sales-i
Clari
Aviso
InsightSquared
Looker
Yesware
Sidekick by Hubspot
Salesforce Sales Analytics
Plaid
Verafin
QuoteMedia
Digital Insight
Ensenta
FIS Global
Banno
Dianomi
sales-i is a comprehensive sales solution that allows businesses to make data-driven decisions. We take pride in being one of the first platforms to use AI for product-level insights along with customer behavioral trends. We help salespeople who often get overwhelmed with data by providing valuable insights in easy-to-understand sales dashboards. Some of our in-demand reports are non-buying customers, sales comparison, sales vs gaps, and full account picture reports.
sales-i uses data from your ERP system to understand historical sales patterns and then detects product relationships. You can then have insights on how likely your customers are to buy similar products and can even anticipate the value of that sale so your sales reps can prioritize the profitable ones.
Our CRM capabilities ensure that your reps can add or access essential information on any account without leaving the platform, even on the go. We also specialize in making sales teams proactive using the features of customer trend identification and proactive sales alerts.
If you are interested in learning how sales-i can help your business, feel free to book a 30-minute free demo with us.
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sales-i's answer
We use artificial intelligence to produce insights at the product level.
sales-i's answer
We serve manufacturers, distributors, and wholesalers.
sales-i's answer
sales-i is a comprehensive solution that helps its customers with sales intelligence, CRM, and reporting capabilities in one platform.
Based on our record, Plaid seems to be more popular. It has been mentiond 78 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 9 months ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 10 months ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 11 months ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: 11 months ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: 11 months ago
Clari - Clari is a predictive analytics platform for sales people.
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
Aviso - Aviso provides predictive analytics software to help sales organizations optimize their performance and exceed revenue goals using machine learning algorithms and portfolio management techniques.
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
InsightSquared - #1 for Salesforce.com Pipeline forecasting, profitability analysis, activity tracking: all the small business intelligence you need. Works using CRM data and automatic syncing.
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.
