Great tool with more emphasis on the reports
April 27, 2022

Great tool with more emphasis on the reports

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with sales-i

Advantages:
1. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products.
2. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale.

Disadvantages:
1. There is no Free trial for this product.
2. The product cost is very high compared to the competition.3. Integrations & Plugins is not match to it's competitors

Do you think sales-i delivers good value for the price?

Yes

Are you happy with sales-i's feature set?

Yes

Did sales-i live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of sales-i go as expected?

Yes

Would you buy sales-i again?

Yes

More Appropriate Scenarios:
1. It helps in visualizing opportunities with our customers that help us strategize and execute good sales activities to drive our business.
2. It helps in improving the flow of communication between the different departments.
3. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale.
4. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products.

Less Appropriate Scenarios:
1. The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this.
2. Difficult to pull specific information about a group of customers.

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