SalesDirector.ai

Revenue Intelligence Platform around Sales Activity

4,8 /5 (9 reviews) Write a Review!

SalesDirector.ai Overview

What is SalesDirector.ai?

SalesDirector.ai is a cloud-based sales force automation solution that helps small to large enterprises facilitate data capture, customer relationship management and marketing attribution using artificial intelligence (AI) technology. The centralized platform enables users to conduct coaching sessions for sales representatives, and send training reminders to employees through alerts/notifications.

SalesDirector.ai allows organizations to forecast potential risks, as well as attainment percentages, using predictive analytics, in order to improve business operations. Managers can utilize activity logs to gain insight into customer interactions, campaign performance, and follow-up processes. Plus, it lets users store lead data or client contacts within the built-in database, and generate reports on marketing attribution, forecast summaries, or sales activities.

SalesDirector.ai facilitates integration with various third-party applications such as Microsoft Outlook, Slack, Salesforce, Microsoft Office 365, and more. Sales representatives can utilize checklists to track task completion, and automatically capture digital data via text messages. SalesDirector.ai enables administrators to track customer engagement using several touchpoints such as paid advertisements, email campaigns, events, sales development, or business partners.

SalesDirector.ai Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact SalesDirector.ai for pricing details.


SalesDirector.ai Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom
Supported Languages
English

Media

SalesDirector.ai activity log
SalesDirector.ai client accounts
SalesDirector.ai contact leads
SalesDirector.ai opportunity analysis
SalesDirector.ai video SalesDirector.ai screenshot: SalesDirector.ai activity log SalesDirector.ai screenshot: SalesDirector.ai client accounts SalesDirector.ai screenshot: SalesDirector.ai contact leads SalesDirector.ai screenshot: SalesDirector.ai opportunity analysis

SalesDirector.ai Reviews

SalesDirector.ai Reviews

Overall rating
4,8
/
5
Excellent
7

Very good
2

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,7
Ease of Use
4,7
Customer Support
5
100% recommended this app
Jim P.

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

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.


Nelson G.

Great for giving managers insight into opportunities in the sales pipeline and for coaching...


Verified Reviewer

Overall a very strong application for both sales personnel and management

some additional insights into individual sales cycles and pipeline


Tim V.

Great insight for sales leaders from SalesDirector.ai

Very positive experience. The SD team is very responsive and flexible.


Verified Reviewer

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.


Jim P.

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

Used Daily for 1+ year
Reviewed on 2018/04/17
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nelson G.

Great for giving managers insight into opportunities in the sales pipeline and for coaching reps

Used Daily for 6-12 months
Reviewed on 2017/12/20
Review Source: Capterra

Pros

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.

Cons

The interface could be prettier, but it's certainly sufficient enough to provide the information the sales rep and the sales manager needs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Verified Reviewer
Industry: Computer Software
Company size: 51-200 Employees

Overall a very strong application for both sales personnel and management

Used Weekly for 6-12 months
Reviewed on 2018/04/13
Review Source: Capterra

some additional insights into individual sales cycles and pipeline

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Tim V.
Industry: Computer Software
Company size: 51-200 Employees

Great insight for sales leaders from SalesDirector.ai

Used Daily for 6-12 months
Reviewed on 2018/10/16
Review Source: Capterra

Very positive experience. The SD team is very responsive and flexible.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Market Research
Company size: 501-1 000 Employees

No Longer Flying Blind

Used Daily for 1+ year
Reviewed on 2018/10/19
Review Source: Capterra

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.

Pros

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.

Cons

Writing contacts back to Salesforce can sometimes be problematic.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 9 user ratings
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SalesDirector.ai Pricing

SalesDirector.ai Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact SalesDirector.ai for pricing details.

Contact SalesDirector.ai for pricing details.

Value for Money
4,8/5
Based on 9 user ratings
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SalesDirector.ai Features

SalesDirector.ai Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,7/5
Based on 9 user ratings
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Categories

Additional information for SalesDirector.ai

Additional information for SalesDirector.ai

Key features of SalesDirector.ai

  • Dashboard
  • Data Capture and Transfer
  • Graphical Data Presentation
  • Onboarding
  • Opportunity Management
  • Performance Metrics
  • Sales Forecasting
  • Sales Trend Analysis

Benefits

- Automate Contact & Activity Capture
Automatically Capture and Create New Account and Opportunity Contacts, Email and Meetings into your CRM so your Reps don't have to.
- Get Teams on the Same Page
Drive actionable revenue insights needed to make the right budget decisions across Sales, Marketing and Customer Success.
- Drive Revenue
Incorporate buyer signals & real-time data to generate accurate, risk-adjusted forecasts.
- Optimize Marketing
Identify what's working and do more of it. Get full insights into Campaign Engagement.

SalesDirector.ai FAQs

SalesDirector.ai FAQs

Below are some frequently asked questions for SalesDirector.ai.

Q. What type of pricing plans does SalesDirector.ai offer?

SalesDirector.ai offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact SalesDirector.ai for pricing details.

Q. What are the main features of SalesDirector.ai?

SalesDirector.ai offers the following features:

  • Dashboard
  • Data Capture and Transfer
  • Graphical Data Presentation
  • Onboarding
  • Opportunity Management
  • Performance Metrics
  • Sales Forecasting
  • Sales Trend Analysis

Q. Who are the typical users of SalesDirector.ai?

SalesDirector.ai has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does SalesDirector.ai support?

SalesDirector.ai supports the following languages:

English

Q. What type of pricing plans does SalesDirector.ai offer?

SalesDirector.ai has the following pricing plans:

Subscription

Q. Does SalesDirector.ai support mobile devices?

We do not have any information about what devices SalesDirector.ai supports

Q. What other apps does SalesDirector.ai integrate with?

SalesDirector.ai integrates with the following applications:

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

Q. What level of support does SalesDirector.ai offer?

SalesDirector.ai offers the following support options:

Phone Support, FAQs, Knowledge Base, Online Support