Sage X3 Sales App

Sage X3 Sales App

Sage X3 Sales App is an intuitive, mobile solution that provides businesses running Sage Business Cloud X3 with access anywhere and any time to their business management data. This helps to effectively manage customers and sales and improve collaboration and communication between sales reps and the office. With this self-service app, sales teams have the ability to make smarter, faster decisions without having to return to the office. Instead, they can use an iPad to access real-time customer information such as order history, dashboards on overall sales and specific product sales etc and take quick actions to close sales.

Benefits

• Improve sales efficiency by reducing communication errors or eliminate the need to go to the office
• Provide front-line users with mobile information to make smarter decisions
• Extend and expand usage of the business management system in the organisation
• Provide timely information to enable critical decision making for your employees
• Be able to do business anywhere and at any time

Features

• Sales analysis: immediate access to the latest KPIs for the company, individual customers or sales representatives
• Customer information: history, location and updated sales figures
• Quotes, orders and invoices: create, duplicate, modify or delete in an easy and user friendly way
• Cash payments: register cash payments and manage Account Receivable open items
• Calendar management: manage customer meetings
• Create leads: lead management
• Online and offline
• Multi-folder organisation
• Multiple languages