Sales Field App

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