About 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.

Pricing starting from:

£75.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of sales-i

  • 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.

  • Devices

    Business size

    S M L

    Markets

    United Kingdom, United States

    Supported Languages

    English

    Pricing starting from:

    £75.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    sales-i Software - sales-i spend analysis
    sales-i Software - sales-i Enquiries
    sales-i Software - sales-i dashboard
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    sales-i video sales-i Software - sales-i spend analysis sales-i Software - sales-i Enquiries sales-i Software - sales-i dashboard

    Features

    Total features of sales-i: 17

    • Ad hoc Reporting
    • Call Management
    • Campaign Management
    • Contact Management
    • Customer Database
    • Dashboard
    • Data Management
    • Email Marketing
    • Field Sales Management
    • Opportunity Management
    • Performance Management
    • Performance Metrics
    • Predictive Analytics
    • Sales Forecasting
    • Strategic Planning
    • Territory Management
    • Visual Analytics

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    Reviews

    Overall rating

    3.9 /5
    (59)
    Value for Money
    3.7/5
    Features
    3.7/5
    Ease of Use
    3.8/5
    Customer Support
    4.3/5

    Already have sales-i?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 59
    Verified Reviewer
    Overall rating
    • Industry: Architecture & Planning
    • Company size: 2-10 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Simple and easy with powerful outcomes

    Reviewed on 23/01/2017

    Using sales-i is a breeze even though I'm not particularly 'techy'. I can find what I'm looking for...

    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.

    Phil B.
    Overall rating
    • Industry: Business Supplies & Equipment
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Business Intelligence Software Program

    Reviewed on 03/03/2020

    Customer analyzation and business analytics are by far what we utilize the program for. Building...

    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

    Loren R.
    Overall rating
    • Industry: Wholesale
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 9.0 /10

    Sales-i Review

    Reviewed on 04/06/2021

    The reporting is excellent for sales. Sales employees can see reports per sales rep, per sales...

    The reporting is excellent for sales. Sales employees can see reports per sales rep, per sales manager, per account. And it's easy to visually track targets and do queries.

    Pros

    The reporting is really easy and very fast. Having all contacts in one place is great. Being able to have all sales related info, including account information, targets, opportunities in progress, is good.

    Cons

    It is not custom fit for us so some things we cannot change because they are integral to the software. In some cases, there is information we do not need. And, we get a "half-fast" view to what we really would like to see. The document filing in the software is not great; if that would be better, it could replace a lot of the documents we have archived centrally on our system.

    Robroy K.
    Overall rating
    • Industry: Building Materials
    • Company size: 501-1,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Sales-i on Vancouver Island

    Reviewed on 03/03/2020

    It is ok. Could be better from a user perspective like noted above by Cons. I would hope the out...

    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

    Timothy B.
    Overall rating
    • Industry: Automotive
    • Company size: 201-500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    The Best Fit For Us

    Reviewed on 03/03/2020

    Sales-i helps keep the focus on the customer, who are the heartbeat of our business.We can...

    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

    Showing 5 reviews of 59 Read all reviews

    sales-i FAQs

    Below are some frequently asked questions for sales-i.

    sales-i offers the following pricing plans:

    • Starting from: £75.00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    sales-i has the following typical customers:

    11-50, 51-200, 201-500, 501-1,000, 1,001+

    sales-i supports the following languages:

    English

    sales-i supports the following devices:

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

    sales-i offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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