Field sales App – admin site
Streamline Sales Remotely With Our Field Sales App For Reps
Plan optimized driver routes, build and track custom 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!
– Enjoy improvements made to both UX and UI
– New filter options for products and customers
– Routinely syncs data every 30 seconds automatically
– Clock in / Clock Out options for reps
– New forms module for surveying
– Even stronger tracking than ever before …and much more!
Mobile App Features For Field Sales Reps
inSitu Sales maintains a focus on assisting wholesale distribution sales reps with field sales operations from start to finish.
Guide Reps Through Either Pre-Sales Or DSD
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.
DSD Route Accounting
Use optimized routes assigned to reps by admins to emphasize speed and revenue, while minimizing total costs and human error.
Print Mobile Invoices Or Send As PDF
Create invoices that can be printed or emailed as PDF. Use customer info to automatically create a custom template in seconds.
Take Mobile Orders
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.
Admin Site Features For Sales Managers
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.
Keep Sales Teams Accountable And Efficient
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.
Microzones
Set microzones to segment key sales territories you’d like to set added focus on. Any customers in the territory are added to a list.
Live GPS Tracking
Monitor reps’ progress on routes, with bullet points noting a start point and end point, and color coded sections marking timelines. Updated live in real-time GPS.
PDF Product Catalogs
Set personalized PDF product catalogs for download using any available price lists or category filters to create a unique product offering, arranged to your preferences.
Enhanced Analytics
Build customized reports for specific reps or your team, across any range of dates to chart popular item purchases, customer frequency, and invoice collection.
Field Sales CRM For Reps
Complete your sales territory management by equipping reps with a mobile field sales CRM. Improve communication and sales activity tracking between admins and reps in the field to deliver a stronger service to customers.
Create Appointments
Give admins the ability to select specific customers on a personalized scheduling calendar for each rep, then directly assign appointment duration and start time.
Assign Tasks
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.
Set Reminders
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.
Leave Visit Notes
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.
Mobile Forms For Reps
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.
