delivers AI to take sales reps and sales managers to the next level of performance
Jim Patterson | TrustRadius Reviewer
Updated January 15, 2018 delivers AI to take sales reps and sales managers to the next level of performance

Score 10 out of 10
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Verified User
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Overall Satisfaction with is being used by our entire sales organization. It leverages data and activity in Microsoft Exchange (emails and calendars), and Microsoft CRM. 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, 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.
  • 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.
It is well suited for any sales organization that is trying to mature its sales process, and continually improve its execution.