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Give your sales and service teams reliable access to the information they need to do their jobs, and deliver the experiences your business is known for.

Your Single Source of Truth

Insite Software’s InsitePortfolio for Sales and Service is an enterprise-class digital delivery platform designed to provide reliable access to digital product catalogs and related sales, marketing and education content in a branded native application. It is a SaaS platform that provides online or offline access to digital information to defined audiences, while reporting key data on usage activity to management—connecting sales, marketing and leadership teams with the right content, insights and tools for the ultimate customer experience.

InsitePortfolio for Sales and Service is a single source of truth for all product, sales, marketing and education materials with built-in presentation and sharing tools that allow for a searchable single source of digital content, offline access, consistent message and branding, flexible content organization, annotation and sharing of content assets, and controlled access to content by group, role and region.

Key Features

Explore our major features or download the InsitePortfolio Features List below

Digital Product Catalog

With InsitePortfolio Digital Product Catalog, B2B manufacturers and distributors have a tool to engage users in a branded, interactive catalog experience that drives more value from existing product data.

Digital Collateral Portal

For content owners and curators, InsitePortfolio Digital Collateral Portal provides robust tools to centrally manage, organize and package all their marketing, sales and education media in one place.

Branded Mobile App

InsitePortfolio’s Branded Mobile App capabilities enable manufacturers and distributors to provide a branded mobile experience.

The Future of B2B eCommerce is Omnichannel

Learn how omnichannel commerce has been redefined for modern B2B buyers and how leading organizations have transformed to support omnichannel buying experiences.

A Leader in B2B Commerce

Insite Software named a Leader in The Forrester Wave: B2B Commerce Suites, Q3 2018. Forrester notes: “Customers consistently describe Insite as laser focused on B2B and especially client focused

Unifying the B2B Commerce Experience

In order to see your digital transformation through its full potential, you have to recognize that the B2B buying experience is a hybrid one. Companies must deliver an experience that allows customers to seamlessly move between self and full serve.