Retail Execution with VisitBasis

Customer-facing time is an essential part of sales. By interacting with customers, outside sales reps and marketing agents can better understand their needs and wants, leading to better sales outcomes (quantity and/or satisfaction) and eventually to more customer-centric products. In retail, increased customer face time with a store manager means that the salesperson will have a better grasp of the peculiarities of each point-of-sale and will build sales orders that will lead to improvements in product turnover ratios and less out-of-stocks . However, customer-facing time is increasingly considered a rare luxury and many are the threats to it: Endless team meetings, traffic delays, scattered sales territories, email overloads, reporting and paperwork, etc. An outside sales software can be instrumental in increasing customer-facing time. By implementing an outside sales software solution , sales managers are able to see several improvements that can lead to increased customer-f...

Outside sales management is one of the most stressful positions in any organization. Besides having the managerial responsibilities that any supervisory role entails - including hiring, developing, and overseeing subordinates that sometimes spend weeks in the field - outside sales managers are also accountable for the most important part of any business: revenue generation . Conciliating these responsibilities while maintaining full oversight of what is going on in a sales territory can be challenging, to say the least. Here is where an outside sales app can mean the difference between make and break: By automating field sales teams, enabling them to collect customer call information on their mobile devices, management has real-time access to what is going on in the field, leading to better mentoring and faster decision-making. Other benefits of adopting an outside sales app include: Mobile ordering with bar code recognition, virtually eliminating off-call reporting activit...

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 ...