Real-time forecasting and order taking speed up sales
Posted: Thu Jan 23, 2025 4:12 am
Real-time forecasting and order taking speed up sales
If you’re a sales leader at a B2B wholesale manufacturing and distribution company, you know firsthand how unpredictable and difficult forecasting can be. Unfortunately, there’s no magic tool to accurately predict what your customers will buy and when. Even with sales terms in place, it can also be frustrating to wait for payments, which can derail business activities. Without a crystal ball, your company must rely on historical sales data, trends, drivers, assumptions, and customer feedback to forecast sales orders. The good news? Insitu Sales offers a mobile platform to make forecasting, estimating, and real-time order taking easier, faster, and more accurate.
Business is dynamic, and your company and customer situations change frequently and unexpectedly. To keep customers satisfied with your service, you need to have the tools to react to these changing circumstances with ease marketing list of plumbers email and accuracy. Our mobile app allows field sales reps and management to view sales and CRM data and a digital catalog per customer and rep. This means your sales team can review past orders, estimates, invoices, and notes on a mobile device before or during an appointment, leading to more useful and strategic face-to-face meetings.
sales panel
Create a new quote or customer order
A new estimate or sales order can be drafted in minutes at a trade show, event, en route to an appointment, or at the customer base. Description and price adjustments, personalized notes, and customer preferences can be generated on the fly. Even barcodes can be read with a phone scanner such as the Linea Pro or Blue Tooth Scanner. Most importantly, with our tool, your sales team will have the ability to productively engage with customers by sharing their order history and product portfolio, including updated pricing and inventory levels with them on the spot. This allows the rep and customer to analyze purchasing patterns together and discuss seasonal trends and new developments in their business to create accurate estimate and sales order forecasts, making mobile ordering a breeze.
order catalog
Creating invoices and sending payments
Estimates can be quickly converted to invoices without having to re-enter data from scratch. Our order management system grants access to 180 days of sales analytics so your reps can process pending and newly generated invoices on the spot. No more waiting for checks in the mail! Set up payment methods and terms right at your wholesale customer’s warehouse in one visit. For verification purposes, a customer’s signature can be added and the location is automatically recorded on the invoice. Once the invoice has been completed and processed, it can be printed or shared with the customer via email. Our mobile ordering and invoicing app even aligns seamlessly with accounting software, like Quickbooks so the home office is always aware of what’s happening in the field. Sales agility is key to making strategic decisions in real time.
If you’re a sales leader at a B2B wholesale manufacturing and distribution company, you know firsthand how unpredictable and difficult forecasting can be. Unfortunately, there’s no magic tool to accurately predict what your customers will buy and when. Even with sales terms in place, it can also be frustrating to wait for payments, which can derail business activities. Without a crystal ball, your company must rely on historical sales data, trends, drivers, assumptions, and customer feedback to forecast sales orders. The good news? Insitu Sales offers a mobile platform to make forecasting, estimating, and real-time order taking easier, faster, and more accurate.
Business is dynamic, and your company and customer situations change frequently and unexpectedly. To keep customers satisfied with your service, you need to have the tools to react to these changing circumstances with ease marketing list of plumbers email and accuracy. Our mobile app allows field sales reps and management to view sales and CRM data and a digital catalog per customer and rep. This means your sales team can review past orders, estimates, invoices, and notes on a mobile device before or during an appointment, leading to more useful and strategic face-to-face meetings.
sales panel
Create a new quote or customer order
A new estimate or sales order can be drafted in minutes at a trade show, event, en route to an appointment, or at the customer base. Description and price adjustments, personalized notes, and customer preferences can be generated on the fly. Even barcodes can be read with a phone scanner such as the Linea Pro or Blue Tooth Scanner. Most importantly, with our tool, your sales team will have the ability to productively engage with customers by sharing their order history and product portfolio, including updated pricing and inventory levels with them on the spot. This allows the rep and customer to analyze purchasing patterns together and discuss seasonal trends and new developments in their business to create accurate estimate and sales order forecasts, making mobile ordering a breeze.
order catalog
Creating invoices and sending payments
Estimates can be quickly converted to invoices without having to re-enter data from scratch. Our order management system grants access to 180 days of sales analytics so your reps can process pending and newly generated invoices on the spot. No more waiting for checks in the mail! Set up payment methods and terms right at your wholesale customer’s warehouse in one visit. For verification purposes, a customer’s signature can be added and the location is automatically recorded on the invoice. Once the invoice has been completed and processed, it can be printed or shared with the customer via email. Our mobile ordering and invoicing app even aligns seamlessly with accounting software, like Quickbooks so the home office is always aware of what’s happening in the field. Sales agility is key to making strategic decisions in real time.