Promotion Optimization Institute Report Acknowledges VisitBasis as an “Affordable, Rapidly Deployed” Solution to Retail Execution

Miami, FL – VisitBasis, the startup mobile retail execution solution provider from Hallandale Beach, FL, has been included among the 20 representative providers of retail execution technology evaluated by the Promotion Optimization Institute (POI).

The POI Retail Execution Vendor Panorama 2016 report is a detailed analysis by the POI of the retail execution technology market and its vendors, including Accenture, SAP, and StayInFront, among others.

VisitBasis is evaluated in the report as being “a low cost and largely do-it-yourself solution with a global footprint” and “a starting point for affordable, rapidly deployed, and integrated on your own… merchandising solutions”.

“We feel that the POI Retail Execution Vendor Panorama 2016 captured the essence of what VisitBasis aims to bring to mobile retail execution: Simplicity and affordability, with global reach”, says Sergey Gorbunov, VisitBasis CEO. “As we continually improve our application, we will use this document as a roadmap to further providing exceptional mobile retail execution solutions. It is an honor to be included in a report by such an industry-leading organization.”

The complete POI Retail Execution Vendor Panorama 2016 report can be downloaded at http://poinstitute.com/wp-content/uploads/2016/06/POI-Retail-Execution-Vendor-Panorama-2016-FINAL-1.pdf.

For more information on the Promotion Optimization Institute, visit www.poinstitute.com.

About VisitBasis Tech, Llc.
VisitBasis is a B2B software-as-a-service (SaaS) company specialized in the development of cost-effective, cutting-edge and comprehensive mobile solutions that aim to increase sales and reduce costs, improving the bottom-line of businesses that rely on field professionals. The key benefit of VisitBasis app is to optimize retail execution, merchandising, field marketing, mobile data collection, retail audits, territory management, sales rep planning, tracking sales, mobile staff management, electronic product catalog, sales enablement, among others, especially in the consumer product goods (CPG) and fast-moving consumer goods (FMCG) industries.

5 Tips for Managing Field Sales Teams More Effectively

If you you are looking for the most efficient way to plan and manage your field sales team’s activities, consider the opportunities to adopt a field team management software solution. In our mobile era many companies still make the same mistake, relying on general-purpose software like MS Word and MS Excel, Google Docs, Notes and practicing traditional multi-channel communication with field team members via paper reports, phone calls, SMS, and email messages.

Mobile technology has given field service-based companies greater flexibility in how they operate. Things like field team management software allow field team managers to easily plan, schedule, monitor, control and analyze field team activities, getting real-time data in the format they need at the moment. The key benefit of up-to-date field team management software is that it allows you to organize the whole field team management process using just one Web-based application, and meanwhile make it more productive and cost-effective.

Below you’ll find some tips on how to manage your field reps more effectively using a field team management software solution.

Streamline your field rep’s activities. Field team management software allows you to easily coordinate all kinds of field operations, planning visits and tasks in bulk and in advance, assigning territories, optimizing travel routes, monitoring all the activities is real time on the map, and communicating with your field team members using built-in messenger.
Reduce the influence of human factors on operational efficiency. Field team management software promotes faster data entry with less error. Mobile forms for retail data collection are faster than paper forms due to automated task templates, drop down lists, bar-code scanner, search boxes and built-in photo-reports.
Get timely and reliable data from field reps as soon as it has been captured. field reps, who use a retail merchandising mobile application, don’t have to visit the office to provide a report. All the data collected in stores is automatically synced with the corporate database. Field team management software allows you to track your field reps positioning and activities live on the map through GPS-technology. All the data, collected in the field, is GPS and time-stamped. Fraudulent check-ins become easy to detect and dealt with.
Easily analyze your retail data. Field team management software allows you to aggregate, store, transfer and share your retail data with ease. The most sophisticated field team management software vendors offer users powerful analytic capabilities, so they can filter and sort the information, provide role-based access to data, and easily integrate retail data to corporate database.
Reduce hardware expenses. Top field team management software solutions work on common mobile platforms (Android, iOS), which enables BYOD policy implementation. Use BYOD policy to leverage common tablets and smartphones in the field so your field reps can bring their own devices and be more effective. Field team members will save time on training by using the devices that they already know and you save on hardware costs.

To get your free access to field team management software, visit www.visitbasis.com.

To see for yourself how a field team management software solution can help to improve your field team’s operations, schedule a free live online demo. To get more information on field team management, read our previous articles.

VisitBasis Retail Execution: Standing Out From The Competition

Achieving efficient retail performance requires a retail execution solution that streamlines data workflow and fosters decision-making. Here at VisitBasis, we’ve focused on delivering a system that integrates completely with every process in field sales. VisitBasis is a mobile data collection and field representative management software for businesses with field merchandising, field sales and store audits operations.

Besides the fact that VisitBasis is the only free retail audit and store execution software on the market, our software solution also stands out from the competition due to the unique set of features that makes retail execution a breeze. So, when deciding which software is the best for your field service management, consider if it has the following features to get a useful application.

All-in-one, niche-integrated solution – VisitBasis is designed to meet the market demand for scheduling field sales activities including CRM, processing orders, reporting and analyzing of field sales performance. VisitBasis was actually designed by retail professionals and it has all the variety of necessary tools to cover all the stages of the retail execution process, from assigning territories and planning, to analyzing retail performance and creating reports. Because our data structure is really sophisticated, it’s possible to create very specific tasks and run comprehensive reports really quickly. With BigQuery technology VisitBasis Simple query reports can filter millions of records less than in 3 seconds.

Easy to use and intuitive – The VisitBasis retail execution software runs in a browser (office application), and works seamlessly on tablets and smartphones. After you create your account with VisitBasis, you will be up and running in just a few minutes. Your employees will be able to use their own mobile devices to perform tasks, so you don’t have to invest in hardware or training, because the VisitBasis interface is really simple and intuitive.

Cloud-based – VisitBasis runs in the Cloud, which means getting access to your corporate data anytime, anywhere from any device. All the data, collected in the field is instantly available in the office. VisitBasis provides the opportunity to quickly exchange huge volumes of data – our customers collect 70-100 photos per user per day using the VisitBasis mobile app.

Offline capabilities – Offline mode is truly support on our Mobile app. The VisitBasis App is working great in all countries where the Internet connection is not stable. One of the biggest mobile app differentiator is replication of the data. Field reps are able to use as many devices as they like, and all of them will have identical data including photos and attachments pushed to them. This allows them to continue their work they left off without loosing productivity.

VisitBasis provides the most complete set of tools for your business in one great package. Through the implementation of a structured approach for retail visits and tasks, VisitBasis simplifies data collection and analysis. Sign up now for a free trial of our comprehensive mobile retail execution solution that aims to increase sales and reduce costs, improving the bottom-line of merchandising, field sales and retail audit companies.

The Essential KPIs to Analyze Field Sales Team Performance

Although the success of a sales rep is typically evaluated based on the sales-related indicators that were identified in our previous article, there still are a great variety of indicators that do not involve sales. Below you’ll find a list of indicators that should be also taken in consideration since allowing field team managers to assess various aspects of field team performance, completing the picture obtained from the analysis of sales-related KPIs.

Proportion of active customers, serviced by a field rep, is a very simple KPI that allow defining the contribution of a sales representative to customer service. It’s generally calculated as a percentage of the total number of customers. So, if a company has 100 active customers and a field rep is serving 10 of them, he has 10% of active customers.
New customers acquisition is a KPI that allows managers to identify the sales reps that bring more customers than others. If the customers are later valued on? for example, the total order amounts they generate, a manager can also easily define field reps that bring the most valuable customers.
Reach rate is a critically important KPI for field reps engaged in outside sales. Reach rate can be defined as the percentage of outbound actions (mailing, calling, conducting a presentation) that provide productive meetings with customer representatives, involving ordering, signing contract and etc.
Completion ratio is a relation between scheduled and actually performed visits. It can be defined as the number of actually performed visits divided by the number of scheduled visits and multiplied by 100%. For example if 10 visits were scheduled and 5 actually performed the completion ratio is 50%. The lower the completion ratio is, the more questions to a sales rep a field team manager should have.
Conversion rate is another important KPI, used to assess sales reps performance and his ability to sell. The conversion rate for a sales rep is actually the percentage of deals that are successfully closed. If a sales representative meets with 8 customers during the workday and makes out 4 orders, that means he has a 50 percent conversion rate. The conversion rate should be assessed taking into consideration a sales reps’ quota, previous ratios and peer rates. A variation of the conversion ratio is a closing rate – a KPI that is calculated as the number of proposals per sale.
Customer response time KPI is the response time for customer requests. By reducing customer response time a sales rep increases his chances of having a meaningful conversation with customer’s representative.

Key Performance Indicators (KPIs) are used in field sales management to measure the success of field representatives at achieving certain goals. Retail execution software can greatly improve the process of KPIs analysis by automating store data collection and providing great variety of analytic tools for field team managers to assess field reps performance. VisitBasis offers field team managers innovative reporting capabilities, so they can filter and sort data according to their needs at the click of a button and quickly visualize relevant information such as orders placed, visits completed, or customers where reps recorded specific answers to survey questions.

Integration with Google Big Query allows developing analytic reports for selling pattern analysis. Getting clear picture of retail conditions provide prerequisites for accurate sales forecasting, setting up goals and monitoring the implementation of the objectives to get vital sales strategy.

To learn more about key performance indicators for field representatives visit www.visitbasis.com, or get your free access to our retail execution software that makes KPIs’ development a breeze.

Mobile Apps & Cost Effective Payment Solution – “Pay As You Go” taking the Lead on SaaS Payment Solution

For the last few years, SaaS services (Software as a Service) has become a popular method of acquiring services for startup businesses, small businesses and even some large corporations have implemented SaaS into their companies. The main reason, so many business owners have decided on attaining SaaS solutions over the most traditional methods is to save money.

Traditional payment options require business owners to purchase software and all rights to usage of a software by paying for a software license, which can produce a huge a dent on companies’ wallets.

Licensing for softwares that businesses require to be functional are extremely pricy, but in the past, there were no other payment options, but to purchase software with their over priced licensing requirements and were often obligated to sacrifice other areas of their business operations to acquire an essential software/tool that’s vital to day to day business operations.

SaaS came along with their payment option, which was an immense relief to many business owners, as they had the option to pay for software services on a monthly basis.

However, if you are a merchandising professional, it would be in your best interest to mobilize your outside field reps by granting them a merchandising and retail execution mobile app, such as VisitBasis Merchandising Mobile App, which happens to be one of the leading retail execution mobile apps in the market!

VisitBasis merchandising mobile app is comprised of many highly technologically advanced features, which will ensure efficient and effective store visits. Your outside sales agents will have access to all the information/data on customers, products, pricing and special promotions in the palm of their hands! And that’s just the beginning, as VisitBasis offers so much more!

Learn more about VisitBasis mobile app, when you visit: Vistbasis.com

In addition, if you’re a merchandising professional and business owner, you might also be interested in knowing that VisitBasis mobile merchandising app, also has the most cost-effective and convenient payment option available to its users and that is – “PAY AS YOU GO!”

“Pay as you Go” is even more cost-effective than any SaaS solution, as you will ONLY $0.20 per visit and that is all. Yes, it’s that simple!

VisitBasis techs and creators are huge fans of high technology and efficiency at a cost that’s realistic and tangible for all types of budgets.

Make your merchandising enterprise all that it can be by empowering your field sales reps with a BYOD solution, such as VisitBasis mobile retail execution app and software! Best of all, acquire a mobile merchandising app with the most cost-effective payment option: “Pay as you Go.”

Allow yourself some wiggle room to invest on other areas of your business that need a little polishing by saving a bundle on software. “Pay as you Go” takes the lead on SaaS.

See the case study below and you will see for yourself…

Sign up with VisitBasis today and start saving money while increasing your profit!

“Pay as you Go” NOW when you Sign Up with VisitBasis Mobile App

VisitBasis merchandising mobile retail execution application has already made a name for themselves, as VisitBasis it the most cost effective mobile merchandising app, that also, offers the most technologically advanced features to their users.

The VisitBasis team truly trust the capabilities of their application. For this reason, it is offered to merchandising professionals and outside sales reps at a very low cost, despite the high quality fears and tools that VisitBasis offers its users.

Read our press release right here:

VisitBasis Unveils the Only Pay-As-You-Go Mobile Retail Execution Solution on the Market

However, now – the VisitBasis team/techs have taken it upon themselves to make the VisitBasis mobile merchandising app more tangible for users than ever before. You see, you can now “Pay as you Go!” And, yes, it means exactly what it implies… VisitBasis users will only pay for executed visits at a whopping – 20 cents!

There has never been a more high quality, mobile merchandising app that is this cost effective. In fact, you will not find any other merchandising and retail execution app that allows you such flexibility in payments and/or usage without a start-up fee, contract and the likes…

If all this wouldn’t suffice, if you are new to VisitBasis mobile app, you will be happy to learn that right now when you sign up as a new user on VisitBasis mobile app, you will receive a $50 credit, which will allow you to decide whether you want to proceed with VisitBasis mobile app or not.

We are confident that you will become loyal VisitBasis users, as we have designed a high quality app, that can handle all merchandising activities. Start today!

Data Capture Mobile Tool for Store Visits

It is crucial for sales reps, sales teams and other outside field technicians to be properly prepared for store visits. The most convenient and easier way to be sure that sales teams are always properly prepared and have all the tools they may need for store visits is by acquiring a Data Capture Mobile Tool.

How can you acquire data capture mobile tools for store visits? Well, we sure have a solution for this tiny obstacle here at VisitBasis Blog – the answer is: GET a Retail Execution Application for mobile devices that has data capture features. This is especially easy now, when you acquire mobile data collection tools/features with VisitBasis mobile application that was designed specifically to cater to merchandisers and retail professionals.

VisitBasis Data Capture Mobile Tool for Store Visits is very easy to utilize. In its simplicity, however, the mobile app consists of highly advanced technologies, which will not limit sales teams and merchandisers while executing store visits. VisitBasis’ mobile merchandising app will empower you as well as your field techs with data collection features, mobile forms, customer information, list of products and prices and much more.

There won’t be any hurdles that you can’t get through during a store visit when you implement VisitBasis Data Capture Mobile Tool for store visits. All the information you need will be available to you – right in the palm of your hand!

The best part of VisitBasis – Data Mobile Tool is that you can use it online and offline. If hot spots or Wifi connectivities are weak, you can still move forward and execute all tasks on store visits and sync at a later time. Collect data, e-signature, provide mobile forms, take photos and make all your retail visits a success when you utilize VisitBasis – Data Collection Mobile Tool!