What About Salesforce Inbox and Lightning Sync?
As of winter 2021, lightning sync will not be available in lightning for new salesforce customers. Einstein activity capture is salesforce’s long term solution for syncing contacts and events between ...
27 Joulu 20211min
How Do Artificial Intelligence Increase Sales?
Autoscribe is an ai backend service that is transparent to the sales rep and automatically updates the CRM based on non-data entry activities such as client emails, meeting events, phone calls, and te...
27 Joulu 20211min
Using Themes and Deal Insights in Salesdirector ai
Salesdirector.ai crunches a tremendous amount of data on a constant and nightly basis. Aggregating and crunching communication, calendar, and CRM data is only a portion of what we are analyzing. By a...
20 Joulu 20211min
The Difference Between WhatID and WhoID Salesforce Activity Objects | Salesdirector.ai, Inc
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 ...
20 Joulu 20211min
Why You Should Use Einstein Activity Capture?
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 the...
20 Joulu 20211min
What Happens If I Reset My Security Token Salesforce?
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. From within salesforce n...
20 Joulu 20211min
Automated Sales Intelligence & Projections | Salesdirector.ai, Inc
Our AI identifies challenges with each rep’s pipeline coverage and gives suggestions on when to generate new pipeline, increase pipeline velocity and more. Pipeline risk meter. AI-enhanced pipeline pr...
3 Marras 20211min
Productivity Assistant for Salesforce Inbox | Salesdirector.ai, Inc
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 pre...
3 Marras 20211min
