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sales-i vs. traditional CRM.

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Despite having implemented them into their business, many people still don't know the difference between BI (Business Intelligence) and CRM.

Many prospects often ask our sales team “What can sales-i offer me that my current CRM package can’t?” and “What’s the difference between BI and CRM?” Good questions. Our system will put opportunities in front of your salespeople and marketers – all they’ll need to do is grab them.

CRM is a handy tool by itself, but the right BI system working in conjunction with your CRM package will turn your data into actionable, profitable information. sales-i helps you generate more profit by analyzing the data currently housed in your CRM package. This gives you back valuable selling time. Together, the two systems give you a complete 360º view of each of your customers. It really is that simple.


CRM systems are great. They organize your data in such a way that salespeople can find opportunities as and when they please. This is a reactive system. Now while a reactive system can be effective, a proactive BI system guarantees to improve your sales team’s efficiency and sales numbers. Using your data to forecast your customer’s buying patterns and alerting you when you need to make a call ensures that your sales team always stays one step ahead of not only the competition, but of the customer as well. This shows your customers that you think about them beyond the point of sale, essentially proving that you actually care and understand their wants and needs. While this may generate measurable profits, this also generates immeasurable loyalty – a priceless asset to a business of any shape or size.

Generating reports using traditional CRM systems requires the use of tools external to the system. With sales-i, you don’t have to go anywhere to get what you want; as the system is integrated with CRM, the use of other tools to get the reports you desire is non-existent. Instead, you can see top-level reports instantaneously, and download an extensive snapshot report highlighting your sales performance in moments. Long gone are the days of bordering cells and creating graphs for sales-i users.

Moreover, CRM systems usually have one key flaw for the modern business person – you have to be at your computer in order to log in. sales-i’s native apps for iPhone and Android mean that all you need is an internet connection and wherever you are in the world, you can essentially be right in the office.


As CRM and software companies take your money upfront, they will often sell you a product and then simply leave you to use it. Paying for sales-i month by month means that happiness and loyalty actually mean something to us. Without them, we wouldn’t have a business.

We pride ourselves on supporting you constantly, ensuring that you’re never stranded without help if it’s needed. The routes to our support center are never closed, no matter the time of day; online chats, webinars, phone support, email support and sales-i TV are all available 24/7. What’s more, regular webinars, training sessions and our online knowledge base ensure that sales-i is as easy to learn as it is to use.

Our support site contains various articles, so you can get to grips with how to use sales-i’s business intelligence crm software.

Accessible as step by step guides online, in video format or via downloadable pdf’s. Our guides will help you discover how to use sales-i to determine various things like which customers have reduced their spend with you, how to check the performance of your sales team and how to create a customer report.

Furthermore, every user is assigned a Customer Success Manager, so there is always someone available to help you, who knows your account inside-out.

The Software-as-a-Service (SaaS) model that we employ also ensures that all of your data is constantly backed up to the cloud, and that any updates are done from our end, so you’ll never have to wait around for us to get changed.

What else do we offer?

Our regular newsletters keep you in the loop, with new blog posts and industry-specific guides. Plus, you will be notified of upcoming product and training updates as soon as we plan them. The system is scalable, so you can adjust users number, only paying for what you need.

Anything else?

We offer free demos! Book one now to see how our business intelligence CRM software, sales-i, can take your sales team and current CRM system to the next level.

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