Fraudulent Calls are Outside Sales #1 Enemy

Fraudulent customer calls are a serious issue for sales. When outside sales reps are deployed to perform their daily customer rounds, it is expected that they will visit the locations they are supposed to, as well as present certain products and sometimes perform other tasks, such as performing surveys and collecting relevant information.

However, once the sales reps are on the field, it becomes difficult to actually monitor their location and activities, especially in larger teams. It is a lose-lose situation: The reps have to take time from actually selling to call the office or fill out reports, and sales management needs to assign extra personnel to help with taking these calls and transcribing reports.

A sales tracking solution is the ideal tool for this scenario, since it fulfills the duties of the extra personnel mentioned before.

With a sales tracking solution, sales managers can prevent fraudulent customer visits by monitoring the location of field reps, as well as have instant access to relevant sales call information and verify that the appropriate product presentation was performed at the correct customer location, for instance.

There are even more advantages to implementing a state-of-the-art sales tracking solution: Some of options available on the market allow management to create automatic notifications of certain events, such as a call on a specific key customer or a request for equipment maintenance.

VisitBasis is a comprehensive sales tracking solution. It improves communication between sales management and the field so outside reps can have all the tools they need to succeed at their fingertips while keeping management informed of rep’s locations and activity. And there is no need to invest in new hardware since the free VisitBasis mobile app works on most smartphones and tablets.

Sign up today for a free VisitBasis trial or schedule a demo!

 

 

How Field Tracking Can Improve Your Bottom Line

When implementing a field service management software solution, companies give their field reps great opportunities to enhance their productivity due to automated data entry, instant reporting, mobile data collection and electronic purchase order forms.

On the other hand a GPS-tracking feature, integrated to up-to-date field service management solutions is an effective way to increase field reps’ productivity through monitoring their activities and keeping track of retail performance. Field service management software allows managers to eliminate the daunting task of collecting and maintaining data about field sales reps. Here are the main reasons to track your field reps:

1. Increased productivity. Tracking your reps’ activities and travel routes is a simple way to hold your field sales team accountable. When your field reps know the managers are monitoring them, they begin to perform better, trying to reach all the scheduled locations and maximize their productivity.
2. Field performance properly evaluated. Field team management software enables managers to determine when field reps start and complete retail visits and tasks, and compare the actual to scheduled time. Having access to Web-based dashboards and repors, sales managers are able to see tasks results and the number of activities cpmpleted, and can easily identify who is performing well in the field and who isn’t doing their part.
3. Improved customer service. Conducting retail visits on time is critically important to maintaining customer satisfaction. Empowered with comprehensive field service management software and being able to monitor field reps’ travel routes and current locations, a manager can easily reroute the available field rep on the go to the required location.
4. Refined logistics. Along with field tracking capabilities field team management software provides companies with the unique territory management features. Having access to time stamped and GPS-confirmed data on field performance, field team managers can easily adjust sales territories, minimizing travel time and costs.

Ready to try the completely new way of field sales management? Start with VisitBasis – an all-in-one field team management and mobile workforce tracking tool that helps you to aggregate and manage actual and reliable data on your field team performance.

To get your free trial register now at www.visitbasis.com