sales-i is a revenue intelligence & sales analytics solution designed to bring together ERP transaction data (product, price, quantity, frequency) and CRM data (customer interactions, contacts) so sales teams can identify upsell/cross-sell opportunities, at-risk customers, and emerging buying trends.
The sales-i platform connects with your ERP system, pulling in "hard" data including customer purchases, declining purchase patterns and opportunites for upselling/cross selling based on patterns from peer customers.
The sales-i platform shows up within SugarCRM as a recommendations module where Ai-generated opportunities or user-alerts appear.
While SugarCRM handles the front-office CRM activities (leads, contacts, opportunities, interactions), sales-i enhances that with back-office / ERP transaction insights enabling more intelligent account management.
With the sales-i app you have access to these insights anywhere, anytime and on any device. This allows you to maximise profitability even when your teams are out on the road.
The sales software designed specifically for manufacturing, distribution, and wholesale businesses.
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Introducing sales-i, the only sales tool you need to sell smarter. With sales data analytics and an in-built CRM all in one place, sales-i enables you to sell more and to make better decisions about your sales.
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Dive into your sales data with our sales analytics software and see key insights into your sales activity. Create and share easy-to-understand reports that tell you exactly what you need to know to sell smart.
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Manage, prioritize and organize your time with our CRM software. Get visibility of all your call notes, easily pull up details on all of your customer interactions and order history, and get alerts to help plan your day by customer and revenue priority.
We know how hard you work, so put sales-i to work and see what our sales software can do for your business.
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Easily see where your next move is and identify opportunities to cross-sell, upsell and link sales, all with a few clicks or taps.
With easy-to-understand reports and visuals, knowing where your next revenue growth will come from has never been so simple.
Gain valuable insights into all of your customers with key information at your fingertips, and easily keep track of all of your interactions.
With smart CRM features, you'll be able to plan out your day and calls, take call notes, and easily view previous customer interactions all in the same place.
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Take the stress out of data analytics and reporting while sales-i does the hard work for you, and gain actionable insights into your sales data.
Find answers to key questions like 'who has bought X but not Y?' or 'where are my biggest upsell opportunities?', so you can sell smarter.
No matter your industry or role, small, medium, and large enterprise organizations rely on sales-i to help them make smarter decisions and stay ahead.
Spot potential competitor threats early, create customer-facing reports in seconds, and be warned when a customer's sales are starting to slip.
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ERP software is what powers sales-i to do what we do. We’ll connect with your existing data and turn it into something clear, simple, and effortless.
We integrate with all different providers and haven't yet come across one we can't work with, so we'll be able to quickly and easily integrate with your current ERP provider.
For many businesses, a traditional ERP system has long kept operations running. It successfully manages orders, inventory, finance, and other core functions, but alone it doesn't support growth. For companies ready to move beyond just “running the business”, ERP + CRM integration becomes the foundation for growth, not just efficiency. In this article Optimate.me shares our experiences, partner reviews and takes a look at some of the custom features we have available for our customers.
Full article...Zendesk has announced the retirement of Zendesk Sell. Optimate.me is a certified Zendesk and Pipedrive partner across Australia and New Zealand, with deep experience implementing and supporting both platforms. We specialize in helping Zendesk customers transition smoothly to Pipedrive. Check out our video detailing our exclusive Zendesk Sell to Pipedrive Migration offers available now.
Full article...Fackelmann Housewares, a leading supplier of kitchenware and home solutions across Australia, New Zealand, Singapore, and the UK, operates under 15 globally recognised brands, including Wiltshire, Stanley Rogers, and Furi, with a complex e-commerce ecosystem powered by six unique Shopify stores. As the business scaled, customer support became increasingly inefficient, with agents struggling to manage enquiries across eight separate shared email inboxes. The absence of a centralised system and real-time order visibility led to slow response times, poor customer experiences, and limited business insights.
Full article...