Manage your sales team

The sales force plays a fundamental role in the present and future of companies. Correct management and control of it enables a company to do more business, generate more jobs and continue growing. Optimal organization and definition of business processes are the bases that determine the productivity of the team.

The effectiveness of a sales team depends on many factors, from motivation to knowledge of customers as well as improved interactions between salespeople and customers.

For a sales team, it is essential to know the accounts that each one is in charge of, the work areas and the pending activities. Effective organization is key to develop sustainable and scalable projects.

Key points

Relationship with different departments

Enabling the sales team to work transversally within the company in an efficient manner

Identifying and getting to know customers

Making integrated, qualified and unified information available.

Management of potential customers, opportunities and leads

Control calls, commercial visits, meetings, etc.

Sales forecasts

Enabling salespeople to have easy access to their forecasts and to manage their time better.

Management of commissions

Facilitating this complex process given the variability in remuneration based on the objectives of a company, the sector in which they operate and the evolution of the market.

Measuring customer satisfaction

Effective tools to gather feedback from clients about the company and the services provided.

Advantages of commercial management


Competitive product; Teamwork; Organization; Recognition; Brand Image; Good presentation.


Remuneration policy (commissions); Customer satisfaction.

Productivity tools

Autonomy; Access to information in real time; Improves communication; Platform.


Strategic plan; Automation of processes; Identification of opportunities.

Soluciones para conseguirlo

iDynamics Connect

Dynamic NAV

Make it easier for your salespeople and/or external agents to manage their sales with their clients, such as showing the catalogue and creating orders, etc.

iDynamics Commissions

Microsoft Dynamics 365 Business Central
Dynamics NAV

Calculate, assign and liquidate the commissions of your commercial team, whether they are employees of your company or external agents.

iDynamics Commerce

Dynamic NAV

Integrate your B2B portal iDynamics Commerce with Dynamics NAV, providing your customers with value-added services. Catalogue, orders, download invoices, etc.

iDynamics Printing Documents

Microsoft Dynamics 365 Business Central
Dynamic NAV

Give a more professional look to your buying and selling documents so that your new printing formats are more eye-catching.