sales-i Reviews & Pricing

by sales-i | Founded 2008, Chicago, IL

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What is sales-i?

Sales-i is a cloud-based solution that helps salespeople make data-driven sales decisions by giving them insight into processes and customer relationships. It offers users the option to use the built-in CRM or integrate with other CRM and ERP data sources. It empowers users to spot new sales opportunities by analyzing data and delivering a complete picture of their customers, business prospects and interactions.

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sales-i Pricing

Based on our most recent analysis, sales-i pricing starts in the range of $100 - $500.

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Starting From: Still gathering data
Pricing Model: Monthly
Free Trial: Still gathering data

sales-i Benefits and Insights

Why use sales-i?

Key differentiators & advantages of sales-i

Improved Sales Visibility Users can track and act upon buying behavior for customer accounts, discovering insights into the purchasing needs and habits of their clientele.
Increased Sales: Sales-i helps users spot valuable new business opportunities to cross, link and upsell, increasing conversion rates and smashing sales targets.
Accessible from Any Location: Perfect for users on-the-go, the platform is accessible from any browser and from mobile applications that can access data, with or without an internet connection.
Better Customer Relationships: Users can optimize customer retention by touching base with clients at all the right times and identifying accounts that are leaking revenue or at risk of leaving.
CRM, ERP and BI Together: Sales-i saves users valuable time and provides more accurate customer insight by tracking patterns across all business data, either through integration with external sources or its native CRM application.
User-Friendly: Dashboards present sales performance insights in easy to digest dashboards, making the user adoption and decision making processes easier.
Data Security: With a 3-tier application architecture, dedicated SQL server databases and end-to-end encryption, sales-i ensures that only the users will be able to access their business data under military-grade security through Rackspace.
Scalability: As a SaaS application, sales-i gives users the power to add or remove user licenses as the business grows, with no need for an IT department to deploy or manage the platform.
Free Demo: Prospective clients can request a free demo to see sales-i in action via online screen share.

Industry Expertise

Sales-i serves clients in all industries and specializes in those that deal with sales, including automotive, building and industrial supplies, food and beverage, HVAC, healthcare, packaging, manufacturing, wholesale distribution and more.

sales-i Reviews

Average customer reviews & user sentiment summary for sales-i:

2 reviews

77%

of users would recommend this product

Key Features

Account Management: Users can add and manage contacts within the cloud-based CRM system, logging notes, tracking prospects and saving their favorite searches.
Call Management: With customer record management tool MyCalls, sales-i allows users to schedule calls and follow-ups. Users can also record call notes, outcomes and next steps, staying on top of their pipelines with automatic planning and follow up activities.
Map: Sales-i plots planned customer interactions on a map, providing information about the related account and estimated travel time and distance to destinations from the user’s current location.
Campaigns: Users can set up campaigns to alert them of new opportunities according to their needs; for example, when a customer spends more or less than usual in a month, when there are cross-sell opportunities and when a customer has stopped buying.
Snapshot: Users can create rich, customer-facing reports in seconds for meetings that display top-selling products, purchasing patterns, sales performance metrics and more.
Autopilot: Sales-i automatically generates all the information a user needs for meetings, including a snapshot report, key financial data and outstanding sales opportunities.
Inquiries: Users can dig deeper to find sales insights with a complete overview of their business’ performance, from visual breakdowns of month-to-month customer spending to year to date sales performance figures like gross profit and quantity sold.
Target Tracking: Users can set targets and monitor performance towards those targets.
Integration with CRM and ERP: If users have their own CRM systems already, sales-i can work with data from Salesforce and Sugar CRM. It also extracts data from a wide range of ERP solutions, such as Sage, Intuit QuickBooks, Infor, SysPro, SAP, Oracle and more.
Microsoft Integration: The solution seamlessly updates sales-i and Microsoft Exchange/Office 365 accounts at once, syncing contacts, emails and appointments.
Data Backup: Sales-i fully backs up databases every night and transaction logs every hour, retaining them for 14 days, allowing users peace of mind that their data is safe.

Suite Support

Sales-i customers can get in touch with a success manager and receive dedicated support and guidance from the sales-i support team in implementation, guidance and training.

Email: Users can email [email protected] with their support requests. Users can also receive instant support via live online chat.

Phone: Users can reach the sales-i support team from 8:30 a.m. to 5:30 p.m. by calling 847-868-8175.

Training: Sales-i offers a wide variety of training options for teams, from classroom-based in-house or on site training to online sessions or a hybrid approach. They offer to host live webinars and tutorials for users on a team to log in and learn from the comfort of their desks. For more information on training, users can email [email protected].

Tickets: Users can submit tickets through an online form on the Contact Us page on the sales-i support site.