Aviso Insights vs. SalesDirector.ai

It is great if you are working in a sales environment where you need to keep track of your deals and sales pipeline. It's not an application for a company that only has a small sales force, where deals can be tracked manually.

Incentivized

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

• Predictions
• Trending
• Snapshots

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

• It would be great if we are able to customize it fully, there is more information from our CRM that we can use to have more insights on our pipeline reviews.

Incentivized

• More built in reports and trends

Incentivized

We were using Aviso and were approached by Clari. We reviewed Clari and went through a POC but still decided to stay with Aviso due to their flexibility in working with the data from Salesforce. Clari required us to create specific fields within Salesforce in order to push the data into the application. Whereas with Aviso, it did not matter what Salesforce object the data was on, they were able to pull the data in to the application without any customization in Salesforce itself.

Incentivized

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

• Positive impact: better visibility on the stages of our deals, more accurate forecasting of sales numbers.
• Negative impact: we have another tool to use together with our CRM instead of keeping it all in one place.

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