General

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

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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

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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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Techniques the Best Salespeople Use

by Jennifer Preston on April 28, 2020

Any sales person knows the process of selling is never as easy as it might appear. The sales world is fast-paced and a good sales person must be able to juggle many balls in the while riding a unicycle. With sales goals, sales metrics, activity dashboards and pipeline targets to manage the need for multi-tasking is apparent. But the real question is how does the salesperson know that they are giving their attention to the right areas? The

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COVID-19s Impact on Sales

by Isaac Garcia on April 22, 2020

We've been monitoring sales activities and changes that sales leaders have been making as a result of the COVID-19 virus.

The most obvious change that almost all sales organizations have had to cope with is, for some, the first time that the entire sales force is working from home. We've been curious about how this has impacted sales organizations and their

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5 Tips to Help Struggling Sales Reps

by Jennifer Preston on April 21, 2020

It is estimated that the turnover rate for salespeople is roughly 27%, according to the Harvard Business Review.  What this boils down to is that out of 4 of your reps 1 will be gone within the next year. The turnover in the sales industry is double that in other industries. As salespeople know, sales is a very tough job. All salespeople, no matter how good they are at their job are bound to hit a few low quarters. As a good manager, it

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Driving Sales with Insights and Analytics

by Jennifer Preston on April 17, 2020

Modern sales teams are already overwhelmed.  The new reality of sales teams working from home because of the COVID19 quarantines in most part of the world are making the lives of sales professionals more difficult than ever.  At the office (the work office), inside sales teams had direct access to all of the tools they needed to be successful:  laptop, desk phone, reliable high speed internet, all of the software they needed and technical support to get it

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CRM Tracking Saves Time and Money

by Jennifer Preston on April 10, 2020

Salesforce is a CRM platform that tracks all sales activities including calls, meetings and notes entered from customer calls. Strong relationships with your customers is necessary if you want to have your business remain successful and stable through difficult times. The actual process of staying on top of these business relationships is where it can be tricky. Therefore, it is important to capture the sales activities in the CRM. CRMs offer solutions that work as

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Reducing Data Entry for your Sales Reps

by Jennifer Preston on April 9, 2020

Automation has entered every aspect of our businesses and sales processes. In addition to the basic tools that include CRM, Marketing Automation, Outbound Automation and Call Recording Platforms - sales automation and artificial intelligence are now foundational tools for sales teams. The question is how do you use these tools to attract the right sales leads and increase

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Manage Salesforce Activities More Efficiently

by Jennifer Preston on April 2, 2020

Managing a team of sales reps takes vigilance and the power to stay ahead of the game. As a sales leader you are wearing many hats and keeping a lot of balls in the air.

On a typical day the average sales leader is:

  • Directing sales reps daily activities.
  • Coaching the team on how to connect and follow-up on leads at the right time.
  • Ensuring that the team is following the appropriate steps through each step of the

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AI-for-Sales 2020 Report

by Babar Batla on April 1, 2020

The Sales Mastery Group has released their 2020 "AI-for Sales Solutions Guide." The report is a round-up of 180 solutions in the AI-for-Sales space. The round up summarizes product capabilities and includes links to product websites, demo videos and other information to help you sort through the Sales / AI landscape.

Sales Mastery Group is run by Jim Dickie and

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