai automatically creates new contacts for you in your crm when we encounter new people within your mailboxes. And as you probably also know leads and contacts in your crm are different. Both of them represent a person, but they are actually different databases that aren't linked together unless you “convert” a lead to a contact. Visit Us:- https://www.salesdirector.ai/blog/2018/09/08/leads-vs-contacts/
You text with your friends, your parents, your brother, your sister, your boss, your co-workers, your uber driver, your prospects/customers, and yes, now your CRM. We also know, sales reps generally dislike process, updating systems and anything that gets in their way of working on a deal. We get it. Visit Us:- https://www.salesdirector.ai/blog/2018/04/12/crm-by-texting/
A lead that has gone from being a suspect (anyone in your target market universe) to a prospect (a person within your target market who has expressed interest and taken an action of some sort i.e. Downloaded a whitepaper, filled out a contact me form, etc. Visit Us:- https://www.salesdirector.ai/blog/2017/08/30/the-leads-are-weak/
The salesforce chrome extension is an addin for gmail and is available for free with your sales cloud license. Salesforce inbox is an additional charge and commonly referred to as salesforce inbox premium. Both of these solutions from salesforce are designed as a productivity assistant for salesreps. Visit Us:- https://www.salesdirector.ai/blog/2019/10/27/salesforce-inbox-vs-chrome-extension-vs-autoscribe/
Understand what is working and what's not so you can do more of what is. Tie Marketing Campaigns to Revenue CampaignHub connects your Marketing Campaigns, Leads, and Contacts to dollars. Prove exactly how much Opportunity Value and Revenue your Marketing campaigns are driving. Visit Us:- https://www.salesdirector.ai/solution-marketing/
Get complete visibility into how your sellers are engaging with your customers, your pipeline, and drive accurate sales forecasts. Our AI identifies challenges with each rep's pipeline coverage and gives suggestions on when to generate a new pipeline, increase pipeline velocity, and more. Visit Us:- https://www.salesdirector.ai/solution-sales/
Every sales process is comprised of a series of steps. A good sales process displays the map for the rep and shows the progression of an opportunity through the sales pipeline. Ideally, the sales process is simple, clear, and understandable to all of the sales reps (and the marketing team!). Visit Us:- https://www.salesdirector.ai/blog/2017/09/18/customer-verifiable-outcomes-and-your-sales-pipeline/
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