Easily find any Account
And always stay prepared for a meeting.
You can use the search function to find any Account you look after or to find any individual Account.
Using the advanced search functionality, you're able to group Accounts together using any of the analysis fields in the system, and then sort the data in table which can be customized too.
With the mobile app too, your sales team will be able to find accounts on the go too, so they can always be prepared walking into a meeting.
Gain insights into your accounts activity
And identify accounts you sell the most to.
The cloud-based CRM gives you special insight into all of your account's activity.
You can easily identify the Account you call the most and sell the least to, and compare this with the Account you call the least and sell the most to.
You can also see all your users’ pipelines, and easily keep track of all your sales calls.
See an overview of your customer's spend
And instantly have actionable insights.
You’ll get an overview of your customer's spend and sales-i also allows you to generate Account review documents at just the click of a button.
Within your dashboard, you can get an overview of your Top 5 Customers, products, Parent Accounts, and Product Groups from across all the accounts that you manage.
Generate customer facing reports with ease
Without the need for hours of time.
The snapshot feature is an account review document that you can easily and quickly share with your customers with just one click, so you don’t need to spend hours collating the data and creating the customer-facing review.
The Snapshot feature has been designed especially to be a customer-facing document and contains customer data like the number of items purchased.
“You often hear the team on the phone talking to customers about their account, and all of the data comes from sales-i. It’s now firmly part of our daily routine. To be honest, it’s now part of the Springpack family!”
Sales & Marketing Director at Springpack