{"id":7168,"date":"2020-03-04T16:21:55","date_gmt":"2020-03-04T16:21:55","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=7168"},"modified":"2026-04-27T17:30:54","modified_gmt":"2026-04-27T17:30:54","slug":"field-sales-app","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/solutions\/field-sales-app\/","title":{"rendered":"Field Sales App"},"content":{"rendered":"\r\n
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Field sales App \u2013 admin site<\/h6>\r\n

Streamline Sales Remotely With Our Field Sales App For Reps<\/h1>\r\n

Plan optimized driver routes<\/a>, build and track\u00a0custom mobile invoices<\/a>, take mobile sales orders<\/a>, and manage all field sales operations conveniently from your admin portal.<\/p>\r\nFREE 14 DAY TRIAL<\/a>BOOK DEMO <\/a><\/div>\r\n

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Download Our New 2.0 Version!<\/h2>\r\n

\u2013 Enjoy improvements made to both UX and UI
\u2013 New filter options for products and customers
\u2013 Routinely syncs data every 30 seconds automatically
\u2013 Clock in \/ Clock Out options for reps
\u2013 New forms module for surveying
\u2013 Even stronger tracking than ever before<\/b> \u2026and much more!<\/p>\r\n<\/span>App Store<\/a><\/span>Google Play <\/a><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n

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The Best Field Sales App For Distributors<\/strong><\/h2>\r\n

The best field sales app for distributors is one that helps reps take orders, manage customer visits,
view live inventory, apply customer-specific pricing, create invoices, and sync field activity with
the back office.
inSitu Sales is built for wholesale distributors and field sales teams that need
mobile order taking, route planning, GPS tracking, offline access, product catalogs, and real-time
sales visibility in one app.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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\u00a0Pre-Sales & DSD Features<\/h3>\r\n

Our features can assist field reps through any transaction or order cycle, whether pre-sales, or DSD. Settings and functions can be personalized and assigned to reps at a granular level as well.<\/p>\r\n<\/div>\r\n

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DSD Route Accounting<\/h5>\r\n

Use optimized routes<\/b>\u00a0assigned to reps by admins to emphasize speed and revenue, while minimizing total costs and human error.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Print Mobile Invoices Or Send As PDF<\/h5>\r\n

Create invoices<\/b> that can be printed or emailed as PDF<\/b>. Use customer info to automatically create a custom template in seconds.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Take Mobile Orders<\/h5>\r\n

Take orders<\/b> with a user-friendly product catalog<\/b> that allows barcode scanning<\/b> and tracks purchase history by product, brand, and location.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Process Mobile Payments<\/h5>\r\n

Accept payments electronically<\/b> with credit, Stripe<\/b>, or Authorize.net<\/b>. Receipts can be printed or shared.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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designed specifically for truck loading and inventory management<\/h6>\r\n

Load Trucks With Inventory For DSD – NEW!<\/b><\/h3>\r\n

Our newest feature designed specifically for truck loading<\/b> and DSD inventory management<\/b>. Allow reps and drivers to produce lists of required inventory to restock from a chosen warehouse, allowing efficient management of stock quantity from the field.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n

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Mobile Forms For Reps<\/h2>\r\n

Build mobile forms for your sales reps to complete in the field. With a wide variety of input options, our platform allows managers to configure forms to collect precise data for almost anything.\u00a0<\/p>\r\n<\/div>\r\n

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Admin Site Features For Sales Managers<\/h2>\r\n

Use the inSitu Sales admin site to manage the data and lists your reps can access, and monitor operations with an overhead view at any time.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Keep Sales Teams Accountable And Efficient<\/h3>\r\n

Sales managers require software that can simultaneously help them empower and guide their reps to complete sales operations as intended, while also allowing insights into their workflow to maintain accountability.<\/p>\r\n<\/div>\r\n

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Microzones<\/h5>\r\n

Set microzones<\/b> to segment key sales territories you\u2019d like to set added focus on. Any customers in the territory are added to a list.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Live GPS Tracking<\/h5>\r\n

Monitor reps\u2019 progress on routes<\/b>, with bullet points noting a start point and end point, and color coded sections marking timelines. Updated live in real-time GPS<\/b>.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n

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PDF Product Catalogs<\/h5>\r\n

Set personalized PDF product catalogs<\/b> for download using any available price lists or category filters to create a unique product offering, arranged to your preferences.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Enhanced Analytics<\/h5>\r\n

Build customized reports<\/b> for specific reps or your team, across any range of dates to chart popular item purchases, customer frequency, and invoice collection.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n

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Field Sales CRM For Reps<\/h2>\r\n

Complete your sales territory management by equipping reps with a mobile field sales CRM<\/b>. Improve communication and sales activity tracking between admins and reps in the field to deliver a stronger service to customers.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Create Appointments<\/h4>\r\n

Give admins the ability to select specific customers on a personalized scheduling calendar for each rep, then directly assign appointment duration and start time.<\/p>\r\n<\/div>\r\n

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Assign Tasks<\/h4>\r\n

Let admins create lists of tasks for reps added onto selected customer accounts.
Tasks can be categorized by levels of priority to designate importance, going from low, to high. Progress is tracked and updated in realtime.\u00a0<\/p>\r\n<\/div>\r\n

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Set Reminders<\/h4>\r\n

Add written reminders from an admin for a selected customer account that the rep must interact with before being able to start a sales activity or transaction.<\/p>\r\n<\/div>\r\n

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Leave Visit Notes<\/h4>\r\n

Provide reps with a way to record notes during a visit.
Recorded notes are timestamped and can be viewed by admins in the same tab as their reminders.<\/p>\r\n<\/div>\r\n

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Field sales App \u2013 admin site Streamline Sales Remotely With Our Field Sales App For Reps Plan optimized driver routes, build and track\u00a0custom mobile invoices, take mobile sales orders, and manage all field sales operations conveniently from your admin portal. FREE 14 DAY TRIALBOOK DEMO Download Our New 2.0 Version! \u2013 Enjoy improvements made to …<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":8117,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"pro\/page-templates\/page-with-small-header.php","meta":{"footnotes":""},"class_list":["post-7168","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/7168","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/comments?post=7168"}],"version-history":[{"count":10,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/7168\/revisions"}],"predecessor-version":[{"id":15269,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/7168\/revisions\/15269"}],"up":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8117"}],"wp:attachment":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/media?parent=7168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}