sales-i Pricing, Features, Reviews & Comparison of Alternatives

sales-i

Customer intelligence software

3.0/5 (3 reviews)

sales-i overview

sales-i is a business intelligence tool for sales teams that analyzes big data and turns it into actionable insights which help to increase customer spend. The app extracts all the data entered into your ERP or back office and processes it, identifying sales opportunities, competitive threats and accessing sales performance. sales-i can be used to create dashboards as well as rich, customer-facing reports on laptops, tablets or smartphones to bring to client meetings.

sales-i's data analysis tools help to understand buying behavior such as why one product is selling more than another this month, or why revenue has dropped or increased. Along with understanding present customer behavior, sales-i also analyzes past and present data in order to make future predictions around how both your customers and competitors will behave over the coming months, enabling sales agents to call customers at the most timely moment, armed with contextual information.

All of this data, along with customer interactions and contact details can be recorded and stored in sales-i's built-in CRM. The CRM can be used to store documents and contact details, share notes, visualize your opportunity pipeline, schedule calls and appointments, and assign accounts. sales-i also includes a set of sales management tools that include real-time performance data visualization by department, as well as the ability to assign specific sales campaigns and actions to agents based on data insights, such as which customer to call, when to call them and why.

Pricing

Pricing options
Value for money

Devices

Business size

S
M
L

Markets

United States, Europe, United Kingdom

Supported languages

English
sales-i screenshot: sales-i spend analysisPowerful, Beautiful and Simple Business Intelligence Softwaresales-i screenshot: sales-i Enquiriessales-i screenshot: sales-i dashboard

sales-i reviews

Value for money
Features
Ease of use
Customer support
  3.0
  4.0
  4.0
  4.0
Thomas Hick

Sharp Business Practice, Expensive, not for small teams

Used occasionally for 2+ years
Reviewed 2019-07-17
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Anonymous

Simple and easy with powerful outcomes

Reviewed 2017-01-23
Review Source: GetApp

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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sales-i features

API (145 other apps)
Activity Dashboard (116 other apps)
Ad hoc Reporting (72 other apps)
Business Intelligence (101 other apps)
Charting (75 other apps)
Collaboration Tools (56 other apps)
Customizable Reporting (83 other apps)
Dashboard Creation (93 other apps)
Data Filtering (82 other apps)
Data Import/Export (93 other apps)
Data Visualization (129 other apps)
Drag & Drop Interface (62 other apps)
Filtered Views (56 other apps)
Monitoring (71 other apps)
Real Time Analytics (98 other apps)
Real Time Data (77 other apps)
Real Time Reporting (56 other apps)
Reporting & Statistics (89 other apps)
Third Party Integration (78 other apps)
Visual Analytics (110 other apps)

Additional information for sales-i

Key features of sales-i

  • Team performance analysis
  • Customer buyer anaysis
  • Predictive analytics
  • Buying trend analysis
  • Customer profiles
  • Built-in CRM
  • Schedule calls & appointments
  • Automatic scheduled reporting
  • Dashboards
  • Customer-facing sales reports
  • Snapshot generator
  • Competitive threat analysis
  • Gap & leakage analysis
  • Sales alerts
  • Document storage
  • Opportunity pipeline reports
  • Activity reports
  • Call spend summary reports
  • iOS & Android app
  • Secure server data protection
View All Features

Benefits

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.

Use predictive analytics and data mining to give you insight into what your customers should be buying based on their purchasing behavior.

Use the sales-i’s Enquiries to analyze performance by department and the Campaign Manager to assign specific sales campaigns to members of the sales team.