Understanding how Account Health changes over time is a key insights and visualization that is now available in the SalesDirector.ai Account Module.
Rather than only seeing a static report that lists the accounts and their health, you can see how your account health is changing over time across your entire account base.
An easy visualization will reveal which accounts
SalesDirector.ai crunches a tremendous amount of data on a constant and nightly basis. Aggregating and crunching communication, calendar and CRM data is only a portion of what we are analyzing. By automatically capturing data and connecting to 3rd party data sources, financial data,
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
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:
The Pipeline History
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
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
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
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
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
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
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