GW

Greg W.

Sales Executive

Business Supplies and Equipment

Mid-Market (51-1000 emp.)

3/23/2017

"Helps keep everything organized!"

5/5

What do you like best about sales-i?

I like the snapshot feature. I can get some vital information on my customers very quickly. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

It is a little cumbersome. They have great webinars that help you learn all of the "ins and outs". Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

This is a very powerful tool for the sales profession! As with anything, you get out of it by what you put into it! Review collected by and hosted on G2.com.

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

The problem that I'm solving is that I can keep track of my customers with ease. This has helped me be better organized when I make calls. Review collected by and hosted on G2.com.

UB

Verified User in Building Materials

Mid-Market (51-1000 emp.)

3/17/2017

"Easy and useful"

3.5/5

What do you like best about sales-i?

I like the fact we can add notes in regards to disussions or problems with customers that can be allocated and emailed to other people, for example the account representative.

we can access our customer sales info which is always helpful. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Theres nothing to dislike, i've never had a problem. Review collected by and hosted on G2.com.

UB

Verified User in Business Supplies and Equipment

Mid-Market (51-1000 emp.)

3/17/2017

"Sales-i review"

4/5

What do you like best about sales-i?

Extremely easy interface that makes it simple to generate sales reports, call lists, and information on all my accounts. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Sometimes the interface is tweaked a bit without prior knowledge and the changes can be a bit surprising. not a huge deal as the changes are usually for the better. Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

I've used Salesforce.com in the past and find that Sales-i is very easy to use in comparison, and doesn't require much set up. Review collected by and hosted on G2.com.

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

Being able to integrate items and email with Outlook and the Microsoft suite are helpful. Review collected by and hosted on G2.com.

UB

Verified User in Business Supplies and Equipment

Mid-Market (51-1000 emp.)

3/17/2017

"Sales use for tracking progress"

5/5

What do you like best about sales-i?

The custom features for creating different campaigns. The year over year comparisons are extremely helpful in seeing how you compare to a previous year Review collected by and hosted on G2.com.

What do you dislike about sales-i?

I dislike how when you go to a customer report card it opens in a different window within the browser. All of a sudden I have 10 different tabs open on the browser and I have to go through each one. Review collected by and hosted on G2.com.

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

The sales vs. gaps keep my on top of who is ordering vs. who is not. It is extremely beneficial when trying to keep track of where my customers are at. Also the drill down menu to get to the variety of products and categories makes it so there is more than one way to reach you rend result. Review collected by and hosted on G2.com.

UB

Verified User in Business Supplies and Equipment

Mid-Market (51-1000 emp.)

3/24/2017

"Customer Review information"

4/5

What do you like best about sales-i?

I like that I can access my customer information easily on my laptop or phone. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

The report formatting is not easy to read and needs to be reformatted after being downloaded. Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

Make sure you explore all of the features available with the software. There are so many useful tools on it that it is easy to get stuck just using the basic ones. Review collected by and hosted on G2.com.

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

Customer history access; easy access to reporting features and business review information; snapshot of sales and customer info Review collected by and hosted on G2.com.

JL

Jesus L.

Sales Supervisor

Food Production

Mid-Market (51-1000 emp.)

3/20/2017

"Excellent and simple. "

5/5

What do you like best about sales-i?

The software interacts well with the current company software we are using (Entrée V4). The software is excellent and simple. User friendly. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

The only things that I would complaint about is the lack of personalization. Meaning the lettering like the font, color and size. Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

Excellent.. it will make your sales life simple. Review collected by and hosted on G2.com.

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

Sales, follow-up and sales tracking are the mayor problems it solves. The benefit is tremendous because it keeps up with sales numbers by proactively staying on the of the sales. Review collected by and hosted on G2.com.

AC

Verified User in Construction

Small-Business (50 or fewer emp.)

3/22/2017

"Sales-i experience"

5/5

What do you like best about sales-i?

The layout and the level of information. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Like anything else, it's a matter of practice. Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

Do the demos, A few times. Let it sink in and take notes.. Talk to the Sales-i support, Ask questions. Review collected by and hosted on G2.com.

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

We are tackling the issue of forgetting our customers. It's easy to talk to your biggest customer and it's even easier to neglect those, who may not buy as often. We want to improve those relationships and grow sales. Review collected by and hosted on G2.com.

SC

Selina C.

Account Representative

Business Supplies and Equipment

Mid-Market (51-1000 emp.)

3/17/2017

"Survey"

4/5

What do you like best about sales-i?

The fact that I can go back and see my notes on what I spoke about the last time I saw my customer. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

I feel like I'm still learning about this program so there isn't really anything on here that I dislike. Review collected by and hosted on G2.com.

UA

Verified User in Automotive

Small-Business (50 or fewer emp.)

3/20/2017

"Newb experience"

5/5

What do you like best about sales-i?

I like the ease of use best. Finding information on my customers isn't difficult when using sales-I. It's definitely better than using a notepad and having to go back to try and dig up information from a visit. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

I don't like that my new customers don't show up until they purchase something. It makes it difficult to do my daily reports if they aren't there. Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

I would like to be able to see my new customers even if they haven't purchased anything. Review collected by and hosted on G2.com.

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

It helps me keep up with my customers a lot easier. It is a very useful tool to have at your use when talking numbers. Numbers don't lie. Review collected by and hosted on G2.com.

AH

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

3/17/2017

"Easy to use"

4/5

What do you like best about sales-i?

Simple and fast drill-down functionality, mobile app is quick and easy to use. Sales-I went to great lengths to help us make our data as user-friendly as possible. Review collected by and hosted on G2.com.

What do you dislike about sales-i?

Data synchronisation is slow meaning data is usually 48 hours behind. Review collected by and hosted on G2.com.

Recommendations to others considering sales-i:

Ensure that you have the data synchronisation with your ERP system timed so your data is no more than 24 hours old. Review collected by and hosted on G2.com.

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

Identifying areas where customers are stopping spending or where there's cross-selling opportunities. Review collected by and hosted on G2.com.