sales-i Release Notes

Overview

This page covers feature enhancements for the current sales-i release.

As this is the first release of sales-i as an official SugarCRM company, here is an overview of the software's major features:

ERP-driven sales intelligence: sales-i connects to your ERP and transforms your sales data into real-time insights that drive smarter selling for sales reps and strategic visibility for sales leaders.
Sales-focused user interface: sales-i’s interface is purpose-built for sales teams, surfacing valuable insights ahead of customer interactions so sales reps can focus on selling, not searching.
Custom sales analysis: Inquiries let you explore and filter your sales data by customer, product, or sales analysis fields, enabling you to uncover meaningful insights and answer complex questions quickly.
Pre-built sales insights: Insights provide an invaluable collection of pre-built reports that answer common and impactful sales questions using your data.
AI-powered recommendations: sales-i leverages AI to analyze your data and suggest potential sales opportunities.
Real-time sales alerts: Alerts let you create custom notifications from your data, helping sales reps stay on top of critical customer metrics and take timely, informed action.
Built-in CRM: sales-i includes a built-in CRM that lets you collect and store customer data and interactions all in one place.
Mobile app: sales-i’s companion mobile app gives sales teams instant access to the insights they need, wherever they are.
SugarCRM integration: sales-i data insights can be displayed directly in SugarCRM.

This release includes the following feature enhancements:

Feature Enhancements (click to expand)

Expanded snapshot options: You can now generate a Snapshot page from select customer, product, and sales analysis fields.
Targets improvements:
- Streamlined target creation: Creating targets is now faster and easier with a streamlined interface.
- Expanded date options: Target date ranges can now be set to specific dates and intervals.
- Share targets with users: Targets can now be shared with users, allowing them to view the target on their Targets dashboard.
Alert completion tracking: From the Alert Builder, you can run a report on any saved alert to track how the alert is being acted on over time.
Custom roles: You now have the ability to create custom roles and configure exact permissions and access for your users.
CRM export: Customer and Prospect accounts types, along with their related contacts, opportunities, and interactions, can now be exported as a CSV file.
Localization: sales-i can now be displayed in the following languages: Chinese (Simplified), Chinese (Traditional), Dutch, French, German, Italian, Japanese, Polish, Portuguese, Portuguese Brazilian, Spanish, and US English.