AW

Verified User in Wholesale

Small-Business (50 or fewer emp.)

8/16/2018

"Great tool with valuable information that requires consistent review"

4/5

What do you like best about sales-i?

Sales-i is great overall. You are able to look up general reports to see which customers are down in sales overall month over month. You are also about the drill down as much as you want and get very detailed information. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

It does require time and dedication, like any other tool. It has been very difficult to get our sales team on board to consistently use the tool. Review collected by and hosted on G2.com.

LF

Lauren F.

Small-Business (50 or fewer emp.)

8/9/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Easy accesss "

5/5

What do you like best about sales-i?

I like best how you can pull up sales numbers by category. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

The learning curve to easy access different levels of sales/products and targets. Review collected by and hosted on G2.com.

UW

Verified User in Wholesale

Mid-Market (51-1000 emp.)

8/9/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Lots to learn, but helpful and valuable"

5/5

What do you like best about sales-i?

It has functions that our older IBM program doesn’t have. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Nothing wrong with the Salesi, I grew up learning the basics of printing and script, so it’s still new to me. “Harder” for me to pick up or follow along during instruction. Review collected by and hosted on G2.com.

LC

Leo C.

Mid-Market (51-1000 emp.)

8/9/2018

"I was part of the group to select Sales-i for the company"

3.5/5

What do you like best about sales-i?

being able to get history of customers and show it in customer view Review collected by and hosted on G2.com.

What do you dislike about sales-i?

too many clicks in order to get results... Review collected by and hosted on G2.com.

CM

Craig M.

Corporate Account Manager

Environmental Services

Small-Business (50 or fewer emp.)

12/13/2017

"An enlightening experience!"

4.5/5

What do you like best about sales-i?

The speed at which reports are available, once created. Ability to create snapshot reports which can be sent to clients. The app is awesome - probably runs 2-3 times quicker that desktop version. The dashboards are very responsive and show at a glance all variables, between teams, product groups, targets etc. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Data is not 'live' as it only gets pulled once a day from Sage. The CRM function is not the slickest but is getting better! The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this. Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

The level of detail that sales-i shows to historical transactions is brilliant. The app (which I have only used on Android) is extremely fast and is essential for sales personnel on the road. Review collected by and hosted on G2.com.

What problems is sales-i solving and how is that benefiting you?

The ability to drill in at a click the every product and service that a customer has previously purchased is very helpful. We can also run campaigns on particular product groups which is awesome for cross-selling. We are about to start using campaigns a lot more which take a while to set up but are very good at encouraging cross selling and help keep in touch with customers who may be falling off or needing some fresh enthusiasm! Review collected by and hosted on G2.com.

MK

Matthew K.

Mid-Market (51-1000 emp.)

8/9/2018

"Been using Sales-I for a couple years now"

5/5

What do you like best about sales-i?

Sales-I has been a great tool and very easy to learn. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Nothing about Sales-I is really a dislike for me. Review collected by and hosted on G2.com.

DN

dawn n.

Small-Business (50 or fewer emp.)

7/25/2018

"easy to use but...."

2.5/5

What do you like best about sales-i?

easy to search..links customers in order..can recall customer by partial name.. many search options Review collected by and hosted on G2.com.

What do you dislike about sales-i?

the fact that it is not based in the us... updates are often in the middle of our work day and no notice until after I try several times to log in Review collected by and hosted on G2.com.

RB

Rachel B.

Mid-Market (51-1000 emp.)

8/9/2018

"Territory manager"

2.5/5

What do you like best about sales-i?

Enquiry section giving me quick analysis of my numbers Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Can’t run exports on details of products or customers Review collected by and hosted on G2.com.

MM

Mike M.

Mid-Market (51-1000 emp.)

8/9/2018

" Regional sales manager Southeast "

5/5

What do you like best about sales-i?

The ability to dive deep into sales history and trends. Easy to use. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Nothing comes to mind, this is an extraordinary tool for those of us working in sales. Review collected by and hosted on G2.com.

MC

Michael C.

Mid-Market (51-1000 emp.)

8/15/2018

"Sales-i is a good fit for distribution"

5/5

What do you like best about sales-i?

It is easy to use and customizable. Not overly complicated. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

The inability to display sales results next to potential business and forecasts. Review collected by and hosted on G2.com.