The upgrades are substantial and will have a positive impact on how you use sales-i. The changes have been driven by user feedback and harness the latest emerging tech to deliver a faster, reliable and future-proofed system.
New Enquiries will be rolled out to all sales-i customers throughout 2020.
Your dedicated Account Manager/CSM will be in touch when it’s time for you to upgrade.
The ability to search, analyze and compare your data down to day level. Particularly useful if your stock is on a high rotation or has a short shelf life.
New Enquiries gives the ability to multi-select on rows within an enquiry. You can then drill further down and analyze based on your selection.
As you select rows from the results table, a Summary will now dynamically update. This can help you see insights such as the % of your profit your top 10 clients bring in.
Results are returned in milliseconds, giving you more time to act on them, so you can sell quicker and smarter than ever before.
A new intuitive layout makes Enquiries easier to use than ever before, analysis bubbles now being accessible on the same page as your enquiry.
You can now drill by date. For example, in just one click, see how this week compares with last week or compare Black Friday sales this year against last year.
A new Trends graph gives the ability for an at a glance visualization of how your sales are trending against last year’s.
You can now navigate back and forth on your Enquiries drill trail without losing it, so you can change and adjust requirements as needed.
sales-i will no longer use Flash. This will increase security, decrease set up and load time and make sales-i more powerful than ever.
Check out the following guides for hints and tips on how to use New Enquiries:
For even more New Enquiry how to gudes, visit our support page: www.support.sales-i.com/new-enquiries
New Enquiries Is being rolled out now! Due to the technical changes In the background, rather than this being a standard release where all clients are upgraded on the same day, this release will be applied customer by customer throughout 2020. If you are interested in being one of the first to move then please contact your CSM.
Yes, all users will be able to attend a live training webinar ahead of the upgrade to help support the change and answer any questions they may have. In addition, we have pre-recorded one of these webinars so if the times available are not suitable you can still access the training.
Post-go-live, we will run a further session where we explore some of the changes in more detail.
Yes, support will be available in the usual channels - either directly through our friendly and knowledgeable support team or as a self-serve option - whichever works best for you. Step by step guides and "How Tos" have been created and can be accessed via https://support.sales-i.com/new-enquiries.
This change will be applied to all accounts, once complete the old version of Enquiries will be retired. One of the most important aspects of this upgrade is that it also marks the complete removal of Flash from our application. Flash will no longer be supported by the end of 2020 - and you may have already experienced issues using it in conjunction with some browsers so it is important that we remove It from sales-i as soon as we can.
There are some changes to the way you may go about using sales-i and the training will cover these off. From a functionality perspective, we have a separate document that runs through some of these in more detail.
No, the New Enquiries module and all of the benefits it provides will be made available to all clients as part of their current on-going subscription.
Unfortunately, due to some of the changes we have made we are unable to migrate your existing Saved Enquiries.
As your upgrade is scheduled, we will be talking to you about your specific saved enquiries and you will be given an opportunity to select a limited number of your most often used enquiries which we will re-create for you as part of the upgrade process.
This could be a good opportunity for you to review the Enquiries you currently have in the system and get rid of any that are now obsolete.
Remember - Due to some of the new functionality which will be available to you in the new version, there could well be better and easier ways of getting to the data instead of those that are available currently.
Campaigns will be migrated and still available for you to run post-upgrade.
Both desktop and mobile apps will update automatically on the day of the upgrade.
No, this upgrade will be applied to all clients and the current version of Enquiries will be retired at the end of the year.
You should not experience any downtime with the upgrade. On the day you go live, if you are already in the product, you may well experience an error that will require you to log out and log back in again. When you log back in, New Enquiries will be available!