HubSpot Operations Hub (based on technology from the former PieSync that was acquired by HubSpot November 2019) is a two-way contacts integration platform. The vendor emphasizes quick and easy setup automated customer and client data matching and updating between apps.
$15
per month per seat
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.
N/A
Pricing
HubSpot Data Hub
SalesDirector.ai
Editions & Modules
Starter
$15
per month per seat
Professional
$800
per month Includes 1 Core Seat (Additional Core Seats start at $50 /mo)
Enterprise
$2000
per month Includes 1 Core Seat (Additional Core Seats start at $75 /mo)
Great to use if you have a few marketing systems that need to "talk" to each other and keep each other updated. Perfect for small agencies, companies, or freelancers. I wouldn't recommend using PieSync if you have MANY marketing systems that need to be synched. You'd be better off simplifying the resources you use, then putting PieSync in place
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.
PieSync runs continually so there is little to no disruption and people always have access to the latest contact information for our clients and prospects.
PieSync runs efficiently in the background so there is little maintenance or attention that it needs, which is great.
PieSync does a great job of letting you decide how you want items to sync across platforms so you can customize to how your organization uses a particular software.
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.
The interface is very simple and straightforward. No need to further understand. Everything works out of the box. Once set up and everything works. My setup took 5 minutes.
Every time that I've had a question, PieSync has been very responsive. It is a reliable company with a great team that is devoted to helping their customers. I've been their customer for 2 years and I've never looked back. Support is an important reason why PieSync is my go-to app for this job.
Improved analytics, well easier to read and show to team members, and using it to keep track of sales and the status of those sales. The simple grid tracks were easy to use and see where each client was in the sale pipeline.
PieSync has saved me a lot of time. It is straightforward to learn and use and therefore the initial set up time is not great, but once set up you can more or less forget that it is there working away in the background.
My business is small and was already pretty streamlined with a CRM system etc. PieSync is likely to have a much greater ROI for a business that is less streamlined or is more complex to start with.
