The Sales Field app is developed for field sales and marketing teams, offering them all the information and tools required to do their jobs confidently. It allows continuous connection and data flow between your back office and the representative in the field. It enables sales agents to generate and manage leads, opportunities, quotes, and other related information while in the field. Also, it lets managers track sales representative activities, coordinate their duties, and communicate vital information in real-time to improve results.

Here are some of the notable features of the Sales Field app:

AI-powered data extraction streamlines customer onboarding
Field representatives can rapidly take new quotes from your consumers on the field
See record activities, edit record information, and log calls from any mobile/tablet device
Field representatives can see their daily tasks on the app home screen and plan accordingly
Easier access to customers' and prospects lists for a dedicated list in the app
Sales reps can locate one or more accounts, pick best routing using maps
Featuring a modern and intuitive user interface design
Enhancing the sales team's productivity and creating an exceptional user experience for the client
Create and manage sales orders directly within the app
Update invoice statuses, select payment methods, and add notes for better tracking
View product information, including current on-hand inventory, for more informed decisions

Supported languages:

*The app is designed to be utilized in multiple languages

Additional options:

Explore more add-ons to enrich your experience and customize our services according to your specific requirements.

Includes:

AI-powered data extraction
AI Avatar for customer queries
Route optimization

Benefits:

Enhanced customer onboarding, streamlined operations
Improved sales performance, better customer engagement
Increased productivity, better time management
Improved customer targeting, enhanced sales effectiveness

Contact us to activate these features and supercharge your business!

For further add-ons, advanced features, deployment or customization, reach out to us at info@kaispe.com

Support:

Break fix support after product deployment will be provided and separate contract will be signed
Customers will be able to use our Self-service Portal to log their tickets and additional related materials
Hotfixes will be provided to the customers without any cost via email

More info:

Explore our website to learn more about our products and services, including Microsoft Dynamics 365 and Microsoft Power Platform, as well our SaaS and PaaS offers

Sales Field App

oleh KAISPE LLC