Category: Sales Tools

Case Study: Dockspace

Overview: Dockspace is a Chicago-based boutique service provider of premium coffee, beverages, and breakroom snacks for offices. They bring the cafe experience to software companies, ad agencies, financial institutions and any other type of business that appreciates high quality kombucha, nitro cold brew coffee, refreshing sparkling water, and healthy, premium treats. I spoke with Founder …

Case Study: Premier DSD

Overview: Premier DSD, a New York City-based wholesale food distributor was founded 25 years ago by Marc Ceruto, the company’s President & CEO. As experts in the national grocery distribution business, they have over 1,000 Direct Store Delivery (DSD) routes across the country. Premier uses inSitu’s mobile field sales app to maximize efficiency along those …

Case Study: Car Key Masters

Overview Car Key Masters is a Houston, Texas based company that offers vehicle key replacement and duplication services. They provide car dealerships with second/backup sets of automobile keys for certified vehicles and secure, affordable roadside service for the general public who need entry into their vehicles after their keys have been lost, stolen or locked …

How to Extend Your QuickBooks® Functionality With a Sales App

With over 6 million customers worldwide, QuickBooks® is certainly a largely used software due to its variety of functions and ease of set up, however, not every business is the same and when you want to exponentially increase sales and profits then there is the need for some extra tools. QuickBooks® has the ability to …

Top Benefits of GPS Tracking Field Teams

GPS tracking field staff employees may seem to be more trouble to implement than it’s worth, but it can dramatically improve operational efficiencies, reduce wasteful spending and downtime and improve the customer experience. Field sales tracking software has the power to transform your business! Optimize operations Implementing a mobile tool like inSitu Sales onto your …

The Benefits of Mobile Invoicing

Paper-based invoice processing is quickly becoming a thing of the past, and with good reason. Mobile invoicing is fast, efficient, secure and convenient for both the supplier and customer. Here are the top benefits of going paperless: Reduce Cash Gap Cash flow improves significantly when a company transitions from archaic paper invoices to digital invoices …

Top B2B E-commerce Trends

According to global research firm Forrester, B2B online sales are projected to reach $1.2 Trillion by 2021. In order to get the most of that market share, small businesses particularly in the CPG manufacturing and distribution sector will need to keep up with the following top B2B e-commerce trends. Go mobile already! Back in 2015, …

Territory Management Best Practices

Proper territory management for field sales representatives is essential to a sound retail execution strategy. Clearly and strategically defined territories comprised of the right mix of customers can generate revenue much faster and efficiently than poorly designed territories segmented without any coherent strategy. Territory management software can help power your business, but for those just …

The Advantages of Mobile Payment Processing Technology

The ability to accept payments outside a brick and mortar provides a competitive advantage against other retailers, suppliers and wholesalers. Mobile payment processing technology offers a convenient, fast, safe and cost-effective POS system that improves customer experience and engagement. Below are a few key benefits to mobile payment acceptance. Increase sales opportunities Offering customers a …

Top 4 DSD Tool Accessories For Field Sales Teams

We’re well into the 21st century but unfortunately some operators in the large format retail and pharmacy business haven’t gotten the electronic memo. The direct to store delivery (DSD) business and the transmission of sales data, direct data exchange (DEX) have evolved from error riddled paper based systems to unreliable wired systems and finally to …