Who Has the Time for Reporting?

In general, salespeople hate reporting. After all, every minute spent on reporting means time away from customers and, therefore, sales opportunities.

However, reporting is obviously a necessary "evil", especially in sales organizations with widespread territories.

The good news is that mobile technology along with SaaS (Software as a Service) now allows for outside sales reps to fill out customer visit reports on their mobile devices. With field sales management software, reps can place orders, take visit notes, present new products, and notify management of their current whereabouts, among others, all on their smartphones and tablets.

And once the sales call is over, the report is already synchronized with the office so there is no need to spend more time away from sales opportunities.

Field sales management software has also many other benefits that can help field reps increase customer-facing time, including:

Route optimization: With a field sales management software in place, reps can use the app on their mobile devices to calculate the shortest route for the day and maybe have time for one extra call.
Anywhere access to collaterals: Sales and marketing management can upload documents such as product images and PDFs so they will be available whenever the opportunity comes for the sales rep to present a new product, reducing call preparation time.
Automatic notifications: How many times, in the middle of a call, the customer needs some advanced product information but the rep cannot reach the product manager or engineer who could answer the customer question and then the closing is lost? Some field sales management software allow the set up of automatic notifications of events so, whenever a rep performs a certain task, the appropriate people will be notified and customers get their answers faster.

VisitBasis is a complete field sales management software that has all the tools to help your reps save time and close more sales.

Learn more about VisitBasis: Sign up today for a free trial or request an online demo!

Comments

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

Search This Blog