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Dynamics 365 Sales for mobile devices

That commercials spend day after day visiting several clients and spend too much time on the road moving from one place to another is a reality. During these visits, they collect information that can be very valuable to turn that visit into a sale. So it is vital to facilitate the task of information management, don't you think?

This is where the need arises for your sales team to have Dynamics 365 Sales for mobile devices, an application with which they will be able to strengthen relationships with customers since they will be able to communicate faster and from anywhere .

In addition, the mobile application that Microsoft offers us is very intuitive so that your team can quickly access a customer's information, keep it updated and thus be able to focus solely and exclusively on SALES.

Do you want to know more details about Dynamics 365 Sales for mobile devices? Next, we will tell you all its advantages and we will explain step by step how it works.

How Dynamics 365 Sales for mobile can help your reps

Dynamics 365 Sales for mobile devices can help your sales representatives in the following aspects:

Plan the day to day: A day can be more productive if in a single click your commercials can see all the meetings, visits or procedures that they have closed for that day.

Prepare each meeting with clients in detail: To organize the meetings that are held with the different clients on the same day, it is essential to see the details that the application provides us, such as who the attendees are, see if they have confirmed their attendance or not, check what phase the project is at...

Record all the information generated after a meeting: In order not to lose detail of everything that has been discussed in a meeting or in a call, they can record in the application quick notes, add attachments or even images from their own device.

Ease of use due to its intuitive screens: From the main screen you can easily see the upcoming meetings and the records you have recently viewed. They can also find all the information they need quickly thanks to its search sorted by relevance.

If you would like to more help for Dynamics 365 Support you can connect Microsoft Gold partner at Dynamics Square

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