Empower your field sales team,
from planning to collection.
Give sales representatives the tools to plan routes, manage customer visits, capture orders and returns, record collections and track field performance. XEE Sales connects mobile activities with supported business systems and reporting.
Five steps, one application
Plan
Daily visits organised by territory, proximity and estimated travel time, with mapping built in.
Visit
Check in with location, timing, notes, photos and documents — or record a smart check-in when the customer is unavailable.
Sell
Orders and returns raised in front of the customer, with stock reserved and documents attached.
Item A×224.00
Item B×118.50
Item C×642.00
Item D×315.30
Total99.80
Collect
Receipts taken in the field across payment methods, currencies and split-payment scenarios.
Sync
Everything lands in Dynamics 365 and Microsoft 365 — nothing is re-keyed back at the office.
Eight modules the rep actually uses
One app on the rep’s phone. Tap a module to see what it does.
The day is planned before the rep leaves.
- Routes by territory, proximity and travel time
- Integrated mapping
- Check-in and check-out with location capture
- On-demand visits outside the plan
- Smart check-in when the customer is away
- Photos, notes and full visit history
The transaction is real the moment it is agreed.
- Orders raised during or outside a visit
- Product reservation at the point of sale
- Returns raised manually or from an invoice
- Item and quantity selection on returns
- Attachments on every document
- Synchronised the moment there is signal
Item A×224.00
Item B×118.50
Item C×642.00
Item D×315.30
Total99.80
The van is a moving warehouse, and it balances every night.
- Van stock loaded and tracked by item and batch
- Sell and invoice straight from the van
- Cash and credit sales with on-the-spot receipts
- Returns and damaged goods recorded on the route
- Van-to-warehouse reload and transfer requests
- End-of-day van stock and cash reconciliation
Every answer the customer asks for, in hand.
- Live balances and ageing
- Full transaction history
- Multi-currency documents
- Remaining amount per document
- Contact and location detail
- Permission-aware access
Revenue30%
Customer NPS20%
Delivery25%
Learning25%
Money collected where the conversation happens.
- Sales receipts raised during the visit
- Multiple payment methods
- Multi-currency collection
- Split-payment scenarios
- Receipt issued on the spot
- Posted against the correct document
A new customer created before the rep drives away.
- Full profile created from the field
- Location pinned on the map
- Required documents attached
- Routed through an approval workflow
- Locations and contacts kept current
- Approved data stays synchronised
Everyone is looking at the same number.
- Targets tracked in real time
- Flexible metrics by role
- By region or by period
- Commission calculated transparently
- Performance visible to the rep
- No month-end reconciliation argument
Field activity is never entered twice.
- Dynamics 365 Business Central
- Dynamics 365 Finance and Operations
- Outlook, Teams, SharePoint and Power BI
- Custom workflows and automated approvals
- One customer, one item, one price
- No duplicate data entry
Capture sales activity where it happens.
Reduce manual follow-up between customer visits and your back office. With structured field workflows, sales teams can record accurate transactions while managers gain better visibility into daily activity, performance and coverage.
Orders written on paper, keyed in the next day
Collections reconciled at month end
Van stock counted by hand
Managers learn about the day on Friday
Orders raised in front of the customer
Receipts issued on the spot
Van stock tracked line by line
Visits, orders and cash visible live
What changes for the sales force
Optimised routes and quicker servicing mean more useful calls in a day.
Visits, orders, receipts and customer data as they happen — not at week end.
The field becomes the point of entry rather than the point of collection.
Measurable targets and transparent commission tracking for every rep.
Field activity is never entered twice.
Orders, returns, receipts and new customers flow straight into Dynamics 365, with one customer, one item and one price across the field and the office.
- Dynamics 365 Business Central
- Dynamics 365 Finance and Operations
- Outlook, Teams, SharePoint and Power BI
- Custom workflows and automated approvals
- One customer, one item, one price
- No duplicate data entry
See XEE Sales on your own data.
A working session, not a slide deck — we run a real route, real orders and real collections against your customers.