Compare SalesDirector.ai и WinTask

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

Automate CRM Data Entry. Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with a... Read more

Automatically creates a Script file and records all your keystrokes, object selections, Windows and Web functions.

Rating
4.6 / 5
0 / 5
PIM software features
Data Quality Control
Data Quality Control
Data Management software features
Data Capture and Transfer
Data Capture and Transfer
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Cloud-hosted / box software

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
5 / 5

SalesDirector.ai delivers AI to take sales reps and sales managers to the next level of performance

Benefits:

SalesDirector.ai is being used by our entire sales organization. It leverages data and activity in Microsoft Exchange (emails and calendars), and M... Read more

SalesDirector.ai is being used by our entire sales organization. It leverages data and activity in Microsoft Exchange (emails and calendars), and Microsoft CRM. SalesDirector.ai provides best practice analysis, alerts, and guidance on all the deals we are pursuing. It helps us not let opportunities or the activities to pursue them, get missed or neglected. - Opportunity Analysis - provides objective analysis and feedback based on activity and the depth of the relationships needed to close an opportunity. - Forecasting - provides excellent information on committed, upside and pipeline deals, and provides great insight into the health of the deals contained within - Integrates - Provides seamless integration, and leverages data from multiple sources to provide its analysis and guidance. Emails, meetings, and contacts are all gotten from Microsoft Exchange and managed with the opportunity information coming from Microsoft CRM. Elements like relationship mapping are added by SalesDirector.ai, and these combined data sets provide insights not easily obtained from these various sources individually. - Reporting - An ever-growing set of reports that help salespeople and sales managers improve their approaches and performance.

Drawbacks:

None that really impact my daily use and experience with the solution. I have been extremely happy with the feature sets, and the responsiveness o... Read more

Summary:

Thorough insight and analysis of all sales opportunities. An easy way to visualize forecast and pipeline health. Excellent tool for providing ins... Read more

Jim P.
4 / 5

Solid Activity Tracking Solution for Salesforce, Minor Flaws

Benefits:

Super simple to set up - just connect Outlook and Salesforce accounts and it will automatically write back activities into Salesforce. Good alterna... Read more

Super simple to set up - just connect Outlook and Salesforce accounts and it will automatically write back activities into Salesforce. Good alternative to Einstein Activity Capture which does not create a physical task record in SF - this does. Currently I only use the autoscribe function but there are more advanced pipeline analytics features that look interesting.

Drawbacks:

Has a tendency to write back junk/newsletter emails as actual activity into Salesforce - i.e. if I have Dick's Sporting Goods in Salesforce, every ... Read more

Summary:

Good overall - makes activity capture for SF easy. Minor pitfalls but it works well overall.

Barry D.
4 / 5

Good for sales, not Customer Success Management

Benefits:

Being able to track customer opportunities (deals) and seeing what they've already purchased.

Drawbacks:

With my line of work, we want to see how customers are using the solution and being able to query data to build use cases. However, this isn't the ... Read more

Summary:

Overall it's a good tool. The technical support has been great!! They've really customized the tool to help fit our needs.

Kelly J.
5 / 5

Excellent platform; a hidden gem of sorts

Benefits:

1) We were stood up in days; ease of deployment is high 2) Their team is excellent. Smaller business - so eager to delight customers - but as you w... Read more

1) We were stood up in days; ease of deployment is high 2) Their team is excellent. Smaller business - so eager to delight customers - but as you want to adapt the system to match your needs, their team (from the [SENSITIVE CONTENT HIDDEN] down) are responsive and helpful and proposed changes kick into effect almost immediately 3) For us, this accomplishes a handful of things that are part annoyance erasers and part game-changers for our sales org: - They get things out of Outlook and into Salesforce with zero rep lift. While there are minor issues with accuracy of data (e.g., if you have two opportunities open with the same company, it may struggle to figure out where to log things), it eliminates the annoyance of reps who refuse to log things in CRM - They provide analytics - that continue to improve - on deal and prospect engagement. It's an effective coaching tool (you can flag reps who are forecasting deals that haven't engaged with you for weeks) and provides a stronger and more intuitive way to run forecast reviews - They provide buying committee persona/contact roles analysis; as you look to coach reps through access to power/mobilizers/blockers, the platform has a presentation mode that allows reps and managers to smartly map roles (and engagement of people) into the right buying persona sets - The reporting is sick! Salesforce should be ashamed of itself when you look at what SDAI offers. We have identified risks we hadn't ever thought of a the click of a button

Drawbacks:

The Outlook integration (getting things automatically from Outlook into Salesforce) is the only thing that we've honestly had issues with, and that... Read more

Summary:

See above - it's been solid. Two biggest things that stand out to me: 1) Their team bending over backwards to make us happy. Probably not somethin... Read more

Crispin V.

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