SET2SELL: THE MOST INNOVATIVE TOOL FOR MICROSOFT DYNAMICS CRM
In a challenging environment, organizations need to drive their business to the next level. And every day, 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 functionalities.
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 real time
PLAN, EXECUTE & REPORT
- plan your agenda
- define goals for each visit
- fill in visit reports
- with direct access to the product catalog, you can place orders in just a few seconds
- save time and minimize errors.
- round-the-clock access to all you data
- enrich your knowledge and your expertise
- 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 Dynamics CRM Server.