This second App4Sales Training explains how to view and manage customers in the App4Sales application. Thanks to the connection with your CMS and ERP system, you always see the most recent customer data. From the main menu, open the full customer overview by pressing “Customers.” The list shows company names, visiting addresses, and customer numbers from your ERP. In online mode, a map displays the location of all customers. Create new customers from the main menu, and they are synchronised with your backoffice, appearing immediately in your customer database. You can start writing an order for your new customer right away. This digital order processing helps prevent errors and saves time in your ERP system.
Test out the B2B sales for free by downloading it from AppStore or Google Play on your phone or tablet.
From your customer overview, you can see detailed information by opening a customer. The customer card of the sales app includes information such as the phone number, e-mail information, and the contact persons. You can view the order history of the customer and you can immediately start writing a new order. You can easily add notes to the customer, which you can view within the AppSales CMS. Navigate to your customer easily by using the integration with Google Maps.
By pressing the button: “Nearby customers” in the main menu, you can immediately see customers that are near your current location. If you have visited a customer, you can easily see what other customers are in the area. You then select the customer from the customer list and start navigating from the customer card. Representatives can use this for even more efficient sales with the sales application and to realise customer visits.
We’re here to help! If you have any questions that aren’t covered in our FAQ section, feel free to reach out to us through the form above – and don’t forget that you can book a free demo of App4Sales sales app and B2B webshop!
We offer both a mobile sales app and a B2B e-commerce platform to simplify ordering.
App4Sales helps B2B sales teams with a digital catalog, real-time stock info, customer data, and quick order placements from a tablet or smartphone. Sales reps can also register customers, add items to orders, and collect signatures on the spot.
Our B2B webshop lets business customers log in to place orders themselves, view real-time stock, personalized pricing, order history, and saved favorites for a seamless buying experience.
App4Sales sales app is compatible with iOS devices (iPad and iPhone) running iOS 10 or higher, and Android devices running Android 6.0.0 or higher.
Yes, App4Sales integrates with various ERP systems, including Visma, Fortnox, AFAS, and Exact Online. This integration ensures real-time synchronization of customer and product data, streamlining your sales processes.
We don’t offer a traditional free trial, but you can download App4Sales for free on your iPad or Android device to explore its features in a demo environment. We also provide free, no-obligation demonstrations to help you see how it can support your sales process.
On request. Contact our sales team to get a quote tailored to your needs.
Starting from $415 per month, billed annually. Check pricing.
