Sales

Fast, on-the-spot quoting and payment processing, integrated with FieldConnetc365 Sales, enable sales teams to generate accurate quotes instantly, process payments, and trigger automated quote delivery to customers. This functionality streamlines sales processes and enhances business performance. Key benefits include: 

• Accelerated Sales Cycle: Create and deliver quotes during customer meetings and process payments on the spot, speeding up deal closures and revenue realisation. 

• Automated Quote Delivery: Trigger instant quote delivery to customers via email or other channels upon quote creation or payment, ensuring timely communication and professionalism. 

• Improved Customer Experience: Provide transparent pricing, immediate payment options, and prompt quote delivery, boosting customer confidence, convenience, and loyalty. 

• Increased Sales Efficiency: Access real-time product catalogue data and pricing from Dynamics 365 Sales, streamlining quote creation and payment processing without back-office involvement. 

• Reduced Errors: Automate quote generation and payment workflows with pre-configured pricing and product details, ensuring accuracy and consistency. 

• Enhanced Mobility: Enable sales reps to generate quotes, process payments, and trigger quote delivery anytime, anywhere, including offline, supporting field sales in remote areas. 

• Cost Savings: Minimise administrative overhead, paperwork, and follow-up by automating quote-to-cash processes, including payment collection and quote delivery, reducing operational costs. 

• Real-Time Data Sync: Sync quotes, payments, and customer interactions instantly with Dynamics 365 Sales, ensuring accurate pipeline visibility and seamless order processing or invoicing. 

• Competitive Advantage: Respond to customer needs faster with instant quoting, payment processing, and automated quote delivery, positioning the business as agile and customer-focused, increasing win rates. 

By implementing fast, on-the-spot quoting and payment processing with Dynamics 365 Sales, businesses can enhance sales productivity, deliver exceptional customer experiences, and gain a competitive edge. Contact us to learn how this solution can transform your sales operations.