While there are a lot of features we absolutely enjoy such as reps being able to text the tool to update records in SFDC and automated SFDC activity logging from synced email accounts, my favorite is sinking contact roles through the relationship plan. When SalesDirector.AI combs through emails, it identifies contacts the reps are communicating with and enables the rep to include them on the relationship plan. When they do this, it also adds the contacts in as a contact role in SFDC. If the contact does not yet exist in SFDC, SalesDirector.AI will create the contact for you. Our marketing department is happy as they can track campaign member influence more effectively, our sales leadership is happy as they can review customer engagement on opportunities to ensure we are not single threaded and our reps are happy as the administrative burden to create contacts and add them to opportunities is all taken care of for them. Lastly, Sales Ops is happy as we are able to add another indicator into our predictability scoring for our forecasting process.
There isn't anything that stands out at this time.
This tool is a solid add for any sales organization. It helps provide insight your out of the box CRM is incapable of without a significant level of effort of development on the back end through coding and reporting. This tool for me is akin to having another employee on my team.
Opportunity Management primarily. This tool enables us to have more visibility into the opportunities and see how they are tracking along. The sales leadership has the ability to deep dive into the opportunity for a BI perspective to stay on top of deals to ensure we are not lagging behind in engagement and communication. By using the tool effectively, one of our sales leaders was able to stay on top of a deal a rep was mismanaging and by doing so, eventually led to a closed won opportunity. Net effect, the tool has already paid for itself