In today’s digital era, seamless integration between business applications is essential for identifying and understanding the opportunities and risks for your business.
At Format14CRM, we understand the power of data-driven sales strategies. That’s why we’re so excited about SugarCRM’s sales intelligence software, sales-i.
Sales-i provides comprehensive data insights all in one place, enhancing your sales team’s effectiveness by facilitating more targeted and profitable activities.
By seamlessly integrating with your existing back-office systems, sales-i analyses both hard and soft data, making it quicker and easier to understand. This empowers every salesperson to identify revenue risks and opportunities with ease. Moreover, the sales-i platform is supported by world-class customer support, ensuring you reach your business goals efficiently.
With sales-i, spotting revenue potential is effortless. With just a few clicks or taps, sales-i enables you to identify opportunities to cross-sell, upsell, and link sales together. Easy-to-understand reports and visualisations mean you can pinpoint where your next revenue growth will come from. Whether you're reviewing historical data or predicting future trends, sales-i equips you with the insights needed to make informed decisions quickly.
Sales-i empowers you to gain valuable insights into all of your customers, putting key information at your fingertips. Easily keep track of every interaction with smart CRM features that allow you to plan your day, manage calls, and take detailed call notes. Viewing previous customer interactions is straightforward, ensuring you’re always prepared for your next meeting. With sales-i, every customer interaction is maximised for impact.
No matter your industry or role, organisations of all sizes rely on sales-i to make smarter decisions and stay ahead of the competition. The platform helps you spot potential competitor threats early, create customer-facing reports in seconds, and alerts you when a customer’s sales are starting to slip. With sales-i, you’re always a step ahead, making it easier to retain and grow your customer base.
Sales-i supports guided selling by equipping sales reps with the tools and data-driven insights needed to navigate the sales process more effectively. This ensures they close deals with confidence. Here’s how sales-i enhances guided selling:
Sales-i leverages machine learning and artificial intelligence to support cross-selling. By mapping relationships between products, it provides your sales team with easy-to-understand recommendations on other products that customers could or should buy. Sales-i is one of the first sales intelligence platforms to use AI for producing product-level insights, making your sales strategy smarter and more effective.
Our team has skills and experiences from a range of different customer experience, software development and technology backgrounds. We take pride in contributing to your vision, developing your technology ambitions, and helping you to get the technical parts of your business right.
Format14CRM has the skills, experience and knowledge to turn even the most challenging set of requirements into a real world software application. If that means a customised CRM or creating a new business software application that you just can’t seem to find anywhere, we’d love to hear from you!