Quick Tips for Managing Sales Reps Using On-Site Sales
Posted: Thu Jan 23, 2025 4:12 am
inSitu Sales web and mobile apps enable management teams to easily and efficiently manage and guide their field sales reps. Features like mobile estimates, mobile invoice printing , and payment acceptance enable field staff to be highly productive with their time spent with customers. Our mobile platforms seamlessly sync with Quickbooks Integration so the home office stays on top of transactional activity anywhere, anytime.
Our geolocation tools make it easy to locate customers and field staff. Managers can quickly and easily create a DSD Sales Route based on their customers' locations and assign the route to employees. Route frequency can manufacturing email database list be customized by day of the month, day of the week, and/or week of the month. Routes can be calculated for the quickest one-way or round-trip commutes. By default, the route will calculate a driving route and can be chosen to avoid highways and toll roads. If reps are trying to avoid car traffic in dense urban areas, the settings can be changed to calculate a walking or biking route. Check out this quick tutorial on creating routes .
field sales software
After creating and assigning territories, management can test how efficient the routes are using the tracking tool. After entering the required data, a pin will appear on the map indicating the rep’s current location and their route to that point. If an earlier date is selected, the pin on the map will drop at the last known GPS location the staff member visited. For easy step-by-step instructions, read this tracking guide .
Let's say a sales team member notices a potential customer is across the street from an existing one. She has time to stop by for a quick visit that goes better than expected. The customer is so impressed with how easily she can view inventory with the digital catalog that she wants to place an order on the spot. Train your salesperson to create a new customer in the app by directing her to this tutorial on how to create a new customer.
Next, make sure she knows how to create a sales order , create an invoice , and capture the signature for verification. These are just a few of the many features our apps offer to better serve your team and customers! We hope you find these tips in our Home section of the Help page helpful! For immediate assistance, start an online chat or call us at 1 866 577-2270.
Our geolocation tools make it easy to locate customers and field staff. Managers can quickly and easily create a DSD Sales Route based on their customers' locations and assign the route to employees. Route frequency can manufacturing email database list be customized by day of the month, day of the week, and/or week of the month. Routes can be calculated for the quickest one-way or round-trip commutes. By default, the route will calculate a driving route and can be chosen to avoid highways and toll roads. If reps are trying to avoid car traffic in dense urban areas, the settings can be changed to calculate a walking or biking route. Check out this quick tutorial on creating routes .
field sales software
After creating and assigning territories, management can test how efficient the routes are using the tracking tool. After entering the required data, a pin will appear on the map indicating the rep’s current location and their route to that point. If an earlier date is selected, the pin on the map will drop at the last known GPS location the staff member visited. For easy step-by-step instructions, read this tracking guide .
Let's say a sales team member notices a potential customer is across the street from an existing one. She has time to stop by for a quick visit that goes better than expected. The customer is so impressed with how easily she can view inventory with the digital catalog that she wants to place an order on the spot. Train your salesperson to create a new customer in the app by directing her to this tutorial on how to create a new customer.
Next, make sure she knows how to create a sales order , create an invoice , and capture the signature for verification. These are just a few of the many features our apps offer to better serve your team and customers! We hope you find these tips in our Home section of the Help page helpful! For immediate assistance, start an online chat or call us at 1 866 577-2270.