Mobile Sales gives sales representatives access to contact, customer, product and order history information from Microsoft Dynamics NAV/Navision and allows them to create quotes, opportunities and orders and to print order confirmations and invoices.
The tight integration with your administrative back-end system gives a tremendous reduction in administrative overhead. Users testify a 40 percent cost reduction on every order taken using Mobile Sales. Reducing paperwork increases the efficiency of the sales representatives with up to 20 percent because more prospects can be visited as less time is spent pushing paper.
Visit sequence can be modified centrally and each mobile client automatically reports back which customers they are working on at the moment. The planning board reflects the actual history and the completed visits are represented in gray and with their duration.
The user selects a customer and the appropriate information is displayed. This includes historical information such open orders, last orders, and ledger entries.
The fact that it pays to visit your customers is on page one of any good sales manual. While that is great in theory, how many companies have actually implemented support systems to make that happen?
With Mobile Sales, customer visits can be planned in Microsoft Dynamics NAV/Navision, in the Planning Board and/or by the sales representative while on the road. The Planning Board can work in conjunction with optimizations tools so the right sales representative is sent to the right prospect at the right time.
Keeping Your CRM Current
With Mobile Sales you can choose to enable the sales representative to modify customer information and to add, edit, and delete contact information. This way your sales team can keep their CRM-information up to date.