sales-i : Priority ERP Integration

By sales-i


The award-winning sales performance software delivers smarter selling to manufacturers, distributors and wholesalers creating a more complete picture of what’s really going on with users' customers.

 

With complete visibility into the inner workings of the customer base, unmissable cross and up-selling opportunities are proactively delivered to users alongside up-to-date insights into any changes in customer spend patterns.

 

Bridging the gap between analytics and CRM data, our solution gives the user access to all pertinent information around their customer from any device. Available via your web browser or our dedicated mobile applications on iOS & Android.

 

sales-i’s integration with Priority Software allows your companies customer attributes, product hierarchy and sales history to be seamlessly fed into our solution daily as a managed service, saving your team admin time whilst delivering a best in class sales tool.


To find out more and arrange a tailored online demonstration, please complete the form at the bottom of the page or contact us via: https://www.sales-i.com/




Sales Campaigns

An automated monitoring feature, sales-i users can create set criteria to monitor their customers against. For example: Has the customer stopped buying? Are there certain categories of product that they should be buying or aren’t? Has it been more than 3 months since their last visit? If a customer is triggered in one of these campaigns the salesperson can be alerted automatically and create actions as a result.


Customer Dashboards

Visual Dynamics Dashboards for monitoring the activity and performance of the sales department, and one click interrogation of areas of concern or opportunity within the sales data. Incredibly useful for both internal sales meetings and customer facing presentations, such as business reviews.


Company Drill Down Analysis

A top-level sales analysis function that gives the user the ability to create simplistic live queries, for example: what does this customer buy from us, by brand, when was their last order, how much do they pay and so on.


Task & Diary Management

Complete CRM functionality within the product to manage and execute tasks in a salespersons diary and maintain their key objectives and follow-ups for each customer. This includes updating their sales pipeline, notes and visit reports either from the office or out on the road.


Dedicated iOS & Android Mobile Apps

All the functionality of sales-i is available on multiple platforms, and the majority of the salespeople that use our product will also access their customer data on smartphones and tablets.



Technical

Sales-I dedicated connector enables Priority users to connect easily within hours. No additional API license is needed. The following process are synced out of the box: Customers, Invoices and part details. 

Pricing:

Contact vendor for pricing



To find out more and arrange a tailored online demonstration, please complete the form at the bottom of the page or contact us via: https://www.sales-i.com/
Release date Jan 1, 2008, 9:47:00 AM
Cloud compatible yes
Zoom Compatible No
Country Global
Relevant Priority Versions 18.3 and above
Version number
Input language supported English
Interface language English
Vertical All
Device Mobile, Tablet, Desktop

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