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.
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.
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.
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.
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.
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.
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.
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.
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.
“Every month this year, my sales team has reached its sales target and I directly attribute this to sales-i.”
“We are going to make lots of money with sales-i!”
“Every interaction with sales-i’s customer support team has been both pleasant and professional. I couldn’t be happier with the customer support, and wish all our software support was this excellent!”