Retail Execution with VisitBasis

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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...