The HG Insights platform provides a view into global industries, markets, and companies allowing users to identify the most valuable opportunities and build strategies to maximize revenue and accelerate growth.
N/A
SalesDirector.ai
Score 10.0 out of 10
N/A
SalesDirector.ai is a sales forecasting and coaching tool that uses artificial intelligence to make predictions and recommendations
based on combined CRM, Email, Calendaring and call log data.
The HG Insights Platform has helped us with GTM planning as we segment accounts amongst our verticals. There are verticals with specific tech stacks that we would like to prioritize, and HG Insights allows us to do that. The account scoring allows us to prioritize outreach efforts. We are able to use the technographics to weigh scoring and assign those accounts out accordingly.
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.
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.
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.
It’s very easy to use, and the team is very responsive and friendly to work with. The information is unique and usable and can complement some of the data we get from call recordings. The integration with Salesforce is easy to implement and offers good insights into our database.
We have evaluated all of these vendors and some are used in tangent with the HG Insights Platform. We found that for technographic data in particular HG gave the best coverage, but a few of these do help "fill the gaps" when occasion calls. We also use multiple intent engines to help verify trends rather than being reliant on one platform. Other vendors also offer contact data as well which is integral for our outbound marketing campaigns which HG does not cover. Overall HG does perhaps stack up better than some of these however, it is only one source of data and using multiple is necessary to give a reliable result.
I don't massively get involved in financial matters, but the propensity models we use internally to help run our campaigns are certainly a big factor when our sales people approach our clients.
Every campaign sold now comes with a flat data fee for us to run and use a propensity model for the activity we complete on behalf of our clients.
Whilst the client will never see the raw data behind the model (of which HG does play a part along with our other data sources) they are briefed on the methodology and reasoning behind them.
