sales-i

TRAINING MATERIALS

A training session might not always be the best option. If you want to find answers quickly, you can download one of our how to guides or watch a video to get you started.

Jumpstart

In this video you’ll learn how to search for an account, check Campaigns for quick wins and how to use Leakage and Sales vs Gaps to dig deeper into your accounts.

We’ll also show you how to add call notes and schedule a follow up after your call.

Using Campaign Manager

This video gives you a great insight into how to use Campaigns. You’ll learn how to set up a campaign such as customers that are buying siding over a specific period of time but haven’t bought roofing. You’ll also discover how to allocate campaigns to a sales rep so that they can hit the ground running with new opportunities.

Getting to grips with Enquiries

Whether you’re new to Enquiries or you’ve used it before, this video will give you a step-by-step guide to exploring every feature in the section. Whether it’s comparing product group sales year-on-year, the performance of a single product line by GP or quantity, YTD numbers and monthly performance of each product or customer and more, Enquiries is the place to be.

Guides and Cheat Sheets

Quick Start Guide

If you’re new to sales-i this guide will show you two ways that you can gain quick wins.

DOWNLOAD GUIDE

The Perfect iOS MyCalls Routine

This PDF will give you a step-by-step guide to using MyCalls to manage your calls easily on iOS.

DOWNLOAD GUIDE

Using MyCalls on Android (mobile)

This PDF will give you a step-by-step guide to using MyCalls to manage your calls easily on an Android smartphone.

DOWNLOAD GUIDE

Using MyCalls on Android (tablet)

This PDF will give you a step-by-step guide to using MyCalls to manage your calls easily on an Android tablet.

DOWNLOAD GUIDE

What is sales-i?

Simply put, sales-i helps your team to make every call more personal and more profitable.

DOWNLOAD PDF

What is Autopilot?

Autopilot is an overview of the day ahead which can be accessed anytime, anywhere.

DOWNLOAD PDF

What is Campaign Manager?

Get alerts straight to your inbox when a customers’ buying habits change.

DOWNLOAD PDF

What is Document Storage?

Document Storage gives you the ability to backup, share and store your documents online within sales-i.

DOWNLOAD PDF

Don’t forget to visit our support portal where you’ll find additional videos, guides, downloads and more.

VISIT PORTAL

Still got questions?

If you still have questions about using sales-i, feel free to ask me anything by completing the form below.