Sales Agent

Enhance salesefficiently

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For businesses centered around configurable products, leveraging online sales platforms is key to enhancing and modernizing sales operations.

These platforms offer vital support, enabling sales teams to build enduring customer relationships, increase sales of appropriate products, and navigate the order process with enhanced professionalism.

Seamless Order Processing Comes Standard

Integrated directly with your TRIMIT solution and powered by Microsoft Dynamics 365 Business Central, the TRIMIT Sales Agent Portal grants your sales personnel instant access to the latest data on customers and orders.

The portal's design ensures an efficient sales and order flow across any device, essential for the configurable products sector. Features like easy product configuration, order duplication, and pre-made template orders are standard, designed to simplify the sales process, especially for those frequently out in the field.

Visual product configuration capabilities within the Sales Agent Portal streamline the customization process. The customizable home screen of the Sales Agent Portal, through the use of modular building blocks, allows sales representatives to tailor their operational interface to their liking.

This customization, coupled with readily available data, enables sales teams to concentrate on their core activity: selling.

Simplified Performance Tracking

With the TRIMIT Sales Agent Portal, monitoring sales performance is straightforward, thanks to the inclusion of TRIMIT InSite, a sophisticated tool for analyzing sales statistics.

Sales personnel can track their performance or delve into the metrics for individual customers. Meanwhile, management can overview overall sales performance in real-time, gaining valuable insights into top customers, best-selling products, and the variety of orders placed.

This information is easily accessible, offering the insights necessary for strategic decision-making.

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Benefits

Key featuresfor your busy sales reps

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Streamlined Ordering

Navigate through a streamlined ordering process in a guided setup, minimizing the potential for errors

Dynamic Visual Configuration

Experience real-time visualizations of your configurations, enhancing understanding and facilitating faster approvals

Sales Performance Insights

Instantly review performance metrics by customer, sales rep, team, or product, optimizing sales strategy execution

In-depth Customer Analytics

Gain insights into customer interactions, including transaction histories and payment statuses, to strengthen business relations

Seamless System Integration

Avoid redundancy in managing complex product configurations; the Sales Agent Portal directly mirrors your business infrastructure for consistent data accuracy

showing a close-up of a computer screen with the TRIMIT Sales Agent dashboard.

What's in it for you?

The TRIMIT Sales Agent Portal places a great order entry tool and up-to-date information right at the fingertips of your sales reps.
Using the Sales Agent Portal as your digital sales tool will make it easier to service your customers in the best possible way, and using it on any device at any location will ensure better consistency across your sales team.

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Keep track of everything from inventory, disposals, and the number of products available in all sorts of variations.

Sales

Employ a guided selling tool and automate your sales processes for smarter, faster business decisions.