Sales.Live for Mobile Teams

A Mobile Sales Tool for teams in the field who want to access and process near real time Sales, Customer and Inventory data. “Ready to go” granular integration to Sage 200 Evolution will give sales teams Customer and Inventory Item details, Sales History, Common Items, Stock Quantities, Sales Templates, Customer Special Pricing and much more.

Reduce errors and double handling with Sales.Live. Low cost, quick deployment with no lock in contracts.

What can I do with Sales.Live?

 

Sales Quotes
Sales.Live makes it easy to give quotes, on the fly. Choose the customer, add products to a cart and send! Customers will receive your quote via email and the quote will sync with Sage 200 Evolution.

Sales Order Taking
Sales Staff can place orders on the road. Once you’ve added items to the cart , you can add additional detail like Notes, Discounts or even select the Warehouse before completing the order.

Sales Invoicing
With Sales.Live there’s no need to wait to get back to the office. You can invoice Customers immediately with a signature option and AND have the order processed to your Warehouse for shipping.

Customer Information
Near real time access to contacts, addresses, notes, sales data, common items and even product ordering templates. In the palm of your hand, on any device, and using any browser.

Order History
Access Customer Order and Sales history allowing you to speed up decision making and impressing your Customers.

Inventory Intelligence
Get up to the minute information on stock holding, different pricing, last cost, average cost, etc. Sort and search by individual or group, and even access Custom fields.

Rep Restrictions
Limit Reps to only see their customers. Reps can be assigned multiple rep codes if required. Limit Reps to see and sell out of specific warehouses. Hide costs if required. Globally disable processing options such as Invoicing, therefore allowing only quotes and orders to be recorded.

Connected or Not-Connected
Stay connected to your Business System for up to the minute information or get the independence of stand-alone mode. With Sales.Live it's your choice.

For Sales Reps

 

 

Accurate Information
Get the right information about your Customers at the right time, including past orders, account balances and more. Near real time, in the palm of your hand.

 

Quicker Decisions
By having access to real time stock holding, Sales reps can help customers make quicker decisions about inventory and delivery times.

 

No Waiting, No Errors
Save time and paper. Sales.Live cuts down on duplicate data entry, integrated to the Business System, with security and permission functionality.

For Sales Managers and other Management

 

 

ERP in the field
Quickly extend your Business ERP into the field with low deployment set up time and cost. Ask us to download and set up Sales.Live on your server for a free trial.

 

Better Customer Information
Help your team save time by allowing secure access to important information like stock holdings and customer information where it matters most – in front of the Customer.

 

Improve Customer Satisfaction
By giving your team access to accurate and timely information about customers, your team can make better decisions and improve efficiencies. Happier Customers means more Sales.

New Features Coming Very Soon...

 

Ability to see recent Order History processed in Evolution (rather than sales.live)

 

 

Ability to record Customer Notes

 

How do I get Sales.Live for Sage 200 Evolution?

 

Contact Us:

sales@crestsoftware.com.au

1300 720 806

What does it cost:

  • 14 Day Free Trial
  • Set up costs apply
  • $49 per month for the 1st Prime User
  • $19 per month for each additional user

Benefits

  • Unlimited Software Connectors
  • Unlimited Company Databases
  • Data Refresh Near Real Time
  • Ongoing support included

No Lock In Contracts

  • Cancel any time

Example Mobile Screenshots

 

 

Example Tablet/Browser Screenshot

 

 

The integration between Sales.Live and Sage Evolution 200 is across Inventory, Customers, and General