SalesDirector.ai delivers AI to take sales reps and sales managers to the next level of performance
Thorough insight and analysis of all sales opportunities. An easy way to visualize forecast and pipeline health. Excellent tool for providing insights that keep things from falling through the cracks, and highlight where proper attention is not being given. Overall, it is helping our sales team get better, and mature in our process and approaches.
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.
- 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 managed 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 from these various sources individually.
- Reporting - An ever-growing set of reports that help salespeople and sales managers improve their approaches and performance.
None that really impact my daily use and experience with the solution. I have been extremely happy with the feature sets, and the responsiveness of the vendor when anything is needed.
Great for giving managers insight into opportunities in the sales pipeline and for coaching reps
Your sales reps don't have to enter data in the system to get results.
The software looks at multiple sources of data from CRM, email, call logs and calendar to under the communication between the sales rep and contacts at the prospect company. Using artificial intelligence and machine learning it tells the reps key things about the deal such as if it detects any negative sentiment about the deal from a contact, or if similar deals closed by this rep or the sales team has been in this sales stage longer than normal and thus should be looked into, or if similar deals were approved by a certain job title in a company and that same person hasn't yet been identified in this particular deal, or if the email communication is a one way street from the rep to the prospect without getting communication back from the prospect.
It does a good job of coaching the rep at each particular stage of the sales process. For instance, without being intrusive, it will alert a rep if a "confirmation of needs" email should be sent when a deal is moved from the Discovery stage to the Strong Interest stage.
It also makes it much easier for a sales leader to accurately forecast deals that will close in the month or in the quarter.
The interface could be prettier, but it's certainly sufficient enough to provide the information the sales rep and the sales manager needs.
Overall a very strong application for both sales personnel and management
some additional insights into individual sales cycles and pipeline
Provides some useful insights and helps you to ask the right questions about deals in the pipeline. Analyzes past sales cycles and close times to attempt prediction of deals closing on time.
Tells you a lot about what you already know. Not fully integrated with Salesforce.com, at least with us, so key data points sometimes aren't factored in, which can lead to poor conclusions and management getting a flawed view of pipeline & individual deals. The milestone templates are generally helpful, although it assumes a cookie cutter approach to complex deals. And although quite a bit is integrated and automated, it is still yet another layer of documentation, checking, and overhead on top all of the other sales reporting. Management needs to be coached not to rely upon this tool in a vacuum; it doesn't remove the necessary human element, experience and judgment of sales management, it only perhaps refines it a bit.
Great insight for sales leaders from SalesDirector.ai
Very positive experience. The SD team is very responsive and flexible.
SalesDirector.ai delivers critical pipeline and productivity data without burdening the sales force with extra work. It is a great tool for pipeline reviews and coaching. It also provides "use of time" information that gives sales leadership the credibility to drive position change in other parts of the company that support sales and the customer. As sales leaders we want our team focused on selling, right? SalesDirector.ai gives you the insight necessary to do just that.
Since we have an on premise version of MS Dynamix the data is not as dynamic as we would like. This is not a flaw in SD, it's more of an issue that we have internally. In fact, it's a miracle that the team could get it to work at all given our version of CRM.
No Longer Flying Blind
I enthusiastically recommend adopting the SalesDirector platform. The simplicity of the tool allows reps and managers to focus on the most important aspects of selling. Further, the SD team provides excellent support, listens to their clients and is constantly working to improve the platform.
SalesDirector allows reps to easily manage and update their pipelines, while giving quick visibility into deal health for sales managers. Prior to SalesDirector we weren't employing the best practice sales methods that the platform demands. It has been a huge influence in improving the professionalism of our sales team.
Writing contacts back to Salesforce can sometimes be problematic.
I am very pleased with the SalesDirector's AI solution. My everyday go to sales management tool.
It has been extremely helpful consolidating all of the necessary sales information I need to help validate my team's forecast and make recommendations to each individual on my team. It enables me to provide an accurate forecast at any point during the quarter. SalesDirectorAI suggests relationship strategies for each opportunity based on sales persons activities, observes my sales team activities and provides sales stage coaching around verifiable outcomes & relationship milestones that are based on our best practices.
I really do not have anything negative to say about this software solution. When we needed to add some functionality early on, they jumped on it right away.
Director, Sales Operations
We have enabled Account Executives to keep the pipeline up-to-date in as pain-free of a way as possible, given Sales leadership increased visibility into the business and created better quality sales forecasts. All of this progress has been made in a few months!
This tool helps us understand our pipeline, act on high priority items in the sales cycle, understand what is going on in our business, and if that is not enough it also makes our CRM better through various integrations all the while creating less headache for our Account Executives.
Some things are still being developed. That can be both a pro and a con as we get to give input into the development processes.
Using SalesDirector.ai as a Finance Leaders
I was trying to get to a singular view of our pipeline and have a tool that executives, sales leaders and reps could all leverage as a single source of truth, while also having the tool offer functionality for each party that would help them do their jobs more effectively. We have started to leverage SalesDirector.ai as the kicking off point for our weekly revenue calls so that we are all working with the same numbers and visibility. We have yet to have our reps leverage the functionality to automate their workflow, but that is a near term priority.
As a CFO I find the reporting capabilities to be very relevant for the types of analysis that I am looking for into pipeline, changes to pipeline and bookings to help calibrate likelihood of hitting our goals. That it pulls data from Salesforce, Gmail, Google Calendar and provides a "scoring" of each deal on its momentum is a great way to help to have a more fact based discussion about key pipeline opportunities.
It can be a challenge some times to decipher why an opportunity is being scored a certain way when determining upside, etc.
Easy way to monitor opportunity health
I really enjoy the ability to get a snapshot of sales opportunity health for all current deals we have in the pipeline. It not only helps me manage my own deals, but focus in and ask targeted questions to the rest of my team from the insights Salesdirector.ai provides.
I'm not sure if Salesdirector.ai recognizes activity not tied to the Salesforce opportunity level. For example, I'm not positive calls logged in Salesforce made from Salesloft are recognized when evaluating the health of certain opportunities.