Item: SalesDirector.ai
Rating: 10
Author: Jim Patterson

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Return on Investment

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