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Average Ratings 0 Ratings

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ease
features
design
support

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Description

eSales SFA is a technological solution designed to enhance and streamline the sales process and the activities undertaken by sales teams. Currently, SFA has shown tangible advantages, effectively facilitating the efforts of sales personnel while also aiding management and increasing business revenue. The primary aim of eSales SFA software is to minimize the manual tasks that marketing staff and managers must handle. Sales personnel utilize SFA to monitor and report on their daily activities, ensuring they visit and attend to clients per an established schedule, thus guiding customers through the company's sales funnel. In addition, managers leverage SFA as a means to observe and evaluate the productivity of their marketing employees. The software provides timely information that aids in formulating strategies and plans tailored to specific circumstances. Essential features consist of creating a sales focus that enables staff to easily monitor KPI indicators and establish daily objectives, as well as an order management system that eliminates manual processes, records customer orders, and makes recommendations for future orders. Overall, eSales SFA not only optimizes sales operations but also fosters better customer relationships and enhances overall business efficiency.

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

Screenshots View All

Screenshots View All

Integrations

Epicor Advanced MES
Fishbowl
Looker
Microsoft Excel
Odoo
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
ShipStation
SuiteMaster
Xero

Integrations

Epicor Advanced MES
Fishbowl
Looker
Microsoft Excel
Odoo
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
ShipStation
SuiteMaster
Xero

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

HQSOFT

Founded

2006

Country

Vietnam

Website

hqsoft.com.vn/en/solution-en/esales-sfa/

Vendor Details

Company Name

inSitu Sales

Country

United States

Website

www.insitusales.com

Product Features

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

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

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