Sales Visit Functionality – Suggested Improvements
With the increasing availability of purpose-built sales apps, it would be great to see some enhancements to Breww’s sales visit tools to keep field sales teams efficient and competitive.
Currently, the notes section provides a basic method for logging who was seen and what was discussed. However, this data isn’t easily searchable or reportable, which limits its long-term value.
A few key improvements that would significantly enhance usability:
1. Automated Visit Scheduling
- Breww could automatically flag accounts that haven’t been visited in a defined timeframe (e.g. 30/60/90 days).
- The system could then suggest a route (similar to the delivery planner) for visiting a defined number of accounts on a chosen day, helping to maximise efficiency and ensure regular touchpoints.
2. Standardised Post-Visit Logging
- After a visit, the salesperson could complete a structured form within Breww, using customisable, pre-defined dropdowns or tick boxes. For example:
- Purpose of visit (e.g. relationship, sell-in, feedback)
- Beers discussed
- Number of taps/lines discussed
- Likelihood of listing or success
- Key notes or actions
This would not only speed up data entry but also make the information searchable and usable for reporting, analysis, and forecasting. Also if a sales person is given a new territory this info would seamlessly be passed on to the next rep without them having to read hundreds of notes.