Find out how to add customer meetings and interactions in sales-i 25 directly from the enquiries screen, without breaking a mental sweat.

Find out how to add those meaningful insights to your home screen with ease, for quick access in the future.

In this video, we will cover the extras within enquiries you may have spotted when reviewing previous videos.

This video demonstrates how to customize and analyze sales data by defining both row (Y-axis) and column (X-axis) categories, allowing for flexible reporting on customer purchasing trends and product performance. This enquiry type enables users to compare…

This video explains how to use the Sales vs Gaps enquiry to track customer spending patterns, identify gaps in monthly purchases, and uncover opportunities for follow-up. We'll also demonstrate how to navigate the enquiry tool, analyze purchasing trends…

This video provides an in-depth tutorial on how to use the Variance Inquiry report to identify customers whose spending has decreased and analyze product sales trends. It demonstrates how to navigate the inquiry tool, compare current sales data to previous…

This video showcases the versatility of the Full Picture Enquiry in analyzing sales data, identifying trends, and optimizing business performance.

This video provides an overview of the sales-i Enquiries feature and its capabilities.

This video highlights how to efficiently use enquiries to extract and analyze customer-specific data, enabling data-driven decision-making and improved sales interactions.

This video focuses on using AI learning in sales-i as well as utilizing Posts for internal communication.

Learn how to quickly create and report on open/closed opportunities with existing or potential customers.

This video explains how to add and manage prospects in sales-i, track interactions, and merge them with customer accounts after a successful sale.

This video shows how to search for an account in detail, view Summaries of the customer, add contacts, files, and Call History notes.

An overview of Accounts and how to access via the CRM.

In this video we'll cover how to quickly add many interactions with the click of a button in sales-i.

In this video, we'll walk you through how to create an unplanned call in sales-i.

In this video we'll walk you through how to create a planned interaction within sales-i.

In this video we'll introduce you to Interactions within sales-i. Interactions is where you can quickly add notes against customers as well as plan and view future appointments, allowing you to keep up to date with future calls, visits and opportunities…

In this video we'll walk you through navigating the various components available on the home page.

In this video, we'll introduce you to the sales-i 25 home screen and everything available on it.