sales-i

Customer intelligence software

3.9 /5 (58 reviews) Write a Review!

sales-i Overview

What is sales-i?

sales-i is a business intelligence tool for sales teams that analyzes big data and turns it into actionable insights which help to increase customer spend. The app extracts all the data entered into your ERP or back office and processes it, identifying sales opportunities, competitive threats and accessing sales performance. sales-i can be used to create dashboards as well as rich, customer-facing reports on laptops, tablets or smartphones to bring to client meetings.

sales-i's data analysis tools help to understand buying behavior such as why one product is selling more than another this month, or why revenue has dropped or increased. Along with understanding present customer behavior, sales-i also analyzes past and present data in order to make future predictions around how both your customers and competitors will behave over the coming months, enabling sales agents to call customers at the most timely moment, armed with contextual information.

All of this data, along with customer interactions and contact details can be recorded and stored in sales-i's built-in CRM. The CRM can be used to store documents and contact details, share notes, visualize your opportunity pipeline, schedule calls and appointments, and assign accounts. sales-i also includes a set of sales management tools that include real-time performance data visualization by department, as well as the ability to assign specific sales campaigns and actions to agents based on data insights, such as which customer to call, when to call them and why.

sales-i Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

sales-i Features

Devices
Business size
S M L
Markets
United States, United Kingdom
Supported Languages
English

Media

sales-i spend analysis
sales-i Enquiries
sales-i dashboard
sales-i video sales-i screenshot: sales-i spend analysis sales-i screenshot: sales-i Enquiries sales-i screenshot: sales-i dashboard

sales-i Reviews for UK Users

sales-i Reviews for UK Users

Overall rating
3.9
/
5
Excellent
20

Very good
21

Average
13

Poor
1

Terrible
3

Value for Money
3.7
Features
3.7
Ease of Use
3.7
Customer Support
4.3
71% recommended this app
Verified Reviewer

Simple and easy with powerful outcomes

Using sales-i is a breeze even though I'm not particularly 'techy'. I can find what I'm looking for quickly with the campaigns I set up initially and if I want to answer any other questions or even just have a play I go into the inquiries to gain more insight.


Phil B.

Business Intelligence Software Program

Customer analyzation and business analytics are by far what we utilize the program for. Building campaigns for products and account retention is critical for us as we work diligently to improve our customer retention programs.


Robroy K.

Sales-i on Vancouver Island

It is ok. Could be better from a user perspective like noted above by Cons. I would hope the out of the box app can be adapted to be more user friendly. Key is that I will embrace the app if it was easier to access without internet. Have the app upload when in WIFI area.


Timothy B.

The Best Fit For Us

Sales-i helps keep the focus on the customer, who are the heartbeat of our business.We can anticipate customer needs much better, which improves the customer service experience. We now execute multi-phased marketing campaigns targeted based on customer demographics, and purchase patterns. We can also nurture leads, and cross-sell products. We couldn't do any of that before Sales-i.


Dan M.

Great Tool


Verified Reviewer
Industry: Architecture & Planning
Company size: 2-10 Employees

Simple and easy with powerful outcomes

Reviewed on 23/01/2017
Review Source: GetApp

Using sales-i is a breeze even though I'm not particularly 'techy'. I can find what I'm looking for quickly with the campaigns I set up initially and if I want to answer any other questions or even just have a play I go into the inquiries to gain more insight.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Phil B.
Industry: Business Supplies & Equipment
Company size: 11-50 Employees

Business Intelligence Software Program

Used Daily for 2+ years
Reviewed on 03/03/2020
Review Source: Capterra

Customer analyzation and business analytics are by far what we utilize the program for. Building campaigns for products and account retention is critical for us as we work diligently to improve our customer retention programs.

Pros

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 .

Cons

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.

Response from sales-i

Hi Phil,

Thanks for the review.

sales-i team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Robroy K.
Industry: Building Materials
Company size: 501-1,000 Employees

Sales-i on Vancouver Island

Used Daily for 6-12 months
Reviewed on 03/03/2020
Review Source: Capterra

It is ok. Could be better from a user perspective like noted above by Cons. I would hope the out of the box app can be adapted to be more user friendly. Key is that I will embrace the app if it was easier to access without internet. Have the app upload when in WIFI area.

Pros

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

Cons

- 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.

Response from sales-i

Hi RobRoy,

Thanks for the review.

sales-i team

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Timothy B.
Industry: Automotive
Company size: 201-500 Employees

The Best Fit For Us

Used Daily for 1+ year
Reviewed on 03/03/2020
Review Source: Capterra

Sales-i helps keep the focus on the customer, who are the heartbeat of our business.We can anticipate customer needs much better, which improves the customer service experience. We now execute multi-phased marketing campaigns targeted based on customer demographics, and purchase patterns. We can also nurture leads, and cross-sell products. We couldn't do any of that before Sales-i.

Pros

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.

Cons

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.

Response from sales-i

Hi Timothy,

Thanks for the review.

sales-i team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Dan M.
Industry: Wholesale
Company size: 51-200 Employees

Great Tool

Used Daily for 1+ year
Reviewed on 03/03/2020
Review Source: Capterra

Pros

Sales-I has been a great device for managing our sales funnel. We have great visibility on our customers that help us strategize and execute on good sales activities to drive our business forward

Cons

I wish it was more customizable. For instant I would like to be able to set targets by Primary Supplier

Response from sales-i

Hi Dan,

Thanks for the review.

sales-i team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
7.5/10
Based on 58 user ratings
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sales-i Pricing

sales-i Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
3.7/5
Based on 58 user ratings
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sales-i Features

sales-i Features

API
Activity Dashboard
Ad hoc Reporting
Business Analysis
Business Intelligence
Charting
Collaboration Tools
Customisable Reporting
Dashboard Creation
Data Filtering
Data Import/Export
Data Visualisation
Monitoring
Multiple Data Sources
Predictive Analytics
Real Time Analytics
Real Time Data
Reporting & Statistics
Third Party Integration
Visual Analytics
Features
3.7/5
Based on 58 user ratings
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Categories

Additional information for sales-i

Additional information for sales-i

Key features of sales-i

  • Activity reports
  • Automatic scheduled reporting
  • Built-in CRM
  • Buying trend analysis
  • Call spend summary reports
  • Competitive threat analysis
  • Customer buyer anaysis
  • Customer profiles
  • Customer-facing sales reports
  • Dashboards
  • Document storage
  • Gap & leakage analysis
  • Opportunity pipeline reports
  • Predictive analytics
  • Sales alerts
  • Schedule calls & appointments
  • Secure server data protection
  • Snapshot generator
  • Team performance analysis
  • iOS & Android app

Benefits

  • Connect "hard data" from your back office or ERP system with customer relationship management "soft data" to gain a complete picture of your customer.

  • Connects with a wide range of ERP systems such as Sage, SAP, Oracle, Epicor, Infor, Netsuite, Kerridge, Merlin, and more.

  • Use the native iOS and Android app to access all sales data and collaborate with your team on the move.

  • The built-in CRM allows you to store all customer contact data, behavioral analysis data and interaction history in one place.

  • Use predictive analytics and data mining to give you insight into what your customers should be buying based on their purchasing behavior.

  • Use the sales-i’s Enquiries to analyze performance by department and the Campaign Manager to assign specific sales campaigns to members of the sales team.

  • sales-i FAQs

    sales-i FAQs

    Below are some frequently asked questions for sales-i.

    Q. What type of pricing plans does sales-i offer?

    sales-i offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Q. What are the main features of sales-i?

    sales-i offers the following features:

    • Activity reports
    • Automatic scheduled reporting
    • Built-in CRM
    • Buying trend analysis
    • Call spend summary reports
    • Competitive threat analysis
    • Customer buyer anaysis
    • Customer profiles
    • Customer-facing sales reports
    • Dashboards
    • Document storage
    • Gap & leakage analysis
    • Opportunity pipeline reports
    • Predictive analytics
    • Sales alerts
    • Schedule calls & appointments
    • Secure server data protection
    • Snapshot generator
    • Team performance analysis
    • iOS & Android app

    Q. Who are the typical users of sales-i?

    sales-i has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does sales-i support?

    sales-i supports the following languages:

    English

    Q. What type of pricing plans does sales-i offer?

    sales-i has the following pricing plans:

    Subscription

    Q. Does sales-i support mobile devices?

    sales-i supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does sales-i integrate with?

    We do not have any information about what integrations sales-i has

    Q. What level of support does sales-i offer?

    sales-i offers the following support options:

    FAQs, Online Support, Knowledge Base, Video Tutorials, Phone Support