In today’s highly competitive sales landscape, field teams need agile, connected tools to drive customer engagement, improve operational efficiency, and accelerate revenue. XEE Sales, developed on Microsoft Power Apps, is a robust and intuitive mobile solution that transforms traditional sales processes into a fully digital experience—seamlessly integrated with Dynamics 365 and Microsoft 365 environments.

Tailored for fast-paced field operations, XEE Sales delivers real-time visibility, structured visit planning, instant order processing, and rich customer insights—all from a single mobile interface.

Designed for Efficiency, Built for Scalability

XEE Sales is engineered to streamline end-to-end sales workflows while supporting complex organizational needs. Whether optimizing routes, handling real-time transactions, managing customer profiles, or tracking sales performance, the application equips sales teams with the tools they need to execute with precision and speed.

Core Functional Capabilities

Route Optimization

XEE Sales automatically generates optimized daily itineraries based on territories, customer grouping, travel time, and integrated mapping. This ensures sales representatives follow the most efficient routes, reducing travel time, increasing the number of customer visits, and significantly improving overall time management.

Visit Management

From smart check-ins using geolocation and automated timers to capturing notes, uploading documents, and placing orders, the platform supports the full lifecycle of a sales visit. This end-to-end visibility enhances accountability, improves service quality, and enables real-time order fulfillment, eliminating delays and manual follow-up.

On-Demand Visit Creation

Sales representatives can create new visits outside their predefined route to address urgent customer needs or last-minute opportunities. This flexibility increases responsiveness, supports proactive customer engagement, and enhances overall client satisfaction.

Unattended Visit Logging

When a planned visit cannot be completed—such as in cases where a store is closed—sales reps can still check in, pin their location, and document the scenario with notes or images. This capability ensures transparency and accurate reporting, helping managers maintain oversight of all field activity.

Sales Order Management

Orders can be created instantly during or outside of scheduled visits. The system allows for stock reservations, document attachments, and seamless synchronization with back-office systems. These capabilities reduce administrative effort, prevent stock shortages, and streamline the order-to-cash cycle.

Return Order Processing

Return management is made simple through an intuitive interface that mirrors the sales order process. Sales reps can initiate returns directly from invoices, select items, and auto-fill return forms. This reduces friction in handling returns, improves customer experience, and saves time in the field.

Customer Transaction Insights

A comprehensive transaction view is available at the customer level, including balances, currencies, and payment history. This financial transparency enables more informed decision-making and strengthens customer relationship management.

Flexible Sales Receipt Creation

Receipts can be issued directly during customer visits, with support for cash, check, split payments, and multi-currency transactions. By accommodating various payment preferences, the app facilitates smoother transactions and enhances the overall buying experience.

Customer Onboarding with Approval Workflow

Sales representatives can add new customers on the spot, complete with location pinning and document uploads. An automated approval process ensures data quality and compliance, enabling fast, accurate onboarding and immediate readiness for transactions.

Customer Profile Management

Existing customer data—including locations and documents—can be updated in real-time, with changes reflected across the system after approval. This ensures data integrity, improves account management, and helps maintain accurate planning for future visits.

Sales Target and Commission Tracking

Sales representatives have access to real-time dashboards showing target progress and commission calculations. This transparency not only motivates performance but also aligns teams with business objectives through customized performance metrics.

Seamless Integration & Extensibility

As part of the Microsoft Power Platform ecosystem, XEE Sales integrates seamlessly with Microsoft Dynamics 365 modules and Microsoft 365 tools such as Outlook, Teams, SharePoint, and Power BI. It supports custom workflows, automated approvals, and analytics for continuous process improvement.

Transform Field Sales Execution

XEE Sales is more than an app—it is a digital sales enablement platform designed to empower teams, improve customer experience, and deliver measurable business impact. Its mobile-first, real-time architecture ensures your field sales operations are always connected, always informed, and always productive.