Resco Field Sales+
Enhance your sales team's capabilities by integrating Microsoft Dynamics 365 and Salesforce data through Resco Field Sales+, a mobile application specifically crafted to optimize field operations. This innovative tool enables the management of customer information, opportunity tracking, and order processing directly from the field, thereby boosting overall productivity and enhancing customer engagement.
Designed with an offline-first approach, Field Sales+ ensures your team can access and update client information, sales reports, and orders even in locations with poor internet connectivity. This makes it particularly beneficial for sales representatives operating in remote areas, bustling urban environments with inconsistent networks, or in situations where maintaining connectivity is crucial.
The application is equipped with features such as route optimization, automated reporting, customizable dashboards, and digital asset management, all aimed at streamlining sales processes. These functionalities facilitate the management of leads, the preparation of quotes, inventory oversight, and real-time performance tracking.
By using Resco Field Sales+, your team can concentrate on closing sales and nurturing customer relationships while having uninterrupted access to vital sales information. This not only enhances their efficiency but also enables a more effective approach to meeting customer needs. The result is a sales operation that is agile, informed, and ready to respond to challenges in real-time.
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Now Commerce
Now Commerce is an online B2B eCommerce platform that integrates smoothly with QuickBooks, enabling wholesalers, manufacturers, and distributors to manage orders from their wholesale clients effectively using a streamlined dashboard. As orders come in, they are automatically synced with QuickBooks, removing the hassle of manual entry. This system is compatible with both QuickBooks Desktop and QuickBooks Online, ensuring broad accessibility for users. Additionally, Now Commerce provides versatile modules that can function independently or be combined to create a customized B2B eCommerce experience. The B2B CUSTOMER PORTAL allows wholesale clients to easily place orders online, enhancing convenience and efficiency. Meanwhile, the SALES REP PORTAL empowers sales representatives to enter orders online for their assigned accounts, fostering exceptional customer service from any location. Lastly, the SHIPMENTS MANAGER simplifies the process of dispatching shipment requests to your 3PL provider or in-house shipping software, while also capturing confirmations of completed shipments, ensuring a smoother logistical operation. This comprehensive approach not only streamlines operations but also enhances the overall experience for both businesses and their customers.
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Geopointe
Geopointe is a powerful native app available on the AppExchange, designed to enhance Salesforce by incorporating location-based functionalities and delivering actionable insights tailored to improve business processes for our customers. Experience the simplicity of mapping with Geopointe, making geographic analysis straightforward and efficient. Who can benefit from Geopointe? Primarily, sales professionals looking to efficiently plan their trips, optimize routes, log meeting notes, and manage cancellations will find it invaluable. Among its features, Geopointe offers the ability to access essential data concerning both time and location, enabling users to conduct geographic searches and analyses seamlessly. The app allows users to search any Salesforce data from virtually anywhere around the globe, whether it’s a comprehensive view of all Salesforce accounts clustered by concentration or a localized search for leads and prospects. With Geopointe, users gain insights through advanced visualization and filtering tools that reveal patterns and trends they may not have previously recognized, making it an indispensable tool for strategic planning and decision-making. Moreover, the user-friendly interface ensures that anyone can harness the power of location data without extensive technical knowledge.
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SalesEyes
You can access and modify your customer information from anywhere at any time, allowing for seamless management of client details, orders, product choices, and communication logs, including calls, meetings, and notes. Additionally, entering field sales data and managing the complete lifecycle of product service orders is an uncomplicated task. The daily activities of each salesperson are systematically organized based on your preferences, with scheduled tasks easily viewable on both the calendar and map. Moreover, you can access product descriptions, images, technical specifications, promotions, news, and other pertinent product information directly in the field, providing your team with essential resources at their fingertips. The system also includes features for product showcase planning and catalog management to enhance visual merchandising. To keep your team updated, instant messaging and alerts are integrated into the platform. Our merchandising forms and questionnaires are designed to cater specifically to your unique business needs, ensuring that every aspect is covered. Furthermore, you can quickly document errors, inconsistencies, or feedback using tailored forms, which significantly improves operational efficiency. This holistic approach not only simplifies your processes but also promotes enhanced communication and collaboration among team members, driving overall productivity forward. By prioritizing accessibility and organization, your team can focus more on building relationships and less on administrative tasks.
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