Skip to main content

Three Ways to Eliminate Time Wasters in the Field



Wasting time is a recipe for losing efficiency within your field service management. Productivity of field reps, namely sales performance, is a key driver for improving your company’s bottom line and a larger market share. Therefore the main goal of field team management is to maximize the time field reps spend selling and to minimize time spent on traveling between locations, filling out paper forms, making useless phone calls and visits to the office.  

The good news is that today there are plenty of sales tools designed to increase your field reps’ productivity and eliminate major time wasters in the field. Using field service management software for standard mobile devices, we all are already used to, allow field team managers to effectively organize and control field teams, and provides essential tools for field reps to complete deals as quickly as it’s possible. The major time wasters in the field, like poor planning, incomplete deals and traveling between locations, can be easily eliminated by field service management software implementation. Below you’ll find three essential strategies to help you eliminate time wasting in the field.

Automate scheduling and planning of retail visits. Poor planning results in unconfirmed appointments, overlapping routes, and suddenly arising challenges (e.g. a rep can’t find customer’s location, got sick and must be substituted). Field service management software offers field team managers a great variety of opportunities to reduce time spent for scheduling, including planning visits in bulk or individually, rescheduling appointments on the go, adding visits and tasks during a day.

Give your sales reps the right tools to complete deals. Incomplete sales orders is one of the major time wasters that occur when a sales rep have not prepared for a retail visit. Lack of product knowledge, wrong specifications and order forms result in failed deal that requires a comeback to be completed. When your field reps are empowered with a mobile solution for retail execution, they always have all the essential information at their fingertips. Customer information, product catalogs with photos, printable mobile order forms are always available in field reps’ tablets and smartphones.

Minimize travel time. Traveling to the office in the morning to get the schedule and coming back at the end of the workday to provide the report takes a lot of time that can be spent negotiating with customers. If you use a field team management software solution, your field reps don't have to go to the office to get the schedule of visits. All the information about the appointments, scheduled in the office, including tasks, time, route and location, is instantly displayed in their tablets and smartphones. Field reps are constantly monitored on the map and all the data collected by field reps is automatically being sent to the corporate database, so they don’t have to go to the office, make calls or send emails to provide a report.


To learn more about field team management, visit www.visitbasis.com or register account to get your free access to 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...