What do you like best?
SalesDirector.ai gave me clarity into all of the open opportunities in our sales pipeline. I could see in one easy to understand window, the recent communication occurring from my rep to their prospects. And I could see when the prospect responded and get a quick feel for the sentiment of those response emails. I could see when the last meeting occurred and when the next was scheduled. Also, the AI in the program gave me it’s input on the likelihood of a deal closing based on its understanding of how similar types of deals closed in the past.
It also provides a great view of not only the people that are being communicated with at a target account, but also it uncovers people that the rep probably should be communicating with based on personas that have been involved in similar closed opportunities.
It provides a huge benefit by taking most data entry out of the hands of the reps and does it for them. The rep can literally create a voice to text message after they have attended a meeting, and that data is captured and entered into Salesforce.
What do you dislike?
Nothing really. It takes a couple of training sessions to get the reps comfortable with the interface, but once they do, they start using SalesDirector as the go to source for all information around their deals.
Recommendations to others considering the product
If you are a new sales leader coming into an organization, I don’t think there would be a better tool for helping you get up to speed on things like, deal velocity in each sales stage, where your reps are spending their time, are they communicating more with the target company or are the getting bogged down with internal communications around the deal, where deals are entering and exiting the opportunity funnel.
And for a seasoned sales manager, I haven't seen any product gives a better view of what is happening around an individual opportunity. This gives a manager insight to be able to jump in and assist on deals early enough to make a difference.
What business problems are you solving with the product? What benefits have you realized?
Providing a more accurate forecast and helping the reps move deals through the funnel to close.