Getting Started with sales-i (Classic)
Topics
Autopilot is an offline feature for your sales-i (Classic) app, designed to help simplify your daily call preparation and notes. It reads from your MyCalls diary, and, using this information generates reports and key sales information overnight.
In sales-i (Classic), campaigns can be as creative as you need: From identifying valuable cross-selling opportunities to monitoring any customers that are down in spend in a particular product group in a certain region.
This guide shows you how MyCalls can make customer contact more successful and easier to manage.
So your company has started using sales-i and now you’re ready to use sales-i on the go. This guide will show you exactly how to download sales-i on to your mobile device.
For added security, sales-i asks you to choose and confirm a 4 digit pin when first logging in. From then on, when the app is placed in the background or closed for 5 minutes or longer, simply enter your 4 digit pin to re-access the app.
We know that, to any salesperson, time is money, so we’ve created this pdf guide to show you some quick ways that sales-i can make every call more personal and more profitable.
Wondering why your colleague has different sales-i functionality to you? Here's an overview of the different user types available in sales-i, and their varying functionality.