Skip to main content

Mobile Enablement: A Checklist for Effective Field Activity Management Systems

Managing field reps is one of the most time and effort-consuming activities in any business. Surprisingly, many management tasks are still being done the old-fashion way: Hand-written orders, phone calls to check on location or customer status, daily e-mail or phone recaps with each rep, and so on.

Mobile enablement of field sales and marketing teams greatly improves communications and workflow between management and field reps. When properly implemented, it streamlines processes and makes it easier for management to get timely field information, leading to better decision-making.

Likewise, field reps will benefit from much increased in-store or customer-facing time as well as reduced paperwork and issues due to miscommunication.

Therefore, an effective mobile enablement system for field reps must possess the following features:
  • Compatibility with numerous mobile devices (BYOD)
  • Real-time GPS tracking and monitoring 
  • Route optimization
  • Territory management
  • Call scheduling
  • Task assignment
  • CRM and product catalogue
  • Mobile ordering
  • Support for multimedia file attachments
  • Easy to use and cost-effective

VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including field sales, merchandising, field marketing, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.

Comments

Popular posts from this blog

Implementing Sustainable Merchandising

In the factory-to-customer cycle, merchandising is one of the most wasteful processes. From the fuel consumed by field reps to the amount of paper used in traditional audits and surveys, on top of promotional and seasonal displays, it is easy to see why merchandising is considered “eco-unfriendly”. A field merchandising app can make a world of difference when it comes to sustainability. By adopting a field merchandising app, CPG and FMCG businesses can expect the following: Virtually eliminate the use of paper in in-store activities such as planogram checks, audits, surveys, and orders, among others. A state-of-the-art field merchandising app will also allow for instant access to the data collected, slashing the time and cost spent on data entry. Considerable savings in rep travel time and fuel thanks to the route optimization functions of field merchandising apps that automatically calculate the shortest store rounds. A cross-platform field merchandising app will all...

Field Marketing Automation: Ultimate Analytics that Drives Your Business

Got tired of paper-based reports and surveys and hours of data entry? Just replace paper and spreadsheets with a custom mobile app. At first sight, it seems difficult to measure store-level marketing and analyze competitors at the same time. VisitBasis field marketing software is a data collection tool that provides streamlined data workflow, real-time field-level insights and wide analytic capabilities for field team managers. VisitBasis allows your field reps to automate store data capture and transfer and gives you real-time control of your field team performance right to your fingers. Implement VisitBasis field marketing software to create and assign task templates for everything that needs to be analyzed. VisitBasis field marketing software helps you eliminate the chaos of paper forms, Excel spreadsheets and emails, providing a comprehensive field service management solution in one application. How VisitBasis Works: Build task templates to perform s...