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Author: Jennifer Preston

Blacklist Activity from Certain Contacts or Exclude Personal Activity from Activity Capture

by Jennifer Preston on June 24, 2020

As you know, SalesDirector.ai automatically captures Meeting and Email information from Google or Microsoft Exchange/Office 365. It does this fully automated in the background, no plugins or anything to click, it then associates all this activity to the right Accounts or Opportunities within Salesforce, Dynamics, your CRM, etc... and/or also pulls in NEW contacts we find in the calendar(s) or mailboxes.

Sometimes you use your work email or calendar for personal events.

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Salesforce to Gmail Integration Using AutoScribe

by Jennifer Preston on May 14, 2020

With more than six million businesses and more than 60% of the Fortune 500 using Google's G Suite (which includes Gmail) the integration of Gmail and Salesforce is a productive move for any modern sales team. If your sales teams are using Gmail and Salesforce it is critical that they use both applications together. McKinsey & Company reports that sales reps can spend up to 28% of their workday in calendars and email. It is imperative that

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Salesforce Email Integration for Success

by Jennifer Preston on May 6, 2020

We all use email daily whether for business or personal use. And chances are you are using applications like Microsoft Outlook to manage all the incoming and outgoing emails. Applications like Outlook provide other perks like managing your notes, tasks, contacts, and calendar.

All these tools are powerful for salespeople. Knowing that your time is valuable and having the ability to communicate and schedule effectively is crucial to your sales success. Its pretty simple if you cannot

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Einstein Activity Capture and the Biggest Problems

by Jennifer Preston on May 6, 2020

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.

Activity Tracking Salesforce

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

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Anatomy of “B Player” Sales Reps

by Jennifer Preston on April 30, 2020

Businesses often use labels when it comes to their employees or team members. The “A player” is your top performer (whether that be because of intellect, skills or work ethic or a combination of them all).  The “B player” sales rep usually gets along well with other but works inconsistently and rarely asks for help or guidance. The “C player” is the rep who just never hits the sales goals and is not a team player.

It obvious what to do

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