sales-i Archived Release Notes

This page lists feature enhancements and fixed issues from past releases of sales-i. See the sales-i Release Notes page for the current release.

Multi-currency support:
- Supported currencies: Monetary values across sales-i can now be displayed in British Pounds, Euros, Canadian Dollars, Indian Rupees, Polish Zlotys, Danish Kroner, Czech Korunas, Turkish Lira, Swiss Francs, Hungarian Forints, South African Rand, New Zealand Dollars, Mexican Pesos, Chinese Yuan, Japanese Yen, South Korean Won, Indonesian Rupiah, Malaysian Ringgit, Singapore Dollars, Hong Kong Dollars, Thai Baht, New Taiwan Dollars, and Australian Dollars.
- Real-time conversions: Non-historical monetary values are converted to the selected display currency in real time using a blend of current exchange rates.
Improved list view for Customers, Prospects, and Opportunities:
- Advanced filtering: You can now filter list and grid views with most analysis, standard, and custom fields.
- Adding columns: You can now add most analysis, standard, and custom fields as additional columns to list views.
Export enhancements:
- Surfacing record assignment: Opportunity and alert exports now include the user assigned to each record in the export file.
- Larger exports: Full Picture, Variance, Matrix, and Sales vs. Gaps inquiry export files now support up to 100 columns and 100,000 rows.
Expanded inquiries search: Searching inquiry reports now searches all rows in the report, rather than only the visible rows.

Rolling date ranges in Alerts: You can now apply custom rolling date ranges to alerts, making it easier to track customer behavior over time.
More focused targets: You can now create targets using two analysis fields, helping you define and track more specific user goals.
Translation improvements: Improvements have been made to translated text across sales-i.

Streamlined Target and Snapshot configuration: Field properties are now searchable when creating a Target or Snapshot by Analysis Field.
Improved Alert Builder product data set up: When creating an alert using product data, you can now search for specific SKUs by product code.
Expanded Opportunities dashboard filtering: You can now set the Decision date filter on the Opportunities Dashboard to "All" to quickly display all opportunities. "All" is now the default filter value when opening the dashboard.
Enhanced user data restriction rule creation: Field values are now searchable when creating a user data restriction rule or rule grouping.

Improved integration with SugarCRM: Manually created alerts and AI-generated opportunities from sales-i are now surfaced directly in SugarCRM via the Recommendations module.
- Recommendation record: When integrated to SugarCRM, sales-i alerts and AI-generated opportunities will create a Recommendation record containing important context and the estimated value of the recommendation.
- Acting on a recommendation: Directly from the recommendation record, you can quickly create an email, call, or task with prefilled information from the associated account record.
- Tracking recommendations: Once you take action on a recommendation, the status of the record is automatically updated. You can also manually set a recommendation's status as needed.
- Dismissing recommendations: If a recommendation is not valuable to you, it is easy to dismiss it. Dismissing recommendations can also help improve sales-i's AI-generated opportunities.

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.