IM Sales Rep is a cutting-edge extension optimized for Android devices and designed for pre-sales operations and distribution. Fully integrated with Microsoft Dynamics 365 Business Central, this solution empowers sales representatives with comprehensive tools to manage their daily operations efficiently.
IM Sales Rep has been designed to work online or offline, ensuring full functionality regardless of network connectivity.
IM Sales Rep is a multi-device Android application compatible with both smartphones and tablets: The app is built to support responsive design, ensuring full functionality and optimal user experience across varying screen sizes and resolutions
Key Features and Functionalities
Routes Management
- Route Updates: Receive predefined routes directly on your device.
- Customizable Routes: Easily add or remove clients to tailor your daily routes.
- Navigation Integration: View routes on Google Maps for seamless navigation.
Online/Offline Functionality
- Work Anywhere: Operate offline without losing functionality, enabling productivity in remote areas.
- Automatic Sync: Automatically synchronize data with Business Central as soon as a connection is available.
Customer Management
- Client Overview: Access detailed information on clients in your assigned area.
- Visit Planning: Locate customers to visit with geolocation features.
- Sales Insights: View comprehensive sales information for each client.
Product and Pricing Information
- Item Details: Access key product characteristics to support customer discussions.
- Pricing Data: Check sales prices and historical pricing for each item.
Reports and Activity Tracking
- Visit Management: Log and manage commercial visits with ease.
- Detailed Records: Record data on visit outcomes, including time and geolocation.
Quotations and Sales Orders
- Order Processing: Create and manage customer orders, specifying document details, addresses, units, and pricing.
- Seamless Integration: Automatically transmit orders to Microsoft Dynamics 365 Business Central for preparation and execution.
Stock Management
- Stock Insights: Generate detailed stock reports by item and unit of measure, ensuring up-to-date inventory information.
Delivery Notes
- Direct Fulfillment: Enable direct service of sales orders when paired with IM Warehouse Basic functionality.
