CRM Data Capture Automation
Updated: Oct 20, 2021
CRM Email Tracking. Improve Sales Productivity by having Reps spend time with Customers instead of inside CRM.
Automate CRM Data Entry
Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with any App.
Email, meeting, call, SMS, activity tracking
Contact auto creation & Opportunity association
Fill in custom CRM opportunity fields
Capture Data from Reps at the Right Time
SalesDirector.ai gives us an easy way to visualize forecast and pipeline health. Excellent tool for providing insights that keep things from falling through the cracks, and highlight where proper attention is not being given.
Immediately capture next steps after meetings. Collect any custom input via messaging apps like Slack and SMS text messages.
Conversational interaction in Slack
Simple ubiquitous interaction via SMS
Reminders + Rep input
CRM Email Automation for Reps
Customize Fields for Your Sales Process
Customize the system to your own sales process (MEDDIC, etc). Tell SalesDirector.ai what fields must be filled out at what stage.
Capture next steps
Capture custom opportunity fields
Text and contact role capture
Coach Reps in Real-Time
Coach reps to success with timely SMS and Slack reminders for your company’s best practices, like identifying economic buyers, decision criteria and next steps.
SMS & Slack coaching
Just-in-time reminders
Customizable to your sales process
Capture Missing Sales Activity & Contacts
Fill in missing data gaps by automatically identifying and recording all contacts and activities engaged around an Opportunity, without involving sales reps.
Contact auto creation
Opportunity auto association
Call, Meeting, CRM Email Tracking
Better Data for Better Visibility
Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with any App.
Email, meeting, call, SMS, activity tracking
Contact auto-creation & Opportunity association
Fill in custom CRM opportunity fields
Total Email Automation for CRM
SalesDirector.ai gives us an easy way to visualize forecast and pipeline health. Excellent tool for providing insights that keep things from falling through the cracks, and highlight where proper attention is not being given.
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