Sales
Mobile Access to Customer & Product Data
A custom FieldConnect Power App integrated with Dynamics 365 Sales, enables sales teams to create quotes, process payments, and connect to the product catalogue, offers transformative advantages for businesses looking to implement this solution. This app streamlines sales processes and enhances customer interactions. Key benefits include:
- Streamlined Quote Creation: Empower sales teams to generate accurate quotes on the go using real-time access to the Dynamics 365 product catalogue, reducing errors and speeding up the sales cycle.
- Seamless Payment Processing: Enable in-app payment collection, providing a convenient, secure transaction experience for customers and accelerating cash flow for the business.
- Enhanced Sales Efficiency: Centralise access to product details, pricing, and customer data within a single app, allowing sales reps to focus on selling rather than navigating multiple systems.
- Real-Time Data Synchronisation: Ensure quotes, payments, and customer interactions are instantly synced with Dynamics 365 Sales, maintaining data accuracy and enabling better pipeline visibility.
- Improved Customer Experience: Deliver faster, more transparent service with instant quote delivery and payment options, fostering trust and increasing customer satisfaction.
- Cost Savings: Reduce manual processes, paperwork, and delays in quote-to-cash cycles, lowering administrative overhead and improving operational efficiency.
- Scalability and Customisation: Tailor the app to specific business needs using the Power Platform, with seamless integration into Dynamics 365, Microsoft 365, and other systems for a cohesive workflow.
- Data-Driven Insights: Leverage Dynamics 365 Sales analytics to track quote conversions, payment trends, and sales performance, enabling informed decision-making and strategy optimisation.
By implementing the FieldConnect custom Sales Power App, businesses can empower their sales teams, accelerate revenue generation, and deliver exceptional customer experiences. Contact us to discover how this solution can transform your sales operations.
