What Is CRM in Automation?
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...
4 Feb 20221min
What Is Revenue Intelligence?
The goal of every startup is to get to predictable revenue and then to get to scalable predictable revenue. Most startups never make it to predictable revenue because they never really find product ma...
4 Feb 20221min
Using Themes and Deal Insights in Salesdirector.ai
Salesdirectorai crunches a tremendous amount of data on a constant and nightly basis. Aggregating and crunching communication, calendar, and CRM data is only a portion of what we are analyzing. Themes...
25 Jan 20221min
Reconnecting Your Salesforce Gmail | SalesDirector.ai, Inc
If for some reason your CRM or email connection gets disconnected or deauthenticated here is how you reconnect your account to salesdirectorai. Click on your picture in the upper right hand corner of ...
25 Jan 20221min
Activity Tracking Salesforce Biggest Problems | Salesdirector.ai, Inc
The problem that exists is that einstein activity capture in salesforce is not able to capture brand-new leads and contacts. There will be no new contacts added only the already existing will be updat...
21 Jan 20221min
Account Health Change Report | Salesdirector.ai, Inc
Understanding how account health changes over time is a key insights and visualization that is now available in the salesdirector.ai account module. Rather than only seeing a static report that lists ...
21 Jan 20221min
How Long Does Einstein Activity Capture Take to Set Up?
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...
27 Dec 20211min
What Is CRM Data Entry?
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...
27 Dec 20211min
