Dynamics Mobile for PreSales allows salespeople in the field to visit customers and register sales orders directly from their mobile phones and tablets. It allows each salesperson to keep in his/her pocket a mini ERP and work anywhere and anytime without the need of Internet connection.
A cross-platform Field Sales mobile application available for iOS, Android and Windows 10. It is conencted with Microsoft Dynamics AX and Microsoft Dynamics NAV and is intended to be used by organizations having mobile sales and delivery fleet performing presales, direct sales , delivery or payment collection activities. It works in complete off-line mode.
The solution is natively integrated with Microsoft Dynamics NAV, Microsoft Dynamics AX and Microsoft Dynamics 365 with a native Add-on. There is no middleware database to replicate and all transactions are automatically exchanged between the mobile device and the ERP.
Dynamics Mobile syncronization technology allows the mobile application to store and consume business data locally on the device. Combined with the ability of the Dynamic Mobile apps to run on-device business logic, it allows Dynamics Mobile mobile applications to run in complete off-line mode and eliminating the need for permanent internet connection. This allwos the Dynamics Mobile apps to be used everywhere regardless of the conditions.
Salesperson can register a sales order directly from the mobile device without a need for internet connection and still having the mobile app properly calculating the order totals based on the customer agreed prices , discounts and current promotions.
Salesperson may see the due invoices on the mobile device and register payment collection against the invoices via cheque, bank or cash. The collected payment is automatically sent to the ERP and settled as payment journal.
Salesperson may see the customer number, title, address, credit balance and credit limits as well as open invoices and last orders
All transactions are augmented with GPS coodinates and rendered on the world map, allowing the supervisors to track the fleet in near-real time.
Supervisors may plan sales route for each weekday and salesperson by providing list of customers to be visited in specific order. Salesperson sees the planned route for the day on his device and may follow it accordingly. The supervisor may analyze the visited customers based on the planned route and see any variances.
All mobile transactions like orders, invoices, payment collections ,deliveries and others may be observed in real time on the world map
Various heat map reports are available ,showing the places in the world, where most of the business is happening in terms of money and activities
The system automatically registers and analyzes the planned customer visits of the fleet and measures the compliance against the planned routes. This provides overall and fine-grained analytics over the performance of the fleet against the planned visits for the day