Category: Features

Ways to Optimize B2B Sales & Marketing with Effective Lead Generation Tactics

So, you’ve built a robust database of business contacts. Now what? Obtaining, managing and closing sales leads is an all hands on deck process. Your company’s sales and marketing teams must align its efforts for the most successful engagement, conversion and revenue results. Effective lead conversion in the digital era also requires mobile tools such …

Forecasting & Order Taking in Real Time Streamlines Sales

If you are a sales leader at a B2B wholesale manufacturing and distribution company, you know first hand how unpredictable and difficult forecasting can be. Unfortunately, there isn’t a magical tool to accurately predict what your customers will purchase and when. Even with sales terms in place, it can also be frustrating to wait for …

How GPS Tracking Increases Profits, Customer Satisfaction and Productivity

GPS tracking, such as the feature in our platform, helps manage and monitor field staff as they move from customer to customer throughout their day. As the saying goes, “time is money.” Your firm is either making it or losing it. Planning routes and monitoring staff in real time can minimize operational costs, increase confidence …

Top Reasons to Adopt Mobile Payment Processing

Are you a small or midsize (SMBs) business that has grown accustomed to late payments from customers? Have invoices gotten “lost in the mail” or collected dust on a customer’s desk? Have your emailed invoices gone unanswered? Delayed payments can have a serious impact on your bottom line as expenses such as payroll, utilities and …

Are you a wholesale distributor? Here’s the tool for you

We combined some of the inSitu Sales features for wholesale distributors in a simple and easy to read infographic. Check it out!

The 7 reasons to move to mobile invoicing

Invoicing an area that can often be a headache for many companies across multiple industries. The procedure of generating, sending and tracking invoices can be incredibly strenuous and resource intensive. But it doesn’t have to be. With today’s technology, electronic invoicing through sales management applications can streamline the entire process. Here are seven reasons why …