How to Optimize Your Field Sales Teams Management

Managing a field sales team can be a challenging task. The challenges are doubled if your team is geographically dispersed. In today’s world sales team members often work in different cities, countries and time zones, or even speak different languages. The key solution to solve the issue is to give your field team managers and field reps the right tools to perform field marketing activities.

VisitBasis is a mobile data collection and field service management software for businesses with field merchandising, field sales and store audits operations. It is a cloud-based SaaS software for managing, scheduling, and monitoring field team activities in real-time.

The web-based office application works as a dashboard for all of your field team’s activities. Using VisitBasis planning, tracking and analytic capabilities you get a comprehensive field service management solution in one application:

Visits calendar
Custom task templates
Real-time reps location updates
Time- and GPS-stamped data from field reps
Query statistics
Control user access level with security roles

The mobile app works seamlessly across iPhones, iPads and Android smartphones and tablets and provides field reps all the tools to collect data at points of sale:

Schedule of visits and route optimization
Customer information (location, contacts, price-lists, MSL, history of visits)
Product catalog with different types of attachments
Automated data collection minimizes mistakes
Real-time reporting due to automatic synchronization
True offline capabilities

Field team management automation with VisitBasis is extremely fast and simple. And you can get it completely free! Your field team can get started in as little as half an hour. Just register account at www.visitbasis.com to get our field service management software completely free today. No license purchase required. Add office managers and mobile field reps and they’ll receive an email to help them download the app, register and join your team.

The VisitBasis App for Filed Sales is available for free download on Google Play or App Store for any number of users. There is no limit on the number of devices each user can carry, so your team can bring their own devices and be more effective. They will save time on training by using the devices that they already know and you save on hardware costs.

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...

Retail Execution with VisitBasis

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