Your Sales Team, Connected Anywhere, Anytime
View, sell, sign
Turn every customer visit into a sales opportunity with a mobile app connected to Microsoft Dynamics 365 Business Central.
View your customers, access your product catalogue, create quotes and collect electronic signatures directly in the field.
The Application
What Is Sales Companion?
Turn every customer visit into a sales opportunity with a mobile app connected to Microsoft Dynamics 365 Business Central.
View your customers, access your product catalogue, create quotes and collect electronic signatures directly in the field.
Application Datasheet
Type
DBE ApplicationNature
Mobile App for Field Sales TeamsSynchronisation
Microsoft DataverseWho is it for?
Sales management, field sales representatives, sales managers, Business Central administrators
Product sheet
Sales Companion at a Glance
Get the Sales Companion product sheet to present the application internally or share it with your teams.
Key Features
Integrations with Business Central and the Microsoft ecosystem
The benefits for senior management, managers and teams
Receive the product sheet
Covered Areas
4 Key Areas to Boost Your Performance
Customer Management
View customer records · History and statistics · Custom filters
Product Catalogues
Images and descriptions · Available stock · Barcode scanning
Quote creation
Mobile quotes · Electronic signatures · Automatic synchronisation
Sales management
Sales KPIs · Sales rep statistics · Power BI integration
Uses
Why Sales Companion?
Greater autonomy for sales teams
Less duplicate data entry
Real-time visibility
Synchronisation with Business Central
Optimised mobile experience
Improved day-to-day productivity
Features
Key Features
Mobile access to customer information
Enhanced Product Catalogue
Available Stock Management
Quote creation in the field
Integrated electronic signature
Dataverse Synchronisation
Sales statistics
Power BI Dashboards
Integrations
Integrations
Microsoft Dynamics 365 Business Central
Microsoft Dataverse
Microsoft Power BI
Microsoft Power Platform
For Every Profile
Who is it for?
Sales management
Sales management
Sales KPIs
Sales rep statistics
Field sales representatives
Mobile access to customer information
Quote creation in the field
Integrated electronic signature
Sales Managers
Sales statistics
Power BI Dashboards
Real-time visibility
Business Central administrators
Dataverse Synchronisation
Synchronisation with Business Central
Your connected sales team, anywhere, anytime
View. Sell. Sign.
Contact