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Direct Sales Mobile App

B2B eCommerce for Distribution

Insite Software


Native Mobile App

The distribution direct sales person has traditionally played an important role in the B2B customer relationship. Today, both the value and role of the distribution sales person is changing, and the customer is making the decision if and when they engage face-to-face. Salespeople have a challenging job being disconnected from the office, and the people that support them. In order for sales to be successful, they need access to critical information regardless of where they are, and when they need it.

Sales people often rely on a variety of sales techniques, thus having access to manufacturers product information, and addition rich sales material is important in order to deliver consistent messages and reinforce the value of products and solutions. Making your sales people search to find what they are looking for can drive sales inefficiencies and create unnecessary frustration. It is not uncommon for sales people to create their own material, or simply use outdated information that is currently available to them when they can’t find what they are looking for.

Even when your sales people are using materials you created for them, most companies have no idea what is actually being used. When you arm your sales people with a mobile solution, that not only delivers your catalog digitally, but also allows them to search, browse, and share rich product and sales materials in a streamlined sales experience.

Sales Mobile App

The Opportunity

Streamlining the process to deliver the latest product catalog and sales collateral to your sales team is a critical path to success for the modern-day sales model. Sales people today are spending more than 50% of their time processing orders, searching for content, and doing other activities not directly related to selling. Providing your sales team with a company-branded mobile catalog and sales collateral solution can alleviate these inefficiencies. By having one centralized location to access real-time product catalog information and new or updated content, your teams can ensure Salespeople always have up to date and relevant information at their fingertips. Whether presenting a prepared presentation, or searching for an answer to a customer question on the fly, Salespeople have the content and collateral they need, exactly when they need it.

Do you ever wonder how often that time-intensive PDF catalog and the new sales presentation you invested in gets used by the sales teams? Analytics and reporting functionality can provide these details to your organization administrators on the fly, and even to sales people as they share content out of the app to others. Not only does this allow you to gauge interest and usage, but to also understand what pieces may not be heavily used, and work with the team to refine or change those assets.

Have some people that only sell a portion of your catalog?
With a robust hierarchical account structure and content linking abilities, easily manage what content any given user has access to, while still ensuring the content is up to date.

Use Case

Quick, Updated Access to Catalog and Collateral

Jack works as a direct sales representative for a lawn care equipment manufacturer, GreenCare. Though GreenCare updates their product lines regularly, it’s easy for sales people like Jack to still have last year’s data and sell sheets. With InsitePortfolio, Jack doesn’t have to worry about checking for differences because while he’s out in the field, up to date assets were refreshed and pushed to his mobile devices the night before. Jack walks right into his prospects office, pulls up the latest 360° rotator of the new year’s model and engages in a productive dialogue about why his customer should consider upgrading to the new model.

The InsiteCommerce Solution

Hierarchial content management, allowing to control who sees what.
Easily adjustable content organization and taxonomy paired with robust search capabilities to enable users to find what they need.
Built-in analytics and reporting capabilities, allowing administrators to see what content was viewed or shared most often, as well as how long users spent with any given piece.