Wednesday, January 16, 2019

Tracking Field Sales Reps - GPS Monitoring Software

Tracking field sales reps with GPS monitoring software has become the norm in business since is mutually beneficial for managers and reps.

With a GPS monitoring software, managers know the location of field reps throughout the day and which customers are being visited, while reps will increase their customer-facing time by saving in planning, travel, and reporting time.

But, when looking into tracking field sales reps, which capabilities should managers look for in a GPS monitoring software package? It is easy to get lost in the options readily available in the market, so we have compiled a list of features managers should look for:

  • Compatibility - Depending on their contract, outside sales reps might be independent from the company they represent and therefore use their own smartphones and/or tablets. Therefore,  GPS monitoring apps must be compatible across devices and operating systems, running seamlessly in both Android and Apple devices.
  • Scheduling – GPS monitoring software must provide call scheduling options both for mobile users (reps) and supervisors/ managers alike.
  • Routing – Some apps for tracking field sales reps also offer optimized routing, allowing reps to calculate the shortest route for their daily visits, and saving travel time and mileage.
  • Data capture options – More than simple geographic coordinate capturing, GPS monitoring software must let users collect GPS and time-stamped data such as notes, pictures, and signatures.
  • Reporting options Tracking field sales reps / GPS monitoring software is all about managers and supervisors easily running and exporting reports on visit data, GPS coordinates, and timesheets, and the ideal solution provides that.
  • Easy territory transition – One of the biggest issues in any organization with field sales reps is turnover. Therefore, a solution for tracking field sales reps must be able to easily transition territories, as well as allow for unlimited free downloads of its mobile app.


Ready to start tracking field sales reps with GPS monitoring software - sign up today for a free trial of VisitEye! 


Thursday, December 6, 2018

4 Essential Sales Rep Report Templates

Sales reps are mostly independent-natured, especially if they work on the field all day. Therefore, anything that has to do with sitting in a desk, filing paperwork, does not agree with a sales rep personality. However, reporting is how business is tracked, so skipping it is not an option.

Mobile rep tracking software has allowed field professionals to fill in their call information on their smartphones or tablets, saving time and effort, but - beyond that - also provides managers with the opportunity to generate real-time reports. Among the many sales rep report templates, the ones listed below are essential for sales managers to take charge of their field teams:

Activity report
This sales rep report template shows the customer calls performed during a time period and normally can be filtered by rep, team, customer or other variables.

Timesheet report 
Timesheet reports normally show the timestamps for the first customer check-in of the day, as well as for the last check-out. For management, this means having valuable knowledge on field rep activity, especially if they rarely, or never, stop by the office.

Visit summary report
As a sales rep report template, visit summary queries allow managers to get additional information on individual calls, such as any notes taken by the rep, mileage, photos, and expenses.

Photo reports
One of the greatest advantages of mobile rep tracking software solutions is the ability to take pictures. With those on the cloud, managers at the office can run photo reports to check for rep accountability and/or customer issues.

VisitEye is a mobile rep tracking software that allows you to customize the above sales rep report templates and create your own queries, in addition to providing an easy-to-use system for scheduling and tracking customer calls. See what VisitEye can do for your outside sales business: Sign up today for a free trial at www.visiteye.com.


Wednesday, November 21, 2018

Increased Accountability with Employee GPS Tracking

Managing field teams can be overwhelming, especially considering that supervisors have little oversight into what field personnel is actually doing during the day. The issues that arise from this systemic lack of communication eventually lead to a breakdown in employment relations with loss of trust and eventual high turnover rates.

Employee GPS tracking can greatly help in improving communications between field teams and management. Just by installing an app on the employee's smartphone, from the office supervisors are able to keep an eye on daily team routes.

Beyond that, though, employee GPS tracking apps provide more than just location monitoring and include features such as:

  • Scheduling and routing of customer visits.
  • Capturing of visit information such as mileage, notes, pictures, and signatures.
  • Running reports on visit and employee data.

While field personnel might initially feel that this is a bit of management overreach, with an employee GPS tracking app installed on their mobile devices, they will be able to plan and optimize customer rounds to save time and money, prospect new customers and take visit notes and pictures, and reduce or even eliminate off-hours reporting.

All this increased - and streamlined - communication between field and office will lead to better accountability and healthier workplace relationships.

VisitEye is an easy-to-implement employee GPS tracking system that offers all the benefits listed above at an affordable price. The VisitEye mobile app is available as a free download both for Apple and Android devices, allowing workers to use their own smartphones or tablets.

You can try VisitEye for free by signing up at www.visiteye.com.



Wednesday, October 31, 2018

The True Results of GPS Tracking for Sales Reps

GPS tracking for sales reps sounds like management overreach. No one wants to have their manager knowing their whereabouts at all times, especially sales reps, who normally share an independent personality.

However, some GPS tracking apps can deliver incredible productivity results, since they offer more than simple location monitoring: They are a complete system for scheduling, routing, tracking, and reporting on sales calls. And even small businesses can benefit from GPS tracking for sales reps considering that most systems on the market are available as Cloud-based subscriptions.

With all these features, the true results of implementing GPS tracking for sales reps are more than simply knowing if and which customers are being called on, and include:

  • Better communication between management and sales reps, with increased accountability and little extra effort.
  • Less time spent on reporting, since reps will simply check into customers and fill in information on their mobile devices.
  • Mileage and time savings thanks to optimized routing capabilities.
  • Increased customer-facing time with more opportunities for closing.

Interested in seeing how GPS tracking for sales reps works? Check out VisitEye. VisitEye can help your team achieve your sales goals with a system that is easy to use and implement.

VisitEye offers a 14-day free trial, allowing you to test GPS tracking for sales reps and see how it will work in your organization. Sign up today at www.visiteye.com.


Friday, September 28, 2018

How to Manage Teams on an App for Tracking Sales Reps

Apps for tracking sales reps are becoming the norm in businesses with outside teams, but many of the affordable options available on the market are designed for small-scale, single-team operations, leaving even slightly larger businesses with less-than-ideal solutions where team leaders might see each other's territories.

VisitEye, the app for tracking sales reps from VisitBasis, is an exception to that: It allows management to set up supervision structures, thus limiting what team leaders can see while allowing upper management to preserve their general oversight.

Not only does VisitEye allow for sales team structures, but it also provides a complete platform for monitoring sales rep activity as well as many benefits for outside salespeople, including: 

  • Easy route planning and scheduling
  • Route optimization, saving travel time and mileage
  • On-the-go access to customer information
  • Streamlined customer prospecting
  • Capturing of visit notes, mileage, expenses, and photos
  • Reduced or even eliminated off-hours reporting

For managers who are just learning how to track reps in real time, VisitEye provides sales rep tracking with all the essentials needed for management to get accurate rep positioning and visit verification while allowing reps to make the best of their customer calls. 

For businesses looking into implementing an app for tracking sales reps, VisitEye provides a fully-functioning 14-day free trial. To sign up and start using the solution straight away, go to www.visiteye.com.

VisitBasis also provides online demos to show account admins how to properly set up teams and define sales organization structures on VisitEye. To schedule a demo, go to http://meetme.so/visitbasis.


Friday, August 31, 2018

5 Must-Haves in the Best Solution for Field Rep Tracking

Mobile solutions for field rep tracking have gone viral. The allure of being able to know the whereabouts of their outside reps was just too attractive for managers to pass, especially due to the natural lack of supervision that comes with fieldwork. 

But what is the best solution for field rep tracking?

Of course, each company will find the alternative that better fits their business needs, but – besides the obvious GPS monitoring capabilities - there are five must-haves that managers should look for when evaluating solutions for field rep tracking:

  1. Scheduling – The best solution for field rep tracking must provide call scheduling options both for mobile users (reps) and supervisors/ managers alike.
  2. Routing – Routing capabilities on a mobile tracking app allow reps to calculate the shortest route for their daily visits, allowing them to save travel time and mileage.
  3. Data capture options – More than simple geographic coordinate capturing, the best solution for field rep tracking must let users collect GPS and time-stamped data such as notes, pictures, and signatures.
  4. Reporting options – With a mobile rep tracking solution, managers and supervisors should be able to easily run and export reports on visit data, GPS coordinates, and timesheets.
  5. Easy territory transition – One of the biggest issues in any organization with outside reps is turnover. Therefore, a field rep tracking solution must be able to easily transition territories, as well as allow for unlimited free downloads of its mobile app.

VisitEye is a complete and easy-to-use mobile GPS tracking app that includes all the above capabilities. Want to see if VisitEye is the best solution for field rep tracking for your business? Go to www.visiteye.com and, sign up for a free trial and start using it straight away!


Thursday, July 26, 2018

3 Extra Benefits of GPS Tracking for Sales Reps

GPS tracking for sales reps is one of those disruptive technologies that revolutionize the entire way a professional category works. Managing outside sales reps used to be quite complex, since they typically visit many customers every day and would only contact or stop by the office once or twice a day.

With GPS tracking for sales reps, managers can have - at any time - a clear vision of what is going on in the field. Through an online interface, they can see where their reps are and which customers are being visited.

However, more than simple GPS tracking for sales reps, many such apps available on the market today offer extra benefits, both for managers and reps alike, such as:

  • Call scheduling and routing: Many GPS tracking apps allow reps to plan and optimize their customer routes on their mobile devices, saving time and mileage.
  • More information with less paperwork: Implementing a GPS tracking app for sales reps can significantly increase customer-facing time, since it reduces rep paperwork by providing a mobile interface for inputting sales call data in addition to automatic timesheet information collection.
  • Agile reporting: With the real-time sales data collection provided by GPS tracking apps, managers have access to call information as soon as reps close their visits or synchronize their apps, allowing them to generate any reports they need.

Want to learn more about GPS tracking for sales reps? Try VisitEye for free! Go to www.visiteye.com to sign up and start using it right away.