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.
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.
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.
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.
