BeatRoute's sales team app now tracks one-off tasks, not just routine visits. A manager assigns a task to one customer or a whole segment, picks a date or a date range, and sees which reps have done it and which have not. Reps can schedule their own tasks too, so every sales activity a campaign adds sits in the same app as the regular beat. Brands run seasonal and short-term campaigns all the time, and these asks fall outside the fixed SOP visit routine. Without a way to assign and follow them in the app, nobody can tell which were finished.
If what you need is live GPS location, check-ins and attendance for your field sales reps, see sales force tracking.
Overview
1. Schedule Activities for Individual or Groups of Customers
- Easily assign specific tasks to your sales reps for single customers or segments in bulk.
- Tasks can be scheduled by sales reps themselves, as well as by managers.
- Tailor activities to the unique needs of different customer groups.
2. Comprehensive Tracking and Management
- Activity completion can be monitored by the managers.
- Promotes adherence to both standard operating procedures and additional tasks.
3. Flexible Scheduling Options
- Assign activities for specific dates or over a set duration.
- Adapt to the dynamic needs of your sales strategy.
Why This Matters
Ad-Hoc Task Management
Managers can create a one-off task the day the need comes up and follow it until every rep it went to has done it.
Streamlined Execution of New Market Activities
Work outside the standard SOPs, such as a seasonal push or a new market activity, is assigned and tracked in the same app reps already use for their visits.
Mechanism for Completion
Each task shows as done or not done for every rep and customer it was assigned to, so managers can follow up on the gaps instead of asking the whole team for an update.
Get Started Now
If you already use BeatRoute, this feature is live for you: talk to your customer success manager to get started. If you are not on BeatRoute yet, request a free demo.
