Revenue Intelligence is the ability to automatically process and analyze sales and marketing data across your entire revenue stack and deliver insights that drive your Go-To-Market teams and scale your business.
Unfortunately, most companies are not able to take advantage of Revenue Intelligence because the sales and marketing data is not reliable or is incomplete. Traditionally, sales leaders relied on their sales reps to manually enter the data into the CRM so that reports could
Sales insights and sales reporting are only as good as the data in Salesforce.com (or whatever CRM system you are using). If the data in Salesforce.com is incomplete, missing or unreliable then its hard to trust the sales insights being reported. SalesDirector solves this by automatically capturing all sales related emails and calendar activities (meetings, etc) and feeding them into SalesForce.com.
Best Practices
In order for this to be a seamless process for the sales rep
Many companies have the ability to automatically capture a limited amount of information from sales reps’ email and calendar accounts. Most tools (including Salesforce.com Inbox) are restricted to a rudimentary form of “logging an email” or “logging a calendar event” within a contact in Salesforce but require some form of sales rep intervention.
This week we released yet another feature that highlights the automation capabilities that the SalesDirector.ai platform can provide for those using Autoscribe
Einstein Activity Capture for Salesforce is a powerful add-on to the Salesforce suite that many sales organizations leverage to automate data capture. Marc Benioff, CEO at Salesforce.com, is investing heavily into the Einstein Analytics platform and expects it to be one of the main drivers of future revenue growth. Benioff envisions Einstein Analytics having "a seat at the table" when making big decisions for his company.
"Benioff said that after he has worked around
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.
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