Turn field sales datainto action with AI
Give owners and managers a live view of field activity, sales performance, customer risks, and AI order recommendations—using the company data already connected to inSitu Sales.
What would you like to know about your field operation?
inSitu SalesPluginHere's today's management summary.
18 of 24 planned visits are complete. Three reps are behind schedule, with the largest gap in the Southeast territory.
12 orders were submitted for $64,280. AI identified six replenishment order recommendations worth an estimated $23,400.
Five customer commitments are overdue, three accounts have low-stock risks, and two balances require review.
Would you like a manager report and customer follow-up drafts?
A management view of every field operation
Turn the activity already captured in inSitu Sales into clear reports, summaries, alerts, and prioritized actions.
Team activity
Visits completed, routes covered, notes captured, and commitments made by every rep.
Sales & order opportunities
Orders, estimates, revenue signals, and AI order recommendations by rep, territory, or customer.
Customer health
Follow-ups, open balances, buying patterns, and accounts that need attention.
Exceptions
Missed visits, route delays, low stock, stalled estimates, and other operational risks.
Move from field activity to management action
Ask for the operational view you need, uncover exceptions, and prepare the next step without assembling reports by hand.
Review field operations
Summarize today's field activity by rep and territory. Flag missed visits, route delays, and unresolved customer commitments.
Consolidate visits, notes, and routes
Compare actual activity to plan
Deliver a manager-ready summary
Stay informed without chasing updates
Use AI with your company's field-operations data to monitor performance, surface exceptions, summarize activity, and prepare customer communications.
- Summaries across reps, territories, and customers
- Alerts from live inSitu Sales and ERP data
- Customer messages remain under your approval
Executive field report
Every weekday at 5:00 PM
Summarize visits, orders, estimates, collections, route completion, and high-value AI order recommendations by rep and territory.
Operational exception alert
When a threshold is missed
Notify managers about missed visits, delayed routes, low inventory, overdue balances, or stalled opportunities.
Customer follow-up campaign
When customer action is due
Prepare personalized emails or messages for customers who need an estimate update, payment reminder, or service follow-up.
Works with the ERP you already use
inSitu Sales connects smoothly with leading ERPs so your data stays in sync.
Microsoft Dynamics 365 Business CentralReady to see your field operation clearly?
Get the reports, alerts, summaries, AI order recommendations, and customer follow-ups you need from the sales data your company already manages.