Love SalesDirector.AI
Pros
- Pipeline management
- Sales coaching
- Forecasting
Cons
- More built in reports and trends
Return on Investment
- Identify close-able deals quicker
- Real-time sales coaching
- No more "happy ears" dependence
What is SalesDirector.ai?
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.
Categories & Use Cases
Who Buys & Uses SalesDirector.ai
SalesDirector.ai delivers AI to take sales reps and sales managers to the next level of performance
Pros
- 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.
Cons
- None that I need at this time.
Return on Investment
- SalesDirector.ai has contributed to our company improving our hit rate and hitting our quarterly numbers more consistently since we started using.
- Helps us provide more informed and reliable forecasts
- Makes our group sales meetings and 1:1 meetings with individual account execs more productive and meaningful
- Saves management time in compiling data for reporting and sales analysis
Alternatives Considered
Add-ins to Microsoft CRM
Other Software Used
Microsoft Dynamics CRM, Microsoft Office 365, LinkedIn Sales Navigator
Using Artificial Intelligence for More Accurate Sales Forecasting and Sales Coaching
Pros
- I can easily see if there is communication occurring between the sales rep and the appropriate contacts at the prospect company. I can quickly see if the communication stream is a mutual back and forth conversation or if it is mostly a one-way stream from the rep to the prospect. If it is mostly a one-way conversation, this tells me something isn't right about this opportunity.
- The system looks at this communication and using AI, it highlights if it interprets any negative sentiment from the prospect allowing the rep or the sales manager to dig deeper into the opportunity and see if they can discover the reason for this negative response and correct it if possible.
- The software "learns" from previous successful deals we have closed and uses this information to alert us if a deal has been in a particular sales stage for longer than similar deals. And it learns who is the business decision maker or technical decision maker is for previously closed deals and points it out to the rep that they should make contact with this same position in the target company.
- The software coaches sales reps on actions that should be taken, based on our sales process, at each stage of the sales cycle. And it does so without feeling like its looking over your shoulder, by recommending the rep send a "confirmation of needs" email once the deal is moved into the 30% stage.
Cons
- 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.
Return on Investment
- Positive. We have better insights into our deals. We can see when deals are getting bogged down, or when a deal may not close, even before the sales rep recognizes this.
- It makes it much easier to accurately call your monthly and quarterly forecasts.
- Our sales managers use it for their weekly one-on-one meetings with their rep and virtually no additional work is required of the rep or manager.
Other Software Used
Salesforce.com, Lesson.ly