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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 Sign up for a free trial today and schedule a free online demo to see how it works!


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