Jitterbit vs. SalesDirector.ai

This is a great tool for bringing data out of your locked, internal systems and getting it into the cloud. It meshes well with Salesforce and is fairly easy to use, helping the transition from other older, more complex tools into a more modern environment. It has lots of competition in this space and some are better than others, but if your data is straight forward and you know it well, Jitterbit will get the job done. If you are not as close or comfortable with your data and need to do some wildly complex migrations, there might be better packages out there for you.

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

• UI is super easy to understand with a low learning curve so admins can figure it out and maintain it without breaking anything.
• It's FREE! There's a paid version too but I like that you can use most of the features for free and they're not pushy with buying.
• There's a great user community that you can google and ask any questions. Most problems I've encountered have been posted and answered already.

Incentivized

Independently Invited by TrustRadius

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• 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.

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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

• Migrating operations from QA to Production work well for initial deployment, however, when migrating an update to an existing job to production, sometimes certain project items are duplicated. This is not the end of the world... the duplicates can be removed, but would be nice if it was not required.
• I have not found a way to trap under-the-covers SOAP errors (for example, when a query you are running against Salesforce takes too long). You get a warning error in the operation log that the job only pulled a "partial" file, but it does not fail.

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

• 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 have been evaluating other tools as a continuous improvement practice. I would like something that would be easier to use for a non-technical user. I work for a small organization and have no back-up for Jitterbit if something happens to me. We don't have the technically savvy employees to understand it.

They have some of the best support of any software vendor that we use. They always get our issues resolved quickly

Evaluated Dell Boomi and Celigo as alternatives prior to purchasing Jitterbit. We went with Jitterbit at that time because we could handle all changes ourselves without any assistance from Jitterbit, and we liked their size and nimbleness. Dell Boomi was too big for us, and Celigo at that time did not have a self-service model. Every change had to go through them (although that has since changed). We were not in a position to be able to wait for someone to make changes for us given the rate of change within the 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

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

• The time it takes to connect systems has reduced by orders of magnitude. Previously, we would custom-develop connectors between various systems and they would all be managed by different vendors. With Jitterbit speed-to-deploy and the efficiency gained by managing all connections in one dashboard has been the greatest piece of the ROI.

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

• 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