# sales-i Reviews **Vendor:** SugarAI **Category:** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Average Rating:** 4.3/5.0 **Total Reviews:** 137 ## About sales-i sales-i is revenue intelligence software built for sales teams in manufacturing, wholesale, and distribution. Most sales teams in these industries struggle with a lack of visibility into customer buying behavior. sales-i connects to your ERP system and analyzes sales data automatically. It highlights buying patterns, shows where customers have stopped buying, and flags new opportunities. Reps get real-time alerts to act quickly. They can see account insights and create ready-to-use sales decks before meetings. With sales-i, your team can focus on the right accounts, protect revenue, and find new ways to grow. ## sales-i Reviews ### 1. Easy access to customer sales **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly R. | Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2021 **What do you like best about sales-i?** I appreciate the UX and overall clean design of their platform. It's easy to see sales data at a glance and to find where you can dig even deeper into the numbers and create a variety of reports. **What do you dislike about sales-i?** I have not run into anything so far that has been challenging or that doesn't work as expected. The only additional thing I would like to have would be a dashboard-type page for each customer if that were possible. **Recommendations to others considering sales-i:** If you are searching for a sales analytics platform that is easy to use but also scalable, sales-i is a great option to consider, and I'd encourage you to give it a try. **What problems is sales-i solving and how is that benefiting you?** This has solved the problem of not being able to view our customers' sales of our products as they report them. This gives us great insight into timelines and turnaround of product we manufacture. ### 2. Top professionals with an excellent product! **Rating:** 5.0/5.0 stars **Reviewed by:** Pedro C. | Technical Consultant and Software Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2021 **What do you like best about sales-i?** The Sales-i team is one of the best I've worked with. I had the pleasure to work with Mike Worthington, Mitch Lowe and Stephan Plant and they were super dedicated to the business and real ambassadors of the brand, providing me excellent customer service and fast responses to all my questions. On top of that, the product is very very good from the product KPI perspective. Many thanks, Pedro Climaco **What do you dislike about sales-i?** As a Full Stack dev I a critical eye for UI and although the product UI is good I would say this could be a point to improve, e.g. more responsive etc. **What problems is sales-i solving and how is that benefiting you?** Product KPIs, customer management. ### 3. We have managed to automate our sales protocols **Rating:** 4.5/5.0 stars **Reviewed by:** EDUARDO S. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2020 **What do you like best about sales-i?** The sales-i platform has contributed to the efficiency of business processes, as well as to improving the flow of communication between the different departments. Through this automated platform, the sales of each distributor are reported daily in real time, allowing to have greater and better control over the fulfillment of each budget, which has allowed each supervisor and area manager to diagnose in real time any failure that occurs in the process as well as evidencing the strengths of their commercial managers, in addition to present reports and graphs that help to better interpret the information. **What do you dislike about sales-i?** The platform is very complete and I personally consider that it has the necessary tools for a very good sales management, but for some of my colleagues and the staff of the distribution chains, the adaptation process has been a bit complex because they consider that the platform is too robust so they suggest a simpler interface to find the most used options quickly. **What problems is sales-i solving and how is that benefiting you?** We have managed to leave behind many processes that were carried out manually which were very cumbersome and took a long time, in addition to depending on a large number of people so that the information could be verified, with the sales-i platform we have taken a step into the future and we are automating a lot of processes which has not saved time and money. ### 4. Creates easy to use reports to enhance sales opportunities! Stability can be a problem. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Personally I like the campaign function. This enables us to create a tailored campaign based upon live data on a day by day basis. I also like the design and ease of use, especially how it highlights area's of opportunity with our customers. The inbuilt CRM and facilities this offers are extremely useful with an opportunities tab to highlight wins for later dates. Finally.... The mapping tool is extremely useful for helping our reps plant their route for the day/future days ahead! **What do you dislike about sales-i?** Main issue is speed and stability. Often it has issues. You call the help desk and are asked to clear your cache and cookies when inevitably the problem is sales-I end. My team have found it frustrating to say the least over the last 12 months when their is a fault. **Recommendations to others considering sales-i:** If you are looking for a sales analysis system with an inbuilt CRM, you don't really need to look much further than this! It will genuinely help get into understanding the gaps, highlight trends and more importantly get your sales team working so much more efficiently. The automation side of reports (Campaigns) is another of the most useful features driving information direct to the reps. It will make them more inquisitive! **What problems is sales-i solving and how is that benefiting you?** In the main what I'm looking at is sales gaps. The benefit gained from using sales-I is already starting to pay dividends. I run a reports once or twice a day to highlight gaps, this data is fed to our reps for proactive work by either them or my team in the office. It's easy to do, with the click of a mouse. The main feature loved by all our reps is the "drill down". In laymans terms, you can look at a specific product group, then drill into that by the rep, then from there drill into the accounts and carry this through into the specific products bought ### 5. the best **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2020 **What do you like best about sales-i?** Love how helpful it is to keep in one spot **What do you dislike about sales-i?** I wish it was more user friendly for me. **Recommendations to others considering sales-i:** I would recommend this to anyone who needs a good crm system **What problems is sales-i solving and how is that benefiting you?** I am able to get my day to day stuff done for work and complete tasks ### 6. The most easy and simple sales application for tracking sales and leads in a platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2019 **What do you like best about sales-i?** Sales-i has the best CRM. This includes work spaces for agents and comprehensive case management. The application is affordable. It is simple and easy to use. It has a very helpful way of identifying opportunities for users **What do you dislike about sales-i?** The sales application needs to be upgraded for better services Often, when using the application one experiences difficulties trying to navigate through **Recommendations to others considering sales-i:** I recommend sales-i to all companies because it is easy and simple to use and can help your company to get potential leads effectively. **What problems is sales-i solving and how is that benefiting you?** My company has been able to create very good campaigns using data provided by this application. We have been able to manage our CRM tasks anywhere since the application can be used on phones We have been able to track our transaction and interaction levels with potential customers and clients ### 7. sales sales sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2019 **What do you like best about sales-i?** Sales-i is a great company to work for! With this company, you're only limited by your level of willingness to work hard. Great employee benefits...Standard benefits (medical, dental...) are great and there are many other perks available to you as an employee. Management is very willing to listen to your suggestions and eager to help you learn and grow in your career. **What do you dislike about sales-i?** The management team is in the UK and they dislike the employees in the US. The US lacks an Operations Manager which means collaboration in the US is nonexistent and completing complex tasks that require a team effort is difficult if not impossible. The US employees work in their own bubbles and, though they may be good at their jobs, they do not work together or even understand how to work together or why it's important... **Recommendations to others considering sales-i:** use it wisely! **What problems is sales-i solving and how is that benefiting you?** b2b ### 8. Fantastic tool **Rating:** 4.5/5.0 stars **Reviewed by:** Carlos M. | Programador , Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2019 **What do you like best about sales-i?** Deals I enables us to be responsible for our work. It is anything but difficult to log call notes and timetable future calls so we never botch a chance to connect with our customers and get the deals. We can better with our clients and furthermore each other. **What do you dislike about sales-i?** The CRM work wasn't as natural to use as what we right now have so we don't waste time with that much **What problems is sales-i solving and how is that benefiting you?** Deals I enables us to see when a record is dropping of and to see where deals are either expanding or diminishing ### 9. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2019 **What do you like best about sales-i?** Easy to access can help plan customer appointments **What do you dislike about sales-i?** The monthly cost for superusers is quite high. **What problems is sales-i solving and how is that benefiting you?** What products customers have not brought in a while. ### 10. User Friendly & Keeps Us All Connected **Rating:** 4.5/5.0 stars **Reviewed by:** Brandi H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Sales-i allows all of our employees to stay on track and up to date since we can share customer information, call notes, and more. It also allows us all to be accountable for our work. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. We're also able to customize our own reports to keep track of what matters most to each individual salesperson or administrator. We can add multiple contacts which allows us to familiarize ourselves with several contacts at one company which guarantees we can speak clearly and confidently no matter which contact is available at the time we reach out. As a company with employees all across the united states, Sales-i is invaluable in keeping us all connected and informed so that anyone can reach out anytime and help our customers which allows our business to grow. **What do you dislike about sales-i?** It looks like the document section of the CRM is no longer available, which I also found useful. **Recommendations to others considering sales-i:** Sales-i really helps our workflow. It keeps us all on track and organized. It is fantastic help when dealing with customers. **What problems is sales-i solving and how is that benefiting you?** We are able to better communication with one another and with our customers. Sales-i allows us to speak with our customers as if we are old friends and helps us build and grow our business while serving the customers even better than before. **Official Response from Natalie Davies:** > Hi Brandi, Document Storage is still available! Please contact your Customer Success Manager or support@sales-i.com who will be happy to discuss the options available. Thanks! Natalie :) ### 11. Area Representative/Area Sales Supervisor **Rating:** 4.5/5.0 stars **Reviewed by:** Phil S. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Sales are you every day to schedule all my appointments do my follow up and set up next visits. It’s a wonderful tool to keep track of my customers and all their needs. I have a pre-call set up that I go through sales-i and look at several different things before I go into my appointment. It keeps me full sales are you every day to schedule all my appointments do my follow up and set up next visits. It’s a wonderful tool to keep track of my customers and all their needs. I have a pre-call set up that I go through sales-i and look at several different things before I go into my appointment. I am fully prepared with the data I need to talk to the customer. **What do you dislike about sales-i?** I dish like the fact that it’s four months to four months. I’ve spoken with my sales representative about darling down on data day or week to week comparisons. I am assured that they are working on **What problems is sales-i solving and how is that benefiting you?** Extremely detailed in product used and win. It certainly helps for growth through new categories ### 12. As a regional sales manager **Rating:** 5.0/5.0 stars **Reviewed by:** Sean F. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2018 **What do you like best about sales-i?** The ability to quickly dig into sales numbers in so many different ways. By product, TM, price key ect. Snap shots are a huge asset when talking to customers. It saves TM's and myself hours trying to get ready for meetings with our customers. **What do you dislike about sales-i?** Nothing, the product works great for everything I try and do on a daily basis. I would not consider it a dislike but it would be great if we could see inventory and pricing on the same tool. **What problems is sales-i solving and how is that benefiting you?** Benefit of being able to go in and have real business conversations. Answers customers questions accurately about product sales all the way down to color. Great visibility! Catching sales declines quickly so we can address. Being able to talk to customers down to the product/color ### 13. Fantastic insight into customers spend **Rating:** 5.0/5.0 stars **Reviewed by:** Corrie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2018 **What do you like best about sales-i?** Report on sales by region, customer, department, brand, SKU, sales person and so on so on. set up alerts if a customers spend drops of a certain product. or pull up customers that bought a product but didn't buy a product that goes with it (customers that bought sand but not cement for example) **What do you dislike about sales-i?** this is really hard because i find the software so useful and it is so much better than anything we have had before. i suppose the CRM function wasn't as intuitive to use as whet we currently have so we don't bother with that. It only hold 2 years worth of data which sometimes it is useful to see more.. **Recommendations to others considering sales-i:** get a demo and ask as many question as you can. just go for 1 user to start with to get au fait. **What problems is sales-i solving and how is that benefiting you?** we are being alerted much sooner when customers spend drops allowing us to engage with them before they move awa. it gives us easy access to multiple cross selling opportunities within our existing customer database ### 14. Sales-i will help you **Rating:** 4.0/5.0 stars **Reviewed by:** Andy M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Tells you exactly which customers need attention. **What do you dislike about sales-i?** The security changes they made. I cannot masquerade as another user the way I could when we first started using the program. **Recommendations to others considering sales-i:** Make sure it is a good fit for you company. **What problems is sales-i solving and how is that benefiting you?** Keeping better notes on meetings with customers. Keeping a better schedule of calling on customers. Finding areas where we can improve margins and overall sales. **Official Response from Natalie Davies:** > Hi Andy, if you are a Power User you will be prompted with an option to 'View As' upon logging into sales-i. From here, you can select any of your users to masquerade as. If you have any issues, please don't hesitate to contact support@sales-i.com who will be able to help you out! Thanks, Natalie :) ### 15. I'm VP of Sales and use Sales-I for a wide variety of reporting purposes. **Rating:** 4.5/5.0 stars **Reviewed by:** Larry S. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2018 **What do you like best about sales-i?** I like the intuitive way that Sales-I allows me to drill into my data cube. **What do you dislike about sales-i?** I find managing users a bit challenging and far less intuitive than the reporting capabilities. **What problems is sales-i solving and how is that benefiting you?** It's an incredibly important tool for viewing our sales data. The SnapShot report and business reviews with our clients is a cornerstone of our customer retention efforts. ### 16. Sales-i is very beneficial **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Sales-i is very helpful tool. It allows me to create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. **What do you dislike about sales-i?** On some drill downs it takes a while to find the info you need. **What problems is sales-i solving and how is that benefiting you?** It allows me to see the customers that are down and where they are down. It is easy to see where they are down and it creates a professional report you can print out or email to you customer for review. ### 17. In the palm of my hand **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** I am still learning all the ins and outs of Sales-i but so far it has been a great tool. It allows me to have all my customers information in the palm of my hand aka my phone **What do you dislike about sales-i?** So far I haven’t found anything that I dislike about the program, I just wish I had more time to explore all its features **What problems is sales-i solving and how is that benefiting you?** I can keep track of my schedule and make notations for each customer account. The reports that I can pull and show my customers their sales info is also great ### 18. Nice sales reports **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about sales-i?** The sales reports are wui k and easy to evaluate customer growth and response to sales efforts. **What do you dislike about sales-i?** The actual sales call system is awkward to the point of my job becoming more about making the sales people use it than I would like.. it needs to be more intuitive all around **What problems is sales-i solving and how is that benefiting you?** It makes interacting with the customers over there sales results easier for the salesman. I don't have to get involved as their manager on every sales report. It is becoming my main source of sales numbers information. ### 19. Sale **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2018 **What do you like best about sales-i?** I love to sell things I love to meet people and show them how to work products it is very well time spent **What do you dislike about sales-i?** All the time consuming running back and forth getting products is very exhausting **Recommendations to others considering sales-i:** Highly recommended this product to everybody **What problems is sales-i solving and how is that benefiting you?** Trying to find out the shortest distance from place to place is very difficult have to stop and look at it GPS every time I turn around ### 20. User friendly and very responsive to inquires **Rating:** 4.0/5.0 stars **Reviewed by:** Hal W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Ease of use and easy to learn. Good tool for tracking Prospects and customer opportunities. Have good support and training and are very responsive. Always get a fast response to any questions or issues. **What do you dislike about sales-i?** Would like better reports and easier to use campaign set up. **Recommendations to others considering sales-i:** Great for Business products dealers who use DDMS from ECI **What problems is sales-i solving and how is that benefiting you?** Wanted a good CRM app that was user friendly and easy to track. We have been able to track progress with prospects and customer opportunities and keep our reps focused on closing the deals. ### 21. Great tool with valuable information that requires consistent review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2018 **What do you like best about sales-i?** Sales-i is great overall. You are able to look up general reports to see which customers are down in sales overall month over month. You are also about the drill down as much as you want and get very detailed information. **What do you dislike about sales-i?** It does require time and dedication, like any other tool. It has been very difficult to get our sales team on board to consistently use the tool. **What problems is sales-i solving and how is that benefiting you?** Quickly revealing trends that need attention. The tool make is easier for management to review sales. ### 22. Easy accesss **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren F. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** I like best how you can pull up sales numbers by category. **What do you dislike about sales-i?** The learning curve to easy access different levels of sales/products and targets. **What problems is sales-i solving and how is that benefiting you?** Business problems I am solving are how much or how little an account is and by what product they are down in. ### 23. Lots to learn, but helpful and valuable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** It has functions that our older IBM program doesn’t have. **What do you dislike about sales-i?** Nothing wrong with the Salesi, I grew up learning the basics of printing and script, so it’s still new to me. “Harder” for me to pick up or follow along during instruction. **Recommendations to others considering sales-i:** Keep getting on it and use it. Sometimes you learn things by accident by being persistent **What problems is sales-i solving and how is that benefiting you?** Fast snapshots of my dealer’s budiness with us. Better picture of Swiff-Train/Dealer business. ### 24. I was part of the group to select Sales-i for the company **Rating:** 3.5/5.0 stars **Reviewed by:** Leo C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** being able to get history of customers and show it in customer view **What do you dislike about sales-i?** too many clicks in order to get results... **What problems is sales-i solving and how is that benefiting you?** we are able to give customers a quick snapshot of business together ### 25. An enlightening experience! **Rating:** 4.5/5.0 stars **Reviewed by:** Craig M. | Corporate Account Manager, Environmental Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2017 **What do you like best about sales-i?** The speed at which reports are available, once created. Ability to create snapshot reports which can be sent to clients. The app is awesome - probably runs 2-3 times quicker that desktop version. The dashboards are very responsive and show at a glance all variables, between teams, product groups, targets etc. **What do you dislike about sales-i?** Data is not 'live' as it only gets pulled once a day from Sage. The CRM function is not the slickest but is getting better! The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this. **Recommendations to others considering sales-i:** The level of detail that sales-i shows to historical transactions is brilliant. The app (which I have only used on Android) is extremely fast and is essential for sales personnel on the road. **What problems is sales-i solving and how is that benefiting you?** The ability to drill in at a click the every product and service that a customer has previously purchased is very helpful. We can also run campaigns on particular product groups which is awesome for cross-selling. We are about to start using campaigns a lot more which take a while to set up but are very good at encouraging cross selling and help keep in touch with customers who may be falling off or needing some fresh enthusiasm! ### 26. Been using Sales-I for a couple years now **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Sales-I has been a great tool and very easy to learn. **What do you dislike about sales-i?** Nothing about Sales-I is really a dislike for me. **What problems is sales-i solving and how is that benefiting you?** Customer sales, product sales, etc are much easier to run reports for. ### 27. easy to use but.... **Rating:** 2.5/5.0 stars **Reviewed by:** dawn n. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2018 **What do you like best about sales-i?** easy to search..links customers in order..can recall customer by partial name.. many search options **What do you dislike about sales-i?** the fact that it is not based in the us... updates are often in the middle of our work day and no notice until after I try several times to log in **Recommendations to others considering sales-i:** check out your needs for this .not user friendly for automotive wholesale **What problems is sales-i solving and how is that benefiting you?** shows current roa balance. can collect a past due if need be ### 28. Territory manager **Rating:** 2.5/5.0 stars **Reviewed by:** Rachel B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Enquiry section giving me quick analysis of my numbers **What do you dislike about sales-i?** Can’t run exports on details of products or customers **What problems is sales-i solving and how is that benefiting you?** None ### 29. Regional sales manager Southeast **Rating:** 5.0/5.0 stars **Reviewed by:** Mike M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** The ability to dive deep into sales history and trends. Easy to use. **What do you dislike about sales-i?** Nothing comes to mind, this is an extraordinary tool for those of us working in sales. **What problems is sales-i solving and how is that benefiting you?** I’ve been able to identify trends and then create presentations that impact my decision makers in addressing these opportuni ### 30. Sales-i is a good fit for distribution **Rating:** 5.0/5.0 stars **Reviewed by:** Michael C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2018 **What do you like best about sales-i?** It is easy to use and customizable. Not overly complicated. **What do you dislike about sales-i?** The inability to display sales results next to potential business and forecasts. **What problems is sales-i solving and how is that benefiting you?** better focus of sales force on accounts with the most potential. They are getting more balance in their results across the product line. ### 31. Hard to navigate **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Overview of customers sales easily obtained and easy to send to my customer. As deatailed or as simply as needed for evaluation. **What do you dislike about sales-i?** Extra steps to get to price sheets and email them **Recommendations to others considering sales-i:** One on one training **What problems is sales-i solving and how is that benefiting you?** Easy graph/ overview of products sold by individule acct ### 32. Sales Management at your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Quickly pulling up sales numbers while on the road or in a customer's store. **What do you dislike about sales-i?** Not being able to group a list of customers together and run a "snapshot" **What problems is sales-i solving and how is that benefiting you?** Pulling up sales analytics is faster and easier. Keeping track of sales promotions and products are easy. ### 33. Sales-I **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Furniture | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2018 **What do you like best about sales-i?** Ease of use, the drill down to accounts that you have not received much business to alert one for follow up. **What do you dislike about sales-i?** You have to take to many steps to look customer **What problems is sales-i solving and how is that benefiting you?** Customer follow up calls, tracking customer needs for present and future. ### 34. Useful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Seeing customers sales broken down in seconds **What do you dislike about sales-i?** Haven't had anything that I don't like come up yet **What problems is sales-i solving and how is that benefiting you?** Being able to show my customer how much and what they are selling in seconds. We both know where we stand. ### 35. its just ok **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Being able to export to excel, i don't have anything else **What do you dislike about sales-i?** Someone can go in an edit a date they visited something after the visit is complete **What problems is sales-i solving and how is that benefiting you?** Making sure reps are visiting accounts ### 36. One of the most user friendly crm’s available **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** The ability to train staff with varying abilities of capabilities **What do you dislike about sales-i?** The android platform needs to be updated faster. **What problems is sales-i solving and how is that benefiting you?** Sales staff can use with ease even with entry level experience ### 37. Very helpful in seeing your business activity live **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** The availability of everything at my fingertips **What do you dislike about sales-i?** kinda hard to pull specific information about a group of customers **What problems is sales-i solving and how is that benefiting you?** Finding gaps in customer purchases. Following trends, See customers growth ### 38. Sales I comments **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** system is intuitive, fairly easy to use, although, more complicated functions require more training. **What do you dislike about sales-i?** some of the filtering and reporting is cumbersome and requires more training. also, in last few months, when I export excel documents, the content of file is not allowed and file opens up blank. then, I have to reopen in order to see content. **What problems is sales-i solving and how is that benefiting you?** sales tracking ### 39. Best sales platform **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua B. | CSO/CMO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2018 **What do you like best about sales-i?** The easy interface, it was extremely easy to understand. **What do you dislike about sales-i?** Loading times. The original upload took to long. **What problems is sales-i solving and how is that benefiting you?** Keeping track of leads and steps towards finalizing sales. ### 40. Sales-i Feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** I like the ability to look at the region, TM's, and drill down thru products. **What do you dislike about sales-i?** Could be a little more simple, but part of it is working with the system. **Recommendations to others considering sales-i:** Like the ability to pull the numbers up while in the field. **What problems is sales-i solving and how is that benefiting you?** What are real growth numbers and in which categories. ### 41. Good product **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Variance and Trends Also, can drill down into any category and see exactly how much of each product you are selling **What do you dislike about sales-i?** Good for reports, not great for day to day operation **What problems is sales-i solving and how is that benefiting you?** No problems Benefits are better sales reporting than our other system ### 42. Talent focus **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth M. | Event Staff, Enterprise (> 1000 emp.) **Reviewed Date:** June 17, 2018 **What do you like best about sales-i?** Talent sales.Executing events back to back.Doing corporate reports. **What do you dislike about sales-i?** A lot of running back and forth for signatures.Getting materials organized.ordering again and again. **What problems is sales-i solving and how is that benefiting you?** Better focus on work portal.Easy usage.Self starter. ### 43. Great experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about sales-i?** Talking to people and explaining what we have .I love meeting new customers **What do you dislike about sales-i?** Sometimes we are not as busy as other days **Recommendations to others considering sales-i:** Good business to deal with **What problems is sales-i solving and how is that benefiting you?** I let ppl know what they are dealing with and some ppl get upset.Benifits are meeting clients and making money ### 44. great software if you need analytics... **Rating:** 3.5/5.0 stars **Reviewed by:** Sam B. | General Manager - Pine River Group, Building Materials, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2017 **What do you like best about sales-i?** We like that analytics so you can have a data included conversation with your customer... Definitely allows for some help to keep from having a data free discussion with your customer or sales staff. **What do you dislike about sales-i?** The CRM portion is just to many clicks and not as intuitive as Salesforce or even Solve360. Need export options for the tags. need to be able to run enquiry's on prospects easier... **Recommendations to others considering sales-i:** Look hard to make sure your Data will mesh well, we I knew ours was going to be little difficult... but if you get things in properly, the quickness is great to hit your customers with gaps and data to help make good decisions. **What problems is sales-i solving and how is that benefiting you?** We are targeting customers and prospects with gaps that we need to fill and identify. ### 45. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Quickly dive into sales numbers and discover trends and opportunities. **What do you dislike about sales-i?** Wish we could map it to other areas of our business (ie. claims, samples, etc.). **What problems is sales-i solving and how is that benefiting you?** Quickly identify underperforming sales people, products, regions, accounts. ### 46. Sales-i works on many different levels **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2018 **What do you like best about sales-i?** Sales-i works by combining sales data with a customer relationship interface **What do you dislike about sales-i?** CRM sections are clunky and not user friendly **Recommendations to others considering sales-i:** Make sure data downloads are sound **What problems is sales-i solving and how is that benefiting you?** Combining sales data with customer reporting ### 47. Pretty good software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2018 **What do you like best about sales-i?** Simple and user friendly. Very easy to navigate **What do you dislike about sales-i?** Log in information is pretty harsh. Would be nice for a quick and simple process **What problems is sales-i solving and how is that benefiting you?** Easier to track information and data ### 48. Sales-i **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Cosmetics | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2018 **What do you like best about sales-i?** It has a lot of features which allow for customization **What do you dislike about sales-i?** It is a little hard to master at first and very hard to teach to others **What problems is sales-i solving and how is that benefiting you?** It has allowed us to streamline our sales procedures and techniques ### 49. I am reviewing a software called 'Sales-I'. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Supermarkets | Enterprise (> 1000 emp.) **Reviewed Date:** December 06, 2017 **What do you like best about sales-i?** What I like best about 'Sales-I' is that if I ever need to get in contact with someone, first of all I will need to have their details noted down, for example, their mobile phone number, if not, their email address as we can contact them via that option. **What do you dislike about sales-i?** I don't think there is anything to dislike about this software because it has everything that you'd need for a business. **Recommendations to others considering sales-i:** I would highly recommend this application / software to anyone running a business as I think it will be great in years to come. **What problems is sales-i solving and how is that benefiting you?** We have realised that we wouldn't have been able to get through everyday life without this software. ### 50. Sales I user **Rating:** 3.0/5.0 stars **Reviewed by:** Joanna O. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2017 **What do you like best about sales-i?** CRM tool is very helpful and calendar view is nice **What do you dislike about sales-i?** Not able to merge emails smoothly but I hear they are working on it **Recommendations to others considering sales-i:** Make sure the sales history is important because we don’t utilize it as we could **What problems is sales-i solving and how is that benefiting you?** Follow up reminders ## sales-i Discussions - [Can I use my existing CRM system with sales-i?](https://www.g2.com/discussions/can-i-use-my-existing-crm-system-with-sales-i) - 1 comment, 1 upvote - [View sales-i pricing details and edition comparison](https://www.g2.com/products/sales-i/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+21%3A37%3A45+-0500&secure%5Bsession_id%5D=281887c8-784a-4722-8874-fc754cc33560&secure%5Btoken%5D=8c55b6168051d71cae1f1425bf9ab4db841273906e3261f95d8499440b75c6f6&format=llm_user) ## sales-i Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Desktop Integration **Marketing Automation** - Campaign Management - Marketing ROI Analytics **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Opportunity Scoring **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top sales-i Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,606 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,199 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,496 reviews)