SalesDirector.ai automatically calculates Opportunity Health (for Sales Teams) and Account Health (for Customer Success/Account Management teams).
These show up as meters on the List and Detail views in the SalesDirector.ai app. But what if you want to use these fields in your Salesforce native views/reports or screens? SalesDirector.ai can write these back to your native Salesforce Objects. Example: Opportunity Object, Account Object, etc....
To do
Tracking additional information in Salesforce around Activity is very helpful for various Metrics.
For example if you want to track things like:
SalesDirector.ai analyzes a lot of data from CRM and Email, Calendar, Call Logs, and many other data sources.
Want to know....
If you want to see these fields inside your Salesforce you can simply create these fields in your Opportunity Object as "custom fields" and you can
Every successful company has an evolving revenue operations team that is focused on maximizing the efficiency of the sales organization. That revenue operations team might be an informal group of Salesforce Administrators and Sales Operations Analysts or it could be a formalized department (Revenue Operations) that works hand in glove with sales and marketing leaders to reduce friction in the selling motion.
Ultimately, no matter the stage or maturity of your sales organization, the revenue
The goal of every startup is to get to predictable revenue and then to get to scalable predictable revenue. Most startups never make it to predictable revenue because they never really find Product Market Fit (PMF).
Prior to PMF, the sales teams is chaotic, disorganized, ad-hoc, unreliable and choppy. The sales team is small, founder-driven and no one is wearing any armor during the battle. Both founders and reps return daily