Blog

Salesforce Inbox vs Chrome Extension vs AutoScribe

by Jennifer Preston on October 27, 2019

The Salesforce Chrome Extension is an Addin for Gmail and is available for Free with your Sales Cloud License.

Salesforce Inbox is an additional charge and commonly referred to as Salesforce Inbox Premium.

Both of these solutions from Salesforce are designed as a Productivity Assistant for Salesreps. Which include things like Salesforce Account/Contact lookup, Search, and also the ability to push Events and Emails to Salesforce. Both are

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Webinar: 5 Reasons Your CRM Strategy is Failing and What to Do About It

by Jennifer Preston on October 16, 2019

Date : November 07, 2019
Time : 01:00 pm - 01:30 pm EDT

You’ve spent thousands of dollars on technology to help your business run, track reporting and make your sales reps’ days easier. Yet, after all these years the MarTech stack strategy and cloud-tool adoption are still relevant (and possibly extremely annoying if broken) topics. So how can you tell what’s broken in your CRM strategy and what can you do about?


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Connecting Mail: Service Account vs Individual Opt In

by Jennifer Preston on September 17, 2019

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

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How many Contacts are you missing out on that you could be Marketing to?

by Jennifer Preston on September 3, 2019

Sales & Marketing is a numbers game. Marketing is definitely a volume sport. Marketing's job is to provide general awareness to your prospects, do branding and in the best of all worlds drive inbound red hot leads. Good marketers know their personas and target that audience with relevant content and ads to remind the prospect that you exist. How do you get the top of funnel lists so you can effectively market? You can generate them by

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Do you know if any of your Contacts have left their Companies?

by Jennifer Preston on August 28, 2019

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

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How to Monitor New Product Launches within your Sales Team

by Jennifer Preston on August 12, 2019

Sales folks are quite predictable. They will go where the lowest hanging fruit is, and will pursue opportunities where their incentives are aligned with their customers. Makes total sense. Launching new Products is exciting, but if you have ever done it, it takes quite a bit to get the New Product flywheel going. You need marketing, announcements, product collateral, website changes, sales training, sales incentives/spiffs, etc... to have a shot at making new product launch a success. But

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Why Marketing Attribution is Broken, and How to Fix It!

by Jennifer Preston on August 12, 2019

There are many Marketing Attribution platforms and systems out there. Yet true B2B Marketing Attribution is still elusive. Can you really quantifiable and accurately tie Marketing spend to Deals & Revenue? If you can, you are way ahead of the pack! We strongly believe without access to WHO is involved in the Deals and Opportunities this is not possible. Let me explain: Here is the Happy Path of a Lead: Here we have a Prospect who clicks on one of

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Are you Maximizing your Account Territory?

by Jennifer Preston on July 31, 2019

Case Study Setup: We are a Fast Growing Cloud Company which has a ton of "Self Service" customers who need to educated and upgraded to "Enterprise". We all know its easier to sell to existing customers who already know you than to a net new logo where you need find the right stakeholders, figure out if they have the pain that you can solve, and ultimately build credibility so you can sell to them. You setup territory plans, and

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Who owns your Customer Relationships?

by Jennifer Preston on July 31, 2019

Case Study Setup: We are a fast growing Company selling into the Construction Sector. We are hiring seasoned Outside Account Executives from this Industry with existing relationships, to reduce ramp up time and in this vertical relationships is the name of the game. Most of our Account Executives are on the road doing lots of in person meetings and have not been used to using CRM systems. Their tools are mostly phone, email, and text messaging. Revenue is growing

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Stranger Things – What Happened to my MQLs?

by Jennifer Preston on July 31, 2019

Businesses often find themselves failing to capitalize on marketing leads, even when marketing produces excellent leads upfront. Beyond wasted efforts and dollars, this phenomena leads to decreased sales productivity and can severely hinder growth. If your company is in this category, read on... Imagine you hired a bunch of subject matter experts, wrote highly engaging content, created landing pages, did a bunch of AB testing, spent money on distribution, and finally the fruits of all that labor

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