Getting Started with sales-i
Topics
Autopilot is an offline feature for your sales-i app, designed to help simplify your daily call preparation and notes. It reads from your MyCalls diary, and, using this information generates reports and key sales information overnight.
Campaigns can be as creative as you need: From identifying valuable cross-selling opportunities to monitoring any customers that are down in spend in a particular product group in a certain region.
This guide shows you how MyCalls can make customer contact more successful and easier to manage.
So your company has started using sales-i and now you’re ready to use sales-i on the go. This guide will show you exactly how to download sales-i on to your mobile device.
For added security, sales-i asks you to choose and confirm a 4 digit pin when first logging in. From then on, when the app is placed in the background or closed for 5 minutes or longer, simply enter your 4 digit pin to re-access the app.
We know that, to any salesperson, time is money, so we’ve created this pdf guide to show you some quick ways that sales-i can make every call more personal and more profitable.
Wondering why your colleague has different sales-i functionality to you? Here's an overview of the different user types available in sales-i, and their varying functionality.