CRM Data Capture Automation | Salesdirector.ai, Inc

CRM Email Tracking. Improve Sales Productivity by having Reps spend time with Customers instead of inside CRM. Capture all interactions between sellers and buyers without requiring Reps to remember to...

16 Mar 20211min

Leverage SalesDirector's powerful Revenue API to unleash AI analyzed CRM and Activity Data and metadata with your Business Intelligence tool of choice. Query data DIRECTLY to access predictive insight...

16 Mar 20211min

We all use email daily whether for business or personal use. And chances are you are using applications like Microsoft Outlook to manage all the incoming and outgoing emails. Applications like Outlook...

11 Mar 20211min

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...

11 Mar 20211min

CRM Email Tracking. Improve Sales Productivity by having Reps spend time with Customers instead of inside CRM. Capture all interactions between sellers and buyers without requiring Reps to remember to...

11 Mar 20211min

Einstein Activity Capture is a great step into bringing salesrep activity data (email and calendar events) into Salesforce. By default Einstein Activity Capture pulls in emails and calendar events and...

1 Mar 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...

1 Mar 20211min

Its the act of taking communication data such as email, calendar events, and contacts and adding them to your CRM. CRM is your system of record and in the best of all worlds you really want to maintai...

1 Mar 20211min