View
183
Download
1
Category
Preview:
Citation preview
VISITBASIS
The Case for Mobile Field Sales
INTR
OD
UC
TION
Field Sales Activity Management
Main challenge: grow sales without increasing upfront investment.
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.
INTR
OD
UC
TION
With VisitBasis you can!
FEA
TUR
ESUnique Benefits
• Pay-as-you-go and cost-effectiveThe only mobile field sales system that charges by the visit and not by user/month, eliminating problems with rep turnover
• Works on most smartphones and tablets, so there is no need to buy new devices
• Every mobile activity is GPS and time-stamped
• Customer Route optimization both on app and on management interface
• True offline/online capabilities: Mobile users are able to work offline and the system synchronizes once online
• Available in English, Spanish, Portuguese and Russian
USES
Mobile Activities Supported
With VisitBasis your outside sales reps will
be empowered to do the following:
• Mobile order placing
• PoS and customer audits and inspections
• Prospecting / adding new customers on mobile
• Barcode reading
• Training and coaching
• In-customer asset management
• Other customer-facing activities:
• Product demonstrations
• Sampling
• Surveys, etc.
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.
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
SYSTEM
OV
ERV
IEWVisitBasis Office
• Manage customers, products and users• Assign territories through easy mapping• Plan visits - advanced task template building • Schedule visits and tasks individually or in bulk• Monitor – track user activities live on the map • Report - advanced tools allow to extract data in many ways
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 • Information on customers, products and visits is readily available• On-the-go scheduling and planning, as well as route optimization
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
CONTACT INFO
www.visitbasis.comblog.visitbasis.comLive Chat
sales@visitbasis.comToll Free: +1 (800) 497-6293Phone: +1 (954) 505-2059
Recommended