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!

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

Field Marketing Automation: Ultimate Analytics that Drives Your Business

Got tired of paper-based reports and surveys and hours of data entry? Just replace paper and spreadsheets with a custom mobile app. At first sight, it seems difficult to measure store-level marketing and analyze competitors at the same time. VisitBasis field marketing software is a data collection tool that provides streamlined data workflow, real-time field-level insights and wide analytic capabilities for field team managers. VisitBasis allows your field reps to automate store data capture and transfer and gives you real-time control of your field team performance right to your fingers. Implement VisitBasis field marketing software to create and assign task templates for everything that needs to be analyzed. VisitBasis field marketing software helps you eliminate the chaos of paper forms, Excel spreadsheets and emails, providing a comprehensive field service management solution in one application. How VisitBasis Works: Build task templates to perform s

Retail Execution with VisitBasis

Search This Blog