Pre-Sales

The in-field orders processing may be hard to manage if the business has a complex pricing policy, endless number of goods and great amount of customers. This is why, it is important for your mobile salespeople to have a quick and reliable access to business data so they can work as they are in front of their computers in the office.

 

NAVmobile and AXmobile Pre-Sales help your salespeople in their everyday tasks while achieving a higher level of customer satisfaction.


Activities:


  • Register new customers

With NAVmobile and AXmobile the mobile seller can register all new customers fast and easily as the information is being sent to the corporate ERP immediately.

 

  • Easy document management

Despite the mobile platform, with NAVmobile and AXmobile the salespeople can order, process and issue all kinds of sales documents, needed in their everyday activities.

 


  • Plan new customers visits in advance

The mobile applications help sales employees organize their daily tasks in advance, knowing every customer visit scheduled for the particular day.

 


  • View item availability and stock levels

NAVmobile and AXmobile provide real-time accurate information on the exact stock levels of all the available items.

 


  • Order processing

Through the mobile devices powered by NAVmobile and AXmobile, sales people can easily process a new order from its registration it in the database to the invoice issuing and payment opportunities.

 

  • Document printing

Due to the advanced technologies in NAVmobile and AXmobile, all the paper documents needed to perform sales activities can be printed right away.

 


  • Choose among different payment options

When completing a sales, the sales employees can easily choose among the different payment options covered in the corporate Microsoft Dynamics ERP.

 


  • Reporting

NAVmobile and AXmobile offer various opportunities for detailed reports and analysis. The salespeople can do them directly in their mobile devices using the whole data from Microsoft Dynamics.


 

Benefits:

 


  • Increased sales process effectiveness


    • Less time to complete a sale

    The unique wizard-alike user interface makes the sale process fast and easy.


    • Less error when gathering and managing the data


      • Reduced operational costs


        • Transparent sales processes


          • Increased number of visited locations and customers per salesperson

          The visits planning and tracking process and the faster document capturing will increase the overall salesperson performance.


          • Real time monitoring of the salespersons activity


            • Increased customer satisfaction

            The faster document registration and the lack of errors will increase the overall level of customer satisfaction.