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