ChartMogul vs. SalesDirector.ai

ChartMogul is really a no-brainer if you're currently processing payments through one of the payment processors that they are built to work with, as the barrier to entry and the required work to get your data into the app and start seeing analysis is exceptionally low. I also expect that in large enough organizations, you may have internal teams that are already generating the kind of data that ChartMogul produces for us, but in our case, it added a lot of new info that we hadn't been able to get at without doing manual analysis.

Incentivized

Any sales director that needs better insight into the strength of the opportunities in the sales pipeline can use the program. And no additional information needs to be entered into SalesDirector. The reps can do what they normally do and SalesDirector will start collecting information from CRM, emails, calendar and call logs to start building an overview of the deal and its likelihood to close in the time frame selected by the rep. Any sales leader that wants to make better sales forecasts or wants to coach their reps to be more effective and successful will benefit from the program.

Incentivized

• Clear graphs
• Easy to make changes to dates or other criteria.

Incentivized

• 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 married 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 by these various sources individually.
• Reporting - An ever growing set of reports that helps sales people and sales managers improve their approaches and performance.

• Sometimes the MRR can be off.

Incentivized

• I don't have enough experience with this or other sales forecasting, sales coaching tools to recommend changes. The interface isn't perhaps the prettiest I have seen, but it gives the user the information in an easy to understand form. And most sales reps hate any new system, and all of ours seemed to be able to use the software and get information about their deals from the software quickly after they started using it.

Incentivized

Our interactions with ChartMogul customer support have generally been pretty attentive and thoughtful, and they've typically done their best to get us the info we needed, even if meant escalating our issue beyond the front-line customer support people we've dealt with.

Incentivized

ChartMogul felt like the market leader for SaaS. Its ease-of-use, visual reporting, and overall feature set seemed to align with exactly what we needed. It provides everything needed when it comes to tracking our revenue month-over-month.

Incentivized

SalesDirector is more comprehensive and advanced than the add-ins I've tried.

• Less time spent on data entry
• Focus on key performance indicators
• Trend awareness

Incentivized

• Identify close-able deals quicker
• Real-time sales coaching
• No more "happy ears" dependence

Incentivized