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
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
SalesDirector.ai supports Security Assertion Markup Language (aka SAML) and is SAML 2.0 compatible.
This means that you can use your corporate network's primary authentication mechanism to authenticate users into SalesDirector.ai. This also streamlines user management into a single place.
SAML has been around for a while and is the standard for Single Sign On. There is a great post here about What is SAML
Analytics, Business Intelligence, Revenue Intelligence all thrives on CLEAN data. Without GOOD and CLEAN data, all the fancy reports and insights are garbage. As we know CRM data is not always the cleanest, Opportunity and Deal data is usually ok since you need to understand the state and size of your deals, but Account and Contact "meta data" such as Location, Revenue Size, # of Employees, and up to date Contact information such as Title, Phone, Mobile
Deals have participants and stakeholders. Do you know Who is who in the Zoo?
As a rep you probably know the people involved in your deal. But do your Managers? CRM, Salesforce, SalesDirector.ai, etc… all have this notion of Opportunity Contact Roles, or Stakeholders in Microsoft Dynamics terminology. SalesDirector.ai calls them Personas which all sync