How To

Connect Domo to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

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Connect Google Data Studio to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

Read More

How to make Gmail your default Mail Client in Chrome

by Ryan Fortner on July 24, 2020

When you see a email link in SalesDirector.ai, or in general on the web for that matter, clicking a email link that composes an email just doesn’t work properly.  (for nerds this as result of the mailto: protocol)

It will open the Mac mail program or some other mail server program on your computer.  

For those that use Gmail, here is how to quickly change those preferences so that every time you

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Blacklist Activity from Certain Contacts or Exclude Personal Activity from Activity Capture

by Jennifer Preston on June 24, 2020

As you know, SalesDirector.ai automatically captures Meeting and Email information from Google or Microsoft Exchange/Office 365. It does this fully automated in the background, no plugins or anything to click, it then associates all this activity to the right Accounts or Opportunities within Salesforce, Dynamics, your CRM, etc... and/or also pulls in NEW contacts we find in the calendar(s) or mailboxes.

Sometimes you use your work email or calendar for personal events.

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Problems Finding or Resetting your Security Token in Salesforce?

by Arnulf Hsu on April 29, 2020

When connecting SalesDirector.ai to a Salesforce Sandbox you need to use the Salesforce Security Token method. Production SalesDirector.ai to Salesforce connections use OAuth.

So for Salesforce Security Tokens, normally you would find this under:

From within Salesforce Navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.
Click Reset Security Token. The new security token is sent to the email address

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