Name: SalesDirector.ai
Rating: 10 (5 reviews)
Author: SalesDirector.ai, Inc.

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

PHP Frameworks

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

Emissions Management

Visitor Management

Whistleblowing

Enterprise

Accounting

SaaS Spend Management

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Access Gateways

Cloud Migration

Cloud Storage

Data Center Cooling

Data Warehouse

Database-as-a-Service (DBaaS)

DevOps

Enterprise Service Bus

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Migration

Mobile Identity

Network Performance Monitoring

Open-Source Database

Privileged Access Management

Storage as a Service (STaaS)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Apparel

Banking

Equation Editors

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Ordering

eDiscovery

Vertical-Specific

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### Sales Automation
Reviewers consistently praise SalesDirector.ai's sales automation capabilities. Users appreciate the time-saving benefits of the automation features, such as automatically logging activities and capturing essential information into Salesforce. While some users mention minor issues with the AI's accuracy in categorizing events or associating contacts with opportunities, overall, the consensus is positive regarding the efficiency and effectiveness of SalesDirector.ai's sales automation functionalities.

### CRM Integration
Users generally praise SalesDirector.ai for its seamless integration with CRMs like Salesforce. The majority of reviewers appreciate the time-saving aspect of the CRM integration, highlighting how it automates tasks such as logging activities, syncing emails, and updating contacts. While some users have encountered occasional issues with accuracy and disconnections, they acknowledge that these may be attributed to external factors or system configurations. The consensus leans towards the positive side, with users valuing the efficiency and convenience brought about by SalesDirector.ai's CRM integration capabilities.

### Email and Calendar Management
Users generally praise SalesDirector.ai's email and calendar integration capabilities. The consensus among reviewers is that the platform effectively streamlines the process of logging email communications and calendar events into Salesforce, saving users valuable time and effort. While some users have encountered minor issues with data accuracy, particularly with Gmail domains, the overall sentiment leans towards the convenience and efficiency of SalesDirector.ai's email and calendar management features. The tool's ability to automatically create events, sync activities from various sources, and provide insights into prospect engagement is highlighted as a significant benefit by users.

### Activity Tracking
Users generally agree that SalesDirector.ai excels in tracking activity and meetings effectively. The tool's ability to log all interactions, including calls and emails, in the background with minimal effort has been praised for saving time and enhancing productivity. While some users have encountered minor inconveniences such as occasional inaccuracies in categorizing meetings, overall, the consensus leans towards the positive impact of SalesDirector.ai's activity tracking features. The tool's capacity to streamline the process of updating CRM systems and automating activity logging has been highlighted as a valuable asset for sales professionals looking to stay organized and focused on their goals.

### Pipeline Management
Users consistently highlight SalesDirector.ai's pipeline management as a key strength, praising its ability to provide a clear overview of pipeline health and opportunities. The tool's intuitive setup, integration with Salesforce, and detailed analytics features are commended for streamlining pipeline management tasks and enhancing visibility into sales processes. Additionally, users appreciate the AI-driven insights that help in forecasting and decision-making, ultimately improving efficiency and productivity in managing pipelines.

### Opportunity Management
While some users find SalesDirector.ai's opportunity management capabilities to be time-consuming and prone to inaccuracies, others appreciate the tool for its ability to track customer opportunities and provide insights into deal progress. The system's automatic categorization of meetings and activities helps users focus on the right opportunities within their territories. However, there are concerns about the system assigning incorrect opportunities and contacts, leading to additional work for salespeople. Despite these challenges, users find value in the tool for monitoring customer engagement and evaluating the health of accounts and opportunities.

### Sales Forecasting
Users consistently highlight SalesDirector.ai's sales forecasting as a standout feature, praising its accuracy and ability to provide valuable insights into pipeline health and deal progression. The tool's forecasting functionality is commended for its role in identifying gaps, enhancing sales strategies, and facilitating more informed decision-making processes. Additionally, users appreciate the platform's AI-driven approach to forecasting, which contributes to a more comprehensive and data-driven sales forecasting process.

### Sales Insights and Analytics
User sentiment regarding SalesDirector.ai's sales insights and analytics capabilities is generally positive, with users appreciating the platform's ability to capture and analyze various metrics effectively. The Scorecard dashboard is highlighted as a valuable tool that provides insights into different aspects such as active accounts, pipeline coverage, and meetings. However, some users have expressed concerns about the relevance of certain insights and the clarity of data interpretation by the AI tool. Despite these minor drawbacks, users find value in the reports, historical trends, and the ability to make data-driven decisions to enhance their sales processes. The platform's support team also receives praise for their prompt and thorough responses to user requests and issues.

### Sales Reporting
Users consistently praise SalesDirector.ai's robust sales reporting capabilities. The platform's reporting features have been lauded for providing valuable insights into sales activities, enhancing forecasting accuracy, and streamlining performance reviews and board meetings. Despite some minor concerns about hierarchy-based access and data accuracy, users appreciate the ease of deployment, responsive support team, and the platform's ability to generate comprehensive reports quickly. The reporting functionalities have been instrumental in identifying risks, improving sales processes, and facilitating data-driven decision-making within sales organizations.

### Sales Coaching and Training
User feedback on SalesDirector.ai's sales coaching and training features varies, with some users appreciating its ability to capture meeting details effectively and provide clear next steps for sales activities. The platform's automatic logging of meetings and SMS notifications for follow-up actions are highlighted as time-saving and efficient tools for sales professionals. Additionally, the system's integration with Salesforce for note-taking and tracking next steps receives positive feedback for enhancing productivity and ensuring data accuracy. However, concerns are raised about the system's tendency to add incorrect contacts to opportunities, leading to additional work for salespersons in cleaning up data. Despite these challenges, users acknowledge the value of SalesDirector.ai in providing coaching insights and facilitating sales activities for improved performance.

### Task and Event Coordination
Users appreciate SalesDirector.ai's task and event coordination features for their ability to automate manual entry tasks, saving time and effort for sales representatives. The platform's capability to categorize meetings efficiently and integrate with Salesforce for streamlined data management is highly valued by users. While some users mention minor issues like duplicate tasks, overall, SalesDirector.ai's task and event coordination functionality is seen as a valuable asset in enhancing sales team efficiency and organization.

### Time Management
Users generally appreciate SalesDirector.ai for its ability to automate manual tasks and save time for sales reps. While there are occasional disconnects and inaccuracies in categorizing meetings, overall, users find that the tool effectively streamlines time-consuming processes. Some users mention that manual adjustments are sometimes necessary, but the tool's intuitive interface makes logging activities a quicker and more efficient process. Despite minor drawbacks, the consensus is that SalesDirector.ai's time management capabilities contribute positively to enhancing productivity and efficiency in sales activities.

### Account Management
User feedback on SalesDirector.ai's account management functionality is mixed. While some users appreciate the ease of use and time-saving features for monitoring customer engagement and evaluating account health, others have encountered issues with inaccurate health assessments of opportunities and the system adding incorrect contacts to accounts. Despite some glitches and inconsistencies, users find value in the tool for organizing and prioritizing their account activities efficiently. Additionally, the tool's ability to categorize meetings and provide insights into account interactions without manual input is highlighted as a positive aspect by users.

### Customer Engagement
Users consistently highlight SalesDirector.ai's customer engagement capabilities as a key strength of the platform. They appreciate how it enables them to monitor and evaluate customer interactions effectively, providing valuable insights into account health and opportunities that require attention. The ability to track meetings, communication, and classify different types of engagements has been particularly beneficial for enhancing their sales processes. Additionally, users find the platform's ease of deployment and responsive support team to be valuable assets in optimizing their customer engagement strategies.

### Team Collaboration and Communication
Users generally praise SalesDirector.ai for its robust team collaboration and communication features. The platform effectively aligns the sales team by providing visibility into each account's sales process stage. Additionally, users appreciate the tool's ability to enhance team accountability and streamline communication within the sales team. Despite some minor concerns raised by a few users, the overall consensus leans towards positive feedback regarding SalesDirector.ai's team collaboration and communication capabilities.

Users of SalesDirector AI commonly recommend the following: 

1. Try before purchasing: Several users have recommended trying the software before making a purchase; this allows potential customers to assess its suitability for their specific needs and evaluate its features and functionality.

2. Take advantage of all functions: Users suggest fully utilizing the various functions offered by SalesDirector AI, such as events, scoreboard, and leaderboard. By leveraging these features, sales teams can effectively track their activity and results.

3. Maximize connectivity: It is recommended to connect all necessary accounts to SalesDirector AI in order to maximize productivity. By integrating with other sales tools and platforms, users can benefit from a seamless workflow and consolidated data.

In summary, users commonly advise trying the software before purchase, making use of its full range of functions, and ensuring maximum connectivity with other sales tools for optimal productivity.

Time-saving feature: The ability to automatically log calendar invites into Salesforce has been praised by many users for its efficiency and time-saving benefits. Some reviewers have mentioned that this feature not only saves them time but also benefits the entire team by ensuring all activities are logged accurately.

Efficient tagging of meetings: Users appreciate the tool's efficiency in tagging meetings, allowing them to do so faster than other options. This streamlined process helps users manage their schedule and activities more effectively.

Accurate forecasting: SalesDirector.ai has received positive feedback for helping users maintain accurate forecasts, giving them confidence in the system's validity. Several reviewers have mentioned that this feature provides valuable data on activity and performance, making it a great tool for prioritizing coaching efforts.

Difficult to Sort Meetings: Some users have found it difficult to sort meetings by type, which would have been helpful for organizing and managing their schedule effectively. This issue has been mentioned by several reviewers.

Issues with Linking Accounts: Users have experienced issues with the software accurately linking accounts, leading to potential data discrepancies and confusion in tracking customer interactions. This concern has been raised by multiple customers.

AI Feature Not as Intelligent as Expected: Many users have expressed disappointment with the AI feature of SalesDirector.ai, stating that it is not as intelligent as they had anticipated. They have noticed that it often attaches emails and meetings to irrelevant opportunities, resulting in less accurate insights and analysis.

SalesDirector.ai is a highly valuable tool for sales professionals, providing numerous benefits and solving key challenges faced in day-to-day activities. Users appreciate the time-saving aspect of the software, as it eliminates the need for manual data entry and allows them to focus on selling and increasing productivity. With SalesDirector.ai, employees can easily track down emails even if a colleague has left the organization, ensuring continuity in customer communication. 

Another significant use case of SalesDirector.ai is its ability to help users forecast and assess the health of their pipeline. By providing insights into touch points on their book of business at a macro level, the software enables sales professionals to make data-driven decisions and gain a better understanding of successful closed won deals. Moreover, SalesDirector.ai enriches data regarding sales engagement, empowering users with more actionable insights. 

One notable advantage of SalesDirector.ai is its organizational capabilities. The software helps users stay organized and identify opportunities to strengthen their business by consistently updating Salesforce with next steps and logging customer communication. Additionally, users appreciate being able to read previous messages with prospects from other reps, enhancing collaboration and knowledge sharing within the organization. 

SalesDirector.ai is highly regarded for its efficiency in saving time throughout the sales process. It reduces manual effort for logging activities and automatically logs information, such as meetings and contacts created from email conversations. This not only saves users valuable time but also ensures that Salesforce remains up to date. 

Furthermore, SalesDirector.ai offers significant advantages in terms of forecasting accuracy. Users have found that it helps them categorize meetings and identify problems or gaps in their forecasts. By managing complex transactions and improving pipeline inspection, consistency, and action planning, SalesDirector.ai enhances the overall success of sellers. 

The software also facilitates transparency and efficiency across multiple departments by providing better visibility into activities and opportunities. With SalesDirector.ai's integration with CRM systems, users can see what other representatives are sending and learn from their messaging strategies. 

Users have expressed their satisfaction with SalesDirector.ai's impact on sales workflow and process efficiency. The software enables a more connected and streamlined workflow, ensuring that everything is appropriately managed and connected within the sales process. 

In addition, SalesDirector.ai offers valuable insights into quota percentages, annual recurring revenue percentages, peer rankings, and overall pipeline management. Users appreciate the consistency it brings to CRM reviews, providing a single view for a consistent review process with each representative. 

Overall, SalesDirector.ai is highly recommended by users for its ability to enhance deal management, save time, provide data-driven insights, improve transparency, and streamline sales processes. Whether it's tracking customer communication, forecasting accurately, automating data entry, or providing visibility into pipeline management, SalesDirector.ai is seen as an essential tool for sales professionals across various departments within organizations.

Dooly is a sales enablement platform that collects information and insights essential to close business sales. Originally designed to make faster updates in Salesforce, Dooly has evolved into a connected workspace that integrates with several different CRM tools. Features include editing and notetaking while on calls, as well as a dashboard for co-workers to share their meetings, tasks, notes, and sales pipelines. With a strong focus on promoting teamwork, Dooly aims to help sales professionals meet their targets while managing client accounts more easily and efficiently.

Starter (For individuals and small teams)

Growth (For individuals and growing teams that want to ramp faster)

Enterprise (For large teams wanting to maximize company performance)

Growth

Unlimited

Creatio

SalesDirector.ai

Revenue Operations

Likelihood to Recommend

<div>SalesDirector.ai is a AI based Sales Forecasting and Sales Coaching tool. The Most Advanced AI Platform for Sales. Machine Learning and Cognitive Analysis For Your Sales Pipeline.</div><div><br></div><div>By connecting CRM, Email, Calendaring and call log data, SalesDirector.ai can tell you which deals are REAL and which deals are BULL.  Salesdirector.ai uses AI to analyze the pipeline and activities of your reps and will coach them through the sales cycle to make sure that deals don't slip.</div><div><br></div><div>Get Insights into Sales Rep actual activities tied to your sales process and predict outcomes based on Rep Activity.</div><div><br></div><div>Build AI Based Account Plans or Relationship Plans and have the system suggests relationship strategies for each opportunity based on sales rep activities.</div><br>The company was founded in 2016 and is based in Irvine, California.

SalesDirector.ai, Inc.

Vice President of Sales

SalesDirector.ai 2018-12-05 23:24:17

Microsoft Dynamics 365

Microsoft Exchange

LinkedIn Sales Navigator

Microsoft 365

Director, Sales and Business Development

SalesDirector.ai 2018-01-10 16:15:11

Seismic Learning

Vice President Sales

SalesDirector.ai 2017-12-19 18:48:22

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Gives the user

Easy to understand

New system

Get information

Built in reports

Don't have enough

New contact

Sales forecasting

Decision maker

Provide insights

Sales people

Sales process

Sales rep

Sales managers

Sales cycle

One way

Pipeline management

Seamless integration

Home

Revenue Operations Platforms

I used it to help manage and view my team's pipeline and forecast. SalesDirector.ai allowed them to be "kept honest". We would use SalesDirector.ai during our pipeline and forecast meetings to help manage their book of business throughout the quarter. The easy setup and configuration was an added bonus. Definitely recommended.

Pipeline management
Sales coaching
Forecasting

Identify close-able deals quicker
Real-time sales coaching
No more "happy ears" dependence

SalesDirector.ai is being used by our entire sales organization. It leverages data and activity in Microsoft Exchange (emails and calendars), and Microsoft CRM. SalesDirector.ai provides best practice analysis, alerts, and guidance on all the deals we are pursuing. It helps us not let opportunities or the activities to pursue them, get missed or neglected.

Opportunity Analysis - provides objective analysis and feedback based on activity and the depth of the relationships needed to close an opportunity.
Forecasting - provides excellent information on committed, upside and pipeline deals, and provides great insight into the health of the deals contained within
Integrates - Provides seamless integration, and leverages data from multiple sources to provide its analysis and guidance. Emails, meetings, and contacts are all gotten from Microsoft Exchange, and married with the opportunity information coming from Microsoft CRM. Elements like relationship mapping are added by SalesDirector.ai, and these combined data sets provide insights not easily obtained by these various sources individually.
Reporting - An ever growing set of reports that helps sales people and sales managers improve their approaches and performance.

SalesDirector.ai has contributed to our company improving our hit rate and hitting our quarterly numbers more consistently since we started using.
Helps us provide more informed and reliable forecasts
Makes our group sales meetings and 1:1 meetings with individual account execs more productive and meaningful
Saves management time in compiling data for reporting and sales analysis

Microsoft Dynamics CRM, Microsoft Office 365, LinkedIn Sales Navigator

It is used by primarily by the sales organization. But other department heads such as the CFO and CEO have access to it. It helps us to have a much better understanding of each deal in our opportunity funnel. The insights into each deal help me quickly see if this deal is placed in the correct stage of the sales funnel and/or if the appropriate action is occurring between the sales rep and the prospect.

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.

I don't have enough experience with this or other sales forecasting, sales coaching tools to recommend changes. The interface isn't perhaps the prettiest I have seen, but it gives the user the information in an easy to understand form. And most sales reps hate any new system, and all of ours seemed to be able to use the software and get information about their deals from the software quickly after they started using it.

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.

SalesDirector.ai

Overview

What is SalesDirector.ai?