sales-i Reviews & Product Details

I love the analytics. You can slice and dice the data so many different ways to find trends that you potentially would have missed without this access. Review collected by and hosted on G2.com.

Sometimes I struggle with the data from our end not being in the right bucket of information on the Sales-i end. This ultimately is our own struggle and not that of Sales-i, but the struggle is real. Review collected by and hosted on G2.com.

Up to the minute information giving you information you can discuss with your customer Review collected by and hosted on G2.com.

Exporting reports at times are difficult Review collected by and hosted on G2.com.

I like the ability to customize sales reports for customers quickly and easily Review collected by and hosted on G2.com.

Sometimes cellular service can limit the ability to connect Review collected by and hosted on G2.com.

I like the fact it updates overnight. I love how you can run a snapshot with several different data options and be able to present it to customers through a powerpoint presentation.

It is hard to pick one thing I can go on and on. Review collected by and hosted on G2.com.

If I had to dig deep and find something... the only thing I can think of is when we have an account that is closed Sales-I is still pulling data from our program however we do have an open ticket with the support staff trying to get this reconciled. It very well could be on our end.

The only other thing would be if it would pull data based off of a delivery route that we have setup in our program and there isn't anything setup like that currently. Review collected by and hosted on G2.com.

Ease of use, but mostly the customer service and support Review collected by and hosted on G2.com.

The links to Outlook aren't easy, and the appointment booking needs work. It's not intuitive. If it's syncing with Outlook, then it should be as easy to use as Outlook. Review collected by and hosted on G2.com.

links with our vision system to be able to see performance from one day to the next Review collected by and hosted on G2.com.

learning the CRM and the training programs Review collected by and hosted on G2.com.

I would probably have to say the customized reports are one of the best features Review collected by and hosted on G2.com.

When I leave a call history note, there are no line breaks. Hard to read if the notes is more than a couple lines...everything looks like a run-on sentence.

The only other thing I don't like is that in our old CRM, we could send an email directly from the program and it would be saved in the notes. With Sales-i, there are those extra time-consuming steps where you need to enter the email/notes in yourself afterwards and then....(see first comment above) Review collected by and hosted on G2.com.

I like how fast it works, it is fun to see other businesses and networking Review collected by and hosted on G2.com.

I don’t think I disliked anything, maybe I wanted to buy something cheaper Review collected by and hosted on G2.com.

It is great for managing valuable new sales opportunities and increase the customer retention directly from your android device. It saves your lot of time and is user-friendly. Review collected by and hosted on G2.com.

This software has limited features. Please upgrade the software as I have used it in my trail version. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.