Skip to main content

4 Tips to Make Field Reps Love Your Field Team Management Solution


When it comes to the advantages of field team management software, the vendors usually emphasize how it is great for business and for management. But what is good for management may not be that good for field reps, making them resist the innovation for various reasons. Field reps often complain that company’s field team management system is not user friendly, hard to maintain, and that they have to do too many clicks to perform a task, enter information to customer profile, or make a report.



To make present-day technologies friendlier and get your field reps to appreciate it, you simply have to choose the right type of software. Your performance in the field determines the success of the company, so it’s critically important to give your field reps the tools they will love to use. Below you’ll find what kind of field team management software features can make field reps love it.

Simple, user-friendly interface      This is, actually, the mail reason, why people generally do like any software solution. If a field team management solution is easy to use, your field reps will gladly perform all the activities from one place, improving efficiency and productivity of retail performance.

An opportunity to bring-your-own-device – If your field team management solution allows BYOD implementation, your field reps don't have to switch attention between their own and a company-owned devices. Starting new tasks and activities becomes easier and faster with BYOD, as field reps are confident in devices they use, and there is no learning curve to overcome.

True offline capabilities – If your field team management software solution has offline capabilities, your field reps can perform all the tasks using offline devices and be automatically synced when the Internet connection is established. Being able to work offline, your field reps don’t have to worry about the connection, and have no need for paper alternatives when Internet connection is unavailable.

Cloud implementation – Being on the Cloud also makes it possible for field sales reps to access data from anywhere, anytime. Besides cloud software solutions provide the best service availability and immediate data exchange. All the information about the actions, performed in the field, is available for managers in real time, so your field reps don’t have to spend time completing reports.


To learn more how to successfully implement a field team management software solution, visit www.visitbasis.com, or sign up today to get your free access to our field team management software.


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...