https://store-images.s-microsoft.com/image/apps.44185.6b753bcf-86a5-47c8-b4ea-1101dfb5c640.a46683c2-082b-4415-ad24-4ae800f23dd9.1d7c2e20-f79d-4a2b-bc1f-8d629a397c58

Sales Pro 365

by KAISPE LLC

Boost Sales Efficiency, Simplify Processes, and Gain Real-Time Insights with SalesPro 365

Sales Pro 365 is a powerful sales application designed to integrate seamlessly with Microsoft Dynamics 365 Finance & Operations (D365 F&O) developed using Power Apps. The app offers a comprehensive solution for managing the entire sales cycle, from creating customer profiles to generating invoices. It streamlines your sales processes, ensuring efficiency and accuracy while providing your sales team with the tools they need to succeed.
Key features:
  • Customer creation: Easily add new customer profiles directly into the app, keeping your database up-to-date and synced with D365 F&O.
  • Quote creation: Create and manage quotes quickly, allowing sales teams to respond to customer inquiries faster.
  • Convert quote to order: Simplify the sales process by converting approved quotes directly into sales orders, reducing manual effort.
  • Add multiple lines under a single header: Consolidate multiple items for a customer under one header for streamlined management and easier tracking.
  • Generate invoices via sales orders: Create invoices directly from sales orders, ensuring consistency and accuracy.
  • View product catalogue: Browse a comprehensive product catalogue, making it easy to find and select products during order creation.
  • Dashboard & analytics: Gain insights with a user-friendly dashboard that provides key metrics and analytics to track sales performance.
  • Sync with Dynamics 365 F&O: Keep all sales data in sync with D365 F&O, ensuring real-time updates and data integrity.
  • Add comments & attachments for invoice proof: Attach documents or add comments to invoices for better transparency and record-keeping.
Benefits of using Sales Pro 365
  • Enhanced sales efficiency
  • Improved decision-making with data insights
  • Faster sales cycle
  • Better customer management
  • Increased flexibility for sales teams
  • Transparency and accountability
Integration:

The app seamlessly integrated with Microsoft Dynamics 365 Finance & Supplychain
Support:

  • Break-fix support after product deployment will be provided and separate contract will be signed
  • Customers will be able to use our Self-service Portal to log their tickets and additional related materials
  • Hotfixes will be provided to the customers without any cost via email
  • For further add-ons, advanced features, deployment or customization, reach out to us at info@kaispe.com
More info:

Explore KAISPE to learn more about our products and services, including Microsoft D365, Power Platform, and SaaS & PaaS offerings.

At a glance

https://store-images.s-microsoft.com/image/apps.23193.6b753bcf-86a5-47c8-b4ea-1101dfb5c640.a46683c2-082b-4415-ad24-4ae800f23dd9.c2cdd034-10ca-41e8-97b2-77f14641e65b
https://store-images.s-microsoft.com/image/apps.12238.6b753bcf-86a5-47c8-b4ea-1101dfb5c640.a46683c2-082b-4415-ad24-4ae800f23dd9.0fab6758-4408-4b60-a93f-1c994a0da7f6