SalesDirector.ai Reviews & Insights

Score10 out of 10

5 Reviews and Ratings

Community insights

TrustRadius Insights for SalesDirector.ai are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Time-saving feature: The ability to automatically log calendar invites into Salesforce has been praised by many users for its efficiency and time-saving benefits. Some reviewers have mentioned that this feature not only saves them time but also benefits the entire team by ensuring all activities are logged accurately.

Efficient tagging of meetings: Users appreciate the tool's efficiency in tagging meetings, allowing them to do so faster than other options. This streamlined process helps users manage their schedule and activities more effectively.

Accurate forecasting: SalesDirector.ai has received positive feedback for helping users maintain accurate forecasts, giving them confidence in the system's validity. Several reviewers have mentioned that this feature provides valuable data on activity and performance, making it a great tool for prioritizing coaching efforts.

Reviews

3 Reviews

Love SalesDirector.AI

Rating: 10 out of 10

Incentivized

December 9, 2018

Use Cases and Deployment Scope

I used it to help manage and view my team's pipeline and forecast. SalesDirector.ai allowed them to be "kept honest". We would use SalesDirector.ai during our pipeline and forecast meetings to help manage their book of business throughout the quarter. The easy setup and configuration was an added bonus. Definitely recommended.

Pros

Pipeline management
Sales coaching
Forecasting

Cons

More built in reports and trends

Likelihood to Recommend

Perfect for the company that is looking to scale their sales team and needs to help manage their productivity from a bottle of funnel prospective.

Scott Tretsky

Vice President of Sales in Sales at Maestro (11-50 employees)

Vetted Review

1 year of experience

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SalesDirector.ai delivers AI to take sales reps and sales managers to the next level of performance

Rating: 10 out of 10

January 15, 2018

Use Cases and Deployment Scope

SalesDirector.ai is being used by our entire sales organization. It leverages data and activity in Microsoft Exchange (emails and calendars), and Microsoft CRM. SalesDirector.ai provides best practice analysis, alerts, and guidance on all the deals we are pursuing. It helps us not let opportunities or the activities to pursue them, get missed or neglected.

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.

Likelihood to Recommend

It is well suited for any sales organization that is trying to mature its sales process, and continually improve its execution.

Jim Patterson

Director, Sales and Business Development in Sales at Wicresoft (1001-5000 employees)

Vetted Review

1 year of experience

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Using Artificial Intelligence for More Accurate Sales Forecasting and Sales Coaching

Rating: 10 out of 10

Incentivized

December 20, 2017

Use Cases and Deployment Scope

It is used by primarily by the sales organization. But other department heads such as the CFO and CEO have access to it. It helps us to have a much better understanding of each deal in our opportunity funnel. The insights into each deal help me quickly see if this deal is placed in the correct stage of the sales funnel and/or if the appropriate action is occurring between the sales rep and the prospect.

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.

Likelihood to Recommend

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.

Nelson Greenwood

Vice President Sales in Sales at Digital Map Products (51-200 employees)

Vetted Review

1 year of experience

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