Blog

Automatic Contact Enhancement

by Arnulf Hsu on September 7, 2017

SalesDirector.ai prides itself on the guiding principal of "No Data Entry". Today we capture Contacts automatically based on your communications with those prospects or leads and associated them with the right Opportunities. What we typically automatically capture is Name and Email, but what about things like Title, Office Phone, Mobile Phone, etc... These things are typically available in their Email Signature, and since we are already analyzing the emails why not extract that as well. Well, that's exactly

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It’s the data stupid.

by Babar Batla on September 6, 2017

It’s the data stupid.

When a little known governor from Arkansas, Bill Clinton, put together a campaign to unseat the incumbent President George H. Bush, the Clinton campaign strategists tried to come up with a simple, clear message that would resonate with the American public. As a team, they came up with three core messages….but history only remembers one……"It’s the economy,

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Zendesk, Custom Data, and more…

by Arnulf Hsu on September 5, 2017

Lots of improvements across the board here for the balance of August. Including:

  • Service Desk Data Integration (Zendesk and others)
  • Custom Risk Scoring for Customers with additional data feeds and points
  • Bidirectional Sync of Opportunity Contact Roles and Personas with Salesforce
  • UI Enhancements for Contacts

Service Desk Data Integration
For those companies who provide a service both pre sales (free trials perhaps) and post sales (renewals/upsells) understanding the

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Be Prepared.

by Virinchi Duvvuri on September 4, 2017

Be Prepared. The regular cadence of a performing sales team includes the dreaded one-on-one deal review. This meeting is usually a weekly meeting set by the Sales Manager to discuss and review the progress (or lack thereof) of the rep’s pipeline. This experience is often a very personal experience for the rep and most reps are quick to come up with any excuse in the book to avoid or skip the weekly one-on-one. Here are some of the most

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The Leads Are Weak!

by Virinchi Duvvuri on August 30, 2017

The Leads Are Weak!

One pervasive battle in any company is the ownership of "Leads." What we mean by this is that there are two camps that are often PRAISED or BLAMED for the quality of the Leads. Depending on the company, Leads might be owned by Marketing and are often measured by "# of MQLs or SQLs Created /

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How To Close a Deal Over Text

by Virinchi Duvvuri on August 28, 2017

How To Close a Deal Over Text

The Answer is you can't and you shouldn't. But…...

In today's world of immediate gratification and second-by-second updates that come directly to the phones in our pockets - it is tempting to accelerate the sales process with your prospects and try to close the deal as fast as possible - over text.

The reality is that it takes time to build a relationship with your prospects and your customers. To begin with,

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You Have A New Sales Process……Now What? Hire a Robot.

by Babar Batla on August 23, 2017

You Have A New Sales Process……Now What?  Hire a Robot. At least once a year most companies do some sort of “sales process review” to evaluate whether or not their current sales process is working or not. This might have been instigated by your manager, your executive team or even your Board of directors if your forecasts have been historically inaccurate. This evaluation might occur at an offsite or informally in a conference room over the course of

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Stop The Salesforce Madness

by Babar Batla on August 21, 2017

Stop The Salesforce Madness

We get it. You finally hired that Salesforce guru who tricked out your Salesforce deployment.

She customized, hybridized and electrified your CRM with every aspect of your sales process. You've got an application object for every phase of your sales cycle with field validation and triggers and workflow....all that feeds into your precious dashboard that looks like a science fiction cockpit full of dials, measurements, alerts, flashing lights and graphs.

Like us, you spent days

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What Are Sales Reps For?

by Babar Batla on August 16, 2017

What Are Sales Reps For? A popular meme in the software world today is to wear a proud badge of honor and exclaim: “We Don't Have Any Sales Reps at our company!” This mantra has even permeated the automobile industry where companies are offering “no-haggle” pricing in an attempt to eliminate or reduce the “used-car salesman” effect that turns off buyers. Many blog posts, articles and talks have been given on the topic of

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Your Sales Forecast is Driving You Insane

by Babar Batla on August 9, 2017

Your Sales Forecast is Driving You Insane For years, you've done the same thing every day, every week, every month and every quarter. You've relied on the same tools with the same process hoping that one of these days, your sales forecast will magically be accurate. Instead, you miss the quarter, sometimes by a mile, sometimes just by a little – but you missed. Or, if you are lucky, you beat the quarter because of that one bluebird deal that came in

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