In today’s competitive business world, efficiency and control in business operations are essential to ensure success. IM Sales Rep is a solution designed specifically for sales representatives working with Microsoft Dynamics 365 Business Central. This Android application offers an intuitive and powerful tool to manage pre-sales activities, simplifying processes and improving productivity.
IM Sales Rep: Key Features
1. Online and offline operability IM Sales Rep allows users to work both with and without an Internet connection, ensuring that business operations do not stop, even in locations with limited connectivity. It is developed as an extension within Business Central and uses a standard engine, which guarantees an efficient and stable integration.
2. Advanced route management
Receive your routes directly on your device.
Add or remove customers from your route as needed.
View your routes on Google Maps for more efficient planning.
Identify clients in your area and the locations you should visit.
3. Detailed customer and sales information
IM Sales Rep provides quick access to key data about your customers:
Sales history.
Main characteristics of the products.
Personalized prices for each client.
4. Management of commercial visits
Record important details of each visit, including time and location.
Facilitates the planning and monitoring of your commercial activities.
It offers the possibility of creating offers directly during the visit, allowing the customer to sign on the spot.
5. Creation and management of orders
Records orders by customer and address with accurate information on documents, addresses, units and prices.
Orders are automatically transmitted to Microsoft Dynamics 365 Business Central for preparation.
Possibility of preparing orders directly from the stock available in the vehicle warehouse through IM Warehouse.
Generates quotes that integrate seamlessly with the central management system.
6. Stock reports Obtain updated information on stocks by item and unit of measure, optimizing availability and avoiding stock-out problems.
Benefits of IM Sales Rep
Operational efficiency: Save time and reduce errors by automating manual processes.
Improved customer experience: Offer personalized information and faster response times.
Data-driven decision making: Access key information in real time to plan and adjust business strategies.
IM Sales Rep not only makes the work of sales representatives easier, but also connects seamlessly with Microsoft Dynamics 365 Business Central, creating a seamless integration between field management and administrative operations. Designed for sales representatives.
This tool is ideal for sales representatives who work on selling products in various sectors. Thanks to its focus on mobility, IM Sales Rep allows salespeople to manage routes, customer information and visits efficiently. In addition, it allows you to make offers and obtain the client’s signature directly at the place of the visit, accelerating the sales processes.
In an environment where every interaction with customers counts, having tools like IM Sales Rep makes a difference. This application not only streamlines business operations but also boosts productivity and customer satisfaction. It’s time to take sales management to the next level with IM Sales Rep!
