How to Improve Trade Promotion Execution at Retail Stores A trade promotion can be well planned, fully funded and still fail at the shelf. The display never goes up, the offer isn’t visible, or the price tag is wrong. Nobody at head office finds out until the sales numbers come in. This is why many […]
Field Workforce Management: Features, Benefits and Best Practices Field workforce management is how a business plans, assigns, tracks and supports employees who work away from the office. Sales reps, service technicians, delivery staff and collection agents all belong to this group. However, once they leave the office, managers often lose sight of them. As a […]
Customer Visit Verification: GPS, Photo, OTP and Geofencing Explained A rep marks a visit as “completed” in a report. The customer was never met, or the rep was ten kilometres away. This gap between what is reported and what happened is the problem customer visit verification solves. Verification means collecting objective evidence that a field […]
How to Track Proof of Visit for Field Employees Ask any operations manager how they know a field visit actually happened, and you’ll often get a shrug. Maybe the rep sent a text. Maybe there’s a name scribbled in a register. None of that holds up when a customer disputes a visit or a technician […]
