Automatically Capture and Create New Account and Opportunity Contacts, Email and Meetings into your CRM so your Reps don't have to.
Drive actionable revenue insights needed to make the right budget decisions across Sales, Marketing and Customer Success.
Incorporate buyer signals & real-time data to generate accurate, risk-adjusted forecasts.
Identify what's working and do more of it. Get full insights into Campaign Engagement.
The main problem with our forecasting prior to SalesDirector.ai was to balance the sales team’s optimism with finance’s need for a dependable forecast. We don’t have to discuss the probability or close date anymore - we simply generate it directly from our pipeline, based on activities. It is much simpler.
For the first time, I have true visibility into the sales pipeline, it’s strengths and weaknesses, and the underlying activities that lead to success.
SD.ai fuels our analytics and operational systems with critical data that allows us to make business decisions based on data instead of "gut feel" or lengthy manual inspection.