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sales-i Training Academy

sales-i Training Academy

sales-i insights: tips and tricks

sales-i Advanced

sales-i Essentials

Welcome to the sales-i Training Academy

sales-i on Apple

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

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sales-i on Android

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

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sales-i on Desktop

sales-i on Desktop

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 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

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Working remotely with sales-i

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)

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Core Sales Manager Techniques

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

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Sales User Tips and Tricks

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

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Power User tips and tricks

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

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

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Day in the Life of an on-the-road Salesperson (Apple iOS)

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)

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