CRM Data Capture Automation | Salesdirector.ai, Inc

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...

5 Jul 20211min

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 salesdirec...

28 Jun 20211min

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 va...

28 Jun 20211min

Isaac is a 3x saas founder / CEO and helped lead them all to public company exits. Isaac has a proven record in both early-stage technology companies and enterprise sales & marketing. Most recently, I...

28 Jun 20211min

Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an opportunity, without involving sales reps. Contact auto-creation, opportunity auto as...

21 Jun 20211min

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...

16 Jun 20211min

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...

5 Jun 20211min

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. So for Salesforce Securi...

5 Jun 20211min