sales-i Reviews & Product Details

I appreciate the UX and overall clean design of their platform. It's easy to see sales data at a glance and to find where you can dig even deeper into the numbers and create a variety of reports. Review collected by and hosted on G2.com.

I have not run into anything so far that has been challenging or that doesn't work as expected. The only additional thing I would like to have would be a dashboard-type page for each customer if that were possible. Review collected by and hosted on G2.com.

The Sales-i team is one of the best I've worked with.

I had the pleasure to work with Mike Worthington, Mitch Lowe and Stephan Plant and they were super dedicated to the business and real ambassadors of the brand, providing me excellent customer service and fast responses to all my questions.

On top of that, the product is very very good from the product KPI perspective.

Many thanks,

Pedro Climaco Review collected by and hosted on G2.com.

As a Full Stack dev I a critical eye for UI and although the product UI is good I would say this could be a point to improve, e.g. more responsive etc. Review collected by and hosted on G2.com.

The sales-i platform has contributed to the efficiency of business processes, as well as to improving the flow of communication between the different departments. Through this automated platform, the sales of each distributor are reported daily in real time, allowing to have greater and better control over the fulfillment of each budget, which has allowed each supervisor and area manager to diagnose in real time any failure that occurs in the process as well as evidencing the strengths of their commercial managers, in addition to present reports and graphs that help to better interpret the information. Review collected by and hosted on G2.com.

The platform is very complete and I personally consider that it has the necessary tools for a very good sales management, but for some of my colleagues and the staff of the distribution chains, the adaptation process has been a bit complex because they consider that the platform is too robust so they suggest a simpler interface to find the most used options quickly. Review collected by and hosted on G2.com.

Personally I like the campaign function. This enables us to create a tailored campaign based upon live data on a day by day basis.

I also like the design and ease of use, especially how it highlights area's of opportunity with our customers.

The inbuilt CRM and facilities this offers are extremely useful with an opportunities tab to highlight wins for later dates.

Finally.... The mapping tool is extremely useful for helping our reps plant their route for the day/future days ahead! Review collected by and hosted on G2.com.

Main issue is speed and stability. Often it has issues. You call the help desk and are asked to clear your cache and cookies when inevitably the problem is sales-I end. My team have found it frustrating to say the least over the last 12 months when their is a fault. Review collected by and hosted on G2.com.

Love how helpful it is to keep in one spot Review collected by and hosted on G2.com.

I wish it was more user friendly for me. Review collected by and hosted on G2.com.

Sales-i has the best CRM. This includes work spaces for agents and comprehensive case management.

The application is affordable.

It is simple and easy to use.

It has a very helpful way of identifying opportunities for users Review collected by and hosted on G2.com.

The sales application needs to be upgraded for better services

Often, when using the application one experiences difficulties trying to navigate through Review collected by and hosted on G2.com.

Sales-i is a great company to work for! With this company, you're only limited by your level of willingness to work hard. Great employee benefits...Standard benefits (medical, dental...) are great and there are many other perks available to you as an employee. Management is very willing to listen to your suggestions and eager to help you learn and grow in your career. Review collected by and hosted on G2.com.

The management team is in the UK and they dislike the employees in the US. The US lacks an Operations Manager which means collaboration in the US is nonexistent and completing complex tasks that require a team effort is difficult if not impossible. The US employees work in their own bubbles and, though they may be good at their jobs, they do not work together or even understand how to work together or why it's important... Review collected by and hosted on G2.com.

Deals I enables us to be responsible for our work. It is anything but difficult to log call notes and timetable future calls so we never botch a chance to connect with our customers and get the deals. We can better with our clients and furthermore each other. Review collected by and hosted on G2.com.

The CRM work wasn't as natural to use as what we right now have so we don't waste time with that much Review collected by and hosted on G2.com.

Easy to access can help plan customer appointments Review collected by and hosted on G2.com.

The monthly cost for superusers is quite high. Review collected by and hosted on G2.com.

Sales-i allows all of our employees to stay on track and up to date since we can share customer information, call notes, and more. It also allows us all to be accountable for our work. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. We're also able to customize our own reports to keep track of what matters most to each individual salesperson or administrator. We can add multiple contacts which allows us to familiarize ourselves with several contacts at one company which guarantees we can speak clearly and confidently no matter which contact is available at the time we reach out. As a company with employees all across the united states, Sales-i is invaluable in keeping us all connected and informed so that anyone can reach out anytime and help our customers which allows our business to grow. Review collected by and hosted on G2.com.

It looks like the document section of the CRM is no longer available, which I also found useful. Review collected by and hosted on G2.com.