Retail Execution with VisitBasis

Fraudulent customer calls are a serious issue for sales. When outside sales reps are deployed to perform their daily customer rounds, it is expected that they will visit the locations they are supposed to, as well as present certain products and sometimes perform other tasks, such as performing surveys and collecting relevant information. However, once the sales reps are on the field, it becomes difficult to actually monitor their location and activities, especially in larger teams. I t is a lose-lose situation: The reps have to take time from actually selling to call the office or fill out reports, and sales management needs to assign extra personnel to help with taking these calls and transcribing reports. A sales tracking solution is the ideal tool for this scenario, since it fulfills the duties of the extra personnel mentioned before. With a sales tracking solution, sales managers can prevent fraudulent customer visits by monitoring the location of field reps, as well as ha...

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...

Every sales manager gets anxious for the end of the month, when sales results come in and it becomes possible to know whether the organization is on track for the fiscal year, or not. Sales tracking software makes it possible for managers to monitor day-by-day sales operations, allowing them to visualize every sales call for every rep in any territory. This makes it easier not only to see the numbers as the orders come in, but to spot situations that might prevent successful results and act faster to correct the course . For instance, with a sales tracking software sales managers would be able to tell that a specific sales rep is seeing fewer costumers than desired every day. Or maybe a certain retail location has consistent out-of-stocks for a best-selling product and could place larger orders less frequently, freeing its sales rep to visit other customers. A state-of-the-art sales tracking software with mobile app for field reps may even eliminate in-between-calls or after-hour...

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 ...

If we ask field reps about the most time-consuming things in the field that keep them from producing results, they will immediately identify the following: traveling between locations, filling out paper forms and reporting on the job done. Though everything listed above is the important part of field performance and can’t be eliminated completely, it’s still possible to significantly reduce the time required for these activities, so your field reps can get additional time vital for their overall performance.  When implementing a field service management software solution , companies give their field reps great opportunities to enhance their productivity due to automated data entry, instant reporting, mobile data collection and electronic purchase order forms. On the other hand a GPS-tracking feature, integrated to up-to-date field service management solutions is an effective way to increase field reps’ productivity through monitoring their activities and ...