Best Field Sales Software for Microsoft Excel

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.

Pobuca sales, a mobile field-sales solution for sales reps and merchandising auditors, allows you to increase sales per day, automate your merchandising tasks, and be more productive. It syncs all your sales and orders with your ERP and accounting system, reducing paperwork and ordering costs. This gives you a 360-degree view of your customers, anywhere and anytime, with real-time insights. Pobuca Sales is a mobile app that helps sales reps to improve their productivity, increase sales, and perform their daily tasks efficiently. It's available on tablets and smartphones. You can place the best order in the shortest time possible, pick the goods that the customer is interested in, and showcase new products to expand your customer base. You can monitor KPIs with dashboards and reports that track your day, help you plan your strategy, and give you a 360o view of your customer.

Our door-to-door sales tracking software will help achieve your goals. Door To Door CRM™, which puts powerful tools in your field rep's hands, allows you to improve the efficiency and sales of your field service representatives. Management-Ware Door to Door CRM™, a door-to door sales app, is for companies that have salespeople and technicians on the road. The right sales tracking software will allow reps to maximize their time doing what they love: selling! Our door-to-door tracking software will give your business an edge over the rest. Reps can lose leads all the while without the right sales tracking software. They are not lazy, but they lack the tools to track them. Give your reps the tools they need to succeed! Track your current location and follow your sales reps on maps in real-time. No more losing track sales reps on the ground.

Software for field activity management software that can be used by businesses with outside sales reps, merchandisers or retail auditors. An app for smartphones allows you to track field reps customer visits. You can view reps' GPS positions and see the time they check in at each location. To save time, plan and optimize your customer rounds. Keep track of your mileage and business expenses. Take and share photos and notes from your visits. Reduce or eliminate off-hours reporting. Track the field sales reps to see when they check in at each location. Collect timesheet information. Get accurate records of business expenses and mileage. Get photos and reports of their visits and validate their movements using GPS. There is no need to install anything on your computer. It is a simple browser application. Field reps and supervisors can find customer rounds confusing. Due to the increased time and fuel required, it can lead to lower profits as well as lost sales opportunities.

Streamline your order process and accelerate product presentation to increase sales. Our online platform allows you to manage customers and products as well as orders. You can filter the information to suit your sales rep. Our open platform supports XLS, CSV and XML files and integrates with partners such as Microsoft and QuickBooks. Data management is easy. Import and export orders, customers, and products. Products details, such as prices, stock levels, and photos, are constantly updated. New products can also be added daily. It is possible to present products in a concise and convincing manner. You can group products by color, size, or model number. Each customer has a complete order history and visit history. This allows you to quickly review the order and visit history of each customer before meeting with them. You can also take pictures of defective products or shop decorations with the camera.

Connect your data with the real world. Upload your data, view it on a map, generate charts, reports, and combine it into a visual dashboard. Our powerful analytical tools allow you to visualize and understand your data in new ways. Our team of experts can help you solve any problems you may have. We are available to assist you by phone, chat, or email.

SmartSales is a field sales CRM that can eliminate paperwork and allow reps to sell more and better on the road. It also saves them up 90 minutes per day. Territory management allows prospects and customers to be geolocated and segmented. It stocks, prices, and docs can be updated with constant accuracy. You can keep track of everything, customize it and generate detailed visit reports as well concise notes. You can place orders immediately in the app. There is no need to wait. Sales representatives often have to bring lots of paper documents and product catalogs with them to appointments. They don't have access to stock availability at all during appointments. They sign their orders on paper documents that must be manually re-encoded in CRM. Sometimes, they show customers outdated marketing documents. SmartSales is the right choice!