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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Description

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
Salesforce Yes 
Act! No 
ClearSlide Yes 
Docusign No 
Domo Yes 
Gmail Yes 
Google Data Studio Yes 
Google Workspace Yes 
LinkedIn Yes 
Microsoft 365 Yes 
Microsoft Exchange Yes 
Microsoft Outlook Yes 
Nextiva No 
QuickBooks Online No 
Sage 100 No 
Salesforce CRM Analytics Yes 
Salesforce Marketing Cloud Account Engagement Yes 
Tableau Yes 
Zendesk Yes 

Integrations

NetSuite Yes 
Salesforce Yes 
Act! Yes 
ClearSlide No 
Docusign Yes 
Domo No 
Gmail No 
Google Data Studio No 
Google Workspace No 
LinkedIn No 
Microsoft 365 No 
Microsoft Exchange No 
Microsoft Outlook No 
Nextiva Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Salesforce CRM Analytics No 
Salesforce Marketing Cloud Account Engagement No 
Tableau No 
Zendesk No 

Pricing Details

$29.00/month/user
Annual Platform Fees apply for Sales, Marketing and Customer Success Modules.
Free Trial Yes 
Free Version No 

Pricing Details

$49 per user per month
$695 set up fee
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SalesDirector.ai

Founded

2017

Country

United States

Website

www.salesdirector.ai

Vendor Details

Company Name

SalesStreamliner

Founded

2016

Country

United States

Website

salesstreamliner.com

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales No 
For eCommerce No 
Image Recognition No 
Machine Learning No 
Multi-Language No 
Natural Language Processing No 
Predictive Analytics No 
Process/Workflow Automation No 
Rules-Based Automation No 
Virtual Personal Assistant (VPA) No 

Customer Data Platforms (CDP)

Behavioral Analytics No 
Campaign Management No 
Customer Profiles No 
Customer Segmentation No 
Data Integration No 
Data Matching No 
GDPR Compliance No 
Personalization No 
Predictive Modeling No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management No 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis Yes 
Statistical Analysis No 

Product Features

Channel Management

Campaign Management No 
Channel Analytics No 
Incentive Management No 
Inventory Control No 
Lead Management No 
Opportunity Management No 
Order Management No 
Partner Management No 
Product Management No 
Reseller Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

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