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sales-i Reviews & Product Details

sales-i Overview

What is sales-i?

sales-i is an award-winning data driven revenue optimisation platform designed for manufacturing, wholesaler, and distribution businesses who want to improve the performance of their sales function, but don't get the customer visibility they need. - Alert your sales team to hidden, easy-to-close opportunities and give them greater visibility of customer buying patterns. - Speed up your sales teams meeting prep, call planning and contact management, while giving them access to critical sales data in the palm of their hand. - On average it costs you $500 per day to employ a salesperson and for $4 more, sales-i will provide them with a profitable focus on sales activities so that sales time is not wasted. Simple, sales effectiveness software that generates value and grows revenue.

sales-i Details
Product Website
Languages Supported
English
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Product Description

sales-i is a Software-as-a-Service sales development solution. Integrating business, sales and customer intelligence, it has been designed to simplify the collection and analysis of business data, while cutting both time and cost.


Seller Details
Seller
SugarCRM
Company Website
Year Founded
2004
HQ Location
Cupertino, CA
Twitter
@SugarCRM
21,254 Twitter followers
LinkedIn® Page
www.linkedin.com
583 employees on LinkedIn®
Phone
+1 (408) 454-6900
Description

Sugar gets timely predictive insights in the hands of the right people, empowering companies to anticipate and fulfill customer needs — before they realize they have them. These businesses are able to create customers for life, and have a sustainable competitive advantage.


JP
Overview Provided by:

Recent sales-i Reviews

Kimberly R.
KR
Kimberly R.Mid-Market (51-1000 emp.)
5.0 out of 5
"Easy access to customer sales"
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 i...
Pedro C.
PC
Pedro C.Mid-Market (51-1000 emp.)
5.0 out of 5
"Top professionals with an excellent product!"
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 wer...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"the best"
Love how helpful it is to keep in one spot
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sales-i Media

sales-i Demo - Sales Analytics
Essentially, sales analytics is the process that’s used to identify and understand your sales and predict sales trends, based on all of your previous and existing sales data. sales-i is designed especially for product-orientated businesses and takes into account all of your different types of ...
sales-i Demo - CRM
Our cloud-based CRM is especially designed for product-orientated businesses to give you the insight into your accounts activity that you've been missing.  You'll have access to all of the account data all in one place, so you can say goodbye to endless spreadsheets. Swap between detailed r...
sales-i Demo - Enquiries
Sales reporting made easy Delve into your sales data with ease and discover our easy-to-understand reports. You can use these reports to easily spot red flags and gain actionable insight into your sales. See the sales values of all your customer on one screen, discover the top products bein...
sales-i Demo -  Campaigns
Prioritize customer contact Prioritize which customers need to be contacted and start selling smarter. See key insights into your sales data and find out key information. For example with our Campaigns feature you can see who’s sales have dropped in the last year, who’s been buying what, an...
sales-i Demo - MyCalls
Manage and plan your time MyCalls is an incredibly useful way to manage your time and plan out your day, all in one place. You create your to-do list for the day, prep for any on-site visits or customer calls by adding notes, organizing and creating future calls for all your sales opportuni...
sales-i Demo - Accounts
Simplify your files Your accounts are like your simplified, digital filing system where you can view and manage all of your customers with ease, and new potential customers, or prospects. Easily search for any client you manage, quickly create a new prospect, and add a new contact to an exi...
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137 sales-i Reviews

4.3 out of 5
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137 sales-i Reviews
4.3 out of 5
137 sales-i Reviews
4.3 out of 5

Overall Review Sentiment for sales-iQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Kimberly R.
KR
Marketing Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

Recommendations to others considering sales-i:

If you are searching for a sales analytics platform that is easy to use but also scalable, sales-i is a great option to consider, and I'd encourage you to give it a try. Review collected by and hosted on G2.com.

What problems is sales-i solving and how is that benefiting you?

This has solved the problem of not being able to view our customers' sales of our products as they report them. This gives us great insight into timelines and turnaround of product we manufacture. Review collected by and hosted on G2.com.

Pedro C.
PC
Technical Consultant and Software Developer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

What problems is sales-i solving and how is that benefiting you?

Product KPIs, customer management. Review collected by and hosted on G2.com.

ES
Account Executive
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

What problems is sales-i solving and how is that benefiting you?

We have managed to leave behind many processes that were carried out manually which were very cumbersome and took a long time, in addition to depending on a large number of people so that the information could be verified, with the sales-i platform we have taken a step into the future and we are automating a lot of processes which has not saved time and money. Review collected by and hosted on G2.com.

Verified User in Retail
UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

Recommendations to others considering sales-i:

If you are looking for a sales analysis system with an inbuilt CRM, you don't really need to look much further than this!

It will genuinely help get into understanding the gaps, highlight trends and more importantly get your sales team working so much more efficiently.

The automation side of reports (Campaigns) is another of the most useful features driving information direct to the reps. It will make them more inquisitive! Review collected by and hosted on G2.com.

What problems is sales-i solving and how is that benefiting you?

In the main what I'm looking at is sales gaps. The benefit gained from using sales-I is already starting to pay dividends.

I run a reports once or twice a day to highlight gaps, this data is fed to our reps for proactive work by either them or my team in the office. It's easy to do, with the click of a mouse. The main feature loved by all our reps is the "drill down". In laymans terms, you can look at a specific product group, then drill into that by the rep, then from there drill into the accounts and carry this through into the specific products bought Review collected by and hosted on G2.com.

Verified User in Retail
UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about sales-i?

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

What do you dislike about sales-i?

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

Recommendations to others considering sales-i:

I would recommend this to anyone who needs a good crm system Review collected by and hosted on G2.com.

What problems is sales-i solving and how is that benefiting you?

I am able to get my day to day stuff done for work and complete tasks Review collected by and hosted on G2.com.

Verified User in Consumer Services
UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

Recommendations to others considering sales-i:

I recommend sales-i to all companies because it is easy and simple to use and can help your company to get potential leads effectively. Review collected by and hosted on G2.com.

What problems is sales-i solving and how is that benefiting you?

My company has been able to create very good campaigns using data provided by this application.

We have been able to manage our CRM tasks anywhere since the application can be used on phones

We have been able to track our transaction and interaction levels with potential customers and clients Review collected by and hosted on G2.com.

Verified User in Building Materials
UB
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

Recommendations to others considering sales-i:

use it wisely! Review collected by and hosted on G2.com.

What problems is sales-i solving and how is that benefiting you?

b2b Review collected by and hosted on G2.com.

CM
Programador
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

What problems is sales-i solving and how is that benefiting you?

Deals I enables us to see when a record is dropping of and to see where deals are either expanding or diminishing Review collected by and hosted on G2.com.

Verified User in Retail
UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about sales-i?

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

What do you dislike about sales-i?

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

What problems is sales-i solving and how is that benefiting you?

What products customers have not brought in a while. Review collected by and hosted on G2.com.

BH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about sales-i?

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.

What do you dislike about sales-i?

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.

Recommendations to others considering sales-i:

Sales-i really helps our workflow. It keeps us all on track and organized. It is fantastic help when dealing with customers. Review collected by and hosted on G2.com.

What problems is sales-i solving and how is that benefiting you?

We are able to better communication with one another and with our customers. Sales-i allows us to speak with our customers as if we are old friends and helps us build and grow our business while serving the customers even better than before. Review collected by and hosted on G2.com.

Response from Natalie Davies of sales-i

Hi Brandi, Document Storage is still available! Please contact your Customer Success Manager or support@sales-i.com who will be happy to discuss the options available. Thanks! Natalie :)