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SalesDirector.ai is a highly valuable tool for sales professionals, providing numerous benefits and solving key challenges faced in …
Overview
What is SalesDirector.ai?
SalesDirector.ai is a sales forecasting and coaching tool that uses artificial intelligence to make predictions and recommendations based on combined CRM, Email, Calendaring and call log data.
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What is SalesDirector.ai?
SalesDirector.ai is a sales forecasting and coaching tool that uses artificial intelligence to make predictions and recommendations based on combined CRM, Email, Calendaring and call log data.
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- No setup fee
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is SalesDirector.ai?
SalesDirector.ai is a sales forecasting and coaching tool that uses artificial intelligence to make predictions and recommendations
based on combined CRM, Email, Calendaring and call log data.
SalesDirector.ai Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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- Recommendations
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.
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.
Users of SalesDirector AI commonly recommend the following:
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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.
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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.
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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.
Reviews
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December 09, 2018
Love SalesDirector.AI
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
- More built in reports and trends
- Identify close-able deals quicker
- Real-time sales coaching
- No more "happy ears" dependence
January 15, 2018
SalesDirector.ai delivers AI to take sales reps and sales managers to the next level of performance
Score 10 out of 10
Vetted Review
Verified User
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.
- None that I need at this time.
- 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
- Add-ins to Microsoft CRM
SalesDirector is more comprehensive and advanced than the add-ins I've tried.
December 20, 2017
Using Artificial Intelligence for More Accurate Sales Forecasting and Sales Coaching
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.
I have looked at a few other products that are somewhat similar to SalesDirector, but I haven't used any.