Product Updates

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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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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Using Autoscribe to Automatically Log Time Against Opportunities

by Arnulf Hsu on June 8, 2020

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

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SAML Support

by Jennifer Preston on April 22, 2020

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

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3rd Party Contact Enrichment

by Jennifer Preston on April 6, 2020

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

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Manage your Relationships now with Drag and Drop

by Jennifer Preston on February 10, 2020

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

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Connecting Mail: Service Account vs Individual Opt In

by Jennifer Preston on September 17, 2019

SalesDirector.ai connects to your Organization's email and calendars in order to drive Revenue Intelligent Insights around your Opportunities and Accounts. SalesDirector.ai has out of the box connectors for Office 365, GSuite/Gmail, and even supports Microsoft Exchange On Premise.

Today we will evaluate the 2 main ways to connect your Organizations's Mail system to SalesDirector.ai.

In short, you have two options: Service Account or Individual

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Do you know if any of your Contacts have left their Companies?

by Jennifer Preston on August 28, 2019

Well now you do. SalesDirector.ai is now tracking hard email bounces and will make this information available to you on various screens such as on the Contact Page Or on the Relationship Plan Page Or if you want to export all these emails you can navigate to Setup > Exception Reports > Bounce Report and you can export them all to csv to potentially exclude these people from future marketing emails etc... This has the side benefit of

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Real Time Scorecards

by Arnulf Hsu on July 23, 2019

Do you manage to a Sales Scorecard? Track certain KPIs or Metrics that aren't just about Deals closed? Examples of these KPIs might include: - Meetings Scheduled vs Completed - Certain Types of Meetings such as (Demo's, initial Meetings, etc...) - Number of Calls Made - Pipeline Coverage Ratios etc... Many Sales Managers and Ops Managers are still using manual processes and Excel to do this. This is time consuming, not real time (usually at best weekly numbers), and in many cases not totally accurate as in

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What Meetings Are We Having Every Month?

by Arnulf Hsu on July 17, 2019

Are we meeting with our Channel Partners? Are we doing Demos? First Meetings? Are my field reps spending time in the Field? Answers to these questions are all early indicators around future Deal Flow and Revenue. If we don't do enough Demos or First Meetings, how can we expect revenue next month (assuming we typically close deals in 2 months)? Tracking this stuff has historically been a real pain. Not anymore. As you know SalesDirector.ai already connects to Calendars

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Alexa, what’s my Forecast?

by Arnulf Hsu on June 29, 2019

SalesDirector.ai is an AI based Forecasting Platform.

Here we try to explain how we derive your Worst Case, Most Likely and Best Case Scenarios.

SalesDirector.ai builds highly advanced Dynamic AI Models based on your historical data and applies them to your existing Deals. Read more in depth here.

Each Model contains Sales Stages, duration and win rates based on a whole bunch of criteria (activity, personas engaged, sales cycle attributes such as MEDDIC or other fields, etc...).

First, we

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What Happened to the Deals?

by Arnulf Hsu on June 19, 2019

Want to know how those Committed or Upside deals actually performed? Where did they go? Did we close those Committed Deals? Or did they get Downgraded or Lost? This new Pipeline Flow report shows you the answers to these questions. We have always had Pipeline Waterfall reports which show you new deals, upgrade, downgrades, pushes, etc... but you didn't really have visibility into how deals moved WITHIN the Forecast (Uncommitted > Upside > Committed) To view, go to Reports

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Listen to Call Recordings in the Activity Log

by Arnulf Hsu on June 5, 2019

If you are using call recording software such as Gong, Chorus.ai, or other Call Recording software you can now listen to these calls right in the context of SalesDirector.ai

This should be live and working in your instance now. What do you think? Love to hear your feedback at feedback@salesdirector.ai.

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What is My Forecast Accuracy?

by Arnulf Hsu on May 22, 2019

Want to understand how good you are at predicting your Forecast? No better way than to look at previous Month or Quarter. Where did the deals tell you were going to land mid Quarter? SalesDirector.ai tracks on a daily basis the state of Deals, their Stages and where the "AI"/system believes those deals are. We plot these over time. There is a very simple report that gives you this information. Let's break it down:

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