VISITBASIS

Field Sales Operations

INTR

OD

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TION

Field Sales Operations

Main challenge: grow sales without increasing upfront investment.

INTR

OD

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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

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With VisitBasis you can!

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.

AB

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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

AB

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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.

SYSTEM

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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

SYSTEM

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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

SYSTEM

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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