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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