Reel in drifting customers, cross-sell, up-sell, speed up your sales pipeline and more with zero effort.
The Accelerate features of sales-i are designed to speed up your selling to existing customers. Get alerts when sales patterns change, automate your sales admin, pre-build sales reports overnight for tomorrow’s meetings and more. sales-i frees up your time to concentrate on the selling.
Hate having to do meeting prep? Of course you do. Everyone does. Luckily, Autopilot can do it for you automatically. Just enter your meetings into sales-i the day before and overnight Autopilot will create a snapshot report, pull in transactional data, recent campaigns and show past meeting details into the palm of your hand. It’ll even work offline, so no matter where you end up, you’ll always have everything you need to have a successful sales meeting.
Want alerts straight to your inbox when a customer has stopped buying? Or when someone isn’t buying something that they should be? How about if an account’s spend dropped over the last quarter compared to the quarter before that? It’s all a piece of cake with Campaign Manager.
Perfect for regular reporting, you’re able to set up and save templates that will automatically update for you such as ‘your top 3 product sales over the last 3 months’. This takes all of the legwork out of data mining and saving you tons of time so you can focus on gaining more sales and smashing your sales quota.
“The system is great, all the figures and calculations we need are there whenever we need them. It’s brilliant.”
“Our existing system simply didn’t do everything we needed it to from a reporting point of view. sales-i has become an everyday part of the business. We can generate reports with ease and the customer records are invaluable to the sales team.”
“We have found the sales-i system great for in-depth study of our customer base. It has helped us keep on top of our customers more and dig into what the trends are in our customer buying patterns etc. The support that we get from sales-i is also exceptional and get replies to any queries are answered VERY quickly.”