Product Updates

Channel Sales and Sales Partners

by Arnulf Hsu on June 1, 2018

As you undoubtedly know, SalesDirector.ai relies heavily on Email and Calendar activity to determine what is going on with a Deal. The system is pretty good at correlating the right email/cal traffic to the right Deal. This is great for Direct Sales where you (the Account Executive) is in direct contact with the end buyer/user, but in the Channel Sales or Sales Partner scenario, where you are selling your product or service through a Partner, Integrator, Agent or otherwise the

Read More

Slack

by Jennifer Preston on May 8, 2018

Use Slack in your Sales Organization? This is a quick follow up to a previous release. Did you read our CRM by Texting Release? If not we suggest you do for this to make sense. Now you can get an even richer experience in Slack via our SalesDirector.ai Slackbot. To enable your org for Slack, simply go to Setup > Slack > and Sign in with Slack to connect your

Read More

Stop Doing Busywork

by Arnulf Hsu on April 23, 2018

Do more High-Value Work! Still setting up Manual Tasks in your CRM or some task system to remind you to Follow up? Based on all the conversations we have had, we see a low percentage of Reps using CRM tasks, and the ones that do don't do it consistently. If you are a Sales Leader and are asking your reps to enter follow up tasks we would strongly encourage you to stop and have the reps spend

Read More

Recommendations for Pursuit Team Members

by Arnulf Hsu on April 18, 2018

Most B2B solution selling is done in teams. Sometimes it's just the AE (Account Executive), but many times its the AE and the SE (Sales Engineer), or perhaps the organization has teams or pods they sell in. We already support features such as Account Teams or Opportunity Teams sync from Salesforce. But now we are also making recommendations as to which other members of the organization perhaps should be added to the pursuit team based on recent communications

Read More

GDPR for Sales

by Arnulf Hsu on April 16, 2018

May 25th is fast approaching, the GDPR (General Data Protection Regulation) deadline. If you are located OR do business with European Customers this legislation applies to you. We want to make complying with this regulation easier for you. In short GDPR seeks openness, honesty and transparency from how you interact, collect and store data on your prospects and customers. It gives rights to your prospects and customers to understand what you have collected on them, how this information is shared/accessed and

Read More

CRM by Texting

by Jennifer Preston on April 12, 2018

You text with your friends, your parents, your brother, your sister, your boss, your co-workers, your Uber driver, your prospects/customers, and yes, now your CRM...

We also know, Sales reps generally dislike process, updating systems and anything that gets in their way of working on a deal. We get it.

So here is what we have done:

  • After a Prospect or Customer meeting has occurred (which we figure out from your Calendar) we will send you a text asking

Read More

ClearSlide Integration

by Arnulf Hsu on March 13, 2018

ClearSlide is a SaaS-based Sales Engagement platform that lets users share content and sales materials via email links or do real time presentations to their prospects. Unlike simple tracking tools, it tracks deep engagement metrics such as how long a user spend looking at a certain slide, were they paying attention when you did a live screen share or presentation to them, etc... If you are a ClearSlide customer you can now connect your ClearSlide account to

Read More

Google Hangout Support

by Arnulf Hsu on March 8, 2018

Ever converse with your prospects over Google Hangout/Chat? SalesDirector.ai now supports Google Hangouts and your Chat messages will automatically be logged and analyzed as part of your Opportunity communication and interactions. You don't need to do anything for this be enabled. As long as you have your Google account connected to your profile these chats will automatically be associated and used as part of our analysis. As usual, if you have feedback please let us

Read More

Multi Currency Support

by Arnulf Hsu on March 6, 2018

The world is global. SalesDirector.ai now supports Multiple Currencies.

How it works:

  • By default, your Instance is set to a Base Currency.
  • Each Opportunity also has a Base Currency, the default Opportunity Currency is your Instance Base Currency.
  • Each User also has a Preferred Currency.

This works nicely with Salesforce or other CRM's where multi-currency features are enabled.

If an Opportunity is in a certain

Read More

Revenue Recognition vs Bookings

by Arnulf Hsu on February 26, 2018

Do you compensate your Reps on Bookings? or Revenue (GAAP)? If you answered the latter, Revenue, then this feature is for you. You can now quota and measure your reps on Recognized Revenue rather than the typical Bookings Target. To put your instance into "Revenue" mode simply go to Setup > General and enable Revenue Scheduling. Next you will need to adjust your quotas or target to be Revenue based. This mode is compatible with Salesforce's Product/Revenue Schedules and

Read More

Reports 2.0

by Arnulf Hsu on February 21, 2018

Most likely Salesforce or Dynamics is your CRM system of record, and its good at that, but quite frankly generating meaningful reports from CRM is painful. And if you try to do "historical" reporting, iow how things changed over time, it is even less likely to give you the answers you are looking for.

This is why we have introduced

Read More

SalesDirector.ai for Outlook

by Arnulf Hsu on December 19, 2017

Use Outlook or Office365? Install the Outlook AddOn to send email templates directly to your customers. Setup Email Templates by going to Setup > Email Templates and load up your favorite Email Templates. (Note: You must be an Administrator to setup Email Templates) Then install the Outlook AddOn, create a new email, enter the TO email address, then click on the SD button and select a Template. Modify the template to add any custom/deal specific

Read More

Sales Quotas vs “The Plan”

by Arnulf Hsu on December 4, 2017

Most companies have a Yearly Budget or "Plan". CFO's often refers to this as a Pro Forma, and basically represents both the Top Line (Booking or Revenue) number as well as the Expenses to get there. Most Finance or Sales Executives will over Quota assuming the not all the Reps will hit their number. So if you need to hit $10M in bookings for this quarter, the sum of the Quotas assigned to the Reps might be 30-40% above that at

Read More

Really Good Digests

by Arnulf Hsu on November 20, 2017

Starting this week we will be sending out Weekly Email Digests to Salesreps and Managers.

For Reps:

  • They will make predictions to where they are expected to land against Quota
  • Remind them about Opps that have been perhaps neglected, to make sure they have the right cadence with their Opportunities
  • Remind them about Opps where the Close Date has passed or where there

Read More

Demystifying the AI “BlackBox”

by Arnulf Hsu on November 16, 2017

We use a lot of math at SalesDirector.ai.  We use a lot of math to crunch historical data, analyze current data to predict the future outcome of Deals. To many, AI seems like a black box - elusive, mysterious, complex and unknown.  But in spite of the sophisticated and intimidating math that is used in AI, at its core, it is actually surprisingly simple and logical.  AI does a lot of the same things that you would normally do "manually" such

Read More

< Newer Posts Older Posts >

Increase Sales & Marketing Effectiveness

Get a Demo Today


Get the latest content delivered to your inbox.

First Name *
Last Name *
Work Email *