EASE OF USE....IT HAS MADE IT VERY EASY FOR OUR MEMBERS OF THE TEAM WHO DONT FIND ANALYSIS EASY. Review collected by and hosted on G2.com.
LACK OF ADAPTABILITY....THERE ARE SO MANY THINGS THAT WOULD BE USEFUL TO EVERYBODY USING THIS PROGRAM IF ONLY... Review collected by and hosted on G2.com.
Flexible, turns sales data into information that can be easily marketed. It justifies and tracks promotions and gives valuable research into pricing structures Review collected by and hosted on G2.com.
Its not very intuitive, you need training. The online sessions help but they are determined by sales-i and not the vendor. Review collected by and hosted on G2.com.
I like that I can see my customers entire order history. Review collected by and hosted on G2.com.
I do not like that I cannot highlight one product and see the order history of that entire product. Review collected by and hosted on G2.com.
Sales accumulation reports and rankings for customers Review collected by and hosted on G2.com.
Search functions are not as easy as they could be Review collected by and hosted on G2.com.
Drilling down to specific categories and specific individual products. Review collected by and hosted on G2.com.
Not aware if you can currently can do this, or if I'm just not aware how to do it.....
I have a couple of accounts that have individual account numbers (30) for their various locations. It would be nice if you could click on these to generate a combined monthly report for sales, %GP, etc. As far as I know, these are considered as "Parent Accounts", and therefore, treated individually. Review collected by and hosted on G2.com.
I like using My calls and the Inbox follow up calls, this means I can follow up and have my calls all planned out, I also like how easy and simple it is to use and the layout. Review collected by and hosted on G2.com.
What I dislike the most about Sales-I is that you can't simply just search someone's name instead you have to go through all the notes and interactions to find that one person which can take so much time as you have to go through all them notes. Review collected by and hosted on G2.com.
Hello there, thanks so much for your review.
You are able to search for a contact's name in sales-i if they have been added as a contact against an account's Record Card in the CRM rather than in the body of a note that has been added. Simply select contacts from the dropdown list next to the search bar in the top black menu bar.
If you need any more help, please do contact our support team on support@sales-i.com and we'll be happy to help!
Thanks,
sales-i :)
cloud based product, easily accessible on any device.
Ability to create campaigns and enquiries which are easily shared with other users Review collected by and hosted on G2.com.
still finding features after using this product for 3+ years that I wish I had known about sooner
relatively high cost of the storage Review collected by and hosted on G2.com.
The ability to leave notes that other sales staff and I can refer back to. Review collected by and hosted on G2.com.
The fact that when I pull up a customers sales it shows me what they are buying, but does not list the product lines they are not buying. Review collected by and hosted on G2.com.
Being able to plan calls and record details of a visit so all colleagues can see up to date info. Also seeing which items a retailer is seller no and it what quantities. Review collected by and hosted on G2.com.
Not being able to see colleagues diary in the mobile iOS version. Review collected by and hosted on G2.com.
Able to access 24/7, anywhere, anytime. Outside sales staff is able to access via iPhone or Andriod and setup customer appointments in real time. Review collected by and hosted on G2.com.
Drill down steps. Would be great if it was shorten. Review collected by and hosted on G2.com.