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3 Ways to Optimize Your Field Team Management

Managing a sales team isn't easy. In today’s world sales team members can even work in different cities, countries and time zones, or even speak different languages. A field team manager has to deal with a lot of information and coordinate different processes  during a day. The key solution to simplify field team management together with making it more effective is to use the right tools for planning, monitoring, control and analysis of all the activities in the field. Today there are different kinds of field team management software solutions on the market, which allow managers gather real-time store data to streamline retail operations for greater efficiency and profitability. By implementing the right type of software with such features as Cloud storage, BYOD implementation, offline data collection capabilities, time and GPS-tracking, role-based access to data, you'll be able to optimize your field team management in the following ways: Store all the d...

Five Things a Field Rep Can Do With a Retail Execution App

With the development of mobile technology people are accustomed to having everything they need at their fingertips. Therefore the number of operations that are turning to software applications to keep up is constantly growing. For field reps who are permanently on the go having a mobile app that can provide real-time access to corporate data from anywhere, simplify work operations and streamline data workflow, is clearly a must. Here are some examples of actions that a field rep can do with a retail execution mobile app . View the schedule of visits for today and for the next days, including customers’ location, tasks, notes and multimedia attachments. Enjoy mobile access to customers’ information, product catalog, and history of visits. Optimize travel routes to get the shortest path for the day and add extra visits and tasks from a mobile device. Perform all the tasks using just a smartphone or a tablet, gathering store data, answering task questions, taking photos and te...

Top Five Ways to Reduce Costs and Improve Efficiency of Your Retail Operations

VisitBasis is a complete field activity and visit management system that helps companies reduce operational costs and boost retail revenues. Below you’ll find some examples of how VisitBasis retail execution software can improve the effectiveness of business processes in your company. First of all VisitBasis makes it possible to implement a cohesive in-store marketing and merchandising strategy. With VisitBasis Retail Execution App you are able to create task templates defining tasks to be performed at points of sale . The VisitBasis simple but powerful task builder allows creating various types of tasks with different types of answers (number, text, electronic signature, photo, and multiple choices. Your field reps always have mobile access to all customer data including address and location on the map, contacts, assets, attachments like images, videos, Word, Excel, PDF, order history, price lists, recommended quantities; and product information, such as...

How to Optimize Your Field Sales Teams Management

Managing a field sales team can be a challenging task. The challenges are doubled if your team is geographically dispersed. In today’s world sales team members often work in different cities, countries and time zones, or even speak different languages. The key solution to solve the issue is to give your field team managers and field reps the right tools to perform field marketing activities. VisitBasis is a mobile data collection and field service management software for businesses with field merchandising, field sales and store audits operations. It is a cloud-based SaaS software for managing, scheduling, and monitoring field team activities in real-time. The web-based office application works as a dashboard for all of your field team’s activities. Using VisitBasis planning, tracking and analytic capabilities you get a comprehensive field service management solution in one application: Visits calendar Custom task templates Real-time reps location updates Time- and...

Mobile Field Service Management Software

Whether you are a small or large retail company, managing your field team becomes less complicated when implementing new technologies into business processes. Scheduling recurring visits, field reps tracking, error-free data entry – it’s critical that you stay on top of competitors. VisitBasis Field Service Management Software automates your field process giving your time to focus on your retail operations. VisitBasis Field Service Management Software is easy to use mobile data collection tool for companies that do merchandising, store audits, field sales and market research. Adopting the VisitBasis App you get cloud-based enterprise data collection SaaS solution for managing, scheduling, and monitoring outside sales team activities in real-time. Through GPS technology, track your field rep team’s positioning and activities live on the map. See the results more quickly with activity dashboards and reports. What can you do with VisitBasis? VisitBasis’s all-in...