Custify vs. SalesDirector.ai

Two big use cases where it's very well suited: onboarding of our clients and churn prevention. It just saves me so much time and helps me recommend more strategic suggestions. At the end of the day I can see my productivity being a lot higher than before having Custify.

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

• 360 degree view of anything that has to do with a single account, including health score history across many elements, all the lifecycles of that account, different usage and adoption trends on multiple users in the same account, and more.
• Getting multiple health scores and trends on one screen.

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• There was a problem integrating our CRM at first, and to be honest, I almost switched to another product because it's a big deal for us, but they got it worked out significantly faster than any of us guessed it would take, so we stayed, and I'm glad it worked out.
• The main data point still missing is global revenue. I reached out and they said it's in the works. The software is making us money, so we're staying and hope this works out as fast as the CRM issue.

• More built in reports and trends

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I like custify because it does exactly what you think it would. It's reliable and delivers quality organization and analytics for our usage. It's only downfall is it's lack of specific analytics and combination with sales tools that make customer transferring easy. Overall highly recommend using custify and are in a smaller business.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Philipp has been there for us throughout the process. Very nice guy and a great help. He guided us in setting KPIs, goals, healthscores. Really gave us a lot more than we wanted. We also had some custom integrations and even though they did not support them, their team released a patch for our CRM so we could integrate it

This software makes it easy to analyze your data and optimize your onboarding - maybe the easiest I've seen, but you've got to be willing to dig into its features and setting. And of course without their Concierge Onboarding this is not so easy.

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

• Free to paid conversions have gone up, and we see more customers choosing premium options than before, since we're using the automatic workflows to make sure the trial is a lot more focused on helping them see results before they pay a single dollar.

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info