Core Functions Of The Field Sales App
While our app is truly an ‘all-in-one,’ and can be customized for a variety of tasks, inSitu Sales maintains a focus on assisting wholesale distribution sales reps with field sales operations from start to finish.
Use the inSitu Sales admin site to manage the data and lists your reps can access with their field sales licenses. Our portal gives admins full control over how they’d like sales to be conducted, and what info is used.
Features Of Our Mobile Field Sales App
Access to information is key. Granular controls let you customize what each user can see, keeping team direction linear and efficient.
CUSTOM PRODUCT LIST AND ACCESS CONTROL
Limit access to products for each sales rep as well as their ability to collect payments, make invoices, place orders or create estimates.
PRODUCTS LIST PER CUSTOMER
Not all customers purchase all your categories. Limiting what can be sold to each customer will help your reps focus on making the sales you want.
Control what can be updated in the field. A popular update rule: Restrict invoice modifications 5 mins after being created.
CUSTOMIZE THE LOOK AND FEEL
Change the admin site color palette to reflect your company image. Add logos, custom invoice templates and product images.
AUTOMATIC TERRITORY MANAGEMENT
Each sales rep gets a dashboard that makes it simple to see who they’ve already visited and who they still need to work on. Sales territory management software made easy!
WHOLESALE ECOMMERCE PLATFORM
Changes sync across the entire inSitu Sales platform, so orders your reps take automatically adjust your B2B eCommerce portal. Take sales anywhere and be confident in your inventory.
Real-Time GPS Sales Rep Tracking
Real-time location of customers, drivers and sales reps in a map. Pinpoint where your field sales invoices are being created.