Revenue Grid vs. SalesDirector.ai

For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.

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

• Keeps email tracking simple within Outlook.
• Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
• Single-button click to open or close the SmartCloud interface in Outlook.

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.

• Calendar link didn't meet my needs.

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

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

Incentivized

Super easy to use when it is working properly

Incentivized

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

Super easy to setup and maintain

Incentivized

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

Incentivized

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

• Nothing negative even this feature makes my life easy

Incentivized

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

Incentivized