General

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.

For Winter 2021,

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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 is wearing any armor during the battle. Both founders and reps return daily

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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 report helps you understand how your pipeline is changing over time. For example, "How has my

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Introducing SalesDirector.ai’s Revenue Intelligence API for Enterprise Sales Organizations

by Isaac Garcia on November 19, 2020

We are thrilled to announce that SalesDirector.ai is launching its Revenue Intelligence API this week - the first of many steps (and the first of its kind) that position SalesDirector.ai as the leader in the revenue data space. SalesDirector.ai's revenue data platform will empower businesses with unparalleled flexibility in the way their revenue organization leverages its sales data and interacts with its customers.

When we founded SalesDirector.ai just under three years ago, we set out

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B2B SaaS and Startup Founder Isaac Garcia Joins SalesDirector.ai Executive Team as CEO

by Babar Batla on October 8, 2020

IRVINE, CALIFORNIA, OCTOBER 08, 2020

Today SalesDirector.ai, Inc. announced that Isaac Garcia, former Co-Founder and CEO of Central Desktop and Co-Founder of Upgradebase, has joined as CEO of SalesDirector.ai. SalesDirector.ai is the revenue intelligence platform that connects people, activity, and engagement across the enterprise buying journey and gives leaders the complete revenue picture of their business. 

"We are pleased to welcome Isaac Garcia to SalesDirector.ai as a seasoned SaaS leader and experienced

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What’s the difference between Groove.co, Outreach.io, Salesloft and SalesDirector.ai?

by Isaac Garcia on September 17, 2020

At the core of SalesDirector.ai is the conviction that a good sales stack always starts with good data. Your CRM is only as good as the data that it stores and this is often contingent on how good your sales reps are at logging and inputting the details of their activity. This is why our data insights, sales analytics and revenue

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Salesforce Platform: The Role of Revenue Operations

by Isaac Garcia on September 15, 2020

Companies (mostly) exist to solve problems for customers. The longevity and survival of a company is ultimately measured in terms of its ability to generate revenue and profits.

Over the years, the various titles, roles and functions that manage revenue generation in a company has changed from Vice President of Sales to Chief Revenue Officer and other variations. Depending on the stage and type of organization the VP of Sales might be in charge of

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Data Driven Decisions in a COVID World (Why Salesforce Activity Capture Matters)

by Isaac Garcia on August 5, 2020

Companies and sales teams that rely on data to help them make their decisions are more profitable and productive (MIT Sloan) than companies that ignore the data or rely on their gut. This is even more pronounced during times of uncertainty.

As humans, we tend to make decisions out of fear, concern for safety and a desire to eliminate risk. We are deeply wired to

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Salesforce to Gmail Integration Using AutoScribe

by Jennifer Preston on May 14, 2020

With more than six million businesses and more than 60% of the Fortune 500 using Google's G Suite (which includes Gmail) the integration of Gmail and Salesforce is a productive move for any modern sales team. If your sales teams are using Gmail and Salesforce it is critical that they use both applications together. McKinsey & Company reports that sales reps can spend up to 28% of their workday in calendars and email. It is imperative that

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Salesforce Email Integration for Success

by Jennifer Preston on May 6, 2020

We all use email daily whether for business or personal use. And chances are you are using applications like Microsoft Outlook to manage all the incoming and outgoing emails. Applications like Outlook provide other perks like managing your notes, tasks, contacts, and calendar.

All these tools are powerful for salespeople. Knowing that your time is valuable and having the ability to communicate and schedule effectively is crucial to your sales success. Its pretty simple if you cannot

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