2. At a glance sales
comparison by
month.
Instantly know if
you are up or
down vs. last year.
Company Dashboard
3. Alerts are setup to With 1-click you
give you the bottom
line on key sales know everything
performance sales or profit
indicators. related.
Alerts are the key
4. • “simple and intuitive to use; it does the job of identifying
changes in buying behaviour and the ‘alert’ system
pushes that information in real-time to laptops and
mobile phones. Exactly what every proactive sales team
needs"
Customer testimonial
5. Example: Click an alert Directly view and
to view your top 200 schedule actions
spending accounts
which are down 20% or for you or your
more from last year..
sales team.
View & schedule action
6. View sales and Compare by product
leakage by customer, line, part #,
customer type,
branch, salesperson, transaction type, and
territory & more. more.
Slice & dice ALL your customer data in seconds
7. Take a deep dive to Instantly know
find out why a which accounts
customer is down. are down & by
how much.
Sales leakage
8. Are you up in Are you down in
sales, but down on sales, but up on
profit by product
profit by line? by branch? Or
customer? by…you decide?
Leakage, the full picture
9. What are your View by several key
total unit sales? areas. By customer,
location, territory,
total cost? total sales rep, product
profit? category and more.
The full picture
10. Red your down,
Instant view of
green your up.
sales trends.
No reports to run.
On top of trends
11. Drill down by Instantly know
customer, sales rep, where you have
location, territory,
customer, product lost revenue and
type and more. take action.
Where are your sales gaps?
12. Drill down thru product Accurate, instant
line and category to find results allowing
which parts are
declining by customer you to take
or territory. immediate action.
What lines are declining?
13. Which of your
territories are up At a glance view of
or down. what areas are
down– do you have
a new competitor?
Sales leakage by geography
14. In New York
AIMCO & Moog
are down the
most. AIMCO is down
over $26,000 time
to investigate.
Geographic sales leakage by line
15. Generate sales calls Generate calls &
or visits for yourself appointments based
and sales staff based on sales alerts, time
on actual sales since last contact or
activity. more.
Integrated customer relationship management
16. Scheduled calls and
appointments go
right to Outlook or
mobile device.
Integrated calendars
17. Take action and
schedule follow up
right from your
email.
Integrated email Actionable sales
notifications
alerts go right to
your INBOX.
18. In our example
we will select
customer “Mid-
America Service”
Mid-America’s
dashboard gives you
instant sales history
before you call. Quickly see if this
account is rising
or falling..
Now lets make a sales call
19. Schedule or update
my activity so we
can track action on
alerts.
Before I call I Top 200 Down 10%
know account in purchases Qualify for
down 20% from our our tool
EVERYTHING I from last top line promotion
SHOULD. year AIMCO
One click ALERTS make you more effective
20. • “a major customer where the spend was up but where a
sales-i alert showed a decline in parts. We followed up
on the alert and identified a new competitor in the market
who was working in our customer account taking
business in that line. Without sales-i we simply would not
have identified that until a stage where the competitor
had established itself and was taking a sizeable share of
our orders.”
Customer testimonial
21. Quickly know
What has Mid- totals sales, cost &
America Service profit
spent with me
Customer YTD spend summary
22. Mid-America
Service fluctuates
between high &
Where does Mid- medium range GP%
America stack up
on my profit
gauge.
Customer GP% gauge
23. I now know Mid-
America’s top five
lines purchased.
And the top 5
product
categories
purchased.
Top 5 product groups
24. Quick know what
percentage Mid-
America spends on
every line or
category.
Mid-America is
down in 3 lines,
Standard Motor, A-1
Carrdone & AIMCO
Spend mix analysis
25. Create a professional
snapshot report &
presentation in
seconds.
A customizable
account report
created in seconds.
CLICK TO
DOWNLOAD.
Create a customer snapshot
26. Compare actual
sales vs. goal Red = below goal
month over Green = above
month. goal
Managing goals
27. The customer
leakage view shows We can see they are
us what lines Mid- down $9,164 in
America is down MOOG. Are they
most. buying from our
competitor?
Product line leakage
28. We see that a top
We can drill down selling part#
into MOOG to
understand which K80197 is down
parts they are not $5,075 this period.
buying..
Part level leakage
29. In this example Mid-America has
we see Invoices & returned $476 on
$27,985 in
Credits. purchases across
573 invoices & 17
credits.
Transaction type detail
30. “sales-i gives us greater visibility of sales, margins and
profitability and in this difficult market that enables us to
respond faster to sales opportunities and reduce slippage,
sales people are now more effective at their jobs with a
better understanding of their customers”
James Hylton, VP Sales & Marketing
Customer testimonial
31. At a glance view
of key account
information.
Easily navigate your
customers record
card to view & input
important customer
details.
Customer details
32. View and add
contacts to your
customer record.
Key contacts
33. View all notes
added to a Customizable fields
customer record. allowing you to setup
quick forms for
adding quality notes.
Customer note history
34. View potential
and actual spend What percentage of
your customers buying
by areas you potential do you get?
specify. What are your
competitors getting?
Customer potential
35. We have 2 open
opportunities with Our first is a $25,000
deal for braking. We
Mid-America. just prepared a snapshot
proposal and discussed
single sourcing.
Current opportunities
36. We see Mid-America
is a WD with growth
potential and their Create as many custom
biggest competitor is fields as you need and
Bumper-To-Bumper remember these can all
be used in our Business
Intelligence views.
Key customer facts
37. Mid-America has
50 employees, 1
Create as many custom
location and 0 fields as you need and
bays. remember these can all
be used in our Business
Intelligence views.
Customer size
38. View key Overall balance,
accounting average days to pay,
information about current balance,
your accounts. credit limit & more.
Credit information
39. Instantly see who
Rank by overall
your top sales, cost, profit,
performing sales GP, average price &
reps are. product count sold.
Complete sales team management
40. What product
lines is your top Are there any
sales rep selling lines which they
most? are selling below
GP targets?
Drill into the details
41. View all sales
opportunities by
category, braking,
crash parts,
undercar etc. View size and
activity around
each opportunity.
Activity reporting, sales opportunities
42. What is our
opportunity mix?
Crash parts, What is the value
braking, filters etc. of our current
opportunities and
who owns them?
Opportunity charts
43. How many calls
or visits have we What have our calls
produced in revenue?
made to our Are we wasting time on
unproductive sales
accounts? calls?
Call spend summary
44. Which sales reps Drill into the calls
have made the most
calls? Have the most to get the details
calls scheduled? and results.
Call out come report
45. Which sales rep
What type of calls
has booked the
have been
most sales cals?
booked? Visits,
follow ups, orders.
Call outcome charts
47. “Signing up to sales-i is a no brainer. With no infrastructure
or hardware investment you only have to consider the
monthly cost which can be as little as $2 per sales person
per day. Balance that with upsell and cross sell
opportunities each worth between $400-$600 and you'll see
why we're so upbeat about sales-i.”
Adam Noble CEO Irongate Group
Customer testimonial
