Blog / Author: Jennifer Preston

Come Meet the SalesDirector.ai Team at Dreamforce 2019!

Jennifer Preston By on November 11, 2019

Dreamforce is the Cloud Event of the Year! Will you be there?

Come meet the SalesDirector.ai Team at Dreamforce!

Tuesday, November 19 - Friday November 22 in San Fransisco, Moscone Center!

Fill the Form below to setup a brief in person session with a SalesDirector.ai Exec about Revenue Operations:

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Webinar: 5 Reasons Your CRM Strategy is Failing and What to Do About It

Jennifer Preston By on October 16, 2019

Date : November 07, 2019
Time : 01:00 pm - 01:30 pm EDT

You’ve spent thousands of dollars on technology to help your business run, track reporting and make your sales reps’ days easier. Yet, after all these years the MarTech stack strategy and cloud-tool adoption are still relevant (and possibly extremely annoying if broken) topics. So how can you tell what’s broken in your CRM strategy and what can you do about?


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Connecting Mail: Service Account vs Individual Opt In

Jennifer Preston By on September 17, 2019

SalesDirector.ai connects to your Organization's email and calendars in order to drive Revenue Intelligent Insights around your Opportunities and Accounts. SalesDirector.ai has out of the box connectors for Office 365, GSuite/Gmail, and even supports Microsoft Exchange On Premise.

Today we will evaluate the 2 main ways to connect your Organizations's Mail system to SalesDirector.ai.

In short, you have two options: Service Account or Individual Opt In

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Make SalesDirector.ai a Trusted App in your GSuite

Jennifer Preston By on September 12, 2019

The safest way to give your GSuite users access to 3rd Party Applications such as SalesDirector.ai is to whitelist them within your GSuite Admin Panel.

To do so login to GSuite as a Super Administrator.

  • Click the PLUS button to Add a Trusted App
  • Select

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How many Contacts are you missing out on that you could be Marketing to?

Jennifer Preston By on September 3, 2019

Sales & Marketing is a numbers game. Marketing is definitely a volume sport. Marketing's job is to provide general awareness to your prospects, do branding and in the best of all worlds drive inbound red hot leads. Good marketers know their personas and target that audience with relevant content and ads to remind the prospect that you exist. How do you get the top of funnel lists so you can effectively market? You can generate them by asking for signups for

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