VisitEye - Your eyes on the field

Track your field reps customer visits through an app on their smartphones. View reps GPS positions and know the time they check-in at each location.

Transcript

1. Your eyes on the field
2. Overview •What is VisitEye? VisitEye is a mobile app for tracking field reps in real-time. •What problems does VisitEye solve? Visit validation, photo reports, GPS check-ins. •Who is VisitEye for? Field reps, outside sales representatives, mobile workers and their field managers.
3. Main Benefits - Features •For field reps • Plan and optimize your customer rounds to save time • Record your mileage and business expenses • Take and share photos and notes during your visits • Reduce or even eliminate off-hours reporting •For managers • Track your field sales reps and see when they check-in at each location • Collect timesheet information • Receive accurate records of their business expenses and mileage • Validate their movements with GPS and get photo reports and visit notes • Nothing to install on your computer - easy-to-use browser application
4. How to Setup •Create an account here: www.visiteye.com •Invite users to the account •Mobile users will download free app form Google Play or AppStore and start working •http://www.visiteye.com/assets/VisitEye-GettingStarted.pdf
5. How it works (vertical walk through) 1. Upload locations A. Individually B. Bulk import via Excel file
6. How it works (vertical walk through) 2. Assign territories A. Individual location properties B. Map interface
7. How it works (vertical walk through) 3. Schedule visits 4. Track visit progress on Dashboard
8. How it works (vertical walk through) 5. Check notes and photos on Schedule and Reports Notes and ratings
9. Reporting For field rep: 1. Visit can be created by office or on mobile app, by clicking on “+” 2. Click check-in button to start a visit 3. Task photos and notes 4. Close visit from Visit Summary or Visit list 5. Sync
10. Reporting For managers: 1. Click “refresh” button on scheduler 2. Click on “View” hyperlink to see Visit Summary 1 2
11. Reporting For managers: •Running reports: • Closed Visits • Photos • Timesheet report • Visit Summary report for mileage, expenses, notes and photos. • Filter and bookmark Report types Customize report columns Bookmark reports View report photos Download report
12. How much does it cost? GPS Tracking and Visit Validation Mobile Data Collection Location check-in/check-out, Timesheet tracking, Tagging visit & photos, Real-time workforce monitoring Photo tasks, Mileage records, Expense tracking, E-signatures, Offline/online data capture Visit Scheduling Store List Planning from office/mobile, Bulk scheduling, Route optimization (office), Route optimization (mobile) Unlimited store list, Territory management, Contacts, Asset inventory Analytics and Reports Messaging Visual analytics tools, BigQuery reports, Photo reports, Timesheet reports, Visit results Excel reports, GPS reports, Online mobile tools, Full history mobile access HipChat messenger integration, VisitEye alerts for visits and locations, Team message billboard, Third party report notifications, Visit notes email notifications Multimedia Documents Security Location attachments Role-based security Integration Support Excel export/import, Google calendar, BigQuery API (ask for a quote) Email & chat, Telephone, Free on-boarding •Price per user / per month: from $10 •Includes: