Provide field staff with accurate customer information and make each visit planned, purposeful, and results-oriented.
In mobile sales operations, customer records involve more than just address and phone number. Delivery conditions, visit dates, payment preferences, pricing structure, shelf or warehouse information, and location characteristics directly impact field operations.
Visit management associates planned or unplanned customer contact with orders, deliveries, collections, surveys, opportunities, and tasks.
Customer field profile
Address and geographical location
Delivery receipts and access notes
Opening hours and visiting days
Relevant persons and authorities
Pricing, payment and credit terms.
Product portfolio and order history
Return, empty container and deposit balance
Clear job description, complaints, and risks.
Types of visits
Order taking
Sales and delivery
Collection
Shelf or stock control
Survey and store audit
Offer and sales opportunity
Returns and customer service
Unplanned customer demand
As a result of the visit
The visit start and end times, transactions made, customer interview, sales outcome, photos or form information, and subsequent tasks should all be recorded in a single log.
Record customer visits not just as a stopover on a route, but as a manageable business event with a specific purpose, actions taken, and next steps.