Maximize Field Sales Efficiency with Mobile Automation and D365 Integration

In today ’ s fast - paced sales environment, equipping your sales team with mobile automation tools is essential. Our Sales Force Automation (Mobile) solution, seamlessly integrated with Dynamics 365 Finance & Operations (D365 F&O) , empowers your sales t eam to manage customer interactions, sales orders, and inventory on the go, directly from their mobile devices. Paired with our Van Sales solution, it provides real - time inventory management and invoicing, allowing field sales representatives to sell produ cts directly from their vans with greater efficiency.

Key Benefits of Sales Force Automation (Mobile):

  • Real - Time Access to CRM Data : Sales teams can access up - to - date customer data, sales history, and product catalogs from anywhere, allowing for faster dec ision - making and personalized customer engagement.
  • Mobile Sales Order Management : Create, edit, and submit sales orders directly from mobile devices, reducing paperwork and speeding up the sales cycle.
  • Route Optimization : Enhance field efficiency by optimi zing routes, scheduling customer visits, and managing daily activities in real - time.

Key Benefits of Van Sales (Integrated with D365 F&O):

  • Real - Time Inventory Tracking : Keep accurate inventory counts by integrating van sales data directly into D365 F&O , en suring your sales reps always have updated product availability.

  • Instant Invoicing and Payment Processing : With on - the - spot invoicing and payment capture, your field sales team can close deals instantly, streamlining the entire sales process.

  • Comprehensive Reporting : Gain actionable insights into van sales performance through integrated reporting features within D365 , helping you manage stock levels, sales trends, and team productivity

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Our people are experts in Enterprise Resource Planning (ERP) and Business Intelligence (BI). With that we guarantee experienced help, support and advice, as well as a high level of commitment. While bearing the responsibility, as well as a reputation for on-time delivery. You are in a much better partnership with us when it comes to having a better cost-efficient approach and better return on investment for your business.

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