Another solid week behind us. Below is a snapshot of the latest product improvements. Cycle Time Report Improvements
What's Wrong With Your Sales Forecast? We know how most sales forecast meetings go. The manager sits in a conference room with the team and opens up the CRM. One by one – painstakingly slow – the manager proceeds to interrogate each of the reps about each deal in their pipeline. “Is this really gonna close next week?” “When was the last time you spoke to them?” “Have you heard back from their legal team yet?” “You are telling me that your
SalesDirector introduces 3 different levels of Sales Maturity the platform can run on. Level 1 The basic level of sales engagement. It answers the questions such as: Are my reps engaging with the prospects? How recent? How frequent? How many people are we engaged with? What is the Sentiment of these Relationships? Is my relationship Balanced or is this a One way Conversation? Is the deal following my “normal” deal cycle? Level 2 Gets you everything you see in Level 1, but additionally introduces the
Welcome to SalesDirector.ai, we invite you to join us on our journey to improve sales teams all around the world. SalesDirector.ai was founded with the simple desire to improve the daily lives of sales teams and to help them develop a consistent and accurate forecast. We know that there are a myriad of tools that sales teams use on a daily basis - but in spite of the technology - they still can’t seem to get an
CSV Automation For those of you who aren’t able to connect your CRM directly to SalesDirector.ai, perhaps because you are on a non supported CRM or for any other reason. You can now automate your CSV uploads via Dropbox or Google Drive. Navigate to Setup -> Import CSV and you will see a couple of different automation options including Dropbox and Google Drive. Additionally, we also support Google Sheets as a replacement to CSV. Meaning that you could be