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!

 

 

Wish You Could Have a Crystal Ball to Predict Sales Results? This Can Help You

Every sales manager gets anxious for the end of the month, when sales results come in and it becomes possible to know whether the organization is on track for the fiscal year, or not.

Sales tracking software makes it possible for managers to monitor day-by-day sales operations, allowing them to visualize every sales call for every rep in any territory. This makes it easier not only to see the numbers as the orders come in, but to spot situations that might prevent successful results and act faster to correct the course.

For instance, with a sales tracking software sales managers would be able to tell that a specific sales rep is seeing fewer costumers than desired every day. Or maybe a certain retail location has consistent out-of-stocks for a best-selling product and could place larger orders less frequently, freeing its sales rep to visit other customers. A state-of-the-art sales tracking software with mobile app for field reps may even eliminate in-between-calls or after-hours reporting and free up rep time to call on more customers.

More than a monitoring tool, sales tracking software can therefore become an invaluable instrument in mentoring outside sales reps so that revenue numbers will consistently grow.

VisitBasis is a comprehensive sales tracking software: It improves communication between sales management and the field so outside reps can have all the tools they need to succeed at their fingertips. And there is no need to invest in new hardware since the free VisitBasis mobile app works on most smartphones and tablets.

With VisitBasis Sales Tracking Software field reps are able to:

• Place orders and supply call-related information from wherever they are;
• Calculate the best route for the day, saving time and travel costs;
• Have access to customer and product databases, including the ability of adding new customers.

Try VisitBasis for free! Visit www.visitbasis.com to sign up.