Previous Webinars

Below is a list of all our previous webinars with a video recap.

Webinar: How to sync meetings between sales-i and Outlook

This webinar will show you how to sync meetings between your Outlook calendar and MyCalls calendar. So that you never double book!

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Webinar: Saving emails from Outlook in sales-i

This quick webinar will guide you on how to save Outlook emails in sales-i.

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Webinar: Syncing contacts between sales-i and Outlook

This webinar will shot you how to sync contacts between sales-i and Outlook to keep the two platforms up to date and consistent.

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Webinar: How to use Opportunities

This session will take a look at the Opportunities section within sales-i. We’ll run through how to manage your pipeline within sales-i and how you can stay on top of any sales opportunities due to close this month.

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Webinar: MyCalls Overview

This session will cover best practice when using MyCalls. We’ll look at the key features of your diary, how you can add calls into your diary and how to wrap up after you’ve completed a call.

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Webinar: Creating Variance Campaigns

In this session, we will be showing show you how to create a simple Variance Campaign for your team to find out which of your customers are falling in spend.

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Webinar: sales-i CRM on iOS

This session will cover best practice when using MyCalls on iOS. We look at the key features of your diary, how you can add calls into your diary and how to wrap up after you’ve completed a call.

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Webinar: Creating Users

In this session, we'll be taking a look at how you can set up a new user in sales-i, set functions and restrict users within sales-i to see relevant accounts, products or only the information they require to get the most out of their accounts.

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Webinar: Sales vs Gaps

Sales v Gaps illustrates a monthly breakdown of your customer account spend. In this webinar, we take a look at how to identify cross- or up-selling opportunities within your customer base. Perfect for your pre-meeting preparation!

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Webinar: Document Storage

In this session, we'll be taking a look at Document Storage. This feature allows you to upload, organize and access all the documents required for customer use, whether you're in the office or out in the field. Documents can be uploaded directly to sales-i CRM against any customer record.

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Webinar: Autopilot

Designed for all mobile users, this session will run through the Autopilot feature in sales-i. Access your daily schedule with key sales metrics including a snapshot report even when you don’t have internet connection.

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Webinar: Using the Spend Mix Analysis

In this session, we take a look at the Spend Mix Analysis feature and how you can view and manipulate data that compares an account against the market average in sales-i. This allows you to identify any potential spending areas for your customers.

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Webinar: sales-i on Android

In this session, we'll take you through all things sales-i related on Android.

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Webinar: How to customize a Snapshot report

This webinar will show you how to customize the Snapshot report to help focus and deliver a simple effective report to your customers. We will cover how to customize the content included, colors, titles, order and how to save this report for future use.

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Webinar: CRM Reporting

This session takes a look at how you can report on notes and opportunities within sales-i, using various filters, such as; user, date ranges and the types of call made. This is a quick and easy way to prepare a weekly call report or review all open opportunities - all easily viewed and exported.

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Webinar: sales-i: An overview

This session will provide a complete overview of sales-i. We'll cover the lot, from Enquiries and Campaigns to MyCalls and your Customer Dashboards. You'll be a sales-i superhero after this session!

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Webinar: Using Campaigns

This session looks at how you can utilise and action the results from your campaigns to ensure that you're maximising every sales opportunity.

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Webinar: Customizing the Record Card

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Webinar: Using Search Filters on Enquiries

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Webinar: Email integration on iOS

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Webinar: How to use Targets

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Webinar: Building Not Hitting Target Campaigns

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Webinar: Creating Advanced Campaigns

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Webinar: How to create targets in sales-i

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Webinar: Home Dashboard

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Webinar: Creating Snapshot Reports

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Webinar: Account Search

This session will be looking at how to use the account search feature in sales-i. We'll show you how to search for and find your customers as well as how to save your favorite searches for easy access at a later date.

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Webinar: MyCalls on iOS

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Webinar: Adding and tracking prospects

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