SalesDirector.ai Inside Salesforce.com

Arnulf Hsu

By on November 28, 2017

Hot on the heals of the initial SalesDirector.ai Salesforce release, we are releasing the next iteration!

This version presents the SalesDirector.ai Interface within Salesforce. Available both in Classic or Lightning.

Some folks love the Salesforce User Interface, others not so much. You pick where you want to consume SalesDirector.ai Insights. Now, Its up to you.



Classic:

with Classic you get:

  • Single Sign On to SalesDirector.ai from within Salesforce
  • a SalesDirector.ai Panel within the Opportunity Screen including the Smart Selling Meter, the Insights, Deal Activity and Next Meeting Information
  • Quick Punch out links to the full SalesDirector.ai Interface



Lightning:

with Lightning you get:

  • Single Sign On to SalesDirector.ai from within Salesforce
  • the Insights panel with the Smart Selling Meter and the Insights and Opportunity Recommendations on the Right hand screen of the Opportunity Page
  • SalesDirector.ai as a Tab on the main Opportunity Screen
  • Access to the SD.ai Opportunity Overview Tab
  • Access to the Relationship Plan Tab
  • Access to the Activity Log which shows you ALL the activity for this Opportunity across ALL your Communication Channels
  • Quick Punch out links to the full SalesDirector.ai Interface


>> Get it Now on AppExchange

See Installation Instructions



or for new Customers please contact Sales at sales@salesdirector.ai.

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