What Are Sales Reps For? A popular meme in the software world today is to wear a proud badge of honor and exclaim: “We Don't Have Any Sales Reps at our company!” This mantra has even permeated the automobile industry where companies are offering “no-haggle” pricing in an attempt to eliminate or reduce the “used-car salesman” effect that turns off buyers. Many blog posts, articles and talks have been given on the topic of “how to succeed without any sales reps”
CSV Automation For those of you who aren’t able to connect your CRM directly to SalesDirector.ai, perhaps because you are on a non supported CRM or for any other reason. You can now automate your CSV uploads via Dropbox or Google Drive. Navigate to Setup -> Import CSV and you will see a couple of different automation options including Dropbox and Google Drive. Additionally, we also support Google Sheets as a replacement to CSV. Meaning that you could be working within a Google
Your Sales Forecast is Driving You Insane For years, you've done the same thing every day, every week, every month and every quarter. You've relied on the same tools with the same process hoping that one of these days, your sales forecast will magically be accurate. Instead, you miss the quarter, sometimes by a mile, sometimes just by a little – but you missed. Or, if you are lucky, you beat the quarter because of that one bluebird deal that came in
What's Wrong With Your Sales Forecast? We know how most sales forecast meetings go. The manager sits in a conference room with the team and opens up the CRM. One by one – painstakingly slow – the manager proceeds to interrogate each of the reps about each deal in their pipeline. “Is this really gonna close next week?” “When was the last time you spoke to them?” “Have you heard back from their legal team yet?” “You are telling me that your contact has been on
During the meeting – the manager is constantly updating a spreadsheet that she is building that will eventually be shared with her superiors and circulated amongst the executive team. The spreadsheet will be a neat, concise list of the key deals that she thinks are going to close this quarter. Eventually, the grueling meeting ends and the manager cobbles together what she believes is an accurate forecast. She then adds some cushion to the number and discounts it by 20%. She
Welcome to SalesDirector.ai, we invite you to join us on our journey to improve sales teams all around the world. SalesDirector.ai was founded with the simple desire to improve the daily lives of sales teams and to help them develop a consistent and accurate forecast. We know that there are a myriad of tools that sales teams use on a daily basis - but in spite of the technology - they still can’t seem to get an accurate sales forecast.