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sales-i Training Academy
Getting Started with sales-i
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Home Page
Campaigns
Accounts
MyCalls
Control Panel
Autopilot
Paid Add Ons
Webinars
General
Product Overview
Quick Wins
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KnowledgeHub
sales-i
sales-i
sales-i Training Academy
Getting Started with sales-i
Troubleshooting
New Enquiries
Home Page
Campaigns
Accounts
MyCalls
Control Panel
Autopilot
Paid Add Ons
Webinars
General
Product Overview
Quick Wins
Contact us
sales-i
Find out more about our Training Academy, Troubleshooting, New Enquiries, Campaigns & much more!
sales-i Training Academy
Welcome to the sales-i Training Academy
sales-i insights: tips and tricks
sales-i Advanced
sales-i Essentials
sales-i on Apple
Welcome!
An Introduction to the sales-i Training Academy (0 hr 1 min)
An Introduction to sales-i (0 hr 2 min)
Logging into sales-i and an Overview (0 hr 4 min)
Home Page on sales-i (0 hr 2 min)
The Account Search on sales-i (0 hr 5 min)
The Account Card on sales-i (0 hr 5 min)
An introduction to MyCalls on sales-i (0 hr 2 min)
Using the Generate Calls function on sales-i (0 hr 4 min)
Adding a Planned Call Note on sales-i (0 hr 5 min)
Adding an Unplanned Call Note on sales-i (0 hr 3 min)
Campaigns on sales-i (0 hr 4 min)
An introduction to Enquiries on sales-i (0 hr 3 min)
The Full Picture Enquiry (o hr 6 min)
The Variance Enquiry (0 hr 5 min)
The Sales vs Gaps Enquiry (0 hr 5 min)
How to Save an Enquiry (0 hr 2 min)
Next steps for your sales-i training
sales-i on Android
Welcome!
An Introduction to the sales-i Training Academy (0 hr 1 min)
An Introduction to sales-i (0 hr 2 min)
Logging into sales-i and an Overview (0 hr 4 min)
Home Page on sales-i (0 hr 2 min)
The Account Search on sales-i (0 hr 5 min)
The Account Card on sales-i (0 hr 7 min)
An Introduction to MyCalls on sales-i 0 hr 2 min)
Using the Generate Calls Function on sales-i (0 hr 4 min)
Adding a Planned Call Note on sales-i (0 hr 5 min)
Adding an Unplanned Call Note on sales-i (0 hr 3 min)
Campaigns on sales-i (0 hr 4 min)
An Introduction to Enquiries on sales-i (0 hr 3 min)
The Full Picture Enquiry (0 hr 6 min)
The Variance Enquiry (0 hr 4 min)
The Sales vs Gaps Enquiry (0 hr 6 min)
How to Save an Enquiry (0 hr 2 min)
Next steps for your sales-i Training
Welcome!
sales-i on Desktop
An introduction to the sales-i Training Academy (0 hr 1 min)
An introduction to sales-i (0 hr 2 min)
Logging into sales-i and an Overview (0 hr 4 min)
Home Page on sales-i (0 hr 4 min)
The Account Search on sales-i (0 hr 5 min)
The CRM on sales-i (0 hr 4 min)
The Dashboard on sales-i (0 hr 5 min)
An Introduction to MyCalls on sales-i (0 hr 2 min)
Using the Generate Calls Function on sales-i (0 hr 4 min)
Adding a Planned Call Note on sales-i (0 hr 5 min)
Adding an Unplanned Call Note on sales-i (0 hr 3 min)
Campaigns on sales-i (0 hr 5 min)
An Introduction to Enquiries on sales-i (0 hr 5 min)
The Full Picture Enquiry (0 hr 4 min)
The Variance Enquiry (0 hr 5 min)
The Sales vs Gaps Enquiry ( 0 hr 5 min)
How to Save an Enquiry (0 hr 2 min)
Next steps for your sales-i training
Working Remotely with sales-i
Introduction to Working Remotely with sales-i (0 hr 1 min)
Structure Your Day (0 hr 4 min)
Housekeeping (0 hr 5 min)
What to do with Downtime (0 hr 3 min)
Conclusion to Working Remotely with sales-i (0 hr 1 min)
Core Sales Manager Techniques
Hints and tips to combat low CRM usage
Congratulations! Course Complete
Conclusion to Core Sales Manager Techniques
Save your Snapshot Configuration and copy it to your team
Re-order, edit, or remove the pages in your Snapshot
Add your company branding to your Snapshot
Update and save the date range for your Snapshot
Common reasons for underutilization of Campaigns
Hints and tips to get your Campaigns noticed
Viewing and interpreting a Campaign’s Processing Statistics
Call Outcome Report
Call Spend Summary
Login Summary Report
Introduction to Core Sales Manager Techniques
Your most profitable product - Apple
Sales User tips and tricks
Using Customer Mode to hide sensitive data - Apple
Your most profitable product - Desktop
Enquiries top 10 customers trick - Apple
How to view Targets - Apple
Logging and tracking non-selling time
Using Customer View to hide sensitive data - Desktop
Your most profitable product - Android
Enquiries top 10 customers trick - Android
How to view Targets - Desktop
Logging and tracking non-selling time - Apple
Enquiries top 10 customers trick - Desktop
How to view Targets - Android
Power User tips and tricks
Give Sales Users the power to convert a prospect to a customer
CRM Export
Adding and tracking Targets
Day in the Life of a Desk Based Salesperson
Calling your customer
Introduction to 'Before calling your customer'
Welcome to Day in the Life of a Desk Based Salesperson (1.5 mins)
Day in the Life of a Desk Based Salesperson: Course complete!
Action Enquiries results
Drill into your customer's sales data
Introduction to 'During downtime'
Schedule and reschedule future calls
Adding an unplanned call
Introduction to 'Dealing with the unexpected'
Call, converse, and record
Adding and sharing call notes
Introduction to 'During/After a call'
Preparing for your call - Sales Data
Preparing for your call - Customer Information
Introduction to 'Get off to a good start'
Introduction to 'Day in the Life of a Desk Based Salesperson Quiz'
Arriving at your office
Day in the Life of an on-the-road Salesperson (Apple iOS)
Day in the Life of an on-the-road Salesperson: Course complete! (~1.5 mins)
Welcome to Day in the Life of an on-the-road Salesperson (~1.5 mins)
Introduction to 'Get off to a good start' (~0.5 mins)
Before hitting the road (~6 mins)
Introduction to 'Upon arrival at your customer' (~1 min)
Preparing for your call – Customer Information (~2 mins)
Introduction to ‘Upon leaving your customer (the seatbelt rule)’ (~0.5 mins)
Adding an unplanned/reactive call (~2 mins)
Introduction to 'End of the Day' (~1 mins)
Use 'Map' to plan your journey (2.5~ mins)
Preparing for your call – Sales Data (~5 mins)
Call, converse and record (~1 mins)
How to reschedule calls using calendar view (~5 mins)
Set up for success (~2 mins)
Introduction to 'Day in the Life of an on-the-road Salesperson Quiz' (~0.5 mins)
Introduction to 'Dealing with the unexpected' (~ 0.5 mins)
See more
Getting Started with sales-i
Getting started with MyCalls
Getting started with Autopilot
How to download sales-i to your mobile device
Quick start guide
Getting started with Campaigns
sales-i User Types
How to set up a 4 digit login pin
How to download sales-i to your mobile device
See more
Troubleshooting
Can't log in? Try this...
Best practice when contacting sales-i support
What to do when you have data discrepancies
Why Do I have 'Z's In My Data?
How to create a strong password
How to update sales-i on your mobile device
How to reset the sales-i app on your Apple device
How to run a diagnostics test and send it to sales-i
How to determine what version of sales-i you are using
How to ensure Google Chrome keeps your Adobe Flash settings
How to update the FTP (File Transfer Protocol) details post sales-i server update
How to enable Pop-ups in Google Chrome
How to enable Flash in Google Chrome
How to manage your pop-up blocker settings
See more
New Enquiries
How to change settings in Sales Vs Gaps
How to discover which customers have stopped buying a certain product
How to use Calendar bubbles
Getting started with Enquiries
How to search within Enquiries
How to use multi-drill
How To Add Additional Filters To An Enquiry
How To Change The Size Of Your Display
How to discover which of your customers are spending less
How To Use Rolling Dates
How to add a second dimension
How to change the layout view of your Enquiry search
How to save an Enquiry
How to amend your drill search
How to find a Saved Enquiry
How to export an Enquiry
How to use dynamic sub-totaling
How To Find Your Top Spending Customers
How to view and export invoice numbers for a specific date range
How To Use Customer Mode
Getting started with the Sales vs Gaps Enquiry.
Getting Started with the Full Picture Enquiry - Live Learning Session
Variance+ on Desktop and Mobile (Live Learning Session)
Variance+ on Desktop (Live Learning Session)
The Calendar Bubbles Explained (Enquiries Live Learning Session)
Top 5 New Enquiries features
Webinar: Utilizing the Full Picture Enquiry
Webinar: Utilizing the Variance/Variance+ Enquiry
Webinar: Overview of Enquiries on the Desktop
Webinar: I didn't know it could do that! Enquiries
Webinar: The Sales vs. Gaps Enquiry on a Mobile Device
Webinar: The Variance Enquiry on a Mobile Device
Webinar: The Full Picture Enquiry on a Mobile Device
Webinar: The Variance and Sales vs Gaps Enquiry on a Mobile Device
Webinar: Alternative Enquiries
Webinar: Enquiries on a Mobile Device
See more
Home Page
The home page - Live Learning Session
How to pin a Saved Enquiry
How to pin an Account
How to pin an opportunity
How to pin a contact
Pins in sales-i explained
How to delete a pin
How to pin a saved search
How to set Targets for your sales people
How to use Targets
How to enable customer mode on your mobile device
See more
Campaigns
Campaign Creation Checklist
How to add and remove users from a campaign
How to find which of your top 300 customers have not bought anything so far this month
How to see all of your customers on a map
How to see all of your prospects on a map
How to see which customers have not bought anything from you
How to pin a Campaign
Getting started with Campaigns
How to find your top 50 customers (Power Users only)
How to spot which customers have reduced spend
Introduction to Campaigns - Live Learning Session 01
Identify Missed Sales Opportunities - Live Learning Session 02
Advanced Campaigns - Live Learning Session 03
Get Your Team to use Campaigns - Live Learning Session 04
Webinar: Bought/not bought campaigns
Webinar: Creating Advanced Campaigns
Webinar: Creating Variance Campaigns
Webinar: Using Campaigns
Webinar: Overview of Campaigns on the Desktop
Webinar: I didn't know it could do that! Campaigns
Webinar: Building and Utilizing Campaigns
Webinar: Using Campaigns as a Sales Person
See more
Accounts
How to search for Accounts (Desktop)
How to create and save an account search
How to search for all of your accounts in a certain area
How to search for Accounts or Contacts
How to use Advanced Search
How to add a prospect
How to save a search on your mobile device
How to use asterisks to find exactly what you want in an Account Search
Snapshot Chart Styles
How to create a customer Snapshot report
How to add a note / log a call
How to use Spend Mix Analysis
How to opt a contact in or out of marketing communications
How to add a contact
How to import contacts into your sales-i app
How to view a parent account with all sub accounts in one go
What does 'Rollup' mean?
How to customize your Snapshot reports
How to convert a Prospect into a Customer
Advanced Account Search: Live Learning Session.
Webinar: Account Search
Webinar: Adding and tracking prospects
Webinar: Creating Snapshot Reports
Webinar: CRM Reporting
Webinar: Customizing the Record Card
Webinar: How to customize a Snapshot report
Webinar: How to use Opportunities
Webinar: sales-i CRM on iOS
Webinar: Using the Spend Mix Analysis
Webinar: Overview of Accounts on the Desktop
Webinar: I didn't know it could do that! CRM Overview
Webinar: Making the Most of Saved Account Searches
Webinar: CRM on a Mobile Device
Webinar: Using and Customizing the CRM
See more
MyCalls
The perfect MyCalls routine
How to sync MyCalls to your Gmail account
How to discover which customers you haven't spoken to in the last 2 months
How to see who assigned a call to me
How to archive a call
How to see Archived Calls
How to generate calls
Getting started with MyCalls
How to add a personal appointment / non sales activity to your MyCalls diary
How to add future appointments to your MyCalls diary
How to see and edit your team members' MyCalls diary. (Power Users only)
How to sync MyCalls to your Apple iOS device's calendar
How to sync MyCalls to your Gmail account and Android device
How to sync your MyCalls calendar with Outlook (PC only)
How to add a customer note on your Apple device using dictation
Webinar: MyCalls on iOS
Webinar: MyCalls Overview
Webinar: Overview of MyCalls on the Desktop
See more
Control Panel
How to create your own CRM bubbles
How to customize the CRM / Record Card
How to create a Snapshot report on a salesperson
How to filter opportunities
How to add or edit a call type
How to filter reports using a sub category
Functions explained
How to produce a login report
How to disable or delete a user from sales-i
How to create a ticker
How to change the color of your call types
How to reset another users password (POWER USER ONLY)
How to add a new user
How to change the language used in sales-i
How to view a Call Outcome Report and check the performance of your sales team
How to create Group Restrictions
How to do a CRM export
How to restrict a users data access
How to tag similar record cards for easy navigation
What is customer mode?
How to activate a user
What's the difference between Restrictions and User Restrictions?
How to change your sales-i password
Webinar: Creating new users in sales-i
Webinar: Utilizing Control Panel to set up Restrictions
Webinar: Running Reports as a Power User
See more
Autopilot
Getting started with Autopilot
How to turn on Autopilot for your sales users
How to use the Map feature
Getting started with Autopilot
Paid Add Ons
How to prepare Email Integration for sales-i set up
Webinar: How to sync meetings between sales-i and Outlook
Webinar: Syncing contacts between sales-i and Outlook
How to sync your Microsoft exchange contacts, emails and calendar with sales-i
Webinar: Saving emails from Outlook in sales-i
Webinar: Email integration on iOS
Webinar: Document Storage
How to upload documents to sales-i
How to create an activity Target
See more
Webinars
Upcoming Webinars
Getting started with Variance Enquiries
A day in the life (Desktop): How to use the desktop version of sales-i to be productive every day
Previous webinars
Webinar: How to use Targets
Webinar: How to create targets in sales-i
Webinar: Home Dashboard
Webinar: Building Not Hitting Target Campaigns
Webinar: What can sales-i do for you?
Webinar: sales-i: An overview
Webinar: sales-i on Android
Get sales-i set up for the new year
Social distancing Webinars
Jack Milner webinars
Webinar: Utilizing your Diary Effectively as an On-The-Road Salesperson
Webinar: Overview and Functionalities of sales-i
Webinar: Desktop Overview of sales-i
Webinar: Adding and Tracking Opportunities
Webinar: Overview and Functionalities of sales-i on a Mobile Device
See more
General
Using Sales vs Gaps to identify customers that have not bought recently.
Day in the life (Desktop).
Product Overview
Features
Quick Wins
Quick Wins
