AutoScribe Archives - SalesDirector.ai



Using Autoscribe to Automatically Log Time Against Opportunities

by Arnulf Hsu on June 8, 2020
Many companies have the ability to automatically capture a limited amount of information from sales reps’ email and calendar accounts.  Most tools (including Salesforce.com Inbox) are restricted to a rudimentary form of “logging an email” or “logging a calendar event” within a contact in Salesforce but require some form of sales rep intervention.  Read More 

Einstein Activity Capture and the Biggest Problems

by Jennifer Preston on May 6, 2020
Einstein Activity Capture is a great solution for compiling sales rep activity data into Salesforce. Einstein Activity Capture pulls in calendar events and emails and then identifies all the information then matches the information to already existing Salesforce Accounts and Contacts.

Activity Tracking Salesforce

The problem that exists is that Einstein Activity Capture is not able to capture brand-new leads and contacts. There will be no new contacts added only the already

5 Tips to Help Struggling Sales Reps

by Jennifer Preston on April 21, 2020
It is estimated that the turnover rate for salespeople is roughly 27%, according to the Harvard Business Review.  What this boils down to is that out of 4 of your reps 1 will be gone within the next year. The turnover in the sales industry is double that in other industries. As salespeople know, sales is a very tough job. All salespeople, no matter how good they are at their job are bound to hit a few low quarters. As a good manager, it

Driving Sales with Insights and Analytics

by Jennifer Preston on April 17, 2020
Modern sales teams are already overwhelmed.  The new reality of sales teams working from home because of the COVID19 quarantines in most part of the world are making the lives of sales professionals more difficult than ever.  At the office (the work office), inside sales teams had direct access to all of the tools they needed to be successful:  laptop, desk phone, reliable high speed internet, all of the software they needed and technical support to get it.

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Rachel Li
Company :- SalesDirector.ai
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14271 Jeffrey Rd., #270,
Irvine, California, 92620 United States




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