Sales Campaigns
An automated monitoring feature, sales-i users can create set criteria to monitor their customers against. For example: Has the customer stopped buying? Are there certain categories of product that they should be buying or aren’t? Has it been more than 3 months since their last visit? If a customer is triggered in one of these campaigns the salesperson can be alerted automatically and create actions as a result.
Customer Dashboards
Visual Dynamics Dashboards for monitoring the activity and performance of the sales department, and one click interrogation of areas of concern or opportunity within the sales data. Incredibly useful for both internal sales meetings and customer facing presentations, such as business reviews.
Company Drill Down Analysis
A top-level sales analysis function that gives the user the ability to create simplistic live queries, for example: what does this customer buy from us, by brand, when was their last order, how much do they pay and so on.
Task & Diary Management
Complete CRM functionality within the product to manage and execute tasks in a salespersons diary and maintain their key objectives and follow-ups for each customer. This includes updating their sales pipeline, notes and visit reports either from the office or out on the road.
Dedicated iOS & Android Mobile Apps
All the functionality of sales-i is available on multiple platforms, and the majority of the salespeople that use our product will also access their customer data on smartphones and tablets.
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