ChartMogul vs. SalesDirector.ai

For businesses that rely on subscription/recurring revenue models, especially within SaaS. Once everything is all plugged in, it's so easy to generate granular reports and insights. Straight-up eCommerce businesses that don't rely on a recurring/subscription model might not get as much value.

Incentivized

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

• Data Ingestion - Because we use a payment processor that ChartMogul understands, they are able to ingest the data automatically and process it with almost no input from us.
• Analysis and Insights - Once we got our data into ChartMogul, we immediately started seeing some patterns in our data that hadn't previously been apparent to us.
• Customizability - ChartMogul makes it fairly easy to customize and extend the dashboard (and to enrich our data manually via the API).

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

• ChartMogul doesn't always integrate both ways well. When data is modified that has been previously pushed to ChartMogul, bugs can occur.
• I haven't seen an A/R turnover report but this would be helpful to have.

Incentivized

• More built in reports and trends

Incentivized

Never used!

Incentivized

ChartMogul felt like the market leader for SaaS. Its ease-of-use, visual reporting, and overall feature set seemed to align with exactly what we needed. It provides everything needed when it comes to tracking our revenue month-over-month.

Incentivized

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

• We are able to see how our company is doing in terms of churn, sales, and overall health.
• It's a fantastic resource to drill down by customers and learn past subscription history and trends.

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