Einstein activity capture is a great step into bringing salesrep activity data (email and calendar events) into salesforce. By default, einstein activity capture pulls in emails and calendar events and associates them with existing salesforce contacts and accounts.

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Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking, contact auto creation & opportunity association, fill in custom CRM opportunity fields.

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Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking. Contact auto creation & opportunity association. Fill in custom CRM opportunity fields.

Visit Us:- https://www.salesdirector.ai/solution-crm-data-entry/

As of winter 2021, lightning sync will not be available in lightning for new salesforce customers. Einstein activity capture is salesforce’s long term solution for syncing contacts and events between Microsoft and google applications with salesforce. As salesforce continues to push customers to einstein activity capture be aware of the limitations listed above in this article.

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The salesforce chrome extension is an addin for Gmail and is available for free with your sales cloud license. Salesforce inbox is an additional charge and commonly referred to as salesforce inbox premium. Both of these solutions from salesforce are designed as a productivity assistant for salesreps.

Visit Us:- https://www.salesdirector.ai/blog/2019/10/27/salesforce-inbox-vs-chrome-extension-vs-autoscribe/

The reality is that it takes time to build a relationship with your prospects and your customers. To begin with, you might have done a cold outreach to the prospect via an email or over the telephone. In these early days, you are still asking for permission to get their attention.

Visit Us:- https://www.salesdirector.ai/blog/2017/08/28/how-to-close-a-deal-over-text/

CRM Email Tracking. Improve Sales Productivity by having Reps spend time with Customers instead of inside CRM. Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking. Contact auto creation & opportunity association.

Visit Us:- https://www.salesdirector.ai/solution-crm-data-entry/

The goal of every startup is to get to predictable revenue and then to get to scalable predictable revenue. Most startups never make it to predictable revenue because they never really find product market fit (PMF). Prior to PMF, the sales teams is chaotic, disorganized, ad-hoc, unreliable, and choppy.

Visit Us:- https://www.salesdirector.ai/blog/2021/03/16/how-revenue-intelligence-drives-predictable-revenue/

Salesdirectorai crunches a tremendous amount of data on a constant and nightly basis. Aggregating and crunching communication, calendar, and CRM data is only a portion of what we are analyzing. Themes are displayed in salesdirectorai or in your CRM. More granular views of themes are available in the activity log inside of salesdirectorai and inside of salesforce if you are using the salesdirectorai app.

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If for some reason your CRM or email connection gets disconnected or deauthenticated here is how you reconnect your account to salesdirectorai. Click on your picture in the upper right hand corner of the salesdirector.ai application. Click my profile. Click connected accounts tab. If you have an existing connection and have a triangle showing, you will want to disconnect this connector first.

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