sales-i

sales-i

(123)
4.3 out of 5 stars

sales-i is a Software-as-a-Service sales development solution. Integrating business, sales and customer intelligence, it has been designed to simplify the collection and analysis of business data, while cutting both time and cost.

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sales-i Features

Sales Force Automation
Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

73%
(Based on 11 reviews)
Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

n/a
Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

79%
(Based on 12 reviews)
Desktop Integration

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

78%
(Based on 11 reviews)
Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

n/a
Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

80%
(Based on 12 reviews)
Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

n/a
Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

n/a
Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

n/a
Marketing Automation
Email Marketing

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

n/a
Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

72%
(Based on 10 reviews)
Lead Management

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

n/a
Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

67%
(Based on 10 reviews)
Data Availability
Contact Data Availability

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.

89%
(Based on 14 reviews)
Company Data Availability

Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.

88%
(Based on 12 reviews)
Industry Research Availability

Does this product offer industry research data that you require?

71%
(Based on 11 reviews)
Customer Support
Call Center Features

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

n/a
Case Management

Tracks issues/help requests reported by customers through the resolution process.

70%
(Based on 11 reviews)
Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

n/a
Knowledge Base

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

n/a
Support Analytics

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

n/a
Data Accuracy
Contact Data Accuracy

How accurate and up to date is the contact data?

88%
(Based on 13 reviews)
Company Data Accuracy

How accurate and up to date is the company data?

91%
(Based on 13 reviews)
Data Sourcing
Data Sourcing

Compiles data from a breadth of either internal or external sources.

86%
(Based on 18 reviews)
Exporting & Sharing Data

Enables user to communicate data by securely exporting and sharing it.

88%
(Based on 19 reviews)
Multi-Device Data Visualization

Allows users to view data visualizations on several devices.

84%
(Based on 17 reviews)
Interactive Dashboards

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

82%
(Based on 17 reviews)
Data Segmentation

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

85%
(Based on 16 reviews)
Reporting & Analytics
Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

69%
(Based on 10 reviews)
Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

80%
(Based on 13 reviews)
Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

77%
(Based on 13 reviews)
Features
Messaging

Provides ability to message contacts directly from within the sales intelligence software

n/a
Lead Builder

Ability to create targeted contact lists.

n/a
Integration to CRM/Marketing Automation

Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.

77%
(Based on 11 reviews)
Data Cleaning/Enrichment

Ability to clean/enrich existing data that is maintained in other systems

n/a
Data Segmentation/Filtering

Functionality to filter or segment data from withing sales intelligence software

90%
(Based on 13 reviews)
Search

Offers search tools that allow users to find the data they need quickly

86%
(Based on 14 reviews)
News/People Alerts

Alerts you to changes happening to industries, companies and people you follow

n/a
Connections

Find the people you know that can introduce you to contacts at prospects

n/a
Reporting

Provides ability to create the reports that meet your business requirements

87%
(Based on 14 reviews)
Predictive Analytics
Live Forecasting

Provides live customer data so that sales organizations forecasts stay current.

n/a
Lead Scoring

Provides scores or rankings of each prospect based on the data provided.

n/a
Opportunity Scoring

Provides insights to determine which deals already in the pipeline have the best chance of closing.

71%
(Based on 17 reviews)
Risk Analysis

Warns sales teams of accounts that may be at risk of being lost.

n/a
Mobile & Social
Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

47%
(Based on 9 reviews)
Social Collaboration Features

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

47%
(Based on 9 reviews)
Mobile User Support

80%
(Based on 12 reviews)
Platform
Internationalization

Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies

91%
(Based on 7 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

92%
(Based on 9 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

88%
(Based on 10 reviews)
Reporting/Dashboards

Access pre-built and custom reports and dashboards.

93%
(Based on 8 reviews)
Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

87%
(Based on 7 reviews)
APIs

Enables integration to external systems

85%
(Based on 7 reviews)
Sales Management
Live Pipeline Management

Updates every time a change is made enabling users to trace a deal through the pipeline.

74%
(Based on 14 reviews)
Sales Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

75%
(Based on 13 reviews)
Account-Based Analytics

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

78%
(Based on 14 reviews)
Activity Tracking

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

79%
(Based on 15 reviews)
Platform
Output Document Generation

Allows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

82%
(Based on 6 reviews)
Sandbox / Test Environments

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

70%
(Based on 5 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

83%
(Based on 7 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

85%
(Based on 6 reviews)
Customization

Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

70%
(Based on 7 reviews)
Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

70%
(Based on 7 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

Document & Content Mgmt.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

67%
(Based on 6 reviews)
Integration
Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

80%
(Based on 6 reviews)
Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

82%
(Based on 6 reviews)
Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

67%
(Based on 5 reviews)