BoostUp vs. SalesDirector.ai

Well Suited Scenarios: 1) Organizations that are particularly interested in accurate and timely forecasting, especially PE-owned firms that have significant growth commitments; 2) Organizations where managers are particularly time-constrained and need assistance prioritizing when/how to intervene and assist their reports throughout the sales process. Less Well Suited: 1) Companies that have very short sales cycles (i.e., especially a one-touch close) where longitudinal deal insight is less valuable.

Incentivized

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

• 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

• Would be helpful to receive notifications about at-risk deals based on whatever triggers we configure rather than only seeing that in the dashboard.
• Generally happy w/BoostUp and can't think of any additional items at this time.
• It would be great if we could link multiple opportunities that are associated with a common sales effort (for example, where there is one opp for the initial land and additional opps for potential expansion) to make it easier to update "next steps" and other fields associated with those opportunities.

Incentivized

• More built in reports and trends

Incentivized

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

• 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