SalesAssist 4+

Name: SalesAssist
Author: Capsol Business Systems

Capsol Business Systems

- Gratis

Beskrivning

SalesAssist for the iPad and iPhone assists your sales team like nothing else can. It’s ability to provide extensive product and customer information removes the common bottle necks found in the sales cycle.

Your sales team will no longer feel isolated from your business system, they will have access to up to date system information anywhere, anytime.

SalesAssist not only empowers your sales team with information, it also distinguishes your business from any other by removing your paper based catalogue systems. The sales team can present your entire product range via its advanced catalogue features. They will be able to tell a customer on the spot what the current status of any of their back orders are, they can quote price and availability confidently and can even show their customer their own purchase history, in fact, they can even reorder directly from that product history.

Fast data entry is achieved through not only being able to scan barcodes and add products from the catalogue, but also from customisable order templates. SalesAssist includes powerful CRM features like Contact, Lead and Opportunity management.

SalesAssist employs the latest in security so you can rest assured your business data is safe and secure.

23 juni 2023

Version 3.3.127

- New Sales Funnel work flows, linked Opportunity to Quotes.
- Quotes now allow for adding non catalogue items.
- Updates to the Identity service.
- Forms will now hide any readonly fields/sections from the user when switching into edit mode.
- Transaction sheets now show line errors for stock that is no longer on the device. It will also show an alert for any non line ref transaction errors returned by the server during a sync.
- Deal items will now show any line errors that have been returned by the server.
- Allow sorting the Contact list by the next action date.
- Adds Sales Quote load batching, fixes server timeouts processing transaction updates.
- It is now possible to filter stock credits when viewing customer sales history.
- Fixed scanner reads on GTIN-12 barcodes.

Utvecklaren Capsol Business Systems har angett att appens integritetsrutiner kan inkludera hantering av data enligt beskrivningen nedan. Det finns mer information i utvecklarens integritetspolicy.