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Calendar Activity Capture Best Practices

by Arnulf Hsu on September 10, 2020

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

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Using Autoscribe to Automatically Log Time Against Opportunities

by Arnulf Hsu on June 8, 2020

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

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5 Things to Know About Einstein Activity Capture with Salesforce

by Isaac Garcia on June 2, 2020

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

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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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