It's important to understand the timeline and touchpoints an Opportunity goes through from all aspects. As a learning organization, you can observe if one could have accelerated the deal, who became involved when, and where things went well or reversed direction for deals that didn't close. Do you know the journey your Opportunities go through? Now you can, with the new Opportunity Timeline view within SalesDirector.ai. See all the Opportunity interactions for all Sales & Marketing activities,
In this world where everything is tracked, and privacy is becoming harder and harder to come by, one of the most difficult things to do is end-to-end Marketing attribution. How can you determine if that Banner Ad you ran on LinkedIn or Facebook influenced someone to look at your product or service? Hard to say for sure, but we yearn for this information to not just pat ourselves on the back, but also to do more
Sales is a performance sport. Quotas and performance goals are constant. Simple goals are always better than more complex ones. However, we don't always live in a simple world. In those situations where you need to assign multiple quotas to your sales organization, SalesDirector.ai can now support you. Let's take some concrete examples:
Software companies are all about constant learning. Just when you think you’ve figured it out, the market shifts, customers speak or the platform evolves.
When I look back on 2018 and reflect on our relentless desire to provide our customers with *real* value - some key learnings stood out that I want to share with you.
The Power of Simplicity: The sales tools and sales enablement market is very crowded
If you’ve been leading a sales team for any amount of time, you know the value of having an action plan to keep your sales organization airborne and on the right course. Especially at the beginning of the new fiscal year.
When you have a solid plan from the beginning, you can make adjustments as you go. But when you haven’t taken the time to do
As a Sales Leader you are constantly trying to understand what the status of deals are, are they on track or not, and what can be done to move them up or out. SalesDirector.ai provides many tools around this including the Chat Assistant for Reps via SMS or Slack as well as Opportunity Management within the system itself. But, what about when you need to get an update on a deal that is stalled? You notice the Account Executive hasn't
Next Steps in CRM are meant to give sales leaders visibility into any deal at a glance.
But a one sentence Next Step isn't going to give you the answers you need. How much insight can you really gather from:
It’s always the same. No matter what size or how mature the organization, Next Steps always look like
High performing organizations understand their strengths and weaknesses. Do you know how you stack up to your competition? Does your sales organization have the skills and collateral to win against your competitors? Do you know why you are winning or losing deals? Now you can easily understand and drill into deals where your Competitors are also playing. With SalesDirector.ai's competitor reports, you can quickly understand your Win/Loss stats by competitor, and proactively pursue existing deals in your pipe with
As you probably know, SalesDirector.ai automatically creates new Contacts for you in your CRM when we encounter new people within your mailboxes. And as you probably also know Leads and Contacts in your CRM are different. Both of them represent a Person, but they are actually different databases that aren't linked together unless you "Convert" a Lead to a Contact. So, what happens when you already have a "Lead" in CRM with that email address, but it does not exist as a
So you train your reps on MEDDIC, Challenger, Sandler, BANT, etc... that's great. We take them out of the field for a day or two, take them to an offsite, or do virtual sessions. That's very good.
But what happens? After 30 days, unfortunately, we all fall back to our old habits, and most likely only a small fraction of that training is retained and reused.
As you know, SalesDirector.ai is a conversational sales coach to your sellers