Blog / Author: Arnulf Hsu

Understand the Opportunity Journey

Arnulf Hsu By on January 31, 2019

It's important to understand the timeline and touchpoints an Opportunity goes through from all aspects. As a learning organization, you can observe if one could have accelerated the deal, who became involved when, and where things went well or reversed direction for deals that didn't close. Do you know the journey your Opportunities go through? Now you can, with the new Opportunity Timeline view within SalesDirector.ai. See all the Opportunity interactions for all Sales & Marketing activities, including Opportunity Stage Changes,

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Marketing Attribution – The Missing Link

Arnulf Hsu By on January 22, 2019

In this world where everything is tracked, and privacy is becoming harder and harder to come by, one of the most difficult things to do is end-to-end Marketing attribution. How can you determine if that Banner Ad you ran on LinkedIn or Facebook influenced someone to look at your product or service? Hard to say for sure, but we yearn for this information to not just pat ourselves on the back, but also to do more of what works and

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Multi Quota or Multiple Incentives

Arnulf Hsu By on January 11, 2019

Sales is a performance sport. Quotas and performance goals are constant. Simple goals are always better than more complex ones. However, we don't always live in a simple world. In those situations where you need to assign multiple quotas to your sales organization, SalesDirector.ai can now support you. Let's take some concrete examples:

  • What if you make more margin on Services vs. Product Sales? Or vice versa and a single top line number doesn't cut it?
  • Or you want to incent your

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Deal Update

Arnulf Hsu By on December 4, 2018

As a Sales Leader you are constantly trying to understand what the status of deals are, are they on track or not, and what can be done to move them up or out. SalesDirector.ai provides many tools around this including the Chat Assistant for Reps via SMS or Slack as well as Opportunity Management within the system itself. But, what about when you need to get an update on a deal that is stalled? You notice the Account Executive hasn't engaged

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Understand your Competition

Arnulf Hsu By on October 31, 2018

High performing organizations understand their strengths and weaknesses. Do you know how you stack up to your competition? Does your sales organization have the skills and collateral to win against your competitors? Do you know why you are winning or losing deals? Now you can easily understand and drill into deals where your Competitors are also playing. With SalesDirector.ai's competitor reports, you can quickly understand your Win/Loss stats by competitor, and proactively pursue existing deals in your pipe with the proper playbook. To activate

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