Category: Features

#1 mobile invoicing, sales orders and DSD software for QuickBooks®. Designed for wholesalers

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. Below are the top benefits of using GPS to track fleet drivers and sales teams. Optimize operations Implementing a mobile tool such …

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, …

Top Benefits of B2B E-commerce

B2B and retail e-commerce sales are growing as B2C e-commerce continues its rise as a preferred purchasing method. In fact, research and advisory firm Frost & Sullivan projected in a recent survey that B2B and retail e-commerce would hit $12 trillion worldwide by 2020, up from $5.5 trillion in 2012, for a compound annual growth rate of …

Quick tips for sales rep management using inSitu Sales

The inSitu Sales mobile and web apps empower management teams to manage and guide their sales representatives in the field easily and efficiently. Features such as mobile estimates, invoice creation and payment acceptance enable field staff to be highly productive with their time spent with customers. Our mobile platforms sync seamlessly with Quickbooks so that …

Ways to Optimize B2B Sales & Marketing with Effective Lead Generation Tactics

So, you’ve built a robust database of business contacts. Now what? Obtaining, managing and closing sales leads is an all hands on deck process. Your company’s sales and marketing teams must align its efforts for the most successful engagement, conversion and revenue results. Effective lead conversion in the digital era also requires mobile tools such …

Forecasting & Order Taking in Real Time Streamlines Sales

If you are a sales leader at a B2B wholesale manufacturing and distribution company, you know first hand how unpredictable and difficult forecasting can be. Unfortunately, there isn’t a magical tool to accurately predict what your customers will purchase and when. Even with sales terms in place, it can also be frustrating to wait for …

How GPS Tracking Increases Profits, Customer Satisfaction and Productivity

GPS tracking, such as the feature in our platform, helps manage and monitor field staff as they move from customer to customer throughout their day. As the saying goes, “time is money.” Your firm is either making it or losing it. Planning routes and monitoring staff in real time can minimize operational costs, increase confidence …

Top Reasons to Adopt Mobile Payment Processing

Are you a small or midsize (SMBs) business that has grown accustomed to late payments from customers? Have invoices gotten “lost in the mail” or collected dust on a customer’s desk? Have your emailed invoices gone unanswered? Delayed payments can have a serious impact on your bottom line as expenses such as payroll, utilities and …

Are you a wholesale distributor? Here’s the tool for you

We combined some of the inSitu Sales features for wholesale distributors in a simple and easy to read infographic. Check it out!