sales-i
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MANAGE SALES AND CUSTOMER RELATIONSHIPS

Automate your sales management and ensure you talk to the right customers at the right time.

Our built-in, easy-to-use CRM system is designed specifically for wholesalers, manufacturers and distributors. It makes quickly editing contact details and meeting notes, storing key documents in logical places and managing sales opportunities a breeze. What’s more, you’ll be able to create detailed sales reports in an instant, plan your daily calls easier and know the transactional history of every customer at the click of a button. All you need to do is sit back, relax and log into sales-i.

SNAPSHOT REPORT

No doubt one of the most popular features of our sales management system are Snapshot reports. They’re in-depth, customer facing reports which can be used at meetings and are created instantly. They’ll save you hours in meeting preparation time every week. You can even set them to be created automatically overnight for the next day’s meetings and made available offline on your mobile device, leaving you to eat, sleep and spend time with your loved ones while sales-i does the night shift.

  • Wipe admin and report writing time from your diary altogether
  • Get in-depth facts and figures on all of your accounts, instantly
  • Make available offline on your mobile and tablet devices


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MYCALLS

MyCalls is a powerful feature which makes it possible to manage sales, meetings, opportunities and callbacks with as little stress as possible. MyCalls isn’t complicated or over the top. It’s a logically designed, easy-to-navigate diary system which allows your team to get on with the important things, like selling.

  • See what calls have been automatically planned for your day
  • Stay on top of your pipeline by following up on any outstanding calls
  • Prioritize by filtering current or archived calls


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CUSTOMER DASHBOARD

The Customer Dashboard gives you an instant overview of all of a customer’s most important facts and figures. By clicking into the dashboard, you’ll get the information you need to ask the right questions of any customer.

  • One screen, all your customers’ information
  • Know their top products, spend summary, GP and sub accounts


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TRENDS

Trends is a very simple yet insightful sales management tool, which allows you to quickly compare your sales from each month this year in comparison with the same month last year, as well as the overall financial differences, year to date.

  • Spot competitor threats to your accounts before they harm sales
  • Use seasonal trends from last year to prepare for your busiest months
  • Spot missed opportunities form the past and make sure they’re not missed again


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ACCOUNT SEARCH

The account search facility makes it quick and easy to find exactly who you’re looking for. Simply enter the name of either the company or relevant person and within seconds sales-i will take you to exactly where you want to go.

  • Do a quick search or view recently visited accounts
  • Find customers, prospects, accounts or contacts instantly
  • Access all of that accounts data from one simple search


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RECORD CARD

The Record Card makes viewing your customer information quick and easy. All the important details you need to know are stored right here for your convenience.

  • View contact and company details, notes, key facts and more
  • Capture a multitude of contact and company information
  • Tailor the Record Card fields for your business’ needs


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COMMAND POST

Managing sales performance is key to your business’ success. That’s why we created Command Post, which gives Power Users 360º visibility over your sales team. It shows everything: their performance against targets, sales variance, aged debt, number of calls made and planned, the average margin per customer, quantities sold and much more, all from a single dashboard.

  • View your company’s performance via a graphical dashboard
  • Manage your sales performance to meet company targets
  • Gather general statistics such as amount of sales closed, value, new spenders and more


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DOCUMENT STORAGE

Document storage from sales-i allows you to easily backup, share and store your documents online within sales-i. Everything from order forms, quotes, presentations, images and other important files will be instantly accessible anywhere, anytime.

  • Easier collaboration as every user can access important files
  • Remove the reliance on external storage programs
  • Upload any file format – Word, Powerpoint, PDF, Excel and images


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WHAT OUR CUSTOMERS SAY...

  • “Every month this year, my sales team has reached its sales target and I directly attribute this to sales-i.”

    Mark Terry

    National Sales Manager at Howarth Timber
  • “We now have a best-in-class reporting tool at our fingertips. sales-i is a game changer that easily pays for itself, not to mention the pricing is very fair. Give it a try, you won’t be disappointed.”

    Ryan Puccinelli

    President at IQ Total Source
  • “Shortly after switching on sales-i, one of our field sales team identified a customer that had not bought from us in 2 years. Within a few days, he had taken an order and re-awoken it as a live account! This is having a really positive impact upon sales performance and morale.”

    Geoff Winstanley

    National Account Manager at RoDO

Book your online demo today

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