Set2Sell

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

TAKE ORDERS

  • with direct access to the product catalog, you can place orders in just a few seconds
  • save time and minimize errors.

BE EMPOWERED

  • round-the-clock access to all you data
  • enrich your knowledge and your expertise

IN SHORT…

  • 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.