Retail Execution with VisitBasis

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A  highly-productive and efficient field force is a must-have f or retail-related businesses. Merchandising departments and sales and marketing agencies in CPG, however, have a hard time managing their field force mostly due to high rep turnover. While some factors that lead to high turnover cannot be controlled - such as personal expectations and lack of knowledge of what the field rep job entails - it is proven that effective mentoring can dramatically reduce turnover and improve rep productivity and efficiency . The "field" aspect of field forces, however, can make rep mentoring a challenge, to say the least, since one-on-one monitoring becomes highly costly and time-demanding. A field force monitoring solution can be an invaluable tool in mentoring reps.   When reps have a  field force monitoring solution in their mobile devices, they can view their schedule, perform tasks, answer questionnaires, take pictures, capture signatures, and place orders, among othe...

Outside sales management is one of the most stressful positions in any organization. Besides having the managerial responsibilities that any supervisory role entails - including hiring, developing, and overseeing subordinates that sometimes spend weeks in the field - outside sales managers are also accountable for the most important part of any business: revenue generation . Conciliating these responsibilities while maintaining full oversight of what is going on in a sales territory can be challenging, to say the least. Here is where an outside sales app can mean the difference between make and break: By automating field sales teams, enabling them to collect customer call information on their mobile devices, management has real-time access to what is going on in the field, leading to better mentoring and faster decision-making. Other benefits of adopting an outside sales app include: Mobile ordering with bar code recognition, virtually eliminating off-call reporting activit...

In recent years technology stepped far forward allowing people to shop at the click of a button. Nevertheless field sales representatives still have to interact with customers in person. Field team management for CPG and FMCG companies includes coordinating outside sales representatives, who are constantly on the go, and working with big amount of data from retail locations. Field sales automation covers all the variety of point-of-sale activities allowing companies to manage field teams from anywhere. Field sales automation is aimed to plan, execute, and evaluate field team activities, such as order taking, retail audits, merchandising, and promotional campaigns, in the most efficient way. By implementing a comprehensive field sales automation solution , a company can make store visits more effective, reduce expenses and improve customer service. Present-day field sales automation solutions are fast to deploy and easy to use. By implementing a field sales automation sol...

Field sales automation refers to the use of technology to capture field sales or service information in real time. No one doubts that office managers and supervisors should like field sales automation. By implementing an up-to-date field sales management solution , they get an opportunity to manage sales territories, schedule visits and assign tasks with just a few clicks, monitor field team activities in real time, and analyze field team performance using built-in analytic tools. Field sales automation solutions provide streamlined retail data workflow, allowing managers to effectively perform their daily routines, freeing up time to make strategic decisions.  When it comes to the adoption of a field sales automation solution by sales reps, a company may face a number of challenges, due to the need for employees to get used to the new order of things. Your field reps may not like the new way of retail execution due to the fear of changes and the unwillingness to be co...

Today due to the new mobile technology field team management becomes much more effective. By using a field team management software solution , a manager can set up retail visits and tasks for the whole field team in several minutes, and analyze all the information from points of sale live, as there as field reps perform tasks at points of sale. Empowered with mobile tools for store data collection , your field team members are able to perform all point-of-sale activities using just their tablets and smartphones, with no need of visiting the office to get the schedule and report back. The new way of field team management provides faster data workflow and reduces time for decision-making. If your company is not already using a field team management solution , consider the opportunities to start. Below you can find the list of reasons why implement field team management software. Simplify planning – Field team management software allows easily organizing the schedule ...