Outside sales reps perform regular retail visits to help consumer packaged goods companies stay competitive by making sure that their products are correctly displayed on shelves and also efficiently promoted and always in stock. Outside sales are constantly on the go, so they need CRM and sales productivity tools to be available wherever they go. The VisitBasis Outside Sales App gives field representatives easy access to all sales data and tools required to perform in-store activities and allows them to collect critical information for store performance analysis. CRM Features: Customer assets info with photos Customer contacts All address details M ap view Customer properties and attached documents History of visits Visits and Tasks F eatures: Convenient calendar for visit viewing and planning Auto routing, manual routing Adding unplanned visits from a mobile device Notes (Add/receive as many visit notes as you like use this list to communicate ...
Mobile Planning and Management of Effective Retail Visits