CRM Data Capture Automation | Salesdirector.ai, Inc

Today we announce the availability of rich text templates/milestones in salesdirector.ai along with our new Gmail logo Gmail Addin. Milestone WYSIWYG if you are running in level 3 mode, which introduc...

13 Sep 20211min

First, what is Activity Capture? 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 ...

13 Sep 20211min

One pervasive battle in any company is the ownership of “Leads.” What we mean by this is that there are two camps that are often PRAISED or BLAMED for the quality of the Leads. Depending on the compan...

13 Sep 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...

8 Sep 20211min

Companies (mostly) exist to solve problems for customers. The longevity and survival of a company are ultimately measured in terms of its ability to generate revenue and profits. Over the years, the v...

8 Sep 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 an...

8 Sep 20211min

We help you understand what’s working in marketing so you can do more of it. Capture missing sales activity & contacts. Fill in missing data gaps by automatically identifying and recording all contact...

8 Sep 20211min

Companies (mostly) exist to solve problems for customers. The longevity and survival of a company are ultimately measured in terms of its ability to generate revenue and profits. Over the years, the v...

30 Aug 20211min