Skip to main content

A Three-Step Guide to Finding the Right App for Field Team Management

By Anonymous

With the development of mobile technologies, sales team management software has evolved into a comprehensive tool that lets you manage field sales, retail audits, marketing and promotions, merchandising activities and more than that in all-in-one easily accessible solution. However, there is a lot of confusion when comes to choosing the right field team management software for your sales reps. Due to the great variety of vendors and types of software for salespeople it’s often hard to make the decision of what is the best sales app for your company.


When choosing a software solution for sales teams, managers mostly consider it’s cost. Without diminishing the importance of the cost, it still should be noted that there are some other points to consider when choosing a software solution for field team management. Generally the best field team management apps for your field reps are largely dependent on the needs of your company. Getting this right upfront will save you budget and time, so before choosing a software solution for your field sales team you should answer the three main questions to determine what type of software is more suitable for your company.
  1. What is the size of your company and your field team? Not all field team management solutions are created equally. Some companies offer a massive bunch of software solutions with a wide range of products, which involve the need to train field reps on new tools and environment. These solutions suit for big companies, who can afford to invest heavily in technology and training. If your sales team is not really big, you probably don’t need this type of software. You’d better choose a smaller product size that will meet your specific needs and has certain scalability, so you can customize the solution, when your company grows. 
  2. What features do you need to optimize your company’s business processes?Field team management software can make managing sales teams much easier, while also helping your field reps to perform tasks in a more efficient manner. To choose the right type of software for your field reps without making them overwhelmed by it’s features and capabilities, you simply have to identify things that are is most important for your business and need to be optimized. In other words you should answer the question: what needs improvement in my business? This can be field reps tracking, sales forecasting, order management, performance evaluation and so on. Knowing what is critically important for your business allows you to easily navigate in great variety of features and opportunities that field team management software vendors offer to customers.  
  3. What other type of software the new application needs to be integrated with? To easily incorporate the new field team management solution into your workflow, you should think out how it will integrate with other programs and applications your business already uses. Even a comprehensive solution for field team management needs to communicate with special purpose software, such as, for example, accounting programs. To provide smooth integration and maximize the value of field team management software, look for vendors, who have experience with your specific kinds of integrations.
To learn more how to choose a field team management software solution, visit www.visitbasis.com, or sign up today to get your free trial.





Labels:

Comments

Post a Comment

Popular posts from this blog

Implementing Sustainable Merchandising

By
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...
Post a Comment
Read more

Field Marketing Automation: Ultimate Analytics that Drives Your Business

By Anonymous
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...
Post a Comment
Read more