Connect Tableau to Revenue Data Api | Salesdirector.ai, Inc

Many Sales Managers and Ops Managers are still using manual processes and Excel to do this. This is time-consuming, not real-time (usually at best weekly numbers), and in many cases not totally accura...

16 Aug 20211min

Many companies have the ability to automatically capture a limited amount of information from sales reps’ email and calendar accounts. Most tools (including Salesforce.com Inbox) are restricted to a ...

16 Aug 20211min

As we wind down into the end of 2020 we wanted to update you all on a new set of reports that we’ve been working on. As of this week, SalesDirector.ai has added a variety of reports around pipeline an...

16 Aug 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...

9 Juli 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...

9 Juli 20211min

Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking, contact auto creation & opp...

9 Juli 20211min

Automation has entered every aspect of our businesses and sales processes. In addition to the basic tools that include crm, marketing automation, outbound automation and call recording platforms – sal...

5 Juli 20211min

Today salesdirector.ai, inc. Announced that Isaac Garcia, former co-founder and CEO of central desktop and Co-founder of upgradebase, has joined as CEO of salesdirector.ai. Salesdirector.ai is the rev...

5 Juli 20211min