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Category: Instructional Guide

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How To Manage A Sales Team

Managing an outside sales team can be a complex task. With the right sales team structure and sales management software, any business can build an effective sales operation. Sales Team Management Software The most powerful sales teams use software and data to help optimize their business in real time. Getting data throughout the day makes …

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 …

Using a barcode scanner

InSitu Sales pulls barcode data from Quickbooks. You can also manually add barcode data on the web app by going to Products/Items, clicking on the item, and entering the barcode number. Barcode scanners typically have their own custom configuration for syncing with mobile devices. If you have one that operates on bluetooth, you can enable …