Sales professionals have the growingly difficult task of generating more sales in highly competitive markets. However, tapping into new opportunities and achieving B2B success doesn’t have to be a struggle. Beyond strategy, sales professionals need to be equipped with the right tools.
In this blog, we’ll show how sales-i’s core features—instant account summaries, proactive alerts, and actionable data insights—empower sales professionals, leaders, and managers to drive results efficiently and effectively.
1. Sales Reps: Prepare for Meetings in Seconds
With so many customers in their portfolios, sales professionals sometimes struggle to quickly prepare for meetings and have all relevant data at hand.
Pain Point
Sales reps often struggle to gather relevant information about their customers quickly, especially before high-stakes meetings.
Solution
sales-i’s Snapshot feature allows reps to prepare in seconds by providing a comprehensive, presentation-ready overview of their customers. It highlights:
- Current customer buying preferences.
- What they could be buying based on their purchasing trends.
With a few clicks on their mobile app, sales reps can:
- Access key account details.
- Identify cross-selling and upselling opportunities.
- Save hours on preparation, enabling them to focus on building stronger client relationships.
How SugarCRM Compares
Real users rating their customer experience. See the Software Reviews report.
Example
A sales rep heading into a meeting with a customer uses sales-i’s Snapshot to identify that a client purchasing protein powder but isn’t buying complementary products like shakers. This insight helps sales reps craft more successful upsell pitches.
2. Sales Leaders: Stay Ahead with Custom Alerts
Being fully aware of market and customer trends is a common struggle that sales leaders face. But sales-i is here to help.
Pain Point
Sales leaders sometimes lack a clear view of opportunities and risks to guide their teams effectively. Without timely insights, they risk losing customers to churn or missing cross-selling opportunities.
Solution
sales-i’s Guided Selling Alerts provide:
- Churn Alerts: Sales leaders receive notifications about customers whose purchasing activity has declined, being able to act before it’s too late.
- Cross-Sell Alerts: Flag accounts buying one product but missing complementary items, boosting revenue potential.
These alerts help leaders prioritize actions, focusing their teams on the opportunities that matter most.
Example
A sales leader notices a churn alert for a key account that hasn’t placed an order in three months. By addressing the issue promptly, they regain the customer’s trust and prevent further losses.
