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Mobile Enablement: A Checklist for Effective Field Activity Management Systems

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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.

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