Sales App for Microsoft Dynamics

Efficient sales processes thanks to easy digitalization

Your sales team drives revenue. With the Anveo Mobile App you can give them exactly what they need: the ability to competently and professionally present and sell your products, with mobile access to the latest data. Benefit from instant data processing directly in your Microsoft Dynamics.

Start the tour now

Book a webinar

Improve customer relationships with first class consultations

A digital solution for the entire sales process: prepare for visits, create digital presentations, quotes, and orders, and submit final meeting reports.
Your field team has the latest customer and item data, including stock counts, right at their fingertips – both online and offline. A knowledgeable resource for your customers.
A user friendly professional App: many administrative tasks can be completed quickly and easily on the go – which means less days in the office, and more time on site with customers.

The wholesaler Ehlert GmbH & Co. KG is underway with the Anveo Mobile App: their field sales app ensures speed and transparency.

“The offline capable Anveo Mobile App convinced us immediately. It is easy for both users and developers to learn and intuitive to use.”

Jan Kosiankowski

Head of IT and Organisation, Bühnen GmbH & Co. KG

A comprehensive solution for your individual requirements

Save time and reduce costs. Connect your sales team to your ERP system digitally and eliminate paperwork. Accelerate business processes and increase the quality of your data.
The App conforms to you, and not the other way around. The Anveo Mobile App is 100% integrated in Dynamics, and is configured in a familiar environment. Implement a mobile solution that is tailored exactly to your processes.
Benefit from a streamlined tool, which doesn’t overwhelm users with unnecessary information. Your employees will only have access to the relevant functions and data for their processes.

Digital Meeting Reports

Sales Figures at a Glance

Appealing Article Presentation

Learn more

Experience the Anveo Sales App live in a webinar

Experience the Anveo Sales App in a personal presentation and get to know the benefits of a 100% Microsoft Dynamics integrated solution. Simply book a free appointment via the booking tool with a member of our partner care team. Within the presentation we will show you the basic functionality, configuration options and special features. We will gladly answer your questions directly.

For everyone: Users, Consultants, Developers & Decision Makers

Webinar Key Facts

Duration: approx. 60 min

Language: English

For Partners & Users

A solution for the entire sales process

A typical sales process, and how the Anveo Mobile App can assist you, in four steps:

1. Check the customer history and important details before the appointment.

2. Showcase promotions and items details in a sales presentation, including live stock counts.

3. Create quotes and orders, and collect a digital signature as confirmation.

4. Document both the on site visit and the next steps in a printable meeting report.

1

Preparing for a customer appointment

Thorough preparation is essential

Review the customer details and history, outstanding invoices and other important information.
Use the address for GPS navigation, or contact details for calls and e-mails – all directly from the App.
With access to all relevant customer information, you can answer all questions directly on site and save valuable follow-up time.

2

Presenting your products

Impress with the digital product catalogue

Present your items in a visual gallery.
With just one click, access all item details and check the current stock levels.
Mark the items in which the customer is interested, and display them on an overview.
Use the overview to create a quote or order at any time.

3

Creating quotes and orders

Paperwork is a thing of the past

Easily create an order directly on a mobile device.
Edit an order individually: add special terms, discounts, or additional information.
Collect a customer signature and issue an order confirmation as a printable PDF.

4

Documenting a meeting

Structured meeting reports and faster handovers

Record and evaluate a visit as a meeting report – several possible input methods save you time.
Take and edit photos.
Send the meeting report to Dynamics for further processing, or print via a Bluetooth printer for the customer’s records.

Customer Success Stories

“The cooperation with Anveo went very well throughout the entire project. We were always quickly supported by the support team and felt well supported. Our expectations were completely fulfilled.”

Tessa Meyer

Head of Sales Support, Bühnen GmbH & Co. KG

Learn more about successful projects, and read detailed customer stories here:

Contact us directly

Do you have a question, need further information, or want to get started immediately? Contact our team via telephone, e-mail, or use our contact form.

[email protected]

EU: +49 (0)40 211 078 100

US: +1 813 448 7617