Retail Execution with VisitBasis

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 managemen...

People in general are resistant to change. When implementing new business technologies, the field sales department tends to be the last one to cave in to the pressure of senior management, IT, or even HR, to change existing processes. The most important reason for that is that no one wants to disrupt sales cycles (and risk jeopardizing revenues) even if it means that there will be a significant process improvement, despite the transition period. After all, why should a sales rep go through the trouble of adjusting to a new process if it only means more bureaucracy and less customer-facing time? In order to remove manager and rep objection while implementing a field sales management app, it is critical to choose a solution that offers features that make a difference , such as the following: Tangible improvements - Some field sales management apps offer advanced tools such as route optimization - where a rep can calculate the shortest route for the day, easy access to sales lit...

Field sales management can become quite a daunting challenge: In addition to managing people, there is the complicating factor that the sales reps are scattered over a sometimes vast territory, and some do not even come to the sales office regularly. But technology has been making the life of field sales managers a lot easier these days, with f ield sales management software being the ideal solution for this chaotic scenario. By adopting a field sales management software solution , management is able to "be in the field" with the reps, not only allowing for a mere aggregation of data but also providing an opportunity for better communication and mentoring. VisitBasis field sales management software solution consists of a mobile app, which sales reps use to place in-store orders and returns; and a browser-based management interface, where field sales managers monitor field team activities in real time. VisitBasis ...

Today with the development of mobile technology many business operations become less manual and more efficient. Field sales, as activities that take place outside the office, especially benefit from mobile data collection tools . Mobile device implementation and mobile access to corporate data allow field reps to work from everywhere, which makes field sales an increasingly affordable option for CPG companies. Companies adapt mobile technologies into sales process to enhance productivity and improve the bottom line. Paperless order taking significantly reduces the costs of data collection, shortens sales cycle, and motivate sales reps by making their job more rewarding. To make sales process a breeze, VisitBasis offers companies an all-in-one mobile application for field sales designed to manage, schedule, and monitor field team activities in real-time. VisitBasis field sales application is the ultimate way to overcome such challenges as enlarging customer base and ...

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...

Managing sales operations when your team is in outside the office has recently been quite a challenge. But the situation changed thanks to the mobile revolution and the development of comprehensive mobile applications for field sales that totally empower sales reps to complete orders from anywhere. Mobile technology makes information available anytime and anywhere via mobile devices. In today’s highly competitive retail environment it’s strongly recommended that your sales reps have access to up-to-date and accurate information on products, locations, customers at any moment of the day. A mobile sales application allows field reps to create orders in customer locations with their tablets and smartphones giving them everything they need to close deals with ease. VisitBasis is a mobile field sales application for Android and iOS smartphones and tablets. VisitBasis provides real-time order processing capabilities to streamline your field sales operations and improve custom...