Attach vs. SalesDirector.ai

Attach is great for relieving sales anxiety and wondering if someone opened your attachment. It also provides an excuse to reach back out to the prospect after they've opened the attachment.

It is well suited for any sales organization that is trying to mature its sales process, and continually improve its execution.

• Present presentations
• Ensure documents are reviewed
• Prevents sharing with unauthorized readers

Incentivized

• I can easily see if there is communication occurring between the sales rep and the appropriate contacts at the prospect company. I can quickly see if the communication stream is a mutual back and forth conversation or if it is mostly a one-way stream from the rep to the prospect. If it is mostly a one-way conversation, this tells me something isn't right about this opportunity.
• The system looks at this communication and using AI, it highlights if it interprets any negative sentiment from the prospect allowing the rep or the sales manager to dig deeper into the opportunity and see if they can discover the reason for this negative response and correct it if possible.
• The software "learns" from previous successful deals we have closed and uses this information to alert us if a deal has been in a particular sales stage for longer than similar deals. And it learns who is the business decision maker or technical decision maker is for previously closed deals and points it out to the rep that they should make contact with this same position in the target company.
• The software coaches sales reps on actions that should be taken, based on our sales process, at each stage of the sales cycle. And it does so without feeling like its looking over your shoulder, by recommending the rep send a "confirmation of needs" email once the deal is moved into the 30% stage.

Incentivized

• If you could actually send the emails from Attach, that might be helpful so you're not in two screens.

• More built in reports and trends

Incentivized

I looked at ClearSlide but decided against it because it's more expensive. I was also up and running on Attach very quickly.

SalesDirector is more comprehensive and advanced than the add-ins I've tried.

• Makes sales process easier.
• Enable more rapid sharing of documents.
• Provides version and audience control.

Incentivized

• Positive. We have better insights into our deals. We can see when deals are getting bogged down, or when a deal may not close, even before the sales rep recognizes this.
• It makes it much easier to accurately call your monthly and quarterly forecasts.
• Our sales managers use it for their weekly one-on-one meetings with their rep and virtually no additional work is required of the rep or manager.

Incentivized