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Product Updates

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

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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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Campaign Insights

by Arnulf Hsu on May 7, 2019

If you are a Marketer there is nothing more frustrating than to not know what is going on with your Leads. The company spent $20k to go to a trade show and came back with 250 leads. That's $80/lead. You load that into a Campaign in your CRM, perhaps send some automated email follow ups via Hubspot or Marketo, but what really is going to move the needle is Sales Reps doing follow ups, emails, calls, etc... Since

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Understand the Opportunity Journey

by Arnulf Hsu on January 31, 2019

It's important to understand the timeline and touchpoints an Opportunity goes through from all aspects. As a learning organization, you can observe if one could have accelerated the deal, who became involved when, and where things went well or reversed direction for deals that didn't close. Do you know the journey your Opportunities go through? Now you can, with the new Opportunity Timeline view within SalesDirector.ai. See all the Opportunity interactions for all Sales & Marketing activities,

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Marketing Attribution – The Missing Link

by Arnulf Hsu on January 22, 2019

In this world where everything is tracked, and privacy is becoming harder and harder to come by, one of the most difficult things to do is end-to-end Marketing attribution. How can you determine if that Banner Ad you ran on LinkedIn or Facebook influenced someone to look at your product or service? Hard to say for sure, but we yearn for this information to not just pat ourselves on the back, but also to do more

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