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.
