As sales leaders, we’ve all heard the following from our experienced sales reps when we ask them to enter their daily activity into CRM or to follow our preferred sales process, “Don’t worry, I’ve got this covered” or “I’m a professional; this isn’t my first rodeo you know.” What these reps are really saying is that they don’t want a sales manager looking over their shoulder and following their every move. Since they have been successful
Help! I need an assistant!
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 SalesDirector.ai as my personal ai sales assistant…..everyday.
How many times have you run from one meeting to the next with little to no time for “updating” all the activities and people you’ve spoken to
Most companies have a Yearly Budget or "Plan". CFO's often refers to this as a Pro Forma, and basically represents both the Top Line (Booking or Revenue) number as well as the Expenses to get there. Most Finance or Sales Executives will over Quota assuming the not all the Reps will hit their number. So if you need to hit $10M in bookings for this quarter, the sum of the Quotas assigned to the Reps might be 30-40% above that at
Hot on the heals of the initial SalesDirector.ai Salesforce release, we are releasing the next iteration!
This version presents the SalesDirector.ai Interface within Salesforce. Available both in Classic or Lightning.
Some folks love the Salesforce User Interface, others not so much. You pick where you want to consume SalesDirector.ai Insights. Now, Its up to you.
Classic:
with Classic you get:
The Blame Game
There are many reasons why a sales team isn't successful.
Perhaps you are trying to sell your product prematurely - before you've achieved product/market fit.
Perhaps you are selling your product to the wrong target buyer (you are convinced that your product should be bought by CFO but she won't take your calls and isn't interested). This is also a version of not having product/market fit.
Or perhaps your product is too buggy and you can't convert trials and POCs (proof
There are few absolutes in life. Death and taxes are the common ones. I would postulate that there are two more specifically for your reps:
Starting this week we will be sending out Weekly Email Digests to Salesreps and Managers.
For Reps:
We use a lot of math at SalesDirector.ai. We use a lot of math to crunch historical data, analyze current data to predict the future outcome of Deals. To many, AI seems like a black box - elusive, mysterious, complex and unknown. But in spite of the sophisticated and intimidating math that is used in AI, at its core, it is actually surprisingly simple and logical. AI does a lot of the same things that you would normally do "manually" such
SalesDirector.ai is now available inside Salesforce.com Get it Now This initial version provides for: - Real Time Sync between SalesDirector.ai and Salesforce (without the AppExchange AddIn there is up to a 2 hour delay in Opportunity Data Sync) - Effortless navigation between the 2 systems - Works on both Salesforce Classic and Lightning The next version which is due to be released in the next couple of weeks will make some of the SalesDirector.ai
I will be attending Dreamforce 2017 this year and have a ton of meetings lined up. I plan on checking out the sales enablement technology at the event, getting inspired by Marc Benioff and meeting lots of new folks.
I wanted to make sure I left plenty of time to meet with YOU.
I'm interested in meeting you to learn more about you and your business. If we've spoken on the phone