Blog

How much did that meeting cost me?

by Virinchi Duvvuri on May 9, 2018

Do you know if your reps are being inundated with useless meetings? Do they have enough time to sell after you take out time for updating CRM, meeting on new internal initiatives, training and a slew of other time-sucking items? Did you know that updating CRM is 70% of what they do during the selling time? I thought the same...and tried all kinds of things to get reps more time to sell! At Microsoft, I would always wonder

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Slack

by Jennifer Preston on May 8, 2018

Use Slack in your Sales Organization? This is a quick follow up to a previous release. Did you read our CRM by Texting Release? If not we suggest you do for this to make sense. Now you can get an even richer experience in Slack via our SalesDirector.ai Slackbot. To enable your org for Slack, simply go to Setup > Slack > and Sign in with Slack to connect your

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Stop Doing Busywork

by Arnulf Hsu on April 23, 2018

Do more High-Value Work! Still setting up Manual Tasks in your CRM or some task system to remind you to Follow up? Based on all the conversations we have had, we see a low percentage of Reps using CRM tasks, and the ones that do don't do it consistently. If you are a Sales Leader and are asking your reps to enter follow up tasks we would strongly encourage you to stop and have the reps spend

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Recommendations for Pursuit Team Members

by Arnulf Hsu on April 18, 2018

Most B2B solution selling is done in teams. Sometimes it's just the AE (Account Executive), but many times its the AE and the SE (Sales Engineer), or perhaps the organization has teams or pods they sell in. We already support features such as Account Teams or Opportunity Teams sync from Salesforce. But now we are also making recommendations as to which other members of the organization perhaps should be added to the pursuit team based on recent communications

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GDPR for Sales

by Arnulf Hsu on April 16, 2018

May 25th is fast approaching, the GDPR (General Data Protection Regulation) deadline. If you are located OR do business with European Customers this legislation applies to you. We want to make complying with this regulation easier for you. In short GDPR seeks openness, honesty and transparency from how you interact, collect and store data on your prospects and customers. It gives rights to your prospects and customers to understand what you have collected on them, how this information is shared/accessed and

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CRM by Texting

by Jennifer Preston on April 12, 2018

You text with your friends, your parents, your brother, your sister, your boss, your co-workers, your Uber driver, your prospects/customers, and yes, now your CRM...

We also know, Sales reps generally dislike process, updating systems and anything that gets in their way of working on a deal. We get it.

So here is what we have done:

  • After a Prospect or Customer meeting has occurred (which we figure out from your Calendar) we will send you a text asking

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I need an 8th day!

by Virinchi Duvvuri on March 14, 2018

How many times have you said this to yourself? Based on the 950+ sales leaders I have spoken to….ALOT of times! Personally, I am always fighting for time! As the CRO of a startup that is growing like crazy, I have to always prioritize my time between eating and speaking to prospects. Which one do I do? Of course, at this point, I do what most of my peers do, I look for a new gadget or app

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ClearSlide Integration

by Arnulf Hsu on March 13, 2018

ClearSlide is a SaaS-based Sales Engagement platform that lets users share content and sales materials via email links or do real time presentations to their prospects. Unlike simple tracking tools, it tracks deep engagement metrics such as how long a user spend looking at a certain slide, were they paying attention when you did a live screen share or presentation to them, etc... If you are a ClearSlide customer you can now connect your ClearSlide account to

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Google Hangout Support

by Arnulf Hsu on March 8, 2018

Ever converse with your prospects over Google Hangout/Chat? SalesDirector.ai now supports Google Hangouts and your Chat messages will automatically be logged and analyzed as part of your Opportunity communication and interactions. You don't need to do anything for this be enabled. As long as you have your Google account connected to your profile these chats will automatically be associated and used as part of our analysis. As usual, if you have feedback please let us

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Multi Currency Support

by Arnulf Hsu on March 6, 2018

The world is global. SalesDirector.ai now supports Multiple Currencies.

How it works:

  • By default, your Instance is set to a Base Currency.
  • Each Opportunity also has a Base Currency, the default Opportunity Currency is your Instance Base Currency.
  • Each User also has a Preferred Currency.

This works nicely with Salesforce or other CRM's where multi-currency features are enabled.

If an Opportunity is in a certain

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