Prioritise sales leads based on revenue potential.
Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.
Accelerate the sales process from quote to cash.
Act quickly on sales-related enquiries, manage service requests, and process payments—all from within Outlook.
Gain a comprehensive overview of your service tasks, workloads, and employee skills.
Effectively assign resources and facilitate case resolution.
Manage documents and employee expenses with ease.
- Import, recognise, register, approve and archive documents.
- Use templates by vendor to recognise and capture the field values.
- Ensure scanned totals match the D365BC/NAV totals before processing the PI.
- The document is registered with the PI and available to view throughout the system.
- Web approvals, D365BC/NAV approvals or mobile phone approvals.
- Record expenses & mileage on phone.
- Integrated Web Approval Portal.
- Corporate credit card integration and expense matching.