Customer visit management
Sales teams record activities, outcomes, and notes for every customer interaction.
Smart Field Sales Management App
This app enables field sales representatives to perform their daily tasks directly from their mobile devices, including product updates, order creation, customer activity tracking, and on-site reporting. All information flows immediately into the ERP system, ensuring accuracy and eliminating repetitive data entry.
Real-time stock visibility allows sales teams to quote confidently and avoid overselling, while task assignments and activity logs help supervisors manage field operations more effectively. Customers also benefit from quicker responses, accurate pricing, and a more professional service experience.
The app transforms traditional manual sales processes into a fully connected, efficient, and data-driven workflow.
WHO
Field sales representatives and sales managers who need real-time visibility of products, customers, and on-site activities.
WHAT
A mobile sales application that enables sales teams to update products, create orders, track customer interactions, and access ERP-synced stock and customer data.
WHY
It eliminates duplicate work, enhances productivity, provides accurate stock visibility, improves task management, and leads to more professional customer engagement.
HOW
Sales users log in, view customer details, create orders, update products, record visit activities, and submit reports—all of which sync automatically with the ERP.
Are You Looking for Field Sales Management App?
Features & Functions
Features & Functions
Benefits to Daily Operations
Streamlined on-site sales tasks
Sales reps capture orders, update products, and log visits directly in the app.
Sales reps capture orders, update products, and log visits directly in the app.
On-site order entry
Create, edit, or submit orders instantly with accurate pricing and stock data from the ERP.
Create, edit, or submit orders instantly with accurate pricing and stock data from the ERP.
Accurate stock-based selling
Real-time inventory visibility helps prevent misquoting or overselling.
Real-time inventory visibility helps prevent misquoting or overselling.
Real-time stock visibility
Sales reps can check available inventory to avoid overselling.
Sales reps can check available inventory to avoid overselling.
Better team coordination
Supervisors assign and track tasks easily with live updates from the field.
Supervisors assign and track tasks easily with live updates from the field.
Product updates & catalogue management
Easily modify product information, pricing, or availability.
Easily modify product information, pricing, or availability.
Faster reporting and follow-ups
Sales teams can generate activity summaries instantly without manual paperwork.
Sales teams can generate activity summaries instantly without manual paperwork.
Activity & performance reporting
Generate reports on sales visits, orders, and performance metrics directly from the app.
Generate reports on sales visits, orders, and performance metrics directly from the app.
Task assignment & monitoring
Managers assign tasks and track completion for improved team coordination.
Managers assign tasks and track completion for improved team coordination.
Field Sales App — Connection to BC
Seamlessly integrates with Microsoft Dynamics 365 Business Central to provide real-time customer, sales, and inventory updates. Orders captured in the field are instantly synced to BC, eliminating manual data entry and ensuring accurate billing, stock adjustments, and delivery fulfilment.
Field Sales App
Workflow - 6 Steps Process
Benefits
- No manual re-entry
- Accurate selling based on live data
- Faster sales cycle
- Better field team coordination
1.Sales Rep Logs In:
Customer, pricing, and stock load from BC.
2.Customer Visit Begins:
Rep reviews account details and past orders.
3. Create On-Site Order:
Order recorded directly during the visit.
6. Review by Sales Manager:
Supervisors track rep performance in real time.
5.Sync to BC:
Orders and visit data update instantly in BC.
4.Capture Activity & Feedback:
Notes, tasks, and visit actions submitted.
1.Sales Rep Logs In:
Customer, pricing, and stock load from BC.
2.Customer Visit Begins:
Rep reviews account details and past orders.
3. Create On-Site Order:
Order recorded directly during the visit.
4.Capture Activity & Feedback:
Notes, tasks, and visit actions submitted.
5.Sync to BC:
Orders and visit data update instantly in BC.
6. Review by Sales Manager:
Supervisors track rep performance in real time.
Targeted Industries
Fast Moving Consumer Goods (FMCG)
Field reps can capture outlet orders on-site, track visits, check stock, and review promotions in real time.
Distribution & Retail
Helps sales teams manage customer visits, place orders, and gather feedback directly during store engagements.
Food Manufacturing
Supports sales teams visiting distributors or restaurants, allowing them to place bulk orders and review pricing on-site.
Plastic & Precision Engineering
Enables sales reps to log customer enquiries, product specifications, and follow-ups with accuracy, improving lead handling.
MSC Consulting Insights
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