METADYNAMIC / INTELLIGENT BUSINESS APPLICATIONS

Sales Apps

Keep every commercial commitment connected.

Connect customer conversations, quotations, orders and recurring billing. MetaDynamic builds sales applications that carry the right information from the first enquiry through to fulfilment and finance.

Configurable AI agents · NLP & voice · Workflow automation · Analytics

MetaDynamic / SalesInteractive workflow preview · Example records

Sales AppsOctober 2026

Customer & LeadsConnect customer records, lead capture and follow-up in a focused sales workspace. MetaDynamic builds customer and lead applications that help teams maintain context as enquiries move between people.

Quotations & PricingConnect product selection, pricing rules and commercial approval. MetaDynamic develops quotation applications that keep versions, discount decisions and accepted terms visible before an order is created.

Sales OrdersConnect customer requirements, commercial checks and fulfilment status. MetaDynamic creates sales order applications that help sales and operations work from the same accepted order.

Sales & DistributionCoordinate sales activity with distributor orders and delivery information. MetaDynamic develops distribution applications around territories, channel relationships and the practical needs of field teams.

Point of SaleConnect counter sales, product information and store records. MetaDynamic designs point of sale applications around your checkout process, payment providers and back-office integration.

Subscription BillingManage the relationship between subscriptions, billing schedules and change requests. MetaDynamic develops subscription billing applications with clear renewal dates, lifecycle states and finance handoffs.

Explore the workflow. No live business data is connected.

CHOOSE YOUR APPLICATION

Sales Apps for connected teams

Choose the modules your team needs. The agreed configuration defines included features, data access and connected systems.

Customer & Leads

Connect customer records, lead capture and follow-up in a focused sales workspace. MetaDynamic builds customer and lead applications that help teams maintain context as enquiries move between people.

Quotations & Pricing

Connect product selection, pricing rules and commercial approval. MetaDynamic develops quotation applications that keep versions, discount decisions and accepted terms visible before an order is created.

Sales Orders

Connect customer requirements, commercial checks and fulfilment status. MetaDynamic creates sales order applications that help sales and operations work from the same accepted order.

Sales & Distribution

Coordinate sales activity with distributor orders and delivery information. MetaDynamic develops distribution applications around territories, channel relationships and the practical needs of field teams.

Point of Sale

Connect counter sales, product information and store records. MetaDynamic designs point of sale applications around your checkout process, payment providers and back-office integration.

Subscription Billing

Manage the relationship between subscriptions, billing schedules and change requests. MetaDynamic develops subscription billing applications with clear renewal dates, lifecycle states and finance handoffs.

WORK WITH THE RIGHT CONTEXT

Carry commercial context from enquiry to revenue

A customer conversation becomes useful when its next action, accepted terms and fulfilment status remain connected. Sales Apps bring focused workflows to lead handling, quotations, orders, distribution and recurring billing. Choose the applications that address your sales model and agree how each exchanges records with your CRM, inventory and finance systems before extending the solution across channels.

Sales Apps workspaceReview workspace

Company

Northstar Trading

Interest

ERP extension

Stage

Qualified

Owner

Sales team

Evidence before actionSource reference → Business rules → Authorised review → Confirmed handoff

AI AGENTS · NLP · VOICE

Ask clearly. Review the evidence. Decide with context.

Configure an app-specific agent to coordinate the selected sales apps workflows, retrieve permitted information and prepare the next action for human review.

Price exceptions, customer commitments and order release require authorised approval.

Agent tools, allowed actions, knowledge sources and access boundaries are agreed during solution design. The example question shows a proposed interaction, not a live AI connection.

Which sales tasks need my attention today?

Natural-language access

Ask an agreed business question, retrieve only permitted records and show the source behind the answer. Unsupported questions should return a clear limit rather than an invented response.

Voice where it helps

Optional speech input can capture the question or task. Show the transcript for confirmation, keep typing available and validate the chosen language, device and working environment.

WORKFLOW AUTOMATION & RPA

Move routine work forward. Keep exceptions visible.

An agreed business event starts the relevant workflow; validation, approval and a confirmed system handoff keep every step traceable.

01EnquiryCapture the source and owner.

02QuotationCheck business rules and evidence.

03OrderConfirm the authorised decision.

04RevenueReturn the reference and exceptions.

Use supported connectors and event-driven workflows where suitable. For a legacy screen-based task, RPA can be scoped with controlled credentials, exception handling, monitoring and recovery. Record identifiers and duplicate checks help prevent a retry from creating a second transaction.

DATA ANALYTICS

Measure the process. Understand the exception.

Connect the selected operational measures to their source records. Agree ownership, filters and refresh intervals so the team knows what the numbers mean.

Follow-up and quote readiness

Compare the current period with an agreed baseline. Separate open work from completed records.

Order and fulfilment exceptions

Investigate by owner, date, entity or location where those fields are available and permitted.

Billing and renewal actions

Follow the exception to its source and assign an action. Validate the definition before using it as a KPI.

Operational dashboards can be extended with Power BI or your approved analytics platform. Predictive analysis is scoped only where historical data, evaluation and monitoring support it.

ERP & ENTERPRISE CONNECTIONS

Keep your core systems. Connect the work around them.

MetaDynamic manages integration design, configuration and testing. Your users work through the application; your technical team gets clear ownership, monitoring and support arrangements.

Salesforce

Account, opportunity, quotation and order context for sales-related workflows.

Validate object access, API-enabled licensing, limits and record ownership.

SAP

Finance, purchasing, inventory, production and maintenance records; SAP HR data where relevant.

Review the deployed SAP product, authorised objects and supported connector or interface.

Infor

Operational records for Infor LN, M3 or CloudSuite, according to your deployed product.

Confirm available Infor OS/ION services, permissions and transaction coverage.

Microsoft

Dynamics 365, Microsoft 365, identity and analytics services relevant to the application.

Select licensed connectors and the appropriate Dynamics 365 or Microsoft data source.

Custom ERP

Your existing master data, transaction records and agreed extension points.

Choose a supported interface, controlled file exchange or supervised RPA after system review.

Compatibility is confirmed against your product version, licensed services, permissions, required fields and supported operations. Native connectors, vendor interfaces, file exchange and RPA are different options—not a promise that every platform connects without setup.

MetaDynamic / Sales

Sales Apps workspace

Company: Northstar Trading
Interest: ERP extension
Stage: Qualified
Owner: Sales team

Review the record and its evidence before confirming an action.

MOBILE · TABLET · LAPTOP · DESKTOP

The right task on the screen in front of you.

Use a focused mobile or tablet experience to capture a lead or review an order. Give laptop and desktop users more room for lists, comparisons and detailed reporting.

Responsive layouts, keyboard access and touch controls are part of the design brief. Camera, barcode, voice and offline options are included only where they suit the task and have been tested on the agreed devices.

Voice availability depends on the chosen speech service, language, microphone permission and environment. Sensitive information stays visible only to the authorised user; noisy or shared areas need a practical alternative.

DATA PROTECTION & CONTROL

Define who can see, change and approve.

Security requirements belong in the application design and acceptance criteria. Confirm the controls for the selected hosting, identity, data and AI services before release.

Identity & access

Scope SSO and MFA with the approved identity provider. Map access by role, entity and record, and separate preparation from approval where required.

Data & recovery

Agree encryption, data location, retention, backup and recovery requirements. Store credentials in a managed secret store and minimise sensitive data in logs.

AI & audit

Apply source-system permissions to retrieval. Define permitted AI services, data handling and retention; log tool actions and require approval for consequential changes.

Validation & support

Test access boundaries, integrations and recovery scenarios. Agree vulnerability testing, monitoring and support ownership for the deployed configuration.

VALUE & ROI

Build a business case your team can check.

Start with minutes spent completing one selected sales task. Measure the baseline, validate the target in a pilot, and include implementation and ongoing costs.

Build your business caseEditable planning assumptions · INR

Records per monthChoose one repeatable task.Current minutes per recordMeasured baseline.Target minutes per recordValidate this during a pilot.Loaded hourly cost (INR)Use the same currency throughout.Benefit realisation (%)Capacity value you expect to realise.One-time investment (INR)Include design, build, integration and training.Monthly running cost (INR)Include licences, hosting, AI and support.

Potential time released116.7 hours / month

Estimated annual realised value₹6,30,000

First-year investment₹3,20,000

Estimated first-year ROI96.9%

Estimated simple payback4.7 months

Measure for this app: Minutes spent completing one selected sales task. The starting values are illustrative assumptions, not MetaDynamic customer results or guaranteed savings. Time released is capacity; it becomes cash savings only when costs are actually reduced.

Calculation and assumptions

Monthly hours = volume × max(current minutes − target minutes, 0) ÷ 60. Annual realised value = monthly hours × loaded hourly cost × realisation percentage × 12. First-year investment = one-time investment + 12 × monthly running cost. ROI = (annual realised value − first-year investment) ÷ first-year investment × 100. Simple payback = one-time investment ÷ (monthly realised value − monthly running cost), where the denominator is positive.

The model assumes 12 months at steady-state use. It excludes ramp-up delays, financing, tax and unquantified benefits. Avoid double-counting the same time savings across applications. Enter your own values; all calculation stays in your browser.

FROM REQUIREMENTS TO ADOPTION

Agree the scope. Prove the workflow. Roll out with control.

Walk one customer journey from initial enquiry through accepted terms to fulfilment and finance, including an amendment.

01 / DISCOVER

Define the operating model

Review lead sources, qualification criteria, territories and customer identifiers. Confirm the users, devices, data owners and measures of success.

02 / CONFIGURE

Build and validate

Configure the agreed workflows, screens, AI options and interfaces. Test normal records, permissions, exceptions and recovery with business users.

03 / ADOPT

Launch and measure

Train users, reconcile migrated data and introduce the application in a controlled rollout. Compare measured outcomes with the agreed baseline.

APPLICATION QUESTIONS

Sales Apps FAQs

Which features are included in Sales Apps?

The proposal specifies the application modules, user roles, AI-agent actions, analytics, deployment and support included in your configuration. The interface walkthrough uses example records; delivered screens and enabled actions are validated against the agreed scope.

Can this connect with our existing ERP or business platform?

Relevant connection options include Salesforce, SAP, Infor, Microsoft, Custom ERP. We review your product version, licensed interfaces, permissions and required operations before confirming compatibility. MetaDynamic manages the agreed integration and testing.

Does this include AI agents, NLP and voice?

These can be scoped around the application workflow. Natural-language responses need approved sources and permission-aware retrieval; voice requires a supported language, device and speech service. Price exceptions, customer commitments and order release require authorised approval.

Do we need to build REST API integrations ourselves?

MetaDynamic can deliver and support the agreed integrations. The implementation may use native connectors, vendor APIs, controlled files or RPA. Authentication, licensing, data mapping and error handling still need to be configured and tested.

Will it work on mobile, tablet, laptop and desktop?

We design the selected tasks responsively and agree a device/browser test matrix before rollout. Native mobile, offline, scanning and voice capabilities are separate scope decisions where needed; they are not implied by a responsive website.

How are security and ROI confirmed?

Security controls are agreed for the deployed architecture and tested before release. ROI is estimated from your process volumes, measured time, costs and benefit-realisation assumptions, then checked after a pilot. The calculator is an estimate, not a guaranteed return.

LET’S MAKE THE NEXT STEP SPECIFIC

Bring your workflow. Define your application.

Share your current process, core systems and priorities. We will map the right application scope, integration options, security requirements and measurable business case.

Related applications: Customer & Leads · Quotations & Pricing · Sales Orders