Dynamics CRM Marketing Automation Software Tools | SalesDirector.ai, Inc
Understand what is working and what's not so you can do more of what is. Tie Marketing Campaigns to Revenue CampaignHub connects your Marketing Campaigns, Leads, and Contacts to dollars. Prove exactly...
7 Okt 20211min
CRM Data Automation in Sales Intelligence | SalesDirector.ai, Inc
Get complete visibility into how your sellers are engaging with your customers, your pipeline, and drive accurate sales forecasts. Our AI identifies challenges with each rep’s pipeline coverage and gi...
7 Okt 20211min
Customer Verifiable Outcomes and Your Sales Pipeline | SalesDirector.ai, Inc
Every sales process is comprised of a series of steps. A good sales process displays the map for the rep and shows the progression of an opportunity through the sales pipeline. Ideally, the sales proc...
7 Okt 20211min
Connect Email To CRM By Salesforce Gmail Integration | SalesDirector.ai, Inc
The Salesforce Chrome Extension is an add-in for Gmail and is available for Free with your Sales Cloud License. Salesforce Inbox is an additional charge and is commonly referred to as Salesforce Inbox...
7 Okt 20211min
How Do Events Sync with Einstein Activity Capture?
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...
7 Okt 20211min
What Does the Salesforce Chrome Extension Do?
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...
7 Okt 20211min
Use of WhoId and WhatId in Salesforce | SalesDirector.ai, Inc
This is somewhat of a technical post around salesforce activity objects and their relationships. First, there are 2 primaries “native” salesforce activity objects. Task and events. These can be querie...
7 Okt 20211min
What Is Revenue Intelligence Software?
Salesdirector.ai’s revenue intelligence software platform helps organizations connect all their go-to-market teams, eliminates data silos by automatically integrating to existing enterprise systems su...
29 Sep 20211min
