Transform your Financial and Business Operations with Dynamics 365
PowerSalesToolbelt allows you to instantly access your accounts, contacts, opportunities, and activities from your mobile device using Microsoft Power Apps. Not only will you have the flexibility to gain full access from wherever you are, but you’ll also enjoy the power to create new entries while saving valuable time by learning the shortest route to your customer’s location. Plus, with a tap of the screen, your default driving map will launch and give you directions right from your mobile device!
Curious to know if you have customers along the way?
PowerSalesToolbelt will serve up this convenient data so you can maximize your visits. Plus, the user-friendly interface allows you to seamlessly and quickly open CRM and navigate to your details so you can focus on what’s most important – the customer!
How PowerObjects can help
This app is perfect for salespeople on-the-go to gain quick and secure access to sales related information and activities on their phones with minimal clicks.
Features and functionality include…
Shows list of current user’s opportunities, appointments, accounts, contacts, leads from Microsoft Dynamics 365 or any other source
Ability to call and email contacts, and get driving directions from current location to customer’s address with a single click
Shows appointments and accounts on a map in a 5, 10, 20, 50-mile radius from current location
Use voice to text to add notes
Mobile access to CRM records for more detail
Scan business cards and create leads and contacts in Dynamics 365
Analytics to gain insights into pipeline, opportunities, etc.
"Advanced Find" to query opportunities
Route optimization to find the shortest routes as well as quickly view customers that are nearby
Chat bot integration to get answers to questions quickly