Mobile Apps for field sales on customer visits
Field sales representatives need fast access to customer information, appointments, and tasks while on the go. With mobile apps, they document visits directly on-site, capture orders, and access relevant data at any time. Together, we develop solutions that adapt to your processes and integrate seamlessly with Dynamics 365 CE.
The right CRM app for every field sales team
Dynamics 365 CE App
The mobile app for Dynamics 365 CE offers essential core features for sales and service and is ideal for a quick start.
Key features
- Ready to use quickly
- CRM access on the go
- Offline use available
- Core features for teams
Resco
Resco extends mobile CRM processes with additional features as well as map, tour, and route planning.
Key features
- Advanced mobile features
- Editor for customization
- Plan tours & routes
- Map view for visits
Custom app
For custom requirements, we develop apps precisely aligned with your processes, roles, and devices in your own corporate design.
Key features
- App based on your processes
- UX designed with your key users
- Your own corporate design
- Available for Android or iOS
Plan visits
Your field sales team prepares customer visits, documents them directly on-site, and captures important information on the go.
Key features
- Prepare customer visits
- Capture visit reports
- 360-degree view of customers
- Qualify leads on-site
On-site service
Service orders can be processed on-site. Relevant information is always available on the go.
Key features
- Capture service orders
- Use information on the go
- Process tasks directly
- Send feedback to the CRM
Connect data
Mobile apps bring together data and applications, creating seamless mobile processes.
Key features
- Transfer data to the CRM
- Integrate Microsoft 365
- Use Power Platform
- Add Azure as needed
Mobile App in practice
Louis Widmer
A custom app supports field sales reps with visit planning, order entry, sales overviews, and visit documentation directly in the pharmacy.
Orders, including digital signatures, are transferred directly to the ERP system and processed there.
Your mobile CRM app?
Together, we identify the mobile solution that lets your field sales team handle information, visits, and service orders directly with the customer.