25 July 2016

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!

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.