inSitu Sales

inSitu Sales

Field sales, distribution and e-commerce management tool

4.7/5 (11 avis)

inSitu Sales - Présentation

inSitu Sales is a cloud-based field sales, distribution and eCommerce management solution designed to help small to medium businesses manage and streamline processes for order taking, invoicing, and payments. With real-time data and GPS tracking functionality, it allows enterprises to closely monitor operations and communicate with field representatives, with the aim of improving operational efficiency.

Key features of inSitu Sales include billing, mobile payment processing, cataloging, routing and territory management. It enables sales teams to use the native mobile applications or eCommerce portal to create sales orders, estimates, and invoices in the field based on product information and pricing details provided by businesses. The platform comes with a communication module, which lets users create questionnaires or forms and add custom fields for text, photos and captured signatures in them. Enterprises can use the reporting functionality to generate surveys and reports after a complete analysis of inventory, marketing, sales, and delivery route data gathered on field tasks.

inSitu Sales facilitates integration with several third-party applications such as QuickBooks, Microsoft Excel, FreshBooks, SAP, and Xero. It provides native mobile applications for Android and iPhone devices for users to remotely upload content, which is then transferred to the server once internet is available.

Prix

À partir de
19,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais, espagnol

inSitu Sales - Avis

Note globale
4.7/5
100% d'avis positifs
8
Excellent
3
Très bien
0
Moyen
0
Médiocre
0
Horrible
Douglas P.
Traduire avec Google Translate

A must have, for mobile account management.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/05/2019
Provenance de l'avis : Capterra

InSitu Sales offers an outstanding software at a great price. The customer service is outstanding! We run and organize most aspects of our business from mobile billing, account info, routing, sales history and have it all sync with QuickBooks. After our old software was no longer being supported, the switch to InSitu Sales has helped to make us more efficient while providing the customer a detailed, professional invoice.

Avantages

The customer service is outstanding! Pablo and his team truly care about making sure the software is doing exactly what you need it to do. The ability to customize certain aspects to work with the way we do business. The affordability of this software simply can't be beat.

Inconvénients

The time to make certain changes in the software can be lengthy. Need more personal training on how to use new features in the system.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Jim B.
Traduire avec Google Translate

InsituSales saved my business

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/05/2019
Provenance de l'avis : Capterra

I was using a different product before that was designed for use on a PDA which was really a great product before Microsoft went to Windows 7. The developer decided to stop supporting it and I was left with nothing to do but start searching for a new product. I looked at a few things but they were all too expensive. Then I discovered InsituSales and thought I would give it a try.
Man am I glad I did.
At first there were some issues, but they were always there for me and whenever I asked them to add a feature or just show me how to do something they were on it.

Avantages

Ease of everything. Customer service is very good. Price is Right.

Inconvénients

I guess learning how to use it in the beginning, but once I got started it was a pleasure.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Ken M.
Traduire avec Google Translate

Excellent Product for Field Sales and B2B Ecommerce!!!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 23/05/2019
Provenance de l'avis : Capterra

We've just gotten started but already it has provided our field sales people with so much information at their finger tips and allows them to quickly respond to our customers questions.

Avantages

This product does so many things for field sales people and does them well! It serves as a quoting, order taking, B2B ecommerce and even CRM tool. Synchronizes our field sales activities with our website and our inside office accounting software. The Insitu techincal support team are great! They work extremely hard to constantly improve their product with stronger features and functionality. We plan to continue to migrate all of our company divisions onto this system.

Inconvénients

There are a few "bugs" but the Insitu team work tirelessly to fix them.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Miriam S.
Traduire avec Google Translate

Great offline software

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 22/05/2019
Provenance de l'avis : Capterra

Very friendly and helpful customer service.

Avantages

My salespeople needed a software that works offline and can be uploaded at a later date. As they frequently travel they do not always have internet access and making a client wait for spotty internet to kick it was unprofessional and annoying. This is an easy to use system that can be used for the salesperson on the go anytime, anywhere.

Inconvénients

There were some issues occasionally with invoices failing to import into quickbooks and we needed to look out for that.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Oscar R.
Traduire avec Google Translate

Great app, save us a lot of working time!!!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 23/05/2019
Provenance de l'avis : Capterra

Same a lot of working time entering the sales orders.
Improve our sales and the relation with our customers.
Able to organize better our sales catalogs.

Avantages

Easy to use, and implement.
Very responsive customer service.
Help us to customize our company needs.
Communication in English and Spanish.
Reasonable monthly fee.

Inconvénients

Need more features, but they update and improve the app constantly.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

inSitu Sales - Prix

À partir de
19,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $18.99/month/user (or $16.99/year/user) for the mobile application and $79.99/month (or $69.99/year) for the B2B eCommerce portal.

inSitu Sales - Fonctionnalités

  • Catalogue de produits
  • Formulaires personnalisables
  • Gestion de l'e-commerce
  • Intégration de tiers
  • Paiements électroniques

  • API
  • Contrôle d'accès
  • Fonctionnalité de recherche
  • Gestion de contenu
  • Gestion des remises
  • Importation et exportation de données
  • Interface glisser-déposer
  • Intégration des médias sociaux
  • Intégration e-commerce
  • Modèles personnalisables
  • Notifications automatiques
  • Rapports et statistiques
  • Stratégie de marque personnalisable
  • Sécurité SSL
  • Tableau de bord d'activités

inSitu Sales - FAQ

Voici quelques-unes des questions fréquentes sur inSitu Sales.

Q. Quels sont les types de licence disponibles pour inSitu Sales ?

Types de licences disponibles pour inSitu Sales :

À partir de: 19,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $18.99/month/user (or $16.99/year/user) for the mobile application and $79.99/month (or $69.99/year) for the B2B eCommerce portal.

Q. Quelles sont les principales fonctionnalités du logiciel inSitu Sales ?

Nous n'avons pas d'informations sur les fonctionnalités de inSitu Sales.

Q. Qui utilise inSitu Sales ?

Utilisateurs habituels du logiciel inSitu Sales :

Entreprises de taille moyenne, PME

Q. Dans quelles langues inSitu Sales est-il disponible ?

Langues dans lesquelles inSitu Sales est disponible :

anglais, espagnol

Q. Quels sont les types de licence disponibles pour inSitu Sales ?

Types de licences disponibles pour inSitu Sales:

Abonnement

Q. inSitu Sales prend-il en charge les appareils mobiles ?

Appareils pris en charge par inSitu Sales :

Android, iPhone, iPad

Q. Avec quelles applications inSitu Sales peut-il s'intégrer ?

Applications s'intégrant à inSitu Sales :

FreshBooks, Microsoft Excel, QuickBooks, SAP Business One, Xero

Q. Quelles sont les ressources d'aide disponibles pour inSitu Sales ?

Ressources d'aide disponibles pour inSitu Sales :

Support en ligne, Support téléphonique