About sales-i

sales-i is a business intelligence tool for sales teams that analyzes historical sales data and turns it into actionable insights that help to increase customer spending. sales-i integrates with 99% of the ERP systems and supports businesses by identifying new sales opportunities, sales trends, potential threats & missed opportunities, and customer buying behavior. Sales teams can easily access insightful data using our custom dashboards on any device, even on the go.

We help manufacturers, wholesalers, & distributors by providing them with product-level insights, such as why one product sells more than another in a particular period or why revenue has dropped or increased.

We help sales teams boost productivity by enabling them to record and store customer interactions and contact details in sales-i's built-in CRM. The CRM can store documents and contact details, share notes, visualize your opportunity pipeline, schedule calls and appointments, and assign accounts. We also offer a set of sales management capabilities that include real-time performance visualization and the ability to assign specific sales campaigns and actions to reps based on performance insights.


Key benefits of sales-i

  • Connect "hard data" from your back office or ERP system with customer relationship management "soft data" to gain a complete picture of your customer.

  • Connects with a wide range of ERP systems such as Sage, SAP, Oracle, Epicor, Infor, Netsuite, Kerridge, Merlin, and more.

  • Use the native iOS and Android app to access all sales data and collaborate with your team on the move.

  • The built-in CRM allows you to store all customer contact data, behavioral analysis data, and interaction history in one place.

  • We use artificial intelligence to provide you with insights into what your customers should be buying based on their purchasing behavior.

  • Use our "Enquiries" feature to analyze performance by department and the "Campaign Manager" to assign specific sales campaigns to members of the sales team.

  • Images

    sales-i Software - sales-i home screen
    sales-i Software - sales comparison reports
    sales-i Software - sales vs gaps analysis
    sales-i Software - top product categories
    sales-i Software - full account picture
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    sales-i video
    sales-i Software - sales-i home screen
    sales-i Software - sales comparison reports
    sales-i Software - sales vs gaps analysis
    sales-i Software - top product categories
    sales-i Software - full account picture

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    Reviews

    Overall rating

    3.9 /5
    (59)
    Value for Money
    3.7/5
    Features
    3.7/5
    Ease of Use
    3.8/5
    Customer Support
    4.3/5

    Already have sales-i?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 59
    Verified Reviewer
    Overall rating
    • Industry: Architecture & Planning
    • Company size: 2–10 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Simple and easy with powerful outcomes

    Reviewed on 2017/01/23

    Using sales-i is a breeze even though I'm not particularly 'techy'. I can find what I'm looking for...

    Using sales-i is a breeze even though I'm not particularly 'techy'. I can find what I'm looking for quickly with the campaigns I set up initially and if I want to answer any other questions or even just have a play I go into the inquiries to gain more insight.

    Pros

    I love that any data I find related to customers is then linked to the CRM part of the system, so it gives me a reason to contact a customer, ammunition to use when I do and an organized way to record the call or visit etc.

    Cons

    To be honest, I got a good demonstration of sales-i before we signed up so we knew what we were getting and haven't been disappointed one bit. We use the web version and the apple app for iPads and the use is just as easy, if not easier, on the road. I'd like some kind of push notification on the app for the sales guys but actually, without it, it means they have to log in themselves, which isn't a bad thing. I want to keep everyone engaged.

    Phil
    Overall rating
    • Industry: Business Supplies & Equipment
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Business Intelligence Software Program

    Reviewed on 2020/03/03

    Customer analyzation and business analytics are by far what we utilize the program for. Building...

    Customer analyzation and business analytics are by far what we utilize the program for. Building campaigns for products and account retention is critical for us as we work diligently to improve our customer retention programs.

    Pros

    From purely a Business Intelligence perspective, Sales-I delivers everything I am expecting. From daily sales reports to analyzing accounts and building campaigns, this program is highly effective .

    Cons

    When purchased we were hoping to integrate the CRM function but find that the CRM function of Sales-I is truly difficult to use. For it to be utilized by us as a company the e-mail capability will need to increase.

    Response from sales-i

    Hi Phil,

    Thanks for the review.

    sales-i team

    Thomas
    Overall rating
    • Industry: Food & Beverages
    • Company size: 11–50 Employees
    • Used for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Sharp Business Practice, Expensive, not for small teams

    Reviewed on 2019/07/17

    We decided to give Sales-i a try after a number of very pushy sales conversations, despite the...

    We decided to give Sales-i a try after a number of very pushy sales conversations, despite the large initial setup fee. After that it was a monthly bill of over £300. Initially there was so much setup involved that we could not use it for many months, for which to their credit they refunded the monthly fee, but required a massive amount of work on our part to get our data into the correct format. Once this was resolved we started to pay the bills of over £300 per month.

    After the 3 year term expired I emailed Sales-i to say that it wasn't the right fit and did not wish to continue the service but we told that because we did not notify them 90 days before the end of our contract that we have been rolled over for another year (and a cost of about £3750). I explained that we were never made aware of a 90 day cancellation policy and that since we paid monthly we expected that after the 3 year period we would be able to cancel freely.

    So we have paid a very large setup fee and been paying monthly for something that we felt was not value for money as we simply do not see the increased sales we require to warrant it, but have been told we have to keep paying. This is NOT the sort of service what we expected from a modern company.

    To this end we have been disappointed by the program and would advise any prospective purchaser to read the small print thoroughly before considering whether this is really a commitment they want to make.

    .

    Pros

    It makes the data that our CRM software provides easier to view

    Cons

    The cost, the fact that we need to pay for 3 users when we don't have 3 full time sales people. The fact that the contract auto renews without warning.
    Also we can't use it to make our sales calls, for various reasons, including that if one customer on a call list phones in with an order which is taken by a staff member who doesn't handle that customer, they can not remove the customer from the call list, leading to unwanted repeated calls to the customer. Also ran too slowly on our broadband.

    Timothy
    Overall rating
    • Industry: Automotive
    • Company size: 201–500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    The Best Fit For Us

    Reviewed on 2020/03/03

    Sales-i helps keep the focus on the customer, who are the heartbeat of our business.We can...

    Sales-i helps keep the focus on the customer, who are the heartbeat of our business.We can anticipate customer needs much better, which improves the customer service experience. We now execute multi-phased marketing campaigns targeted based on customer demographics, and purchase patterns. We can also nurture leads, and cross-sell products. We couldn't do any of that before Sales-i.

    Pros

    Sales-i is our hub for all team members to access needed information. It's easy to use and easy to access information on the move. They knew our industry and verticals, so implementation was mostly painless and quick.

    Cons

    The Sales-i team still has a lot of work to do around reporting. You can usually get what you need by manipulating filters and saved queries, but that is often too much for a Sales Rep in the field. The missing functionality around reporting creates more work for the Marketing Team here.

    Alternatives Considered

    Salesforce Sales Cloud

    Reasons for Switching to sales-i

    It was simpler, and both faster and easier to implement. Those features all made it a better fit for us.

    Response from sales-i

    Hi Timothy,

    Thanks for the review.

    sales-i team

    Brendt
    Overall rating
    • Industry: Wholesale
    • Company size: 11–50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Product for Keeping Up on Client Purchase trends

    Reviewed on 2020/03/09

    Overall a great experience. We under utilize the software currently but we hope to increase use of...

    Overall a great experience. We under utilize the software currently but we hope to increase use of more functionality on the future.

    Pros

    Excellent software that integrates with our ERP system seamlessly. Great visuals/graphical snapshots.

    Cons

    Some functionality was different between standard browsers and mobile versions. This seems to be fixed now with the exception of the "Enquires" information is still unavailable in the iPad browser version.

    Response from sales-i

    Hi Brendt,

    Thanks for the review.

    sales-i team

    Showing 5 reviews of 59 Read all reviews

    sales-i FAQs

    Below are some frequently asked questions for sales-i.

    sales-i offers the following pricing plans:

    • Starting from: £75.00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact sales-i for pricing details.

    sales-i has the following typical customers:

    11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    sales-i supports the following languages:

    English

    sales-i supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    We do not have any information about what integrations sales-i has

    sales-i offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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