Insite Software Launches New Mobile App for B2B Sales and Service

Insite Software Launches New Mobile App for B2B Sales and Service
April 26, 2017 Insite Software

InsitePortfolio now delivers B2B product catalogs and digital collateral within a branded mobile experience 

April 26, 2017 – Minneapolis, Minn. – Insite Software, a leading B2B commerce platform, has announced major new features for InsitePortfolio including a fully branded, configurable native application. Insite’s new app provides assigned users with a searchable, single source for job-specific digital content and product catalogs, as well as built-in presentation and sharing tools. Built specifically for B2B manufacturers and distributors, InsitePortfolio empowers marketing and sales teams with streamlined content management and distribution capabilities reinforced with enhanced analytics capabilities to measure ROI and user adoption. InsitePortfolio’s core functionality is also available offline across all native application platforms.

“To meet the new requirements of our mobile B2B workforce, merely providing a responsive application is not enough. Manufacturing and distribution brands must be represented across all commerce channels, both online and offline, from ecommerce to traditional sales and service,’ said Steve Shaffer, CEO of Insite Software. “The advanced features of InsitePortfolio deliver the first unified commerce experience to fully support the unique characteristics of the B2B buying and selling environment. Users can actually control the experience, consequently the platform presents only what’s relevant to them and their customers.”

New and enhanced features of InsitePortfolio include:

  • Digital Product Catalog. The new Digital Product Catalog lets assigned users browse and search customized product categories, sub-categories and product pages. Users can also filter or sort information by available criteria to locate specific products much more rapidly. Information is made available based on relevance to specific audiences, reducing the need to search massive amounts of data.
  • Presentation and Sharing. Insite Portfolio provides a fully branded end user experience as well as PDF annotation, email sharing and templates, and convenient playlists that create unique sets of existing content. Contact records residing in Salesforce can be made available to the platform, allowing for updates on CRM activity. My Portfolio allows end users to access a manage a complete content portfolio for organization and sharing purposes.
  • Content Management and Organization. Administrative users may now access advanced search capabilities via sophisticated filters as wells as create custom content and portfolio fields for targeted audiences. Content updates can be applied in real-time and deployed immediately to all end users.
  • Analytics. InsitePortfolio provides robust analytics and reporting capabilities, from user activity detail and summary, to customer activity. In addition, reports are available for item views, and custom reports may be requested and generated as needed depending on customers’ unique needs. An admin dashboard displays vital information including user activity and most popular items.


InsitePortfolio also provides management and delivery of learning assets including just-in-time learning and support, and a sophisticated Learning Management System with role- and task-based training designed for continual knowledge growth. Add-on features include quizzing, surveys, custom learning modules, and others that support B2B sales and support functions.

InsitePortfolio is supported on Safari, Chrome, Firefox and Internet Explorer 10+ for the web, and iOS, Android, and Windows10 for mobile devices.  For a complete list of InsitePortfolio Features, visit Insite Software here. 


About Insite Software – Built for B2B™, Insite Software is a leading commerce platform for manufacturers and distributors that unifies e-commerce, sales channels, content and data to power superior commerce experiences across the enterprise. Insite’s revolutionary technology integrates with leading ERP, PIM and other popular solutions common in the B2B industry. Flexible deployment can occur on premise and within public or private clouds. For more information, visit Insite Software at

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Media Contact: Bonnie Harris (For Insite Software)

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