Pre-Sales App for Sage X3

Streamline Your Sales Process, Close Deals Faster, and Boost Productivity with the Pre-Sales App for Sage X3!

The Pre-Sales App for Sage X3 is the ultimate mobile solution for sales teams looking to optimize the pre-sales process. Designed to seamlessly integrate with Sage X3, this app empowers your team to quickly generate quotes, orders, manage sales opportunities, and access crucial customer data—all from the palm of their hand.

Key Features:
  • Instant Quote Generation
  • Quickly create accurate and professional quotes and orders with real-time pricing and product information directly from Sage X3.
  • Customize orders with discounts, payment terms, and other conditions tailored to your customers' needs.
  • Manage Sales Opportunities
  • Track and manage sales opportunities at every stage, ensuring that your team stays on top of potential leads.
  • Update the status of opportunities in real-time, providing clear visibility into sales pipelines and progress.
  • Access Customer Data Anytime, Anywhere
  • Get instant access to detailed customer information, including order history, credit limits, and outstanding balances.
  • Personalize your sales pitch with relevant insights from Sage X3, enhancing your customer engagement.
  • Real-Time Sage X3 Integration
  • Synchronize quotes, orders, and customer data directly with Sage X3 to ensure accuracy and consistency across your system.
  • Eliminate manual data entry and reduce the risk of errors, keeping your data up-to-date in real-time.
  • User-Friendly Interface
  • The app is designed with simplicity in mind, allowing your sales team to quickly generate quotes, track opportunities, and access customer info with minimal training required.
Benefits:
  • Increase Efficiency: Reduce the time spent on administrative tasks by automating quote generation and opportunity management.
  • Close Deals Faster: Create and send quotes instantly, allowing you to respond to customers more quickly and increase your chances of closing deals.
  • Boost Customer Engagement: Have all the relevant customer details at your fingertips, enabling you to tailor your approach and build stronger relationships.
  • Ensure Data Accuracy: Real-time syncing with Sage X3 ensures that you’re always working with the most up-to-date pricing, inventory, and customer information.
  • Seamless Workflow: Streamline the entire pre-sales process, from quote creation to opportunity tracking, in one simple app.
  • Who Can Benefit from the Pre-Sales App for Sage X3?
  • Sales Teams: Empower your sales team to work efficiently, manage opportunities on the go, and close deals faster.
  • Sales Managers: Track team performance, monitor the status of opportunities, and make data-driven decisions with real-time insights.
  • Companies Using Sage X3: Leverage the power of Sage X3 with an app designed to optimize the entire pre-sales process and improve overall sales performance.

Transform Your Sales Process Today!

The Pre-Sales App for Sage X3 is your solution to a more efficient, accurate, and streamlined sales process. From generating quotes to managing opportunities and accessing customer data, this app gives your sales team everything they need to succeed, all within an intuitive mobile interface.

For more information or to schedule a demo, contact us today:
Phone

Office: +91 40 40201344

Email

contact@tema-systems.com

Website

www.tema-systems.com

Empower Your Sales Team with the Pre-Sales App for Sage X3 and Take Your Sales Process to the Next Level!