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The life of a sales representative is tough. They are constantly on their toes, whether it be client meetings, reporting to the management, creating sales funnels, or whatever else pops up.
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Field Sales Management Software Can Maximize the Productivity The life of a sales representative is tough. They are constantly on their toes, whether it be client meetings, reporting to the management, creating sales funnels, or whatever else pops up. It becomes easy to check upon their progress when sales representatives are at their desks in the office. When your sales force is out in the field, it's really hard to monitor performance and keep them engaged. This being an integral part of a sales team's work, sales managers should resort to Field Employee Management Solutions for managing their field workers. Field sales management software will keep you in touch with your field workers, be it their progress or even the real-time update in their daily activities. It also helps schedule what your field workers do to make sure that these people can actually focus on high-priority tasks at hand and really build personal relationships with clients. The field sales management software apps can greatly enhance your team's productivity without nagging them around. Is that true? Yes, at TrackOlap, we have helped several field sales teams deliver quality services to clients. Here are a few quick tips to improve individual sales reps' productivity using field sales tracking software. Let's explore:
Tip 1. Get Your Sales Team On field sales management solution Before investing in field sales management solution software, have a meeting with your sales team and just listen to them. Employees will feel threats of losing freedom. They might think that the manager is going to micromanage their work through the live tracking tool. The manager should explain to the employees how the long-term benefits from automated field solutions would help employees perform better and save time to grow professionally. Show them how self-evaluation performance reports could help in their career building process. In a nutshell, managers are supposed to explain the benefit of employee monitoring software to the sales team. Demonstrate how they can use the software to deliver quality services and close more sales. Once your staff is on board, they can help you maximize returns and suggest ways to better utilize the software to streamline field operations. Tip 2. Adopt Mobile-friendly Solution You ought to get mobile-friendly field sales management software. Field sales representatives can't drive around with heavy laptops at all times. Just imagine how irritating it would be for them to plug in their laptop every time they need to send or receive updates. This is, therefore, the need to have field sales software with mobile support. This makes it easier for your field team to access the app on their mobiles, mark attendance, and get daily assignments or progress reports. They can also look up faster work status and receive instructions from managers on their mobile devices. At TrackOlap, we have made our field sales management app mobile-friendly. Our app is easily available for download at the App Store and Google Play Store. It is also compatible with tablets and other mobile devices for better accessibility. Tip #3. Fetch Real-time Location Data Managers are often concerned about the locations their field workers are and whether they are safe and productive on the road. Many managers are under the impression that calling or texting field sales reps frequently is the best solution for knowing where they are. Fortunately, this is a far cry from the truth. Too much calling and texting may divert the concentration of workers from their business and cause danger to life. Take the example of your sales rep driving when you call him—it's the perfect recipe for an accident.
The best solution would be GPS-powered field sales management software. It will send real-time location updates, marking the live location of an employee on the map and thus helping in geofencing locations. Moreover, managers are able to get a travel log for any given employee and check where they have visited within the last few days, thereby ensuring that the sales reps follow the orders and take the quickest route to reach clients. Tip 4. Use Live Location to Assign Tasks Out of all the sales operations, the most important is chasing hot leads and converting them into paying customers. But the process of finding where your hot leads are, and tracking their live location, is not an easy task. Field management software helps sales teams in reaching out to hot leads. Managers can use live location data to assign leads close to where the reps are working. They can also mark the priority of the leads according to where they are in the sales funnel. This practice has sales reps reaching out to prospects when they are most hot for your product or service. Therefore, more sales will be closed, and a higher revenue for your firm. Tip 5. Look for Cloud Integration Apart from mobile support, this is one feature that is the most imperative requirement of a field sales management app. We can never know what information our sales rep may need during the client meeting, let alone always carrying physical copies of all the client documents with them at all times. Cloud integrations can make information available to the employees from anywhere if they are willing. They can go through the client files before meeting to get personalized deals. Cloud integration also helps managers monitor and access the performance reports of employees from any other place. They can even compare an individual employee's performance reports over time to determine whether his productivity has increased or decreased. Tip 6. Keep It Simple You want to ensure that the field sales management app you choose is not only simple but also easy to use. If your team doesn't understand the features or the interface, then they can't use the software properly.
Not everyone is tech-savvy. If a sales representative can't work with your field sales app, it will frustrate them, and they may show some kind of resistance to using the app. Companies should make the transition process easy by providing proper support to field forces at the outset. Demonstrate and instruct employees regarding the use of the software. You can provide help in different ways, such as training sessions, documented materials, and feedback sessions. We at TrackOlap provide free demo sessions to the client so that they will get a clear idea of the features of the software. Secondly, we have a huge gallery of blogs that assist users in learning how to use our solutions and find the latest market trends. Our 24/7 customer support will always help you. Tip #7. Tap Into Transparency Now, this is what makes your field workers productive and helps in gaining their trust. Automated performance reports can bring transparency into the workflow. The workers will realize that productivity reports are based on real-time data and not on personal bias. The same standards are used to track every field worker's performance. This way, you can also make sure that your workflow in an organization is transparent. Task assignment through a centralized dashboard will make every employee know what work is assigned to which member of the team. In this way, they can see if the load is managed on every employee. This transparent working environment will pay back to you in the form of honest and loyal field workers who won't mind going out of their way for your company. Tip 8. Make the Software Part of Your Company Culture The top management should be devoted to popularizing the field sales management software in the organization. They should implement the software into the day-to-day work activities. The management should reach out to the individual field sales representatives to hear them out, understand their feedback, needs, and challenges. They should not just hear them out but equally act on the feedback. You can obtain feedback even through the software. For instance, you can create forms that can obtain feedback from the field workers and have their digital signatures.
Tip9. Develop a Field Automation Policy The introduction of the field force automation solution in companies is always done without explaining the why to use the software or how it will benefit/ disadvantage to the employees. This can create confusion amongst the field workers and can even reduce their productivity. Hence, a proper field automation policy should be formulated which should consist of: What performance metrics would you measure? How will you track the location of the employees? What are your expectations from the field workers? Etc. We, at TrackOlap, have put up a policy management center in our software family so that one can easily make policies for field tracking and monitoring rules. It would help management draw and share the same with concerned people to earn real-time consent. Let's Empower Your Field Teams Today! Now you know how to make your field sales reps productive using field sales management software. First, get simple, mobile-friendly, and comprehensive software. Then, draft a proper fieldwork tracking policy and have one-on-one interaction with your team to show them how it can save time and boost productivity. Finally, enjoy a seamless field workflow. That is all for now. If you have any more questions or would like to schedule a demo with our team, please don't hesitate to give us a call or drop an email at your convenience. We are looking forward to working with you.
