sales-i Reviews & Product Details

Simple tasks Are handled well! Makes That NICE! Review collected by and hosted on G2.com.

Sometimes Hard To get THRU! But eventually Works! Review collected by and hosted on G2.com.

The Enquiries tab provides a number of ways of reporting... and I use most of them. They're very helpful in different ways. For some of this data, it could take almost an hour for our back-office system to generate... and then I'd still have to adjust/combine the data. With a few clicks, I can get that done in no time on Sales-i. Review collected by and hosted on G2.com.

MyCalls has proven to be a bit cumbersome. I don't particularly like how you get an appointment scheduled in your calendar (you have to enter a date for when you're creating the appointment, and then you have to enter a follow up date for it to actually show up). And there are no options to set up a reoccurring appointment. Review collected by and hosted on G2.com.

Using the app to add call notes as soon as I leave a call. By using the microphone feature on my phone I can literally dictate notes to sales-i and save them then there and then, thus saving me the need to have to sit and fill-in call reports at the end of the day or week. Review collected by and hosted on G2.com.

The app (Android) sometimes doesn't play ball when you need it to. Can be a little twitchy. Another annoying thing is when setting up a prospect account it wouldnt let me save a contact name's details before adding a call report. I had to save the report first, then add a contact, and then go back into the report to allocate the relevant contact from that specific meeting. Review collected by and hosted on G2.com.

the facility to log history and allocate calls to account managers, when a colleague is unable to take a call you can allocate the call to them set the return call time and they will receive an email advising them they missed a call from their client and details of reason for call back ect it will also appear in there outstanding calls list Review collected by and hosted on G2.com.

you are required when searching for a client account to tick the "all" box, you can not simply type the account name and search, this can be frustrating when you are trying to access an account quickly and then have to go back and tick the "all" box before accessing account details and history. Review collected by and hosted on G2.com.

Sales-i allows you to set up alerts for customer accounts, so you be notified of any changes in customer spend. This is great for customer retention purposes as you can track exactly where you may be losing your business! Review collected by and hosted on G2.com.

Navigation within the system could be improved, so the different report templates can be easily switched between. Perhaps the names of the report types could be amended so they can be better identified - i.e. the system has its own jargon, which takes a while to get used to :-) Review collected by and hosted on G2.com.

The system is very simple to use and self explanatory once you know the basics. Reports on virtually any sales activity/trend can be produced in seconds. Review collected by and hosted on G2.com.

Paying per user for the site makes it quite expensive. Review collected by and hosted on G2.com.

Import options make it useful and above board Review collected by and hosted on G2.com.

It wasn't an intuitive training process and learning curve Review collected by and hosted on G2.com.

Time saving. Reports that used to take an hour or more to generate are now done with a few mouse clicks. Digging down deeper into sales data is a breeze as well. We can come up with actionable sales plans very quickly and allocate those plans to the assigned sales rep all in one step. Review collected by and hosted on G2.com.

I dislike that we didn't implement Sales-I sooner. If I had this tool at my disposal while 'climbing the ladder' I'm sure I would be wiser for it today. Review collected by and hosted on G2.com.

The ability to see customer sales, down to product categories. You can also pull reports of which customers are not buying/buying certain categories of products. Customer files/info is nice. Review collected by and hosted on G2.com.

You cannot record an email blast to a group of customers. Sales-I gives you the ability to narrow groups of customers to market better to them, but then doesn't let you notate what was done to market very easily. Review collected by and hosted on G2.com.

I love the reporting components. It takes me less than 1 minute to provide my customers with a great report that allows them to have all the information in one folder. It is just another benefit of doing business with my company. Many of my customers do not have this capability and they highly value it. Review collected by and hosted on G2.com.

I do not like that when I am writing my sales call reports and I have taken 30 minutes to write all the important information into the screen, while on the road, and the info "times out" and it is all gone. There should be a way to auto recover what has been written. In many cases I am in an airport or in my car and WiFi may be spotty. I would like to be able to write these reports and have them there when I return from an interrupted phone call, etc... Review collected by and hosted on G2.com.