Are you always asking your Reps about what is going on with some deal? Who did you talk to? What are the next steps? As of this week we are instantly pushing Next Step updates directly to others on the Pursuit Team, Followers of the Opp (Your Favorites via the Star Mechanism) and their Immediate managers (via Role Hierarchy). You will get something like this in your Email Inbox: Further, you can globally configure which types of Opportunities you
This is a guest post from Mike Battaglia, Vice President, Sales within the Global Automotive Division at J.D. Power. He is responsible for growing J.D. Power’s book of business with automakers operating in the U.S. and other global markets. Mike manages a team of sales reps and sales operations personnel tasked with supporting automakers across the portfolio of J.D. Power products and services.
SalesDirector.ai will send you Reminders every morning via your Daily Brief. Such as:
How many of you have “asked for budget” in your sales process? It’s ok... you’re not alone :). Now you may all know this, or at least that’s what I thought, until I started running into prospects that had this question in their qualification process. So, for those who still don’t believe that this is a bad idea, here’s the issue: What savvy buyer, who you are still building a relationship with, is going to give up their leverage
While SalesDirector.ai does a TON of work in the background (Creating and Enhancing Contacts into CRM, Logging Activities into CRM, Sending Push Notifications over Email/SMS, etc...) we still want our Account Executives, Salesreps and Sales Managers using the Product. Doesnt matter if its via SMS, Slack, Salesforce, Dynamics, their Mobile Phone, or within the SalesDirector.ai stand alone SaaS Application. Well, now you can. As a Administrator of SalesDirector.ai you can navigate to Setup -> Usage Reports and:
As an individual contributor, you were probably allergic to process. You knew what you were doing and didn’t need all the checks and balances.
But as a sales manager, your success is now tied to others. You need to make sure your sales team is doing the right things at the right time — and process is now your best friend.
Think about it. We’re no longer living in
In this hyper-competitive world where everyone is looking for instant gratification, being prompt in your email replies is important, ESPECIALLY when you are the vendor and are trying to ultimately sell something. Your customer's response time also is a good indication of how important this certain initiative is for them. While I wouldn't KPI on this, it's another data point that should help in understanding how you compare amongst your top performers. Is there a correlation between
As an Account Executive you are always trying to make yourself relevant to your Prospects. SalesDirector.ai has added a Company News section to the Account and Opportunity Screens to help you stay aware of what is going on with your Prospects and Customers. To access this information simply navigate to your Account or Opportunity and click on the News Tab. That's It! There is obviously a lot more we can do with this information and we will. Would love
As you undoubtedly know, SalesDirector.ai relies heavily on Email and Calendar activity to determine what is going on with a Deal. The system is pretty good at correlating the right email/cal traffic to the right Deal. This is great for Direct Sales where you (the Account Executive) is in direct contact with the end buyer/user, but in the Channel Sales or Sales Partner scenario, where you are selling your product or service through a Partner, Integrator, Agent or otherwise the
How many times have you heard a legacy company tell you that they have AI and it will change the world? In all my discussions, every product in the market is now professing to have AI and it will change your life! Unfortunately, AI by itself does very little. It needs your experience and learns just like a child learns how to read and write. Now, the reason why a child learns so quickly is that they