Accounts
Topics
This guide will show you how to add a new contact to a Prospect or Customer Record Card allowing you to track your conversations with multiple contacts at any one company.
This guide will show you how to record notes to a customer record after a customer call/visit and e-mail these through to a customer or colleague, letting you share important messages instantly.
Adding a potential customer to sales-i is the perfect way to ensure you track any and all conversations you're having with them and set you up for future success when you win their custom.
This guide will show you how to convert a prospect into a customer and link accounts, once a prospect has taken their first order with you.
Generating customer-facing Snapshot Reports gives you the ability to discuss and present a customer’s spend, opening up difficult conversations which can lead you to ask the right questions and identify any potential opportunities.
You can save time by creating and saving Account searches, so that each time you log in to sales-i you can find key accounts that match a certain criteria, without having to do repeat searches.
This guide will teach you how to tailor your Snapshot report so that you only see the things you need to see, learn how to change labels, add transaction analysis and save configurations for the future.
This guide will explain how to import your saved contact details from your device's Contacts directly to the sales-i app. Information such as a contact’s name, phone, email & address can be copied across - this will save valuable time.
This guide will show you how to opt a contact in or out of email, sms, telephone or mail communications.
This guide will show you how to save your often used searches in sales-i, saving you valuable time carrying out admin, giving you more time to sell.
This guide will show you how to use the accounts search facility so you can quickly find relevant information you may need.
Did you know you can search for all your accounts (prospects or customers) in a certain area? So, if you're due to see a customer, why not run a zip/post code or town search to see if there are any accounts nearby to visit.
Advanced Search allows you to define exactly what you’re looking for in the Accounts view, making searches quicker and results more accurate.
Specify exactly what you need to find by using an * asterisk
This guide will show you how to use the Spend Mix Analysis feature within sales-i. This feature allows you to view how much a company is spending in a product area against your market averages, enabling you to view potential sales opportunities.
This how to guide will show you how to get a company overview by rolling up all of the ‘child’/‘ship to’ accounts that are associated into one parent account.
A summary of the chart styles available when configuring your Snapshot reports.
You sometimes have the ability to rollup accounts into one but what does it mean?