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Set2Sell by iDcrm

SET2SELL: THE MOST INNOVATIVE TOOL FOR MICROSOFT DYNAMICS CRM In a challenging environment, organizations nee...

Free

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SET2SELL: THE MOST INNOVATIVE TOOL FOR MICROSOFT DYNAMICS CRM

In a challenging environment, organizations need to drive their business to the next level. And everyday, sales forces play a major role in building the foundation of a superior customer experience.
The SET2SELL application is the most innovative tool to support YOUR business, YOUR sales forces, YOUR Customer Relationship Management.

SET2SELL by iDcrm is a fully disconnected and advanced Microsoft Dynamics CRM client for iPad.

SET2SELL provides innovative and rich functionnalities:
* A SINGLE CLICK TO SEE WHAT NEEDS TO BE DONE
The homepage instantly displays:
- your agenda for the day
- your daily objectives & achievements

* VIEW YOUR PERFORMANCE
Customize your dashboard:
- you can build as many charts as you want to track your KPIs
- dashboards work offline are updated in realtime

* PLAN, EXECUTE & REPORT
- plan your agenda
- define goals for each visit
- fill in visit reports

* TAKE ORDERS
- with direct access to the product catalog, you can place orders in just a few seconds
- save time and minimize errors.

* BE EMPOWERED
- round-the-clock access to all you data
- enrich your knowledge and your expertise

IN SHORT…
- fully disconnected
- Launch, sync, work
- made for iPad with a real touch ergonomics
- replicates immediately Microsoft Dynamics CRM as available in the web client
- Fully customizable dashboards (even disconnected)
- advanced View designer (as in the web client)
- easy visit reporting mode
- one click quote and order processing
- advanced visit planning

Set2Sell by iDcrm requires the Set2Sell Solution installed on the Microsoft CRM Server.

Size

30.9 MB

Last update

July 7, 2020

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