inSitu Sales 2.0: DSD & Orders vs Sevenminds Usage & Stats
inSitu Sales is an all-in-one mobile solution for field sales, consumer products distribution and B2B e-commerce. The app and e-commerce portal offers mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog, GPS sales route creation and tracking, territory management, and integration with QuickbooksⓇ, SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.
KEY FEATURES:
-MOBILE INVOICING AND ORDERING
With access to product inventory and pricing information, your sales team can quickly and efficiently create estimates, sales orders and invoices in the field. Connect a mobile device to a mobile printer for proof of delivery.
-ACCEPT CREDIT CARD PAYMENTS ON THE GO
Credit and debit card payments can be securely recorded with the app. Our mobile payment system enables acceptance with manual entry, a card reader, barcode scanner or a bluetooth scanner.
- GPS TRACKING & ROUTE PLANNING
Maximize productivity and decrease operational costs with the ability to create assigned territories for your sales teams, plan routes, and track field activity with GPS.
- DIGITAL CATALOG
Increase upsell and cross-selling opportunities with the convenience of a digital product catalog with high resolution product images, inventory, pricing, UOM, minimum & case quantity data. Create custom price lists, transfer inventory between warehouses, and generate a PDF catalog for download. Works well at trade shows, warehouses, retail stores - wherever you need to make a sale!
- SEAMLESS INTEGRATION WITH QuickBooks®
Two-way QuickBooks® desktop and online data sync: Customers, Items, Inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more. Also syncs seamlessly with SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.
-REAL TIME COMMUNICATION
Create custom forms and questionnaires with text, photos and captured signatures. Email sales orders, estimates, and invoices to customers and colleagues quickly. Compatible with Bixolon, Zebra and Air Printers to provide customers with receipts and proof of delivery in the field.
- WORKS ONLINE and OFF
Data entered into the app is stored in the mobile device and transferred once an Internet connection is made.
-ANALYTICS
Analyze sales, marketing, inventory and delivery route data by sales rep or customer. Dozens of pre-loaded reports available as well as the ability to create custom reports, surveys and forms.
- Apple App Store
- Free
- Productivity
Store Rank
- -
Sevenminds is a Software-as-a-Service (SaaS) solution for data capture through mobile devices or PCs, customizable for the usage within companies from multiple sectors that need to efficiently and cost-effectively capture field information from different locations.
The solution automatizes the data capture, information consolidation, reporting and consulting processes, using high quality graphs and real-time performance indicators for a wide range of activities, enhancing decision-making within the organization by providing better and updated data.
Main features
Customize your Forms:
Easily configure the forms needed for data collection and publish them on the app so your field team, regardless of the location, can access and use them online through their mobile devices.
Avoid Keying Errors:
Set up ranges and data formats for responses within the forms, avoiding keying errors such as extra characters or out-of-range values.
Image Sending:
Include images directly from their work site while filling out the form, or add them later after the execution of the activities.
Advanced Reporting:
The solution allows you to filter, consolidate and focus on the data, enhancing the information analysis and decision-making processes.
Day to Day Monitoring:
You can have real-time control of the daily activities of your field teams and the achievement of specific objectives.
Internal Messaging and Alert Sending:
Send internal messages and alerts to each team member through the Sevenminds messaging system.
Event Reporting:
Report to headquarters any issue or event happening in the field, and include photo images and comments about the situation.
- Apple App Store
- Free
- Productivity
Store Rank
- -
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inSitu Sales 2.0: DSD & Orders VS.
Sevenminds
December 23, 2024