From designing to deployment, manage routes smarter
The All-In-One Territory Management & Sales Tracking App
inSitu Sales is quickly becoming a favorite tool for distributors of all sizes, as a territory management and sales tracking app that also functions as an enterprise solution, consolidating all sales operations and activity onto a single platform.
Optimize sales rep performance by geofencing territories into unique customer segments, allowing them to take orders with personalized product catalogs tiered price lists for greater service.
Map your customers, then create user-friendly sales territories in seconds
Empower reps with personalized price lists, product catalogs, promos, and discounts for territory segments
Track sales activity, customer visits, and your reps’ progress on routes with live GPS
Automated instant sync keeps data up to date with your ERP integration between activity
Trusted By 1000+ Distributor Sales Teams
Territory Management For Reps Made Simple
inSitu Sales features can assist field reps for both pre-sales and DSD order cycles. Our sales mapping tool allows admins to build and schedule optimized routes for visits on different days of the week.
Field reps have everything they need built into an all-in-one mobile sales tool. During customer visits, reps can maximize sales order potential with their dynamic digital product catalog, customized mobile invoicing templates, and electronic payment processing.
DSD Route Accounting
Use optimized routes assigned to reps by admins to emphasize speed and revenue, while minimizing total costs and human error.
Mobile Invoicing W/ Printing
Create invoices that can be printed or emailed as PDF. Use customer info to automatically create a custom template in seconds.
Take Mobile Orders W/ Catalog
Take orders with a user-friendly product catalog that allows barcode scanning and tracks purchase history by product, brand, and location.
Process Mobile Payments
Accept payments electronically with credit, Stripe, or Authorize.net. Receipts can be printed or shared.
Get Started In 4 Easy Steps
1
Import Customers, Reps, & Products
Use your ERP integration of choice to instantly sync data for customers, reps, products, and more onto our platform, or use a CSV file.
2
Use Geofencing Microzones To Define Sales Territory
Use geofencing with the lasso tool to manually create grids around your mapped customers, forming microzone territory segments.
3
Assign Reps & Personalized Lists To Customers In Territories
Form unique targeting strategies with sales initiatives by adding personalized customer settings like reduced price lists, and catalogs only highlighting relevant products.
4
Track Your Reps’ Sales Activities In The Field
Gain access to dynamic sales analytics in realtime, while tracking reps anywhere in the field with live GPS.
Unlock Your Suite Of Mobile Sales Tools
When you subscribe to inSitu Sales, you also gain access to an admin portal with unlimited logins for your sales management team, and licenses you can distribute as needed between three different apps: inSitu Sales 2.0 DSD & Orders for Sales Reps, inSitu Inventory for Warehouse Pickers, & inSitu Dispatch for Drivers.
inSitu Sales 2.0 DSD & Orders for Sales Reps
Handles Pre-Sales & DSD with route optimization, mobile invoicing w/ bluetooth printing, order taking, and mobile payment processing.
inSitu Inventory for Warehouse Pickers
Generates dynamic picklists for order fulfillment with SocketMobile Scanner integration. Manage inventory transfer, cycle counts, new product receipts, and track multiple bin locations.
inSitu Dispatch for Drivers
Creates an optimized delivery management system using invoices live GPS tracking, product lists for each invoice, and proof of delivery confirmation.
