Field Sales App to Track Field Reps and Manage Field Activities
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Transcript of Field Sales App to Track Field Reps and Manage Field Activities
![Page 1: Field Sales App to Track Field Reps and Manage Field Activities](https://reader035.fdocuments.in/reader035/viewer/2022071815/55a9180b1a28ab132f8b473e/html5/thumbnails/1.jpg)
VISITBASIS
Field Sales Operations
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INTR
OD
UC
TION
Field Sales Operations
Main challenge: grow sales without increasing upfront investment.
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INTR
OD
UC
TION
What If?
• Your reps could place orders and access
customer/product information on their existing
mobile devices, eliminating paperwork and
reducing sales cycles.
• Your outside reps could squeeze in one or two
extra sales calls a day, generating extra sales.
• You could easily assign territories, visits, and
tasks to your field reps.
• You could monitor in real time what is
happening in the field: Where your reps are,
what are they doing, orders placed.
• You could generate up-to-the-minute
reports filtering all the information that
comes from the field.
![Page 4: Field Sales App to Track Field Reps and Manage Field Activities](https://reader035.fdocuments.in/reader035/viewer/2022071815/55a9180b1a28ab132f8b473e/html5/thumbnails/4.jpg)
INTR
OD
UC
TION
With VisitBasis you can!
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USES
Applications
VisitBasis was designed for Field Sales:
• Suitable for most industries
• Call scheduling, planning and routing
• Mobile order placing
• Prospecting / adding new customers on mobile
• Barcode reading
• PoS and customer audits and inspections
• Training and coaching
• In-customer asset management
• Other customer-facing activities:
• Product demonstrations
• Sampling
• Surveys, etc.
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AB
OU
TAbout VisitBasis
VisitBasis Retail Execution is a cloud-based complete mobile data collection solution designed to build, schedule and monitor field team activities in real time.
Main Structure
Browser-based Office App Cloud Storage
Android/iOS Mobile App
• Manage • Assign• Plan • Schedule
• Monitor • Report
• Perform visits and tasks
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AB
OU
THow Does it Work
Set-Up: Office creates users, customers, products, designs task templates, and assigns territories.
Typical Everyday Workflow
1. Office or rep plans calls and schedules them, including any recurring visits.
2. On their mobile devices, reps follow the calls scheduled for
the day, place orders, and perform any tasks requested by
the office.
3. At the office, supervisors are able to see where mobile reps are, and which activities are being performed.
4. Supervisors can then create and share detailed user and/or customer reports.
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SYSTEM
OV
ERV
IEWVisitBasis Office
• Manage• Customers – full CRM capabilities• Products – electronic catalog• Users – multi-division and multi-team
• Assign territories• Easy to use mapping
• Plan visits to improve coaching and gather customer information• Advanced task template building with multiple action formats:
text, numbers, selection, photo, signature• Schedule visits and tasks
• Includes efficient bulk scheduling tool and route optimization• Monitor
• Track rep activity live on the map with timestamp and details on GPS locations
• Report• Advanced tools allow to extract data in many forms
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SYSTEM
OV
ERV
IEWVisitBasis Mobile App
• Android and iOS• Users can install and use app in as many devices
necessary, and at the same time• Online and offline mobile data capturing
• Users can work offline and then synchronize once a connection is established
• Information on customers, products and visits is readily available• On-the-go scheduling and planning, as well as route optimization
• VisitBasis is a Google Cloud implementation, so you can count on the best service availability even if your company is multinational and runs in different countries and time zones.
Cloud Environment
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SYSTEM
OV
ERV
IEWPricing
$0.20 per visit
• No per user/month charges
• No charge for office/admin users
• No set-up or management fees
• No new hardware – your reps can use their own iOs/Android devices
• Add or remove users at any time
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CONTACT INFO
www.visitbasis.comblog.visitbasis.comLive Chat
[email protected] Free: +1 (800) 497-6293Phone: +1 (954) 505-2059