--- description: Review of SalesDirector.ai Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SalesDirector.ai | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [AI Sales Assistant Software](/directory/4614/ai-sales-assistant/software) > [SalesDirector.ai](/software/325413/salesdirector-ai) # SalesDirector.ai Canonical: https://www.softwareadvice.co.uk/software/325413/salesdirector-ai Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/325413/salesdirector-ai?page=2) > SalesDirector.ai is a data capture solution designed to help sales, marketing and customer success teams within businesses access email or calendar interactions, optimize contact information, manage accounts and automate data entry processes from within a unified platform. Administrators can create customizable dashboards and gain insights into revenue data based on sales representatives, territories, customers and new account growth. Key features of SalesDirector.ai include account-based marketing (ABM), leaderboards, data visualization and sentiment analysis. Businesses can identify risks within each territory, identify account upsell or expansion opportunities and target disengaged stakeholders. Additionally, the signature capture technology helps teams fill in titles, phone numbers and other information about contacts. SalesDirector.ai facilitates integration witj Microsoft Office 365, Salesforce, Microsoft Dynamics, Tableau and more. The product is available on monthly subscriptions and support is extended via documentation and other online measures. > > Verdict: Rated **4.5/5** by 31 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 31 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Bigtincan - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Per User - **Pricing Details**: Two plans are available. Revenue Insights is priced at $29 per user per month on a monthly billing cycle. Revenue API has custom pricing with additional platform fees and requires contacting the vendor for a quote. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United Kingdom, United States ## Features - AI/Machine Learning - API - Account Alerts - Account Management - Activity Dashboard - Activity Tracking - Alerts/Notifications - CRM - CRM Integration - Campaign Analytics - Campaign Management - Campaign Tracking - Competitive Analysis - Contact Database - Contact Management - Correlation Analysis - Customer Engagement - Customer Management - Dashboard - Data Capture and Transfer ## Integrations (10 total) - ClearSlide - Gmail - Google Workspace - LinkedIn for Business - Microsoft 365 - Microsoft Outlook - NetSuite - Salesforce Marketing Cloud Account Engagement - Salesforce Sales Cloud - Zendesk Suite ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [AI Sales Assistant Software](https://www.softwareadvice.co.uk/directory/4614/ai-sales-assistant/software) ## Related Categories - [AI Sales Assistant Software](https://www.softwareadvice.co.uk/directory/4614/ai-sales-assistant/software) - [Sales Force Automation Software](https://www.softwareadvice.co.uk/directory/254/sales-force-automation/software) - [Sales Forecasting Software](https://www.softwareadvice.co.uk/directory/4678/sales-forecasting/software) - [Account Based Marketing Software](https://www.softwareadvice.co.uk/directory/4394/account-based-marketing/software) - [Sales Coaching Software](https://www.softwareadvice.co.uk/directory/4369/sales-coaching/software) ## Alternatives 1. [Pipedrive](https://www.softwareadvice.co.uk/software/321306/pipedrive) — 4.5/5 (3042 reviews) 2. [EngageBay CRM](https://www.softwareadvice.co.uk/software/83835/engagebay) — 4.7/5 (907 reviews) 3. [Outreach](https://www.softwareadvice.co.uk/software/352419/outreach) — 4.4/5 (308 reviews) 4. [Close](https://www.softwareadvice.co.uk/software/31057/close-io) — 4.7/5 (164 reviews) 5. [Upnify CRM](https://www.softwareadvice.co.uk/software/264476/upnify-crm) — 4.8/5 (64 reviews) ## Reviews ### "Great for giving managers insight into opportunities in the sales pipeline and for coaching reps" — 5.0/5 > **Nelson** | *20 December 2017* > > **Pros**: Your sales reps don't have to enter data in the system to get results. The software looks at multiple sources of data from CRM, email, call logs and calendar to under the communication between the sales rep and contacts at the prospect company. Using artificial intelligence and machine learning it tells the reps key things about the deal such as if it detects any negative sentiment about the deal from a contact, or if similar deals closed by this rep or the sales team has been in this sales stage longer than normal and thus should be looked into, or if similar deals were approved by a certain job title in a company and that same person hasn't yet been identified in this particular deal, or if the email communication is a one way street from the rep to the prospect without getting communication back from the prospect. It does a good job of coaching the rep at each particular stage of the sales process. For instance, without being intrusive, it will alert a rep if a "confirmation of needs" email should be sent when a deal is moved from the Discovery stage to the Strong Interest stage. It also makes it much easier for a sales leader to accurately forecast deals that will close in the month or in the quarter. > > **Cons**: The interface could be prettier, but it's certainly sufficient enough to provide the information the sales rep and the sales manager needs. ----- ### "Pretty good but improvement is a must" — 4.0/5 > **Rickey** | *26 February 2021* | Computer Software | Recommendation rating: 6.0/10 > > **Pros**: I like the ease of use, it's pretty functional and for the most part is accurate. I especially like the waterfall and the related activity areas making it easy to see what activity has been done on it, by whom, and how recently. I like the sentiment faces as well, makes it very simple to see if action is needed based on that acitivty. > > **Cons**: One thing i dislike is the font weight used. I've changed brightness of my screens and still i find it to be too light. I understand it is trying to be easy on the eyes, but it is difficult to see already because the font is way too light, and if you are screen sharing (i.e. with a manager) it is even harder to see. The font weight needs to be heavier. Also, i am not sure why, but sometimes the data is incorrect. Dynamics CRM will show one number, SD.ai will show a different number (usually lower) and PowerBI will show a different number. > > Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it to anyone immediately without knowing their situation, but i would most likely recommend it. ----- ### "New to Sales Director - mixed review" — 3.0/5 > **Dianne** | *18 February 2021* | Information Technology & Services | Recommendation rating: 6.0/10 > > **Pros**: It is very helpful to have SalesDirector.ai attach my emails and meetings/events directly into Salesforce. > > **Cons**: The "ai" is not as intelligent as I would like. The emails and meetings tend to get attached to opportunities that are not necessarily pertinent. I have had large swaths of contacts moved into all the opps for one account, when I had the correct contacts associated with each opp. It seems that just because a person is included in a meeting, they are automatically assumed to be associated with whatever opp SalesDirector.ai finds open. Time consuming for me to clean this up. Also, when the meetings are assumed to be associated with a specific opp, the ai reaches out for a "next step" which is not appropriate. I have been responding and then deleting the next step in Salesforce manually. > > The benefit so far is not having to attach my emails manually from Outlook to Salesforce. ----- ### "Highly recommend" — 5.0/5 > **Amy** | *2 March 2021* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: Salesdirector is essentially how my brain works on a screen. I see my list of opportunities in the order I wish, with easily editable follow up notes, reminders and likelihood of closure. Salesdirector has an integration with Salesforce, Outlook and Outreach which ensures all activities are logged as efficiently as possible. Having tick boxes for my sales stage and notifications to remind me to follow up ensures that I am on top of my sales game. Highly recommend\! > > **Cons**: Sometimes activities don't pull through from my email if the client has a gmail domain > > I find Salesdirector easier to navigate than Salesforce, and I love being able to see my target vs my opportunities and shortfall. Highly recommend this tool to any business looking to enhance their sales executives organisation and follow ups. ----- ### "Great insight and visualization" — 5.0/5 > **Luis** | *26 February 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Implementation of the product was very easy and we were able to realize the benefits within a few weeks of use. > > **Cons**: I am really happy with the overall product, if I had one request it would be that the sync with salesforce happens more often than once per day. > > Salesdirector.ai has provided me with invaluable insight in to the rep activity and has significantly helped improve forecasting. With the AI, I am confident that I am looking at a complete data set when speaking to my reps about opportunities as well as when I am preparing my forecast for Board Meetings. Additionally, the unique visualizations are excellent for quarterly Board reports. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/325413/salesdirector-ai?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/325413/salesdirector-ai) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data