Field Team Management Software

Field team management can be significantly improved using some type of software program. Today there are plenty of field team management software solutions on the market that are designed to automate all the stages of retail execution process, from planning and scheduling of retail visits to analyzing results. The up-to-date field team management solutions provide companies with the capability to monitor field activities, getting time-stamped and GPS-confirmed data as soon as retail visits are being performed.

Once you’ve decided to move your field team management to the next level, the following step is to choose the right type of software. To find a field team management solution that works best for your company and avoid getting overwhelmed by numerous software features, identify your specific needs and requirements to understand what exactly you need to automate.

VisitBasis Field Team Management Solution was designed as an all-in-one system that integrates completely with every stage of field team management process. Providing the most complete set of tools for your business in one great package, VisitBasis Field Team Management Software meets the market demand for managing field activities, including CRM, order taking, paperless data collection, reporting and analyzing field team performance. Through the implementation of a structured approach for retail visits and tasks, VisitBasis simplifies data collection and analysis.

How VisitBasis Field Team Management Software Works

Office Application (for managers and supervisors)

Manage products, mobile workforce, and customers in one place. All the information is stored in the Cloud and can be accessed from anywhere.
Assign territories through easy mapping and schedule retail visits individually or in bulk with just a few clicks.
Easily build tasks for everything that needs to be done in the field using simple but powerful VisitBasis advanced task template building
Optimize reps’ routes to minimize travel time, and monitor them live on the map
Get data as soon as retail visits are being performed and communicate with reps in real time via integrated messenger
Create reports using advanced analytic tools, which allow extracting data in many ways

Mobile App (for field sales reps and merchandisers). One rep can use many smartphone or tablet devices. The app has easy-to-use interface and works seamlessly on any device, Android or iOS.

Schedule retail visits on the go, if you need to squeeze an extra visit for the day
Add tasks to visits and optimize travel routes by your own
Perform all the variety of in-store activities, using all-in-one mobile app
Capture data being offline, including photos, to synchronize it when Internet connection is available
Use barcode scanner, electronic signature, multi-stock lists and other mobile tools to save time for tasks performance.
Use mobile order forms and custom invoices to close deals faster
Report back instantly without spending a minute, as all the data collected and orders taken are automatically synced with the office.

Make your field team management more effective today by implementing the VisitBasis Field Team Management System. Get free access to our field force management software after registering at www.visitbasis.com. Sign up for a free trial today and schedule a free online demo to see how it works!

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

Cloud for Retail Execution: Make Away with Data Storage Costs

Why Go Paperless? In order to store 2 million paper documents, an organization can expect to spend between $40,000 and $60,000 on filing cabinets alone. Those same files could fit on fewer than ten CD-ROMs (Business Guide to Paper Reduction) . If we assume that a filing cabinet uses from 6 to 20 square feet of space and the office space costs $23 per square foot , the space for a one filing cabinet will cost a company $1656– 5520 per year . How to Go Paperless? When you choose paperless data collection your data storage costs can be significantly reduced or even brought to zero. Digital data collected using mobile forms require much less space than paper sheets and therefore cost less money. With the development of mobile technology you don’t need CDs or any other data carriers to store and access your data. More and more companies opt for Cloud storage. The price of Cloud storage starts at $0.01 GB per month and the average number of MS Word pages per GB is 64782.

Solving Information Loss in Merchandising Once and For All

Information loss used to be an inevitable consequence of retail merchandising. With many field reps performing a number of tasks on each one of the stores in their individual territories, it is easy to see how the amount of data collected on the field grows exponentially and is, therefore, increasingly difficult to handle and more subject to information loss. Mobile merchandising software is the ideal solution to information loss in retail merchandising. When businesses implement a mobile merchandising software solution, they prevent information loss in the following stages of data processing: Data collection It is easy to see how information can get lost in traditional pen-and-paper merchandising. With mobile merchandising software, field reps perform tasks such as filling out forms and taking pictures in their mobile devices, leading to less misunderstanding and mix-ups. Data transcription With mobile merchandising software, there is no data transcription. The information goe

Retail Execution with VisitBasis

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