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...

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...

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...