07 July 2015

Wasting time is a recipe for losing efficiency within your field service management. Productivity of field reps, namely sales performance, is a key driver for improving your company’s bottom line and a larger market share. Therefore the main goal of field team management is to maximize the time field reps spend selling and to minimize time spent on traveling between locations, filling out paper forms, making useless phone calls and visits to the office.  

The good news is that today there are plenty of sales tools designed to increase your field reps’ productivity and eliminate major time wasters in the field. Using field service management software for standard mobile devices, we all are already used to, allow field team managers to effectively organize and control field teams, and provides essential tools for field reps to complete deals as quickly as it’s possible. The major time wasters in the field, like poor planning, incomplete deals and traveling between locations, can be easily eliminated by field service management software implementation. Below you’ll find three essential strategies to help you eliminate time wasting in the field.

Automate scheduling and planning of retail visits. Poor planning results in unconfirmed appointments, overlapping routes, and suddenly arising challenges (e.g. a rep can’t find customer’s location, got sick and must be substituted). Field service management software offers field team managers a great variety of opportunities to reduce time spent for scheduling, including planning visits in bulk or individually, rescheduling appointments on the go, adding visits and tasks during a day.

Give your sales reps the right tools to complete deals. Incomplete sales orders is one of the major time wasters that occur when a sales rep have not prepared for a retail visit. Lack of product knowledge, wrong specifications and order forms result in failed deal that requires a comeback to be completed. When your field reps are empowered with a mobile solution for retail execution, they always have all the essential information at their fingertips. Customer information, product catalogs with photos, printable mobile order forms are always available in field reps’ tablets and smartphones.

Minimize travel time. Traveling to the office in the morning to get the schedule and coming back at the end of the workday to provide the report takes a lot of time that can be spent negotiating with customers. If you use a field team management software solution, your field reps don't have to go to the office to get the schedule of visits. All the information about the appointments, scheduled in the office, including tasks, time, route and location, is instantly displayed in their tablets and smartphones. Field reps are constantly monitored on the map and all the data collected by field reps is automatically being sent to the corporate database, so they don’t have to go to the office, make calls or send emails to provide a report.

To learn more about field team management, visit www.visitbasis.com or register account to get your free access to field team management software.

To try our data collection software for free register at www.visitbasis.com and download the VisitBasis Retail Audit App FREE on Google Play or App Store. To learn more about how our field merchandising system works request a demo or check the links below to watch the demo videos.