Many Sales Managers and Ops Managers are still using manual processes and Excel to do this. This is time-consuming, not real-time (usually at best weekly numbers), and in many cases not totally accurate as in some cases it requires data input or self-reporting from the rep.

Many companies have the ability to automatically capture a limited amount of information from sales reps’ email and calendar accounts.  Most tools (including Salesforce.com Inbox) are restricted to a rudimentary form of “logging an email” or “logging a calendar event” within contact in Salesforce but require some form of sales rep intervention. 

https://www.salesdirector.ai/blog/2020/06/08/using-autoscribe-to-automatically-log-time-against-opportunities/

As we wind down into the end of 2020 we wanted to update you all on a new set of reports that we’ve been working on. As of this week, SalesDirector.ai has added a variety of reports around pipeline and activity. Here is a quick summary: The Pipeline History report helps you understand how your pipeline is changing over time.

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/

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.

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

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/

Automation has entered every aspect of our businesses and sales processes. In addition to the basic tools that include crm, marketing automation, outbound automation and call recording platforms – sales automation and artificial intelligence are now foundational tools for sales teams.

Visit Us:- https://www.salesdirector.ai/blog/2020/04/09/reducing-data-entry-for-your-sales-reps/

Today salesdirector.ai, inc. Announced that Isaac Garcia, former co-founder and CEO of central desktop and Co-founder of upgradebase, has joined as CEO of salesdirector.ai. Salesdirector.ai is the revenue intelligence platform that connects people, activity, and engagement across the enterprise buying journey and gives leaders the complete revenue picture of their business.

Visit Us:- https://www.salesdirector.ai/blog/2020/10/08/b2b-saas-and-startup-founder-isaac-garcia-joins-salesdirector-ai-executive-team-as-ceo/

Einstein activity capture for salesforce is a powerful add-on to the salesforce suite that many sales organizations leverage to automate data capture. Marc benioff, CEO at salesforce.com, is investing heavily into the einstein analytics platform and expects it to be one of the main drivers of future revenue growth.

Visit Us:- https://www.salesdirector.ai/blog/2020/06/02/5-things-to-know-about-einstein-activity-capture-with-salesforce/

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…..everyday.

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