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Direct Sales Mobile App

B2B eCommerce for Manufacturing

Insite Software

Consistent Messaging, Consistent Delivery

Manufacturers know that their direct sales channel is a tried and true path to sales success, but in the age of the customer, the value and the role of the sales person is changing. With advancements in technology, customers now have the power to decide when they engage in face-to-face discussions with sales people. For salespeople to be successful, it is more important than ever to arm your team with the information they need, wherever they are, whenever they need it.

While your sales teams currently rely on multiple sales techniques, access to product information and rich collateral is critical to ensure consistent messaging is delivered to reinforce the value of your products and solutions. Forcing your sales people to search multiple locations to find what they are looking for can drive inefficiencies and create frustration. As a result, direct sales teams commonly create their own material, or use outdated information if they are not able to find what they are looking for.

Even when your sales teams are using the collateral created for them, most manufacturers have no idea what is being used, how often they are being used, and ultimately, which pieces are the most effective. Due to outdated versions, lack of accessibility, and poor organization, a direct sales catalog and collateral delivered in a branded mobile app are a solution. Arm your direct sales team with a mobile solution that delivers your digital catalog, and empowers them to search, browse, and share rich product and sales collateral in a streamlined digital sales experience.

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 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 Salespeople will 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, when they need it.

How often do the time-intensive PDF catalog and the new sales presentation you invested in actually get used?
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. This allow you to gauge interest and usage, and to also understand what pieces may not be heavily used. You can then work with your team to refine or change those assets.

Are there some team members that only sell a portion of your catalog?
With a robust hierarchical account structure and content linking abilities, your team can 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 InsitePortfolio Solution

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
Easy file loading and uploading ensuring the latest version or brand new asset is available as soon as possible to assigned users
Multi-device and offline capabilities to allow sales people to access and interact with their content, anytime and anywhere