sales-i Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

As reported in 14 sales-i reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 13 sales-i reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

As reported in 14 sales-i reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

As reported in 13 sales-i reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

As reported in 12 sales-i reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 11 sales-i reviews. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 12 sales-i reviews.

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

As reported in 10 sales-i reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 12 sales-i reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 14 sales-i reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 14 reviewers of sales-i have provided feedback on this feature.

As reported in 12 sales-i reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 23 sales-i reviews.

Based on 24 sales-i reviews. Enables user to communicate data by securely exporting and sharing it.

Based on 20 sales-i reviews. Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 22 sales-i reviews.

As reported in 21 sales-i reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Based on 21 sales-i reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.

As reported in 17 sales-i reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

As reported in 17 sales-i reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

Based on 19 sales-i reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 19 reviewers of sales-i have provided feedback on this feature.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting