SalesDirector.ai

Revenue Intelligence Data Platform for B2B Sales Orgs

About SalesDirector.ai

SalesDirector.ai is a revenue intelligence data platform for B2B sales organizations. We help them scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and calendar data from sales reps and cross-reference their CRM data to deliver predictive insights about their pipelines, behavior and customer interactions.

These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics).

Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading software, technology and financial services companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.

Key benefits of SalesDirector.ai

- Automate Activity Capture in Salesforce
Automatically Capture and Create New Account and Opportunity Contacts, Email and Meetings into your CRM (Salesforce and Dynamics) without installing any plugins, extensions or software.
-Sales Insights are Delivered to your CRM
Sales analytics, data and sales insights are delivered directly to your CRM. Enabling you to trigger workflow and create custom reports.
-Supercharge your entire revenue stack.
Drive actionable revenue insights needed to make the right budget decisions across Sales, Marketing and Customer Success.
-Drive more revenue
Leverage predictive insights and sales analytics to increase win-rates, optimize pipelines and understand your sales team's activities and performance.

Devices

Business size

S M L

Markets

Canada, United Kingdom, United States

Supported Languages

English

Images

Visualize Sales Insights and Analytics Your Way
All insights and captured activity data is stored in your CRM (automatically)
Intelligent, analyzed insights and predictive analytics are delivered directly to your CRM
Automated activity capture of email recipients, content sentiment analysis, signature extraction - all delivered to your CRM (automatically).
Automated capture of calendar, meeting, event participants.  New contacts are auto-created in CRM.
Access and visualize insights in your favorite business intelligence tool of choice
View 7 more
SalesDirector.ai screenshot: Visualize Sales Insights and Analytics Your Way SalesDirector.ai screenshot: All insights and captured activity data is stored in your CRM (automatically) SalesDirector.ai screenshot: Intelligent, analyzed insights and predictive analytics are delivered directly to your CRM SalesDirector.ai screenshot: Automated activity capture of email recipients, content sentiment analysis, signature extraction - all delivered to your CRM (automatically). SalesDirector.ai screenshot: Automated capture of calendar, meeting, event participants.  New contacts are auto-created in CRM. SalesDirector.ai screenshot: Access and visualize insights in your favorite business intelligence tool of choice

Features

Total features of SalesDirector.ai: 48

  • API
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Campaign Analytics
  • Campaign Management
  • Channel Attribution
  • Competitive Analysis
  • Contact Database
  • Contact Management
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Engagement
  • Customer Management
  • Dashboard
  • Data Capture and Transfer
  • Dynamic Modeling
  • Email Alerts
  • Email Marketing
  • Forecasting
  • Graphical Data Presentation
  • Health Score
  • Lead Distribution
  • Onboarding
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Reports
  • Predictive Analytics
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • SMS Marketing Managment
  • SMS Messaging
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Statistical Analysis
  • Summary Reports
  • Third Party Integrations
  • Win / Loss Analysis

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Reviews

Overall rating

4,5 /5
(31)
Value for Money
4,7/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,7/5

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Showing 5 reviews of 31
Jim P.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SalesDirector.ai delivers AI to take sales reps and sales managers to the next level of...

Reviewed on 2018/04/17

Thorough insight and analysis of all sales opportunities. An easy way to visualize forecast and...

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.

Pros

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.

Cons

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.

Barry D.
Overall rating
  • Industry: Computer Software
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Solid Activity Tracking Solution for Salesforce, Minor Flaws

Reviewed on 2021/02/18

Good overall - makes activity capture for SF easy. Minor pitfalls but it works well overall.

Good overall - makes activity capture for SF easy. Minor pitfalls but it works well overall.

Pros

Super simple to set up - just connect Outlook and Salesforce accounts and it will automatically write back activities into Salesforce. Good alternative to Einstein Activity Capture which does not create a physical task record in SF - this does.

Currently I only use the autoscribe function but there are more advanced pipeline analytics features that look interesting.

Cons

Has a tendency to write back junk/newsletter emails as actual activity into Salesforce - i.e. if I have Dick's Sporting Goods in Salesforce, every time they send me a coupon it shows up as an activity. Wish there was a better way to filter this.

Kelly J.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Good for sales, not Customer Success Management

Reviewed on 2021/02/23

Overall it's a good tool. The technical support has been great!! They've really customized the tool...

Overall it's a good tool. The technical support has been great!! They've really customized the tool to help fit our needs.

Pros

Being able to track customer opportunities (deals) and seeing what they've already purchased.

Cons

With my line of work, we want to see how customers are using the solution and being able to query data to build use cases. However, this isn't the best tool for forecasting the usage of the software. There's a bit of a lag which can be a bit of a pitfall when you're trying to get people to purchase something else but you don't have the right data points to back up the big purchase.

Crispin V.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201-500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent platform; a hidden gem of sorts

Reviewed on 2021/02/24

See above - it's been solid. Two biggest things that stand out to me:

1) Their team bending over...

See above - it's been solid. Two biggest things that stand out to me:

1) Their team bending over backwards to make us happy. Probably not something that's scalable two years from now, but our experience thus far has been wonderful working with them
2) The reporting. We're running performance reviews better, 1:1s better, board calls better... all because we're able to quickly tap into insights that salesforce just isn't built to think of. They also produce some reports that are in our board decks and, frankly, take our sales operations team hours to build due to the complexity of the data

Pros

1) We were stood up in days; ease of deployment is high
2) Their team is excellent. Smaller business - so eager to delight customers - but as you want to adapt the system to match your needs, their team (from the [SENSITIVE CONTENT HIDDEN] down) are responsive and helpful and proposed changes kick into effect almost immediately
3) For us, this accomplishes a handful of things that are part annoyance erasers and part game-changers for our sales org:
- They get things out of Outlook and into Salesforce with zero rep lift. While there are minor issues with accuracy of data (e.g., if you have two opportunities open with the same company, it may struggle to figure out where to log things), it eliminates the annoyance of reps who refuse to log things in CRM
- They provide analytics - that continue to improve - on deal and prospect engagement. It's an effective coaching tool (you can flag reps who are forecasting deals that haven't engaged with you for weeks) and provides a stronger and more intuitive way to run forecast reviews
- They provide buying committee persona/contact roles analysis; as you look to coach reps through access to power/mobilizers/blockers, the platform has a presentation mode that allows reps and managers to smartly map roles (and engagement of people) into the right buying persona sets
- The reporting is sick! Salesforce should be ashamed of itself when you look at what SDAI offers. We have identified risks we hadn't ever thought of a the click of a button

Cons

The Outlook integration (getting things automatically from Outlook into Salesforce) is the only thing that we've honestly had issues with, and that's minor and something that I don't see any platform doing any better than SDAI

Rickey J.
Overall rating
  • Industry: Computer Software
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Pretty good but improvement is a must

Reviewed on 2021/02/26

Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it...

Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it to anyone immediately without knowing their situation, but i would most likely recommend it.

Pros

I like the ease of use, it's pretty functional and for the most part is accurate. I especially like the waterfall and the related activity areas making it easy to see what activity has been done on it, by whom, and how recently. I like the sentiment faces as well, makes it very simple to see if action is needed based on that acitivty.

Cons

One thing i dislike is the font weight used. I've changed brightness of my screens and still i find it to be too light. I understand it is trying to be easy on the eyes, but it is difficult to see already because the font is way too light, and if you are screen sharing (i.e. with a manager) it is even harder to see. The font weight needs to be heavier. Also, i am not sure why, but sometimes the data is incorrect. Dynamics CRM will show one number, SD.ai will show a different number (usually lower) and PowerBI will show a different number.

Showing 5 reviews of 31 Read all reviews

SalesDirector.ai FAQs

Below are some frequently asked questions for SalesDirector.ai.

SalesDirector.ai offers the following pricing plans:

  • Starting from: US$29,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Contact SalesDirector.ai for pricing details.

We do not have any information about SalesDirector.ai features

SalesDirector.ai has the following typical customers:

11-50, 51-200, 201-500, 501-1 000, 1 001+

SalesDirector.ai supports the following languages:

English

SalesDirector.ai supports the following devices:

SalesDirector.ai integrates with the following applications:

ClearSlide, Gmail, Google Workspace, LinkedIn for Business, Microsoft 365, Microsoft Outlook, NetSuite, Pardot, Salesforce Sales Cloud, Zendesk

SalesDirector.ai offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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