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Mobile CRM for Microsoft Dynamics 365

Boost sales performance with Cegeka Field Sales App

The ultimate sales force automation software to empower your field reps to perform at their best and maximize productivity every day.
All-in-one mobile CRM solution for sales on the go
Integrates seamlessly with Dynamics 365 CRM
Waste less time on the road and win more deals
360° view on sales & customers

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Download our factsheet

Manage accounts and interactions smarter

Prioritize customers with smart insights, create targeted lists, and set impactful goals.

Quickly access customer history, capture data effortlessly, and share reports with one click, working not just faster, but smarter.

"I have all customer data in the app, making visits seamless. I can take notes, register orders, and capture shelf photos, all stored in the customer file."

Sylvie Craeye

Senior Field Promoter at Laurent-Perrier Belgium

Get more out of every workday with smart planning

Eliminate calendar chaos with intelligent territory management and optimized planning to maximize every workday.

Use CRM insights to plan visits, optimize routes with smart data, and distribute workloads efficiently—keeping your team focused on customers and driving growth.

"These features save time before, during, and after visits. The route planner optimizes routes, enabling an extra daily visit. With email integration, orders are confirmed instantly after visits, directly from the app."

Willemijn Tolsma

Regional Field Sales Manager at Perfetti Van Melle

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Coordinate products and promotions from one central hub

Gain full control over campaigns and launches with seamless online and offline alignment.

Track real-time data, monitor KPIs, and manage multimedia, tasks, and promotions effortlessly, all integrated with Microsoft Dynamics CRM, for instant insights and smarter decisions.

"I no longer update lists or compile reports. My manager gets a full sales overview, from pricing and stock to promotions and even in-store champagne displays with photos."

Sylvie Craeye

Senior Field Promoter at Laurent-Perrier Belgium

Sell with greater impact using AI and intelligent assistance

Let Microsoft Copilot for Sales handle manual tasks, automating data entry and delivering real-time recommendations that drive results.

Free your team from admin work so they can focus on customer interactions, strategic conversations, and building lasting relationships with greater impact.

"We no longer carry paper documents during visits. All communication, from team briefings to results discussions, happens seamlessly in our CRM."

Hans Rubens

Commercial Director at Brouwerij Het Anker

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Discover our app in one minute

A glimpse into our mobile CRM for Field Sales Reps

Your field sales team can make a difference, provided they have the right insights at the right time. With unified data and smart workflows, our specialized toolkit makes every customer interaction on the go purposeful and effective. No guesswork, no wasted time, just real-time insights that drive better results and higher customer satisfaction. And the best part? You always maintain full control and data integrity. Growth without compromise.

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Cegeka Field Sales App, your toolkit on the road to results

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Get inspired

Winning the field Ebook

Spending more time on admin than closing deals? You're not alone, Food & Beverage sales reps waste up to 65% of their time on manual tasks. This guide helps you cut the clutter and focus on sales.

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Cegeka Field Sales App Factsheet

Download the factsheet to learn how Cegeka's Field Sales App revolutionizes field sales operations. Get insights into the key capabilities, benefits, and expert recommendations.

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Use Cases Cegeka Field Sales App

See how Cegeka Field Sales App can streamline your sales process with our use cases. Explore each one to learn how our app boosts efficiency and drives results.

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"What was truly decisive for us was the openness of the platform. For example, our candies, mints, and chewing gum are located both on the store shelves and at the checkout, which means the app needs to support double measurements. No other supplier could promise that functionality."

Aster Schepens

Regional Field Sales Manager at Perfetti Van Melle

Discover the complete success story

FAQ

Questions? We have answers.

What is field sales software?

Field sales software helps sales teams manage customer interactions and tasks while working in the field. It includes features like route optimization, CRM integration, mobile access, real-time reporting, and offline functionality, allowing reps to track sales progress, update information, and improve efficiency remotely.

What features should I look for in mobile CRM software for sales reps?

When choosing mobile CRM software for sales reps, look for features like mobile access to customer data, offline functionality, and task/calendar management. It should allow easy lead and opportunity tracking, real-time updates, and route optimization. Additionally, reporting and analytics, along with integration with other tools (like email and calendars), ensure reps stay organized and productive while on the go.

What's the difference between CRM and Cegeka Field Sales App?

A CRM (Customer Relationship Management) system is a broad software platform that helps businesses manage customer interactions, track sales, store customer data, and improve relationships. It typically covers various aspects of the sales process, marketing, customer service, and analytics across multiple channels.

On the other hand, the Cegeka Field Sales App is more specific to sales reps working in the field. It's a mobile app designed for on-the-go sales teams, offering features like route optimization, real-time updates, offline access, and direct integration with the CRM. While CRM systems are used for a wide range of business activities, the Cegeka Field Sales App is focused specifically on enhancing the efficiency and effectiveness of field sales operations.

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