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What is VisitEye?

Field activity management software plays a crucial role for businesses that deploy outside sales teams, merchandisers, or retail auditors. This cutting-edge tool enables organizations to oversee the customer interactions conducted by their field representatives via a mobile application. Users can track the GPS coordinates of their team members while monitoring the time they check in at different locations. By optimizing travel routes for customers, companies can conserve valuable time and resources, leading to increased efficiency. Moreover, the software allows for easy logging of mileage and effective management of business expenditures. Field representatives can also capture images and take notes during their visits, thereby improving communication and documentation processes. This feature notably minimizes the necessity for after-hours reporting since managers can conveniently monitor when their field sales representatives arrive at each site. Additionally, the system aids in gathering timesheet information, ensuring precise records of business expenses and travel distances. With GPS verification, organizations can validate their reps' activities and access comprehensive photo documentation and visit summaries. This intuitive browser-based application requires no installation, making it readily available to all users. Navigating customer visits can often prove challenging for both field representatives and their managers, as frequent trips to various sites can lead to increased fuel expenses, wasted time, and missed sales opportunities. Utilizing this software empowers organizations to enhance their operational workflows and boost the productivity of their field teams, ultimately driving better results and increased profitability. Hence, embracing such technology is essential for staying competitive in today’s fast-paced market.

What is Sterison SFA?

Effectively oversee and assess daily sales operations, encompassing dispatch, supply, and delivery processes. With real-time data at your fingertips, you can boost sales closures by 45% while streamlining integrations. This approach is expected to result in an 18% reduction in sales cycle duration and a 14% decrease in time spent on sales administration. The system offers a versatile framework featuring shareable modules and a customized base design. It ensures complete visibility into tasks, sales objectives, transactional data, order tracking, accounts receivable, and more. Users can quickly access delivery schedules and maintain an up-to-date inventory overview. Additionally, there is comprehensive insight into the activities of sales representatives, enabling them to track sales orders in real-time and evaluate key performance indicators (KPIs). Furthermore, the platform provides a broad perspective on sales targets and KPIs. This resource also details effective strategies for marketing products in the marketplace. Furthermore, it supports real-time tracking of orders, inventory levels, invoices, and account settlements, while also highlighting available promotions and discounts on products. Finally, it emphasizes the importance of gathering extensive data regarding customer preferences and demands for various products.

Media

Media

Integrations Supported

Microsoft Excel
Sterison Image Recognition

Integrations Supported

Microsoft Excel
Sterison Image Recognition

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

VisitBasis

Date Founded

2013

Company Location

United States

Company Website

www.visiteye.com

Company Facts

Organization Name

Sterison Technology

Date Founded

2019

Company Location

India

Company Website

www.sterison.com

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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