Thursday, June 2, 2016

What Effective Field Force Managers Are Doing - and It's Not Out of Your Reach

Many small and medium-sized businesses are resistant to technology. With an if-ain't-broke-don't-fix-it approach to daily processes, and a natural "fear" of the unknown, they end up missing out on efficiency and profit-increasing opportunities brought by automation technology.

If your business still relies on spreadsheets and paper-based workflows to manage field teams, chances are you haven't adopted any field force automation solution.

Field force automation solutions allow field personnel to perform tasks at the customer location on smartphones and tablets - while making it possible for management to monitor field activity from the office - and have been disruptive to the way companies with field teams do business, since they bring numerous benefits and are becoming increasingly affordable to implement.

A state-of-the-art field force automation solution should provide your company the following:

  • A free, cross-platform mobile app for your field personnel to install on their existing Apple or Android smartphones or tablets. 
  • Scheduling and planning of field visits, and calculating the fastest route for each day.
  • Customizable forms with different types of answers (text, photo, number, multiple choice, electronic signature), so you can tailor the field tasks to your company needs. 
  • Visual tracking and monitoring of field activities, with time-stamped and GPS-confirmed data, providing real-time data workflow and automatic synchronization with the office.
  • Offline data collection, so your field team members will be able to work even without an Internet connection.
  • Instant notification of specific events, such as visiting a certain location or performing a certain task.
VisitBasis is a comprehensive field force automation solution for businesses of all sizes.  VisitBasis allows creating task templates for everything that needs to be checked at the customer locations, providing a budget-friendly and easy-to-use system that helps you take full control of your field force activities.

Ready to try the benefits of field force automation? Sign up today at for a free trial, or book a free online demo to see how it works.

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