Anveo Mobile Sales App

With the Anveo Mobile Sales App your sales staff have mobile access to all important data from Microsoft Dynamics 365 BC and Microsoft Dynamics NAV. Give your sales team with a tablet PC or smart phone access to customer data, sales statistics and sales orders. Your sales representative can enter new offers or orders directly at the customer site with their mobile device – regardless of the internet connection.

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Get to know Anveo Mobile App for Microsoft Dynamics 365 Business Central (formerly known as Microsoft Dynamics NAV / Navision) on your Android, Apple and Windows device for free.

Anveo Sales App Details:

› My Customers and Orders
My customers, item details, prices and discounts, my orders

› At the Customer Site
Customer history, new quotes and orders

› Digital Sales Presentation
Digital product catalog, viewed and selected products, generating an offer or order directy, history of sales calls

› Always Ready-to-Use
Work offline, synchronization, functions of the mobile device

Anveo Mobile App Success Story at our client Gustav Ehlert with two app scenarios.

My Customers and Orders

My Customers

The customer data is clearly displayed in a list and can be optional filter to the sales person code. Through the intuitive navigation of Anveo Mobile Sales App further details of the customer can access quickly. For example the customer balance can be viewed and with one click the details can be shown. Write e-mails, make phone calls or start navigation – everything is possible with a single click directly.

Item Details

All imortant item details such as item number and description as well as available quantities, already sold or ordered quantities can be viewed in the Anveo Mobile Sales App. Give your sales team direct access to images and documents that are needed for a sales pitch. The products can be displayed in a clear list with pictures or in a gallery view. Use the one you prefer.

Prices and Discounts

In a sales process, the prices of products as well as discounts and customer-specific prices are of major importance. In the Anveo Mobile Sales App your sales representative will naturally have access to this important information. Local pricing is available to your staff offline to find always the best price.

My Orders

With the Anveo Mobile Sales App your sales representatives can view the existing quotes and sales orders of their customers at any time. Open sales orders can be released. Delivery date and already delivered quantities can be determined quickly. Of course, installation of new quotes and orders is always possible.

At the Customer Site

Customer history

Give your sales team access with the Anveo Mobile Sales App to the customer’s history, such as delivery and invoice date. By accessing the customer items it is possible to see open sales orders or invoices and can clarify locally. Delivery tickets, invoices and credit memos can be digitally viewed. Your sales representatives are now able to answer all customer questions locally. This will save you valuable time in post processing customer meetings.

New Quotes And Orders

Your sales representatives are free to create new quotes and orders from the main menu. As in Microsoft Dynamics 365 BC (formerly Dynamics NAV), other fields are auto filled after selecting the customer. Also generating a sales order directly from the customer is possible. In this case, the customer details will be set automatically. Adding new lines is quite easy: select items on a list, scan the barcode or enter the item number. The price is determined automatically. Ready!

Digital Sales Presentation

Digital product catalog

The digital product catalog supports your sales team at a customer site appointment. In a clear gallery, all items are shown with image. With just one click, your sales representative can go to product details – always the latest standards of Microsoft Dynamics. Your sales team can focus on a perfect guidance.

Viewed and selected products

In the tour of the digital product catalog there is the ability to highlight interesting items for the customer. This marking can be done in the item details or in the gallery. Only referenced but not explicitly marked products are also recognized by the Anveo Mobile Sales App and available for later evaluation. Use these informations for later analysis.

Generating an offer or order directy

After consulting all selected items are clearly displayed in a list. The sales representative can either enter the desired quantities for the selected products and create by only one click an offer or order quickly and easily. Of course, the offer or the order will still be adjusted by the sales staff, for example, special rates can be stored.

History of sales calls

Take advantage of the sales selling calls to document the interests of your customers. Dialed calls of your sales team for future reference are still available. Before a new customer meeting or phone call, your sales representative can get a quick overview of which items the customer was interested in the last talk.

Always Ready-to-Use

Work Offline

Offline WorkThe Anveo Mobile App is completely offline-capable: Access to data from Dynamics is always available regardless of network coverage. The changed data is synchronized with an existing Internet connection with Microsoft Dynamics.

Synchronization

SyncronisationDuring synchronization of the mobile device with Dynamics 365 BC (formerly Dynamics NAV) only the changed and new data is synchronized. So, the transferred data volume is manageable and can be done even with slower internet connections.

Use Business Processes Offline

The Anveo Mobile App allows you not only to read and capture your data, but with Anveo Script you also get a powerful tool that allows you to handle business processes, for example price calculation in orders offline on your mobile device. The Anveo Script is part of the Anveo Mobile App and like the entire device generated directly in the Windows client (or Classic Client).

Functions of the mobile device

The Anveo Mobile Sales App can interact with a variety of functions on your mobile device. For example, you can write directly from the Anveo Mobile App e-mails, make phone calls, use navigation and capture photos. You can also use the camera of your mobile device as a barcode or QR scanner to capture items based on their barcodes.

Learn More

App Features

Digitale signature capture, painting tool and printing… Anveo provides a lot of features.

Build Your Own App

Anveo provides a flexible configuration. Build your own app in Microsoft Dynamics .

Experience Anveo Mobile App

Sebastian Finck · Europe
Send a Message
+49 (0)40 211 078 100

Carolin Gudat · North America
Send a Message
+1 813 448 7617

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