Praxiis

See every scheduled visit at a glance with an intuitive map interface powered by Azure Maps.

Calculate the most efficient travel route for all assigned addresses, saving time and fuel costs.

Sales managers can group and assign addresses to agents, ensuring balanced workloads and clear accountability.

From the map, agents can record a "no sale" or log new opportunities directly against an address.

Enjoy all the features of Dynamics 365 Sales, including account management and reporting, alongside powerful field sales tools.

Sales managers group addresses by territory or sales priority and assign them to specific agents.

Field agents use the map interface to visualise all their stops and generate the optimal route.

Agents update sales status on-the-go, logging activities like "no sale" or new deals directly from the map.

All updates are synced with Dynamics 365 Sales, providing real-time visibility into field performance and sales outcomes.

Optimise travel routes to minimise downtime and fuel expenses.

Equip agents to focus on selling, not scheduling or navigating.

Give managers visibility into sales territories, visits, and outcomes.

Enable real-time updates to capitalise on every in-person opportunity.

Operate entirely within Dynamics 365 Sales for a unified, streamlined workflow.

Plan efficient routes to visit multiple storefronts, ensuring no customer is overlooked.

Assign territories by geography or industry, simplifying complex sales coverage.

Enable on-site agents to manage appointments and record outcomes directly from the field.

Field Sales for Dynamics 365 Sales