Thorough insight and analysis of all sales opportunities. An easy way to visualize forecast and pipeline health. Excellent tool for providing insights that keep things from falling through the cracks, and highlight where proper attention is not being given. Overall, it is helping our sales team get better, and mature in our process and approaches.

SalesDirector.ai is being used by our entire sales organization. It leverages data and activity in Microsoft Exchange (emails and calendars), and Microsoft CRM. SalesDirector.ai provides best practice analysis, alerts, and guidance on all the deals we are pursuing. It helps us not let opportunities or the activities to pursue them, get missed or neglected. - Opportunity Analysis - provides objective analysis and feedback based on activity and the depth of the relationships needed to close an opportunity. - Forecasting - provides excellent information on committed, upside and pipeline deals, and provides great insight into the health of the deals contained within - Integrates - Provides seamless integration, and leverages data from multiple sources to provide its analysis and guidance. Emails, meetings, and contacts are all gotten from Microsoft Exchange and managed with the opportunity information coming from Microsoft CRM. Elements like relationship mapping are added by SalesDirector.ai, and these combined data sets provide insights not easily obtained from these various sources individually. - Reporting - An ever-growing set of reports that help salespeople and sales managers improve their approaches and performance.

None that really impact my daily use and experience with the solution. I have been extremely happy with the feature sets, and the responsiveness of the vendor when anything is needed.

Good overall - makes activity capture for SF easy. Minor pitfalls but it works well overall.

Super simple to set up - just connect Outlook and Salesforce accounts and it will automatically write back activities into Salesforce. Good alternative to Einstein Activity Capture which does not create a physical task record in SF - this does. Currently I only use the autoscribe function but there are more advanced pipeline analytics features that look interesting.

Has a tendency to write back junk/newsletter emails as actual activity into Salesforce - i.e. if I have Dick's Sporting Goods in Salesforce, every time they send me a coupon it shows up as an activity. Wish there was a better way to filter this.

Overall it's a good tool. The technical support has been great!! They've really customized the tool to help fit our needs.

Being able to track customer opportunities (deals) and seeing what they've already purchased.

With my line of work, we want to see how customers are using the solution and being able to query data to build use cases. However, this isn't the best tool for forecasting the usage of the software. There's a bit of a lag which can be a bit of a pitfall when you're trying to get people to purchase something else but you don't have the right data points to back up the big purchase.

See above - it's been solid. Two biggest things that stand out to me: 1) Their team bending over backwards to make us happy. Probably not something that's scalable two years from now, but our experience thus far has been wonderful working with them 2) The reporting. We're running performance reviews better, 1:1s better, board calls better... all because we're able to quickly tap into insights that salesforce just isn't built to think of. They also produce some reports that are in our board decks and, frankly, take our sales operations team hours to build due to the complexity of the data

1) We were stood up in days; ease of deployment is high 2) Their team is excellent. Smaller business - so eager to delight customers - but as you want to adapt the system to match your needs, their team (from the [SENSITIVE CONTENT HIDDEN] down) are responsive and helpful and proposed changes kick into effect almost immediately 3) For us, this accomplishes a handful of things that are part annoyance erasers and part game-changers for our sales org: - They get things out of Outlook and into Salesforce with zero rep lift. While there are minor issues with accuracy of data (e.g., if you have two opportunities open with the same company, it may struggle to figure out where to log things), it eliminates the annoyance of reps who refuse to log things in CRM - They provide analytics - that continue to improve - on deal and prospect engagement. It's an effective coaching tool (you can flag reps who are forecasting deals that haven't engaged with you for weeks) and provides a stronger and more intuitive way to run forecast reviews - They provide buying committee persona/contact roles analysis; as you look to coach reps through access to power/mobilizers/blockers, the platform has a presentation mode that allows reps and managers to smartly map roles (and engagement of people) into the right buying persona sets - The reporting is sick! Salesforce should be ashamed of itself when you look at what SDAI offers. We have identified risks we hadn't ever thought of a the click of a button

The Outlook integration (getting things automatically from Outlook into Salesforce) is the only thing that we've honestly had issues with, and that's minor and something that I don't see any platform doing any better than SDAI

Your sales reps don't have to enter data in the system to get results. The software looks at multiple sources of data from CRM, email, call logs and calendar to under the communication between the sales rep and contacts at the prospect company. Using artificial intelligence and machine learning it tells the reps key things about the deal such as if it detects any negative sentiment about the deal from a contact, or if similar deals closed by this rep or the sales team has been in this sales stage longer than normal and thus should be looked into, or if similar deals were approved by a certain job title in a company and that same person hasn't yet been identified in this particular deal, or if the email communication is a one way street from the rep to the prospect without getting communication back from the prospect. It does a good job of coaching the rep at each particular stage of the sales process. For instance, without being intrusive, it will alert a rep if a "confirmation of needs" email should be sent when a deal is moved from the Discovery stage to the Strong Interest stage. It also makes it much easier for a sales leader to accurately forecast deals that will close in the month or in the quarter.

The interface could be prettier, but it's certainly sufficient enough to provide the information the sales rep and the sales manager needs.

I find Salesdirector easier to navigate than Salesforce, and I love being able to see my target vs my opportunities and shortfall. Highly recommend this tool to any business looking to enhance their sales executives organisation and follow ups.

Salesdirector is essentially how my brain works on a screen. I see my list of opportunities in the order I wish, with easily editable follow up notes, reminders and likelihood of closure. Salesdirector has an integration with Salesforce, Outlook and Outreach which ensures all activities are logged as efficiently as possible. Having tick boxes for my sales stage and notifications to remind me to follow up ensures that I am on top of my sales game. Highly recommend!

Sometimes activities don't pull through from my email if the client has a gmail domain

Very positive experience. The SD team is very responsive and flexible.

SalesDirector.ai delivers critical pipeline and productivity data without burdening the sales force with extra work. It is a great tool for pipeline reviews and coaching. It also provides "use of time" information that gives sales leadership the credibility to drive position change in other parts of the company that support sales and the customer. As sales leaders we want our team focused on selling, right? SalesDirector.ai gives you the insight necessary to do just that.

Since we have an on premise version of MS Dynamix the data is not as dynamic as we would like. This is not a flaw in SD, it's more of an issue that we have internally. In fact, it's a miracle that the team could get it to work at all given our version of CRM.

I enthusiastically recommend adopting the SalesDirector platform. The simplicity of the tool allows reps and managers to focus on the most important aspects of selling. Further, the SD team provides excellent support, listens to their clients and is constantly working to improve the platform.

SalesDirector allows reps to easily manage and update their pipelines, while giving quick visibility into deal health for sales managers. Prior to SalesDirector we weren't employing the best practice sales methods that the platform demands. It has been a huge influence in improving the professionalism of our sales team.

Writing contacts back to Salesforce can sometimes be problematic.

some additional insights into individual sales cycles and pipeline

Provides some useful insights and helps you to ask the right questions about deals in the pipeline. Analyzes past sales cycles and close times to attempt prediction of deals closing on time.

Tells you a lot about what you already know. Not fully integrated with Salesforce.com, at least with us, so key data points sometimes aren't factored in, which can lead to poor conclusions and management getting a flawed view of pipeline & individual deals. The milestone templates are generally helpful, although it assumes a cookie cutter approach to complex deals. And although quite a bit is integrated and automated, it is still yet another layer of documentation, checking, and overhead on top all of the other sales reporting. Management needs to be coached not to rely upon this tool in a vacuum; it doesn't remove the necessary human element, experience and judgment of sales management, it only perhaps refines it a bit.

I was trying to get to a singular view of our pipeline and have a tool that executives, sales leaders and reps could all leverage as a single source of truth, while also having the tool offer functionality for each party that would help them do their jobs more effectively. We have started to leverage SalesDirector.ai as the kicking off point for our weekly revenue calls so that we are all working with the same numbers and visibility. We have yet to have our reps leverage the functionality to automate their workflow, but that is a near term priority.

As a CFO I find the reporting capabilities to be very relevant for the types of analysis that I am looking for into pipeline, changes to pipeline and bookings to help calibrate likelihood of hitting our goals. That it pulls data from Salesforce, Gmail, Google Calendar and provides a "scoring" of each deal on its momentum is a great way to help to have a more fact based discussion about key pipeline opportunities.

It can be a challenge some times to decipher why an opportunity is being scored a certain way when determining upside, etc.

SalesDirector.ai is a good technology for forecasting and getting a lot of the data from your reps head and tasks into SFDC

Pros: 1) Forecasting - I check the accuracy of the forecasts and it is aligned 2) Rep Data being written to SDFC 3) Seeing timelines at a glance

Cons: 1) Reporting is getting better but takes some time to get your arms around

We connect it to a custom-built solution that provides context regarding where we are spending our time and the effectiveness. For that, SalesDirector makes it extremely easy.

I love how easy it is to categorize my meetings.

Being able to sort by type of meetings would be helpful. Currently, I primarily use it to find my uncategorized meetings.

1. Ability to track meetings & customer communication 2. Integration with the tools

Reporting the hierarchy and hierarchy based access still needs improvement