Effective Sales
Enablement SolutionEasily communicate and collaborate with your field sales teams


Ideal For

Field Sales  •   Merchandising  •   Marketing   •   Inspections  •   Audit

Everything your reps need within reach. App for iPads, iPhones, Android smartphones and tablets. Rich Internet Application (RIA) office interface for sales operations management.

The Best Way to Manage, Enable and Empower Field Reps

VisitBasis uses the latest mobile technology to maximize the efficiency and effectiveness of your field sales team: your mobile reps will have all the information they need to succeed at their fingertips and you will be able to monitor the results in real time.

  • Boost your sales

    With VisitBasis you will be able to increase your field team revenue by enabling real-time collaboration between the office and outside sales: Streamline access to collaterals, marketing and product information, implement effective sales strategies, receive orders on the minute they are placed.

  • Increase deal size

    Standardize sales appointments by embedding set tasks for each call making sure that no revenue opportunity is missed. Communicate clearly with your reps using our advanced task builder and attaching images, PDFs, videos and multimedia materials. Create custom forms and surveys to get the feedback you need from the field.

Easy, Zero-Cost Set-Up

The VisitBasis App works seamlessly across iPhones, iPads and Android smartphones and tablets. There is no limit on the number of devices each user can carry, so your team can bring their own devices and be more effective. They will save time on training by using the devices that they already know and you save on hardware costs.

  • Effective sales automation

    From assigning territories to scheduling appointments and GPS tracking your outside reps, VisitBasis is a complete, real-time field sales management solution.

From their smartphones and tablets, field sales reps can easily access customer information, product and marketing collaterals, price, and task information, place mobile orders and returns, and communicate in real time with the office.

Benefits

CRM and Territory Management

Robust system and user-friendly Rich Internet Application office interface with multi-team support - build as many outside teams as needed.

eCatalog and Ordering

Easily create eCatalogs with 1000s of SKUs and receive product orders from the field - as soon as your reps place them.

GPS Tracking, Mapping & Routing

All user activity is GPS and time stamped. Collect customer's signature, timestamp and geolocation to comply with regulations and/or to get immediate order confirmation.

Real-time Dashboard and Reporting

VisitBasis generates several types of real-time reports with info on user, customer, visit, task, order, timing and location information.

Integration

Export and import all your business information from/to VisitBasis as Excel files or connect directly with your back-office system.

High Performance Level, Globally

Since VisitBasis is a Google Cloud implementation, you can count on the best service availability even if your company is multinational and runs in different countries and time zones.

Pricing

Starting from $15 per user per month

VisitBasis
  • Unlimited Users/Devices
  • Visit Planning Scheduling
  • Territory/Route Optimization
  • E-Catalog and Order Taking/Price Lists
  • CRM and Promotion Management
  • Surveys/Audits/Checklists
  • Mobile Data Collection and Reporting
  • GPS/Time Tracking
  • Real Time Field Activities Monitoring
VisitBasis

Trusted by Thousands

VisitBasis

Improving your bottom-line, one visit at a time