The Admin Site For Field Sales Management
InSitu Sales makes it simple to work with your outside sales representatives. As a manager, you have access to our admin site, with full control over all the field sales app users in your company.
With realtime tracking and route accounting, you’re always going to be updated on where your reps are, how sales are progressing, and how much inventory is exchanged throughout the day. Our admin site for the app guarantees a more time efficient, and simplified approach to managing.
Tailor the app to your team by deciding which reps have access to certain information and products. Use our route optimizer to further custom fit productivity and the range your team can cover.
Our intuitive field sales management software connects to QuickBooks®, SAP B1, and Xero, so you can integrate with your existing data and launch quickly. Discover everything the top-rated field sales app has to offer!
Features The Admin Site Controls
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.
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Real-time location of customers, drivers and sales reps in a map. Pinpoint where your field sales invoices are being created.