CRM Data Capture Automation | Salesdirector.ai, Inc

We help you understand what’s working in Marketing so you can do more of it. Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an Opportun...

30 Aug 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...

30 Aug 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...

30 Aug 20211min

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 i...

25 Aug 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...

25 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...

25 Aug 20211min

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...

25 Aug 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 SalesDire...

16 Aug 20211min