Mobile Sales

Creatio with Sage X3 Integration empowers your mobile sales team with access to customer, order, and inventory data from their mobile device. Creatio with Sage X3 Integration connects your CRM and ERP, so reps can:

• View and update customer records, orders, and inventory from any device—even offline
• Access real-time product availability and pricing to quote and close deals on the spot
• Submit orders instantly from the field—no more paperwork or office delays
• See complete customer history and financial status to personalize every interaction
• Automate approvals and alerts so sales cycles move faster, with less back-and-forth
• Reduce manual entry and errors with seamless data sync between systems

Skynamo increases sales rep productivity and effectiveness by digitizing paper-based processes, automating administrative tasks, and enabling easy access to customer and product information in the field.

• Automated call reports track time on the road, notes taken, orders submitted, etc
• Start customer engagements with full knowledge of past interactions
• Live customer location and route planning to plan your day better and reduce driving time
• Digital catalogues for sharing the latest product info via your mobile device
• No need to call the office to check the lastest pricing, product info or stock levels
• Submit digital orders on the road to reduce turnaround time and ensure order accuracy

XMC integrates mobile sales and delivery with Sage and Acumatica ERPs. XMC streamlines operations, increases ROI, creates greater transparency, and improves team and customer satisfaction.

• Electronic proof of delivery. Easily capture customer signature, photos, geolocation and time of delivery on mobile device and sync all information back to ERP.
• Maximize sales. Access customer sales history or PAR levels from mobile device. Place pre-sell orders or restock directly from vehicle, adjust for fast moving items and promos. Access planograms, flyers, and other documents on device.
• Improve efficiency. Plan and optimize your daily routes, visit more customers, and track on-site service times. Save on fuel cost and reduce unproductive drive times. Establish regular customer visit schedule by day of week and stop order.
• Sell confidently from the vehicle. XMC maintains perpetual inventory, XMC flags allocated orders, and provides accurate quantities on hand. Place backlogged orders or replenish vehicle inventory for next customer visits.
• Take customer payments and process via ERP. Cash, Check, Credit Card. Manage product returns, apply credits, and settle end of the day route accounting.
• Increase order to cash velocity. Immediately print or email customer invoices, delivery tickets, proof of delivery, reports, and other documents from mobile device or from ERP/accounting.
• Configurable, easy to use, mobile UX. Drivers only see the customers, orders, maps, and other key data assigned to them on their mobile device.
• Improve performance with management console dashboard and mobile productivity tools such as Surveys, Tasks, Documents, Reports, Photo Tags, and more.