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