SalesDirector.ai 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
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User Reviews
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Overview

SalesDirector.ai

4.5

(31)

Pricing

Starting at $29.00 per month

About SalesDirector.ai

SalesDirector.ai is a data capture solution designed to help sales, marketing and customer success teams within businesses access email or calendar interactions, optimize contact information, manage accounts and automate data entry processes from within a unified platform. Administrators can create customizable dashboards and gain insights into revenue data based on sales representatives, territories, customers and new account growth.

Key features of SalesDirector.ai include account-based marketing (ABM), leaderboards, data visualization and sentiment analysis. Businesses can identify risks within each territory, identify account upsell or expansion opportunities and target disengaged stakeholders. Additionally, the signature capture technology helps teams fill in titles, phone numbers and other information about contacts.

SalesDirector.ai facilitates integration witj Microsoft Office 365, Salesforce, Microsoft Dynamics, Tableau and more. The product is available on monthly subscriptions and support is extended via documentation and other online measures.

SalesDirector.ai Screenshots

SalesDirector.ai Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Basic

$29.00

per feature, per month

No plan information available

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SalesDirector.ai Features

Popular features found in Customer Success
Customer Engagement
Onboarding
Reporting/Analytics
Usage Tracking/Analytics
More features of SalesDirector.ai
Account Alerts
Account Management
Activity Dashboard
Activity Tracking
AI/Machine Learning
Alerts/Notifications
API
Campaign Analytics
Campaign Management
Campaign Tracking
Competitive Analysis
Contact Database
Contact Management
Correlation Analysis
CRM
CRM Integration
Customer Management
Dashboard
Data Capture and Transfer
Data Entry
Data Retrieval
Data Visualization
Dynamic Modeling
Email Marketing
Forecasting
For Sales Teams/Organizations
Graphical Data Presentation
Health Score
Multi-Channel Attribution
Multi-Channel Data Collection
Opportunity Management
Performance Metrics
Pipeline Reports
Predictive Analytics
Reporting & Statistics
Revenue Management
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Statistical Analysis
Target Account Identification
Third-Party Integrations
Win/Loss Analysis

SalesDirector.ai Integrations

NetSuite

Salesforce Sales Cloud

Microsoft Outlook

Zendesk Suite

Gmail

ClearSlide

See all 10 integrations

SalesDirector.ai User Reviews

Overall Rating

4.5

Ratings Breakdown

58%

35%

Secondary Ratings

Ease of Use

4.6

Value for money

4.7

Customer support

4.7

Functionality

4.5

Have you used SalesDirector.ai and would like to share your experience with others?

Nelson G.

Used daily for less than 12 months

Review source

Reviewed December 2017

Great for giving managers insight into opportunities in the sales pipeline and for coaching reps

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Rickey J.

Verified reviewer

Computer Software

201-500 employees

Used daily for less than 12 months

Review source

Reviewed February 2021

Pretty good but improvement is a must

Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it to anyone immediately without knowing their situation, but i would most likely recommend it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the ease of use, it's pretty functional and for the most part is accurate. I especially like the waterfall and the related activity areas making it easy to see what activity has been done on it, by whom, and how recently. I like the sentiment faces as well, makes it very simple to see if action is needed based on that acitivty.

Cons:

One thing i dislike is the font weight used. I've changed brightness of my screens and still i find it to be too light. I understand it is trying to be easy on the eyes, but it is difficult to see already because the font is way too light, and if you are screen sharing (i.e. with a manager) it is even harder to see. The font weight needs to be heavier. Also, i am not sure why, but sometimes the data is incorrect. Dynamics CRM will show one number, SD.ai will show a different number (usually lower) and PowerBI will show a different number.

Dianne F.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 6 months

Review source

Reviewed February 2021

New to Sales Director - mixed review

The benefit so far is not having to attach my emails manually from Outlook to Salesforce.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It is very helpful to have SalesDirector.ai attach my emails and meetings/events directly into Salesforce.

Cons:

The "ai" is not as intelligent as I would like. The emails and meetings tend to get attached to opportunities that are not necessarily pertinent. I have had large swaths of contacts moved into all the opps for one account, when I had the correct contacts associated with each opp. It seems that just because a person is included in a meeting, they are automatically assumed to be associated with whatever opp SalesDirector.ai finds open. Time consuming for me to clean this up. Also, when the meetings are assumed to be associated with a specific opp, the ai reaches out for a "next step" which is not appropriate. I have been responding and then deleting the next step in Salesforce manually.

Amy D.

Verified reviewer

Computer Software

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed March 2021

Highly recommend

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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!

Cons:

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

Luis C.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2021

Great insight and visualization

Salesdirector.ai has provided me with invaluable insight in to the rep activity and has significantly helped improve forecasting. With the AI, I am confident that I am looking at a complete data set when speaking to my reps about opportunities as well as when I am preparing my forecast for Board Meetings. Additionally, the unique visualizations are excellent for quarterly Board reports.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Implementation of the product was very easy and we were able to realize the benefits within a few weeks of use.

Cons:

I am really happy with the overall product, if I had one request it would be that the sync with salesforce happens more often than once per day.

Bob O.

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2018

I am very pleased with the SalesDirector's AI solution. My everyday go to sales management tool.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It has been extremely helpful consolidating all of the necessary sales information I need to help validate my team's forecast and make recommendations to each individual on my team. It enables me to provide an accurate forecast at any point during the quarter. SalesDirectorAI suggests relationship strategies for each opportunity based on sales persons activities, observes my sales team activities and provides sales stage coaching around verifiable outcomes & relationship milestones that are based on our best practices.

Cons:

I really do not have anything negative to say about this software solution. When we needed to add some functionality early on, they jumped on it right away.

Amanda W.

Research

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed October 2018

Director, Sales Operations

We have enabled Account Executives to keep the pipeline up-to-date in as pain-free of a way as possible, given Sales leadership increased visibility into the business and created better quality sales forecasts. All of this progress has been made in a few months!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This tool helps us understand our pipeline, act on high priority items in the sales cycle, understand what is going on in our business, and if that is not enough it also makes our CRM better through various integrations all the while creating less headache for our Account Executives.

Cons:

Some things are still being developed. That can be both a pro and a con as we get to give input into the development processes.

Jennifer F.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 12 months

Review source

Reviewed March 2021

New user to solution

Reporting all in one place for various data requirements in role.

Ratings Breakdown

Ease of use

Functionality

Pros:

Two main features stand out - the integration to D365 CRM with scorecards and visibility into customer usage view at a highlevel with the link/integration to PowerBI.

Cons:

No recommendations at this time as continuing to play around and integrate in daily processes and activity processes.

Bryan P.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed February 2021

Great for data-scraping; Fast and quality Support

Overall, very positive. Very helpful in monitoring our customer engagement, evaluate accounts and opportunities that are healthy or may need attention

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

We really just use SD to scrape email and meetings from Google and log them into SFDC. We don't really use their interface at all, but do find the scraping and logging of meetings and emails very impactful in our Sales Operations and customer engagement

Cons:

There doesn't seem to be a way for us to view our rules or tweak them ourselves. We always have to reach out to our contacts at SD for support, however that support is timely and high quality

Olivia C.

Verified reviewer

Public Safety

201-500 employees

Used daily for less than 12 months

Review source

Reviewed February 2021

Quick Easy Record