From searching, to reviewing the latest notes and orders, to processing an order in to your accounts system, the interface has been designed to help you get your work done more efficiently than ever before.
Perfect for those who work across multiple devices and require access from anywhere in the world.
Access key customer insights on any device, whether it's a desktop, laptop, any tablet, or mobile device.
Record all interactions
Keep track of all Sales opportunities
Give a price and take an order
Get insights from across your business
With unparalleled integration, take orders out in the field and push them through to your back-office accounts package without any re-keying.
Build quotes using the Product File, Stock Levels and Special Pricing from your accounts package from anywhere in the world.
Your sales team can offer the best customer service, whilst ensuring orders are received quickly and accurately.
Great for those who operate out in the field. With full record creation capabilities, logging an opportunity has never been easier.
Never miss out on that all-important sales lead or key contact you met by chance.
Record your clients issues as tickets and pass it through to your customer service team in real-time.
Resolve the situation as quickly as possible and turn a problem into an amazing customer experience.
The Notepad timeline features useful status updates and email content, all in a single conversation-oriented timeline.
The Task window and list functionality allows you to see instantly if colleagues are over-booked with Tasks on a particular day.
Get powerful insights from your Prospect 365 data using OData, an industry standard protocol for querying data.
Connect to any compatible BI tool (Including Excel sheets, Power BI and Tableau).
Our OData functionality opens up a world of options when it comes to reporting on, and analysing your data.
For developers, we have also opened up an OData API.
Try some of our Microsoft BI examples and build your own in-depth and comprehensive graphical reports.
To get started, see our Knowledge Base Article Here