sales-i Quick Videos

sales-i Classic: Quick Tips: Finding your Sales Gaps with Enquiries

Brie Rowe — Mon, 23 Mar 2026 20:25:23 GMT

Discover how to quickly identify missed sales opportunities using the Sales vs Gaps Enquiry in sales-i. This quick tip walks you through finding customers who have stopped buying or reduced their spending over time. Learn how to drill into customer and product data to uncover gaps and take action. Start turning lost opportunities into revenue today.

sales-i 25: Who hasn't spent this month with Insights

David Jewison — Thu, 12 Feb 2026 12:05:27 GMT

Find out in this lesson how to use insights to see who hasn't spent this month in a few seconds flat. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: Who Hasn't Spent this Month with the Variance Report

David Jewison — Thu, 12 Feb 2026 12:01:58 GMT

Find out how to quickly utilise the Variance Enquiry to see who hasn't spent this month. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: Customising Your Dashboards

David Jewison — Thu, 12 Feb 2026 11:57:45 GMT

In this quick win, find out how to customise your home dashboard to make running daily and valuable sales data reports a breeze. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: AI Assisted Opportunities

David Jewison — Thu, 12 Feb 2026 11:56:13 GMT

Find out how to read and use the AI generated opportunities in sales-i. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25 Extras: Sharing Reports and What To Do With Shared Reports

David Jewison — Thu, 12 Feb 2026 11:55:00 GMT

Find out how to quickly share valuable sales reports with colleagues and what to do with reports once they are shared with you. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

Utilising Your Alert Results

David Jewison — Fri, 17 Oct 2025 12:21:56 GMT

Utilising your alert results. In this video, we show you how to take the customer results from a completed Alert and quickly book interactions. You will learn how to select the customers you want to follow up with, generate interactions in bulk, and schedule them directly into your calendar. This is a fast way to turn your alert results into a plan for your next sales day.

The Variance Alert

David Jewison — Fri, 17 Oct 2025 12:20:35 GMT

Creating a Variance Alert in sales-i This video shows you how to create a Variance Alert to identify customers who have either dropped in value or stopped spending altogether. Seeing those lapsed customers is just 5 minutes away.

The Gap Alert

David Jewison — Fri, 17 Oct 2025 12:19:24 GMT

Creating a Gap Alert in sales-i This video walks you through how to create a Gap Alert in sales-i. You will learn how to identify customers who are spending but not buying a specific product, or those buying one item but not another they normally would. We will show you how to set the filters, run the alert, and use the results to highlight missed sales opportunities. Ideal for spotting quick wins and driving more targeted customer engagement.

Navigating The Alerts Screen

David Jewison — Fri, 17 Oct 2025 12:18:03 GMT

Exploring the Alerts Screen in sales-i In this quick video, we’ll take a guided tour of the Alerts screen in sales-i — showing you where everything lives, what the different sections mean, and how to navigate the page with ease. We won’t build an alert just yet, this is more about getting familiar with the layout before diving in. Perfect for beginners getting started with Alerts.

Introducing Alerts in sales-i

David Jewison — Fri, 17 Oct 2025 12:16:42 GMT

In this short video, we’ll introduce you to Alerts — a powerful feature in sales-i that helps you stay on top of key customer activity. Alerts let you define rules based on sales, CRM actions, or product behaviour, and instantly show you which customers do — or don’t — meet those criteria. It’s a fast, focused way to identify who needs attention and why. You won’t see anything on screen just yet — this is a high-level introduction. In the next few videos, we’ll walk you through how to build Alerts, run them, and use the results to drive smarter, faster customer engagement.

sales-i 25: A Day in the Life

Brie Rowe — Mon, 04 Aug 2025 22:56:44 GMT

See how sales-i 25 helps you quickly spot underperforming customers and products, generate targeted sales calls, and plan your week in minutes. This demo shows how to use inquiries and CRM tools to drive smarter, data-backed customer interactions, all in one streamlined workflow.

sales-i 25 Extras: Nylas Email Sync Setup

David Jewison — Tue, 20 May 2025 06:58:29 GMT

Learn how to link your email accounts with your sales-i contacts using Nylas Connect.

sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins

David Jewison — Mon, 19 May 2025 15:59:54 GMT

Find out how to add customer meetings and interactions in sales-i 25 directly from the enquiries screen, without breaking a mental sweat.

sales-i 25 Extras: Adding Meaningful Insights To The Home Screen

David Jewison — Mon, 19 May 2025 15:57:36 GMT

Find out how to add those meaningful insights to your home screen with ease, for quick access in the future.