sales-i

I love that any data I find related to customers is then linked to the CRM part of the system, so it gives me a reason to contact a customer, ammunition to use when I do and an organized way to record the call or visit etc.

To be honest, I got a good demonstration of sales-i before we signed up so we knew what we were getting and haven't been disappointed one bit. We use the web version and the apple app for iPads and the use is just as easy, if not easier, on the road. I'd like some kind of push notification on the app for the sales guys but actually, without it, it means they have to log in themselves, which isn't a bad thing. I want to keep everyone engaged.

From purely a Business Intelligence perspective, Sales-I delivers everything I am expecting. From daily sales reports to analyzing accounts and building campaigns, this program is highly effective .

When purchased we were hoping to integrate the CRM function but find that the CRM function of Sales-I is truly difficult to use. For it to be utilized by us as a company the e-mail capability will need to increase.

Looking up volumes of my dealers on the fly. Record function on the note taking in a call.

- Silly that out west we cannot have the correct date and time.
- desperately need the application to work 100% offline when making notes and entering a call. So many zones on the island I cannot get internet access. Not having this feature does not encourage me to keep up with my notes as there is often no internet connections with several accounts. I know enquirers would not work but that can be done ahead of time and put on the call in PDF format. Easy.
- can be very slow and app times out too fast - 15 min should be changed to 1 hour - there is no sales numbers in Sales-i so why the time out feature being so fast?.
- too many questions when booking a call. "plan to visit" "follow up call next time" none of these are needed to book a call. Each call need preparation but I don't need to put an appointment in to prepare for an appointment. Appointments should be time date place and what to do and with who. That's it.

I just want to pick up my phone and enter info even when offline.

Sales-i is our hub for all team members to access needed information. It's easy to use and easy to access information on the move. They knew our industry and verticals, so implementation was mostly painless and quick.

The Sales-i team still has a lot of work to do around reporting. You can usually get what you need by manipulating filters and saved queries, but that is often too much for a Sales Rep in the field. The missing functionality around reporting creates more work for the Marketing Team here.