Category: Tips & Advice

Top 4 DSD Tool Accessories For Field Sales Teams

We’re well into the 21st century but unfortunately some operators in the large format retail and pharmacy business haven’t gotten the electronic memo. The direct to store delivery (DSD) business and the transmission of sales data, direct data exchange (DEX) have evolved from error riddled paper based systems to unreliable wired systems and finally to …

Quick tips for sales rep management using inSitu Sales

The inSitu Sales mobile and web apps empower management teams to manage and guide their sales representatives in the field easily and efficiently. Features such as mobile estimates, mobile invoice printing, and payment acceptance enable field staff to be highly productive with their time spent with customers. Our mobile platforms sync seamlessly with Quickbooks integration …

The Advantages of Digital Product Catalogs

There are many ways to modernize your business’s operations but few are more important than transitioning your printed catalog to a digital one. Digital catalogs  are an important product marketing and sales tool that enables consumers to view product offerings quickly, easily, and inexpensively in-person and online at anytime. As a manufacturer or distributor, it …

How To Get Your Product into Big Box Retailers

Millions of Americans still shop, at least some of the time, in stores despite all of the buzz about online shopping. Having your products on the shelves of big box stores like Target and Costco will provide a new level of sales success and brand exposure that is difficult to achieve with an e-commerce only …

Tips for Wholesale Business Success

Wholesalers, you are the middlemen that connects suppliers and buyers. You help product manufacturers get into retail stores and e-commerce sites and assist distributors on getting products their customers want and need. In order to establish the best customer relationship that addresses the needs of all those in the supply chain, be sure to consider …

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 …

How Wholesale Distributors Can Stay Competitive with Technological Advances

B2B ecommerce is evolving to look a lot more like business to consumer models. The heightened expectations of the customer experience led by technological advances are  driving businesses in the wholesale distribution industry to make significant operational changes in order to stay competitive. Here are a few trends that are changing the way wholesale operators …

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 …