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Brand new updates now available on sales-i

written by Natalie Davies

sales-i 29081 2016-05-17 1440960
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We’re delighted to announce a brand new update to both the browser based and iOS versions of sales-i, now available online or to download from the Apple App Store.

Browser based version

Tagging: We’ve introduced the ability to add tags to the Record Card that will save you valuable time when managing a project. Tags are a smart way to manage your projects and group together all the items (key contacts, documents, call history notes, opportunities etc) that are related to a particular project.



Spend Mix: Users of sales-i on iOS can now view the Spend Mix Analysis graph on their mobile device. Showing customer spend across your key product groups compared to the market average, Spend Mix is a powerful analysis tool to have access to on the move.

Saved Enquiries redesign: Saved Enquiries has been given a complete overhaul, making it easier to access your saved enquiries on the move. This fresh, new redesign incorporates some helpful quick dropdowns showing each saved enquiry type.

Generating calls: This feature has also been given a much needed makeover, making it a more streamlined process when you need to generate calls on the move from your iPhone or iPad.

Written By -

I'm another marketing bod here at sales-i (that is marketing exec come social secretary, branded wardrobe, stationary cupboard, fixer of the printer and chief maker of a terrible cup of tea). I get to work with the two delights that are Chris and Steve who have taken it upon themselves to educate me on all things football and Star Wars. I’m a Villa or Birmingham City fan depending on which of them you ask. I really rather enjoy reading and writing (I'm not that great at the maths thing, as Chris will tell you). What I lack in Star Wars and football knowledge, I make up for with a keen eye for a good wine and a great impression of a Wookie.

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