Find new sales opportunities, know where sales are dropping and spot product slippage.
The Discover section of sales-i does exactly what it says on the tin: it allows you to delve into your data and see detailed customer and product spending information so that you can identify new sales opportunities and find high priority customers. With this sales intelligence you’ve never been more in the know.
Variance can help any product-based salesperson spot when an account’s spend has dropped and exactly which products are selling less, meaning you don’t have to waste any time trying to work out what’s going on.
Variance + – unsurprisingly – goes one step further than the simple Variance + enquiry. As well as comparing two date ranges, this enquiry allows you to analyze your data by a range of other measurements, including profit, sales, quantity and variance.
Full Picture is a great management feature which you can use to answer questions like, “Which customers have purchased more than 10,000 units of product A this month?“ and “Which customers have spent less than $15,000 this quarter?”
Sales vs. Gaps gives you the power to find gaps in a customer’s portfolio instantly.
This feature delivers a visual breakdown of the monthly spend for each customer you manage, making it incredibly easy to work out which accounts have great potential that isn’t being fulfilled.
“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.”
“Although Phocas has strong analytical functionality, you need to know the structure of your data before you can construct a report whereas sales-i is very intuitive and simple to use. The ‘drill down’ capability is very easy to use in sales-i which provides our Sales Representatives with instant analysis on product distribution between our key accounts. A combination of sales-i and our own ERP data has provided us with a powerful real-time CRM sales tool that has provided our company with smart business intelligence on our UK customer base.”
“sales-i Campaign Manager saves us hours when keeping in contact with customers. We use it to create intelligent, targeted call lists for our sales guys, enabling them to be proactive and more efficient. So often sales guys are busy, but not always on what is making them effective.”