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Enabling the correct functions for yourself and your sales users is extremely important to ensure that you get the maximum usage out of sales-i. The below guide describes what each function does.
Activating a user on sales-i is really quick and easy.
This guide will show you how to add and set up a new sales-i user. Please note: You will need to email support@sales-i.com once set up is complete to activate the user.
This guide will show you how to add or edit a call type and make it available for user selection. In this example, we will add a new call type - 'Incoming call from customer'. Please Note: This can only be completed by a Power User.
You may wish to change the color of your call types in order to highlight or distinguish between particular call types more easily. Please Note: This guide is for Power Users only.
sales-i is now available in German, Spanish and French language options. This guide will show you how to select between the different languages.
Whether it’s for the sake of security or your own memory, you’ll probably want to change your sales-i password at some point in the future.
This guide will show power users how to view a report on a salesperson which shows sales made to their customer base, product groups and products sold, along with information on any gaps in sales and sales variance.
Power Users can create a ticker tape (animated message) which scrolls continuously from the top right hand side of the screen in the desktop version of sales-i (only).
This guide will show power users how to add users to restrictive groups so they can specify what data they can and can’t see. This helps to focus team members on the accounts, fields and areas specific to them, only data that’s key to their job role.
Sales-i allows power users (only) to create analysis fields which can then be reported on within the Enquiries section. This guide shows you how.
This guide will show you how to add a new segmentation field to the customer record card. We will then look at how you report on this custom field to relate it to your sales data.
This article will show Power Users how to disable or delete a sales-i user.
This guide will show to export an excel sheet of any particular customer type's you may wish to.
This guide will show you how to view and filter your sales opportunities stored within sales-i. Please note: This feature is currently only available on the desktop version of sales-i.
This guide will show you how to prepare a call report or call spend summary and filter it down using sub-categories.
This guide will show you how to produce a report displaying how many times users have logged-in to sales-i over a set period of time. Please note: This task can only be completed by Power Users
There maybe times in your organization that you need to reset another person's password. To reset their password, follow the below steps.
This guide will show you how to create restrictive groups and add users to them so you can specify what data they can and can't see. so they can focus on and only see the accounts, fields and areas specific to them.
Tagging allows you to group together record card information for different areas of sales-i. This guide will show you how to tag certain things that are involved in the same project together and then generate a report of everything with the same tag.
This guide will show you how to prepare and export a (weekly) call outcome report within sales-i, using various filters, such as; user, date ranges and types of call made.
Customer Mode is a specific function that allows you to display information in sales-i in an easy to read and safe format that can be used in front of your customers. This removes all cost, GP% and other profit related information throughout sales-i.
What is a restriction?