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
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