Choose your starting point
You have the flexibility to create 2 different types of alerts:
- Communities: These are alerts will let you know about changes in related products. Note that, here the product groups have been identified by sales-i's artificial intelligence. for example, we have identified that eggs, bacon and sausages ('Breakfast Products') are typically bought together and detected that sales are rapidly rising in your Northern region.
- Product or Product Groups: These alerts will inform your team about changes to actual sales and product groups your business defines. For example, Acme Wholesalers have doubled their sales in Cumberland Sausage, Lincolnshire Sausage and Pork Medallions ('Pork Products').
We are planning on extending this functionality to allow alerts to also be triggered on spend level, territory activity and more.
Create sales alerts as unique as your business
During this step, you can now decide what you want alerts to be focused on:
- Sales interactions (calls, emails, meetings etc.),
- Sales opportunities and their value,
- Contacts by name or title or,
- Addresses by any field.
For example, you could choose to set up an alert about:
- New sales opportunities identified that are over a particular value,
- Sales meetings that are booked for a particular day,
- New contacts are added for a key account,
- New customer branches are set up in a particular town.
Define your alert results
Here you need to think about what information you want your alert to return. For instance, if you want the Alert Builder to give you a list of Customer names, then select Names.
If you are looking to set up an alert that is about products, you will also need to define whether you want the alert to trigger off the back of customers buying, not buying or a combination of the two.
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Increased Productivity
Competitive Advantage
Timely Upsell & Cross-sell Opportunities
Forecasting & Planning
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