This session is a brief overview of every function of sales-i. You will learn how to get the most out of the sales-i platform, including an explanation of how some functions link with others to ensure…
This session is designed for users who want to understand how to analyse the data in different ways. It looks at:
The different functions available to you when it comes to sorting and drilling down…
This session is for those who want to be able to interrogate data on the road. It also covers:
The Enquiries function of the mobile device.
How to use Enquiries and break down our data to create…
This session is specifically designed for those using sales-i on the road. It also covers:
All elements of the functionality available to you.
Maximizing your time management skills using sales-i…
In this week’s session, we will show how we utilize the Enquiries section at sales-i. Showing Variance, Variance+, and Sales vs. Gaps in such a way that will have you saying “I didn’t know you could do…
This session is designed for new and existing users who may require a refresher on the system. We will review the Campaigns section on the desktop and touch on the most important functions within the Campaigns…
This session guides users in the effective use of saved searches and how they can speed up their workflows exponentially, including:
How to quickly access accounts through saved searches
Managing…
We will review the Accounts section on the desktop and touch on the most important functions within the Accounts section. Some of the things we cover include:
Easily categorize and identify your top…
This course is designed for new and existing users who may require a refresher on the system. We will review the Enquiries section on the desktop, and touch on the most important functions within the Enquiries…
This session focuses on the Full Picture Enquiry and is designed to help you interrogate your data at the click of a button.
Understand the advantages of building sales reports
Understand how we…
