Category: Sales Tools

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

What’s Coming Up: Advanced Price Rules

Having a mobile sales app like inSitu Sales is all about one thing, automation, reducing the amount of human work to focus on getting more clients and sales is key for every distribution and wholesale business out there. Accounting software like QuickBooks® offers great tools for advanced pricing, but unfortunately, they do not support these …

One Simple Tool for B2B eCommerce to Help Your Business During the Coronavirus Pandemic

The recent outbreak of COVID-19 has shaken the world and is certainly affecting the global economy. Almost every business is being affected on different levels by this pandemic, from big corporations to small-town shops, especially the latter. Governments are doing their best to help the more vulnerable businesses, but it’s also up to each business …

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 app to maximize efficiency along those daily delivery …

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. 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, …

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. Below are basic best practices to consider when assigning territories and planning …