The Sales-i system is an easy to use but very powerful piece of software. It works cross-platform so our sales managers in the field can access all and any information they need on tablet, phone or PC before visiting any clients premises.
They can see in their palms what that clients buys, what they don't. How much they spend against targets YTD and MTD. The last time they ordered, how often they order, their most and least purchased products - the list goes on and on.
It even helps them plan their routes courtesy of Google mapping ! That is invaluable for any new users.
We had the misfortune to need to change a couple of our ASM's in the last 12 months, but because they had access to sales-I as did their predecessor, they had access to all the above (and more) plus all the personal client notes left by the departed incumbent as well.
The new guys didn't just have a running start into the role, it was almost like they had always been there. They every piece of info they could possibly want.
My own role involves working with all our users, helping with individual training plus I also work in the back of the site setting up bespoke searches and campaigns to help the guys (and senior management) with comparison sales figures and charts that can cover any period in the last 4 years.
That way we can see exactly where the business is heading and take any appropriate action as needed.
What do I dislike about sales-i ? Well, nothing at all is the truthful answer.
I do have a mild concern that our competitors might also discover it and try to catch us up though !
It solved many issues for us. Previously an ASM would not know if any of their clients had bought or not. They could only find out by making a lengthy phone call to head office. Our Area Sales Managers (ASM's). now have access to a full set of up to date figures . From a senior management point of view they also have up to date figures on any coming due or outstanding debts too, so they can put in a gentle reminder at the same time as paying the client a friendly visit. The Autopilot function means they don't need to have Wi-Fi or even a telephone signal at time of visit. Once it's been set in their call planners and updated initially - it stores the info on Iphone and tablet. Our business turnover increased massively and progressively since introducing sales-I a couple of years ago. That is all down to streamlined efficiency.