Mobile Apps for Field Sales & Service on Customer Site
Field staff need fast access to customer information, appointments, and tasks while on the move. 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 into Dynamics 365 CE.
Benefits of a CRM Mobile App for Your Field Team
Dynamics 365 CE App
The mobile app from Dynamics 365 CE offers essential basic functions for sales and service and is well suited for a quick start.
Key Features
- Ready to use quickly
- CRM access on the go
- Offline use possible
- Basic functions for teams
Resco
Resco extends mobile CRM processes with additional functions as well as map, tour, and route planning.
Key Features
- Extended mobile functions
- Editor for customizations
- Plan tours & routes
- Map view for visits
Custom App
For individual requirements, we develop apps tailored exactly to your processes, roles, and devices, in your own corporate design.
Key Features
- App built around your processes
- UX designed with your key users
- Your own corporate design
- Available for Android or iOS
Planning Visits
Your field team prepares customer visits, documents them directly on-site, and captures important information on mobile devices.
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 available at any time, even on the move.
Key Features
- Capture service orders
- Use information on the go
- Process tasks directly
- Feed results back to the CRM
Connecting Data
Mobile apps bring together data and applications, creating seamless mobile processes.
Key Features
- Transfer data into the CRM
- Integrate Microsoft 365
- Use the Power Platform
- Add Azure when needed
Mobile App in Practice
Louis Widmer
A custom app supports field representatives with visit planning, order capture, revenue overview, and visit documentation directly at the pharmacy.
Orders, including digital signature, are passed directly to the ERP system and processed further there.
Your CRM Mobile App?
Together, we identify the mobile solution that lets your field team handle information, visits, and service orders directly at the customer’s site.