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Description
Sales representatives working in fast-paced environments need user-friendly and easily accessible tools for selling, featuring rapid order input and precise reporting capabilities. Customizable catalogs facilitate online presentations, enabling collaboration between reps and customers by allowing them to rate products and take meeting notes while jointly constructing orders. Users can place immediate orders based on real-time inventory or create preseason orders, with the added option of incorporating previous season sales data to encourage year-over-year growth. Sales dashboards provide insights into two previous time frames to allow for comparative analysis of sales performance by territory and leading products. Initial training sessions are offered to sales representatives during the first rollout of B2B services, with additional refresher courses available throughout the year to ensure ongoing development. Users can efficiently monitor order statuses and access invoices directly through the portal, eliminating the need to reach out to Customer Service. Furthermore, the platform grants direct access to marketing launch assets, social media visuals, and promotional materials for products, which can be easily downloaded from the B2B system, enhancing the overall sales experience. This integration of tools not only streamlines the sales process but also fosters stronger relationships between sales teams and their clients.
Description
inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel).
Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.
API Access
Has API
API Access
Has API
Integrations
Odoo
QuickBooks Online
QuickBooks Online Advanced
Agicap
Breakthrough
Epicor Advanced MES
Extensiv 3PL Warehouse Manager
Fishbowl
Leadspicker
MRP Prelytix®
Integrations
Odoo
QuickBooks Online
QuickBooks Online Advanced
Agicap
Breakthrough
Epicor Advanced MES
Extensiv 3PL Warehouse Manager
Fishbowl
Leadspicker
MRP Prelytix®
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$34.99/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HubSoft
Website
www.hubsoft.com
Vendor Details
Company Name
inSitu Sales
Country
United States
Website
www.insitusales.com
Product Features
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Online Ordering
Integrated Gift Cards
Menu / Product View
Mobile Ordering
Push Notifications
Reporting / Analytics
Rewards / Loyalty Program
Secure Payment Processing
Store Locator
White-Label
Order Entry
Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking