General

Bigtincan Acquires SalesDirector.ai

by Isaac Garcia on January 1, 2023

We want to announce exciting news that SalesDirector.ai has been acquired by Bigtincan Holdings Limited (ASX:BTH). This combination creates an organization even better able to serve you.

Bigtincan is committed to investing in the SalesDirector.ai platform to accelerate improvements and expand feature development.  Bigtincan sees an opportunity to leverage the SalesDirector.ai data platform of meta-data and buyer/seller signals to inform their sales enablement platforms.  Together, our platforms are stronger and provide a better sales

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How To Understand Customer and Account Health

by Isaac Garcia on March 31, 2022

Acquiring new leads and growing the top of your funnel is critical to growth.  New logo business is the act of planting new seeds that will grow over the years and continually yield fruit to grow your business.  When sales leaders are asked what the most important aspect of their business is - they inevitably answer “more leads” or “growing my pipeline.”   And while new logo business is critically important - as your

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SalesDirector.ai Named to Constellation ShortList for Sales Performance Management for Q1 2022

by Jennifer Preston on February 28, 2022

Offerings for Digital Leaders Reinventing Operations and Transforming Business Models

February 28, 2022— SalesDirector.ai today announced it was named to the Constellation ShortList™ for Sales Performance Management in Q1 2022. The technology vendors and service providers included in this program deliver critical transformation initiative requirements for early adopter and fast follower organizations.

SalesDirector.ai’s revenue intelligence platform captures email and calendar data from sales reps and

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How SalesDirector.ai Drives Better Account Management Health

by Isaac Garcia on February 28, 2022

Companies often measure their success based on the net new customer logos.  As they mature and as they win more customers their focus eventually starts to shift towards retaining and renewing those customers through account management and driving customer success. Post-sales account management is not a new idea – but the data and tools used to manage existing customers are evolving on daily basis.

Traditional CRM platforms like Salesforce or Dynamics give organizations the basic

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Account Health Change Report

by Isaac Garcia on December 21, 2021

Understanding how Account Health changes over time is a key insights and visualization that is now available in the SalesDirector.ai Account Module.

Rather than only seeing a static report that lists the accounts and their health, you can see how your account health is changing over time across your entire account base.

An easy visualization will reveal which accounts

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Using Themes and Deal Insights in SalesDirector.ai

by Isaac Garcia on December 2, 2021

SalesDirector.ai crunches a tremendous amount of data on a constant and nightly basis.  Aggregating and crunching communication, calendar and CRM data is only a portion of what we are analyzing.  By automatically capturing data and connecting to 3rd party data sources, financial data,

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SalesDirector.ai Announces Addition of ‘Insight Themes’ to Its Revenue Intelligence Platform

by Isaac Garcia on October 31, 2021

A Powerful Revenue Data Capturing Platform that Boosts Enterprise Operations  

31st October 2021 – SalesDirector.ai is pleased to announce the launch of Themes as part of their revenue data capture platform. This powerful and robust platform allows B2B sales teams to make data driven revenue decisions. The Revenue Intelligence Platform is a part of the prestigious Alchemist Accelerator, the world’s best enterprise mentor and investor

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Should Revenue Operations Be Centralized?

by Isaac Garcia on April 7, 2021

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

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SalesDirector.ai Recognized as High Performer by G2 – Winter 2021

by Isaac Garcia on March 18, 2021

Moving through 2021 SalesDirector.ai is proud to be recognized as a High Performer by G2 and all of our successful customers in several categories. 2020 was a historic and difficult year for everyone which makes this recognition all the more notable.

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How Revenue Intelligence Drives Predictable Revenue

by Isaac Garcia on March 16, 2021

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

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SalesDirector.ai Salesforce AppExchange v3

by Jennifer Preston on March 9, 2021

A new version of the SalesDirector.ai App inside of Salesforce is finally out. Salesforce is your System of Record. There are always question about "where to my reps go", "which app should I use".

We are working towards putting more panels and functionality inside Salesforce, which now with Lightning UI, has a much better interface than before, so your reps and managers no longer have to leave the comfort of

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The Problems with Einstein Activity Capture for Salesforce

by Isaac Garcia on March 9, 2021

Most B2B SaaS companies are using Salesforce as their CRM and system of record. Salesforce has rightfully earned the position of being the biggest SaaS of them all. But what started out as the little guy declaring "No Software" against the "Big Iron" establishment has turned into David becoming Goliath.

Today the Salesforce ecosystem sprawls beyond CRM and snakes into Marketing, Finance, Support, Social, Messaging, Dashboarding, Reporting, Document Management, Project Management, collaboration and now artificial

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Why Revenue Intelligence Matters

by Isaac Garcia on February 24, 2021

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

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Twenty Twenty Is In the Rearview Mirror Now

by Isaac Garcia on December 29, 2020

As we start to wrap up the final days of this historic year - we wanted to reflect on some of the product enhancements and milestones that might have gotten lost in the noise this past year. It certainly has been one of the most challenging years of our collective lives. While we all continue to adjust and adapt to the "new normal" there are new habits and adjustments that have impacted companies working-from-home and using SalesDirector.

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New Pipeline and Activity Reports – December 2020

by Jennifer Preston on December 16, 2020

As we wind down into the end of 2020 we wanted to update you all on a new set of reports that we've been working on. As of this week, SalesDirector.ai has added a variety of reports around pipeline and activity. Here is a quick summary:

Pipeline History Reports

The Pipeline History

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