Minha Visita

Minha Visita is a team management system designed to streamline the management of external teams, according to the vendor. It aims to replace the use of spreadsheets and complex CRMs with a simple and intuitive software solution. The product is suitable for companies of all sizes, ranging from small businesses to large enterprises, and caters to sales teams, field service technicians, promoters and merchandisers, distributors and wholesalers, as well as healthcare professionals.

Key Features

Team Management System: Minha Visita aims to simplify team management for external teams by replacing the use of spreadsheets and complex CRMs. It is designed to streamline the management of field sales teams, technicians, promoters, and merchandisers, providing a centralized platform for managing team visits and activities.

Real-time Visit Reports: According to the vendor, managers can access real-time reports of team visits, allowing them to track the progress and activities of their field teams. These reports provide insights into team performance and customer interactions, enabling quick decision-making based on real-time data.

Shared Calendar: Minha Visita offers a shared calendar for planning team visits. Managers can easily schedule and assign visits to team members, ensuring efficient allocation of resources and avoiding scheduling conflicts. Team members receive notifications about their scheduled visits.

Consolidated Email Reports: The vendor claims that consolidated reports are sent via email, providing managers with a summary of team activities and performance. This feature allows managers to stay updated on team progress without logging into the system, facilitating data analysis and decision-making.

KM Tracking: Minha Visita includes the ability to track the distance traveled by the team, helping to monitor and manage travel expenses. It provides insights into the efficiency of team routes and visit planning, enabling better resource allocation and optimization.

Real-time Location Tracking: Managers can track the real-time location of team members, according to the vendor. This feature ensures visibility into team movements and accountability, helping to optimize routes and respond to any urgent needs or changes.

Map View of Nearby Customers: Minha Visita offers a map view of nearby customers, allowing for optimized visit planning by identifying nearby customers. This feature enables efficient route planning, reduces travel time, and improves productivity by allowing for more customer visits.

Market Insights and Trend Analysis: Minha Visita claims to provide metrics and trend analysis for market insights. Managers can analyze data to identify market trends, helping with decision-making and strategic planning. This feature aims to help identify opportunities and optimize sales strategies.

Customizable Activities and Fields: Minha Visita allows users to personalize activities and add extra fields according to their specific business needs, according to the vendor. This feature enables the capturing and tracking of relevant data for each visit, providing flexibility and adaptability to different industries and workflows.

Free Support and Demonstrations: Minha Visita provides free support and demonstrations to assist and guide users of the system, as claimed by the vendor. This ensures smooth onboarding and adoption of the software, helping users maximize the benefits of Minha Visita.