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. Contact auto-creation, Opportunity auto association, Email, Call, Meeting activity tracking.

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.

Visit Us:- https://www.salesdirector.ai/blog/2020/09/15/the-role-of-revenue-operations/

We help you understand what’s working in Marketing so you can do more of it. Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an Opportunity, without involving sales reps. Contact auto-creation, Opportunity auto association, Email, Call, and Meeting activity tracking.

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

Einstein Activity Capture is a great solution for Salesforce activity tracking. Einstein Activity Capture for Salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing Salesforce Accounts and Contacts.

Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/

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 and Fill in custom CRM opportunity fields.

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

This is somewhat of a technical post around salesforce activity objects and their relationships. First there are 2 primary “native” salesforce activity objects. Task and events. These can be queried individually or via a “view” called activityhistory. These activities can be reported against in reports both classic and lightning.

Visit Us:- https://www.salesdirector.ai/blog/2021/05/10/whoid-whatid-in-salesforce-activity-objects/

When connecting salesdirector.ai to a salesforce sandbox you need to use the salesforce security token method. Production salesdirector.ai to salesforce connections use oauth. So for salesforce security tokens, normally you would find this under. From within salesforce navigate to your personal settings.

Visit Us:- https://www.salesdirector.ai/blog/2020/04/29/problems-finding-or-resetting-your-security-token-in-salesforce/

Companies (mostly) exist to solve problems for customers. The longevity and survival of a company is 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 has changed from vice president of sales to chief revenue officer and other variations.

Visit Us:- https://www.salesdirector.ai/blog/2020/09/15/the-role-of-revenue-operations/

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/

Here at SalesDirector.ai, we eat our own dog food – meaning – we use our own tools on a daily basis to manage our own deal flow and forecasting.  Today, I’d like to run you through how I use SalesDirector.ai as my personal ai sales assistant….. every day. What’s worse is that you never get to execute on the great idea you had on how to land this deal because you’re bogged down with updating your CRM.

Visit Us:- https://www.salesdirector.ai/blog/2017/12/04/you-need-a-personal-sales-assistant/