Friday, November 27, 2015

8 Things Your Sales Reps Can Do Using a Field Sales Mobile App

Traditional field team management can’t give you an answer, what your field sales reps are doing at this very moment. By implementing a certain kind of field team management solution and empowering your field reps with a mobile app for retail execution, you get an opportunity to literally see what your reps see at retail locations and get timely GPS-confirmed data as soon as visits and tasks are being performed.

Using field sales mobile app allows your field reps to get access to all the data and tools needed to perform store visits. Field team management software comes with the ability to create mobile forms for everything that needs to be checked, so your field sales reps can perform all their duties using just their tablets or smartphones. Here is the list of the most important things your field reps can do during a retail visit.
  1. Manage visits and tasks, having mobile access to visits scheduled by the office and being able to add visits and tasks from mobile devices.
  2. Manage customer and product databases, having access to all the information about products and retail locations, including multimedia attachments (planograms, presentations, contracts, photos), price lists, multi-stock lists, assets, contact information and more.
  3. Optimize routes to get the shortest pace for the workday and minimize travel time and expenses.
  4. Place product orders and returns that are instantly visible at the office. Barcode scanner, automated data entry, multi-stock list and customizable invoices make short work of selling. Your field reps can view prior order quantities and order history on their mobile devices to create an order that makes sense.
  5. Check out in-store and shelf positions of products, parameters of the layout, pricing, stock availability to make sure your products are in the right place, at the right price, at the right time, and always available to customers. Customizable task templates and automatic synchronization allow your field sales reps to easily collect data and instantly report back without spending a minute.
  6. Perform competitor analysis to see, where exactly your competitors’ products are located and how they are priced, so you can get a good indication of industry leaders marketing strategies.
  7. Report point-of-sale status and employee knowledge. Using a field sales app your field reps can easily report the cleanliness of a point-of-sales, store equipment condition and employee knowledge about your product to give you information on how retailers take care of the products they sell.
  8. Control promotions and manage POS materials. Field sales app allows your field reps to make sure the promotions are being followed in compliance with the marketing strategy and promotional displays, floor stickers, posters and others POS materials are properly used at retail locations. 

Sign up today at to get the most affordable and user-friendly field sales automation solution on the market. Free downloads in Google Play and App Store for any number of users.

Thursday, November 26, 2015

How Many Apps A Sales Rep Actually Needs on His Phone

If you are a sales rep looking for how to become more effective, you’ve probably already read a bunch of articles on the Web, listing Five, Six, Seven, Ten and even 24 Apps Every Sales Rep Needs on Their Phone. The list of the essential mobile applications for field sales reps include apps that play multimedia presentations on mobile devices, keep track of the miles you drive for business, generate invoices and time sheets, create mobile dashboards of various kinds of available information, create text notes, store your data in the Cloud, provide electronic signatures and so on and so forth. So, how many apps a sales rep has to install to become more effective? Actually, the answer is one. The shortest way to increase productivity of outside sales reps is to empower them with an up-to-date all-in-one application for field sales, which allows managing all field sales activities from one place.

Despite all of the listed features are really important for sales reps productivity, nobody can guarantee that if they install all “the essential mobile applications for sales reps” they will become more efficient and productive.  Moreover, the result can be the opposite. An outside sales rep is constantly on the go and has to deal with a lot of people and data from different retail locations. If a sales rep has to constantly switch between “the most important applications”, he can easily miss a comprehensive picture of retail conditions or even blunder away some critically important events and details if he forgot to run the appropriate app.

The simple solution to this problem is to organize your sales data and sales tools in one place, making it easy to access, manage, analyze, transfer and share. Today there are many all-in-one field sales applications on the market that allow sales reps to manage sales operations, product and customer databases, communicate with the office, send reports and analyze retail performance. To choose between numerous applications for sales reps, analyze your everyday work routines, so you can understand, what features you are looking for. Although the choice of an app for sales reps depends on specific needs and everyday activities, we still can identify the main features that a comprehensive field sales mobile app should provide:
  • Order taking – The main job of sales reps is selling, so this is the most important thing to be automated. Mobile order forms and automated data entry allow submitting orders very quickly, so a sales rep can be more effective taking more orders per day.
  • Scheduling visits – A comprehensive field sales apps allow field reps to see the visits and tasks planned by the office, schedule retail visits on the go, if they need to squeeze an extra visit for the day, add tasks to visits and optimize travel routes.
  • Mobile tools for retail data collection – Automated task templates, barcode scanner, built-in notes and photo reports, electronic signatures, multi-stock lists allow field reps to easily collect store data, reducing data-entry time and minimizing mistakes.
  • Cloud data storage – The up-to-date field sales applications run in the Cloud, so both field sales reps and the office managers have 24/7 access to information from anywhere. Cloud service allows working with big amounts of data, spending less time to aggregating, transferring and sharing information.
  • Offline capabilities – The most sophisticated applications for sales reps allows capturing store data even offline to synchronize it when Internet connection is available.
  • Automatic synchronization – This feature allows field sales reps to report back without spending a minute or visiting the office. All the data collected, including orders/returns, photos, and text notes is instantly transferred to corporate database and available to office managers.

The days are long gone when increasing sales reps’ productivity meant installing a dozen of applications or a bulky and expensive CRM system. In today’s mobile-driven world it’s possible to find an all-in-one mobile solution for field reps that makes short work of common sales tasks. To get one of these free, register at

Wednesday, November 25, 2015

Field Sales Automation Software for Retail Execution

In recent years technology stepped far forward allowing people to shop at the click of a button. Nevertheless field sales representatives still have to interact with customers in person. Field team management for CPG and FMCG companies includes coordinating outside sales representatives, who are constantly on the go, and working with big amount of data from retail locations.

Field sales automation covers all the variety of point-of-sale activities allowing companies to manage field teams from anywhere. Field sales automation is aimed to plan, execute, and evaluate field team activities, such as order taking, retail audits, merchandising, and promotional campaigns, in the most efficient way. By implementing a comprehensive field sales automation solution, a company can make store visits more effective, reduce expenses and improve customer service.

Present-day field sales automation solutions are fast to deploy and easy to use. By implementing a field sales automation solution for field team management you get:
  • Increased sales reps productivity due to reduced data-collection time, built-in photo-reports and route optimization and no time spent on reporting.
  • Paperless data collection and storage as all the information from points-of-sale is fully synced between field teams and the office.
  • Fraud prevention by targeting your field activities using time tracking and GPS monitoring features.
  • Instant analytics with real-time dashboards and reports, sophisticated data filters and built-in analytic tools.
Today there are a lot of field sales automation solutions on the market designed to manage different kinds of field activities. However, not all of them are capable to give managers a complete picture of retail conditions for data-driven decision-making. Once you’ve decided to automate your field sales, the next step is to choose a field sales automation software solution.

To choose the right type of field sales automation software for your business, take into account the size of your company, identify the key business processes that need to be automated, look for a comprehensive and scalable solution, and consider the opportunities of further integration.

Here at VisitBasis we’ve focused on delivering comprehensive a field sales automation system that integrates completely with every process in your business. VisitBasis field sales automation software is designed for sales professionals who want to reduce business expenses and improve sales force productivity.

Sign up today at to get the most affordable and user-friendly field sales automation solution on the market. Free downloads in Google play and App Store for any number of users.

Tuesday, November 24, 2015

How to Make Field Sales Reps Like Your Field Sales Automation Software

Field sales automation refers to the use of technology to capture field sales or service information in real time. No one doubts that office managers and supervisors should like field sales automation. By implementing an up-to-date field sales management solution, they get an opportunity to manage sales territories, schedule visits and assign tasks with just a few clicks, monitor field team activities in real time, and analyze field team performance using built-in analytic tools. Field sales automation solutions provide streamlined retail data workflow, allowing managers to effectively perform their daily routines, freeing up time to make strategic decisions. 

When it comes to the adoption of a field sales automation solution by sales reps, a company may face a number of challenges, due to the need for employees to get used to the new order of things. Your field reps may not like the new way of retail execution due to the fear of changes and the unwillingness to be constantly monitored, or negative attitude to the whole idea of automation.  Nevertheless all the issues must be solved as soon as possible; otherwise the whole idea of field sales automation is at risk.

The best way to overcome field team members’ resistance to field sales automation is to explain them how they can benefit from it. Below you’ll find some arguments that you can use to explain your field sales reps, why do they need a field sales mobile app to be installed on their tablets and smartphones.
  • Mobile access to information – Field sales automation allows companies to built the unique retail data exchange system that provides field sales reps with the real-time access to all the necessary information from their mobile devices, including product catalog, price lists, history of previous visits, orders, returns, multimedia, files, presentations, schedule, customers, locations, contacts, and more. Having all the data in a mobile device means your sales reps will not have to carry a mountain of paper to perform retail visits.
  • Getting tasks and reporting back automatically – Field sales automation solutions provide instant data exchange between field teams and the office. That means that all tasks assigned and retail visits scheduled, multimedia attached and notes, made by the managers in the office, become instantly visible in sales reps’ tablets and smartphones, so your they have absolutely no need to visit the office. Accordingly, all the information, collected by your field sales reps, including photos, electronic signatures, orders/returns and etc., is instantly available in the office.
  • No More Paperwork – Field sales applications save a lot of time for sales reps due to automated data entry and mobile data collection forms, allowing concentrating on customers instead of paperwork. The up-to-date field sales applications allow BYOD implementation, so your sales reps can use their own mobile devices and be extremely confident with its features and the interface.
  • Saving time for increased efficiency – Field force automation allows performing daily activities very quickly, saving time for communication with customers. Having more time to negotiate with customers is a key to increase in sales, improvement of customer relations, and better customer service.

To learn more about field sales automation or to get a comprehensive field sales automation software free of charge, register at