Pepperi Integration with Microsoft Dynamics
Pepperi for Microsoft Dynamics is a cross-mobile sales solution that extends the Microsoft Dynamics suite to the mobile sales force. It combines mobile catalog order taking (including barcode scanning), mobile merchandising, and mobile CRM, to increase field sales, streamline order-to-cash, and elevate brand image.
Pepperi and Dynamics integrate via a bi-directional, automatic flow of data between the two systems. Real-time data about products, inventory and customers is fed into Pepperi, while Microsoft Dynamics is automatically updated with orders taken in the field.
Pepperi for Microsoft Dynamics is designed for the special needs of field sales reps and sales managers of brand manufacturers and wholesalers.
SALES REPS
Sales reps use Pepperi for sales efficiency and effectiveness. They plan their customer activities by leveraging a full view of the customer's past purchases and outstanding issues. While at a customer visit, reps use Pepperi to showcase a stunning product e-catalog, quickly take orders while cross-selling and upselling, and perform in-store merchandising activities.
SALES MANAGEMENT
Sales managers have full control over the ordering process. They can set and track goals for their sales reps, customers and products; assign different workflows for different order types; plan and track sales visits; use dashboards and reports to identify top sellers and buying trends; and much more.
B2B Customers
Your customers can order directly from your B2B storefront app or website – a fully-branded e-commerce extension to your Microsoft Dynamics NAV system. They can browse through a product catalog with customer-specific pricing, easily place orders, and check on delivery status, 24x7.
Solution snapshot
Benefits
Empower your sales reps to sell to their maximum
Improve your sales conversion rate with automated data input
Let your B2B customers order directly from an e-commerce app or website, keeping your business open 24/7
Free up valuable resources by eliminating manual order taking and processing
Key capabilities
All-in-one cloud-based mobile sales solution, including e-catalog, sales ordering and processing, mobile CRM , B2B e-commerce, and more.
Automatic, two-way flow of data between your ERP and Pepperi
Out-of-the-box integration for the fashion industry
Fully customizable to respond to your business requirements
Pepperi for Microsoft Dynamics is easy to install, customize and scale as your business grows, and, with its offline mode, works flawlessly regardless of internet availability and quality. Ideal for use on the road, in showrooms and at trade shows, Pepperi for Microsoft Dynamics optimizes sales for all industry sectors.
Pepperi for Microsoft Dynamics – Solution Modules
B2B eCommerce
Open 24/7
Let your customers order directly from your storefront app or your website, with a B2B eCommerce extension to your Microsoft Dynamics ERP.
Online shopping
With an intuitive B2C-like shopping interface, your B2B customers easily browse your digital catalog, place orders and check delivery status.
Microsoft Dynamics integration
Data concerning customers, inventory, pricing and sales orders are always in synch with your NAV system.
e-Catalog
Stunning
Wow your customers with eye-catching catalogs that show your products to their best and highlight their benefits, enabling reps to sell more.
Flexible
Easily adapt the display, organization and navigation of your e-catalog to fit the requirements of your business.
Microsoft Dynamics integration
Products and inventory data is automatically exported from NAV to Pepperi, keeping reps and customers updated with the information they need to sell and buy with confidence.
Mobile Order-Taking
Quick and easy
Increase sales rep productivity while providing cross-sell and upsell recommendations to grow sales order size.
Native apps
Pepperi for Microsoft Dynamics is cross-mobile, running on iOS and Android – the choice is yours.
Microsoft Dynamics integration
Your ERP is automatically updated with sales orders taken in the field, speeding up order-to-cash. Pepperi also integrates into Pebblestone, a MS-certified add-on for the fashion industry.
Route Accounting & DSD
Route & activity planning
Plan your field reps' schedules and in-store activities to perform, to make optimal use of their time.
In-store retail execution
Field reps use mobile forms, which are fully customizable to your business needs, to fill out visit reports, surveys, and audit reports.
Retail execution monitoring
Gain visibility and take action upon compliance issues, problems with new product introduction, competitive campaigns, and more.
Mobile CRM
Customer interactions
Document all customer interactions performed with the customer – in the store, at a tradeshow, or over the phone.
Sales planning
Organize visits to customers with visual-map scheduling and set tasks and reminders.
Single view of the customer
Gain visibility into all prior customer interactions and relevant customer information: past sales orders, top selling items, customer service issues and more.