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Description
BevTrack is a user-friendly application designed specifically for beverage sales teams, enabling them to monitor location visits, conduct meetings, manage beverage orders, establish distribution goals, and plan their sales routes effectively, as well as to enter location data from contacts and number of taps, set reminders, and more. Users can easily load distribution locations by utilizing the data import tool or allow their team to add new locations during their visits. Additionally, the app facilitates the sharing of all collected data among team members or allows for data segregation among administrators, managers, and sales team leaders.
Sales Team Features Include:
- Logging Account Visits
- Entering Orders
- Monitoring Team Goal Progress
- Managing Tasting Events
- Collecting Feedback on Tastings
- Managing Contacts
- Setting Up Reminders
- Tracking Point of Sale Transactions
Customize Your Distribution Process:
- Managing Sales Representatives
- Managing Accounts and Locations
- Managing Distributors
- Managing SKUs and Products
Real-Time Reporting Capabilities:
- A Comprehensive Sales Performance Dashboard
- Tracking Goals of Sales Representatives
- Detailed Sales Table
- Summary of Products and SKUs
- Trends in Visits and Orders Chart
- Log of Account Visits
This combination of features makes BevTrack an essential tool for optimizing beverage sales operations and enhancing overall productivity.
Description
Field activity management software is essential for companies employing outside sales representatives, merchandisers, or retail auditors. This innovative solution allows businesses to monitor customer visits made by their field reps through a smartphone app. Users can view the GPS locations of their representatives and keep track of the time they check in at various sites. By planning and optimizing customer routes, companies can save valuable time and resources. Additionally, the software enables users to log their mileage and manage business expenses efficiently. Representatives can also take photos and jot down notes during their visits to enhance communication and record-keeping. This functionality significantly reduces the need for off-hours reporting, as managers can easily track when field sales reps check in at each location. The system also facilitates the collection of timesheet data, ensuring accurate documentation of business expenses and mileage. With GPS validation, businesses can confirm their reps' movements and access detailed photo reports and visit notes. This user-friendly browser application requires no installation on computers, making it accessible for everyone. Navigating customer rounds can often be complex for both field representatives and their supervisors, and frequent visits to multiple locations can diminish profits due to fuel costs and time spent, as well as lost opportunities for sales. By utilizing this software, organizations can streamline their operations and maximize their field teams' effectiveness.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Pricing Details
$59 / user
Free Trial
Free Version
Pricing Details
$15 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Taps + Tables
Founded
2020
Country
United States
Website
bevtrack.net
Vendor Details
Company Name
VisitBasis
Founded
2013
Country
United States
Website
www.visiteye.com
Product Features
Brewery
Billing & Invoicing
Cask Management
Demand Planning
Distribution Management
Inventory Management
Order Management
Production Tracking
Quality Control
Recipe Management
Product 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
