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Field Sales App to Track Field Reps and Manage Field Activities


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VisitBasis offers a way for management to be in the field at all times. It provides tools that help pinpoint potential threats to the success of field sales strategies, such as fraudulent sales call reports. VisitBasis is a complete system designed to build, schedule and monitor field team activities in real time, consisting on a mobile app where outside sales reps perform field activities and a browser-based management interface.

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Field Sales App to Track Field Reps and Manage Field Activities

  1. 1. VISITBASIS Field Sales Operations
  2. 2. INTRODUCTION Field Sales Operations Main challenge: grow sales without increasing upfront investment.
  3. 3. INTRODUCTION 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.
  4. 4. INTRODUCTION With VisitBasis you can!
  5. 5. 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.
  6. 6. ABOUT About 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
  7. 7. ABOUT How 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.
  8. 8. SYSTEMOVERVIEW VisitBasis 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
  9. 9. SYSTEMOVERVIEW VisitBasis 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
  10. 10. SYSTEMOVERVIEW Pricing $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
  11. 11. CONTACT INFO Live Chat Toll Free: +1 (800) 497-6293 Phone: +1 (954) 505-2059