Companies (mostly) exist to solve problems for customers. The longevity and survival of a company are ultimately measured in terms of its ability to generate revenue and profits. Over the years, the various titles, roles, and functions that manage revenue generation in a company have changed from Vice President of Sales to Chief Revenue Officer and other variations.

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. Note, Einstein Activity Capture does NOT Capture NEW Contacts.

Visit Us:- https://www.salesdirector.ai/blog/2019/11/27/the-biggest-issue-with-einstein-activity-capture/

We help you understand what’s working in Marketing so you can do more of it. Capture Missing Sales Activity & Contacts. Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an Opportunity, without involving sales reps.

Visit Us:- https://www.salesdirector.ai/marketing-attribution/

With more than six million businesses and more than 60% of the Fortune 500 using Google’s G Suite (which includes Gmail) the integration of Gmail and Salesforce is a productive move for any modern sales team. If your sales teams are using Gmail and Salesforce it is critical that they use both applications together.

Visit Us:- https://www.salesdirector.ai/blog/2020/05/14/salesforce-to-gmail-integration-using-autoscribe/

Today we announce the availability of rich text templates/milestones in salesdirector.ai along with our new Gmail logo Gmail Addin. Milestone WYSIWYG if you are running in level 3 mode, which introduces customer verifiable outcomes or milestones to the selling process, you can now include formatting, bullets, links, images, etc… intro your templates.

Visit Us:- https://www.salesdirector.ai/blog/2017/10/09/rich-text-templates-and-gmail/

First, what is Activity Capture? Its the act of taking communication data such as email, calendar events, and contacts and adding them to your CRM. CRM is your system of record and in the best of all worlds you really want to maintain a healthy CRM so you know about your customers and what is going on with them.

One pervasive battle in any company is the ownership of “Leads.” What we mean by this is that there are two camps that are often PRAISED or BLAMED for the quality of the Leads. Depending on the company, Leads might be owned by Marketing and are often measured by “# of MQLs or SQLs Created / Converted.”

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, Fill in custom CRM opportunity fields.

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

Companies (mostly) exist to solve problems for customers. The longevity and survival of a company are ultimately measured in terms of its ability to generate revenue and profits. Over the years, the various titles, roles, and functions that manage revenue generation in a company have changed from Vice President of Sales to Chief Revenue Officer and other variations.

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. Note, einstein activity capture does not capture new contacts.