Bridge Productivity Gaps With a Field Sales Management Software

A field sales management solution is a necessary tool for businesses carrying out on-field selling activities. It offers a wide range of functionalities that differ from one solution to another. However, some of the important functionalities of an FSM software include order capturing, route optimization, sales forecast, visualization, AI analytics, etc, each of which is a crucial component for efficient field operations management.

Along with common FSM software features, some field management software also offers GPS connectivity, chatter feature, and real-time data access/sharing features that make the field service experience even easier for sales reps. While functionalities are more or less the same in most field service management software, there are subtle differences that can make selection a daunting task.

As the developer of FieldSales Connect - an FSM solution dedicated to field service/sales businesses, we are often inquired by FMCG/CPG companies. If you are a business with a significant dependency on-field operations, this blog is for you. We hope this helps you make a well-concerted decision for selecting the right desirable FSM app for your business.

Features & Usage of Field Sales Management Software

So what should you look for in an FSM solution? Let’s have a brief look at important features and their usage. 

1. Digital Attendance Recording to Overcome Manual Tracking

When you have field management software, you don’t need to maintain manual registers. Agents can check-in using mobile/desktop applications and mark their attendance. Geo-location features of the FSM app can be used to know an employee’s whereabouts adding the much-needed transparency required to monitor remote employees. 

2. WorkSchedules For Smart Decision Making

Sales representatives meet multiple customers daily which requires pre-planned schedules, real-time location, and details of the customer. With a field sales management solution, your field agents will be able to access full-fledged customer details and be aware of meetings in advance. With this, they can plan their day effectively and be ahead of their schedules. 

3. Route Planning to Optimize Travel Cost and Time

Sales reps travel from one customer site to another. They note down various addresses and are constantly in a rush adding to their inconvenience. If you have a large workforce, consider adopting an FSM solution with route planning features. This functionality allows reps to view customer locations, schedule meetings with incoming leads, access automated route-based recommendations to save on time and cost.

4. Appointment Reminders So Your Reps Don’t Miss Out

On-field representatives keep note of hundreds of meetings and appointments every week during peak season. To ensure your sales reps don’t miss on probable customers, consider using a solution with great automation capabilities. Damco’s Salesforce Field Service solution offers customizable automation workflows that can be used for automated notifications and reminders. 

5. Integration Capability to Ensure Better Data Access

Lead optimization is the primary aim of on-field executives, however, they need adequate information to convince clients. Integrating important work apps/data with FSM solutions allows representatives greater access to data. Representatives can give presentations, access reports, crucial documents, proposals, etc to maximize conversions on the field. 

6. Create Orders and Close Deals in an Instant Manner

Field service management software leverages automation workflows that allow you to shorten processes and close deals in a swift manner. With FSM software, your representatives no longer have to call the main office or wait for the office to record an order. Sales reps can create orders on the go and ship them to close deals promptly.

7. Real-Time Tracking of Sales Representatives for Better Analysis

Managers do not have a full-proof method to ascertain the truth of a field service professional. While some agents travel the required distance, others may not travel the same distance and still charge similar reimbursements. To verify the veracity of sales agents, real-time tracking of FSM software can be helpful. The features allow businesses to track appointments attended, employee check-ins and check-outs, distance traveled, and other key analytics which is helpful to decide employee performance levels.

8. Actionable Insights For Better Decision Making & Sales Optimization

Sales Managers track and collect data from various sources and use it to make intelligent sales decisions that include identifying opportunities, nurturing leads, and assigning field sales professionals for conversion. Salesforce-powered Field Sales Connect leverages Artificial intelligence, visual analytics, and automated reporting that can help you gain deep insights about prospects and customers.

Wrapping Up

Field Sales Management Software can help you overcome the limitations of traditional field management practices. With automated scheduling, increased mobility, intelligent data analysis, and enhanced data accessibility of FSM Software, you can have better prospecting, engagement, conversions, and performance analysis. To streamline your sales pipeline and ensure maximum opportunity conversion, consider implementing an advanced solution with the above features. 

Damco Group is an established IT Services and Solutions Company with over 25 years of expertise in implementing, administering, and maintaining tech-integrated software. Check out our Field Sales Software FieldSales Connect developed on the Salesforce platform. The solution contains most of the above-listed features and can help you bridge gaps in your field management practices.

Streamline Workflow With A Field Sales Management Software

 Field service is a  crucial activity for businesses irrespective of their size and industry. To manage diverse operations on/off the field, firms need a specialized solution that streamlines all aspects of field service from customer service to sales. 

The need is even more crucial because legacy solutions lack automation, scalability, data security, and real-time tracking features. FSM solutions like Field SalesConnect can help you automate the sales process, track real-time work progress on-site, monitor leads, and do everything else you need to run field operations seamlessly.

Here are some of the challenges you can overcome with advanced Field Management Software:

1. Schedule Management

Preparing and optimizing work schedules can be difficult with legacy solutions. With automated Field Service Management Software, you are aware of work progress and hence can create job schedules, timetables, meetings, service operations, etc in advance or on an immediate basis.

2. Location Enabled Data

Since sales employees have to work on and off the field, organizations may need software that can give real-time whereabouts of employees, customer sites, and vehicles. Salesforce Field Sales solutions leverage GPS features from mobile giving you live location insights.

3. Sales Optimization

 Legacy solutions offer limited collaboration features and because of that information action is often delayed. Modern Field Sales Management solutions leverage AI and ML which can help you capture and optimize sales data much better than your legacy system. Features like forecasting, pattern recognition, auto-report generation, heatmap, etc can transform the way you identify and optimize leads.

4. Mobile-First Experience

Empowering your field service technicians with mobile-enabled FSM solutions can vastly improve the service experience of customers. With real-time information in the mobile app, technicians can access info about customers, service location, service history, and other details allowing them to swiftly complete field operations. Moreover, your managers will be able to schedule, monitor, and evaluate field service much easily from literally anywhere.

Bottomline

To overcome field sales challenges, you must adopt new technology-based solutions equipped with advanced features for automation, customer management, and sales optimization. Damco’s Field SalesConnect is one such solution that you can rely on to streamline overall field operations. It is easily customizable and integrable with your existing system.

Streamline Operations With a Field Sales Management Software

 Every field service business needs a dedicated solution to manage its field operations efficiently and effortlessly. While some of the businesses have implemented advanced Field Sales Management Software, a good proportion of firms are still using their old legacy systems.

Such legacy Field Sales Solutions lack the capability to collaborate, monitor attendance and identify leads which affect the overall sales cycle and bring your. If your business is still facing such issues, then it's time to streamline your Sales operations with an automated and AI-driven Field Sales Solution.

With a Field Sales Software, organizations can centralize their field processes and gain access to actionable data and built-in tools which are used to monitor, collaborate and take crucial business decisions.

By implementing a Salesforce powered Field Sales Management solution, businesses explore the following benefits:

1. Sales on-the-go

An FSM software simplifies order creation and enables service representatives to identify hot prospects. A Field sales representative is able to note down the information of new customers, product enquiries and new business orders while he is away from the office. 

With mobile Field Sales application, field managers can track attendance, monitor operation expenses, assign tasks, set appointments, anytime. Additionally, field operators use GPS-enabled mobile applications to track the location of the site and collaborate on-the-go resulting in quick delivery and enhanced customer experience.

2. Streamlined Operation Management

A FSM Software enables service team members to manage sales enquiries, pending orders, and assign tasks to individuals through a Field Sales Management Software. Thus field representatives are up-to-date with the status of orders of each customer be it related to delivery, service delay or pending payment. 

Moreover with FSM applications, users can engage with customers and track the location of field employees/delivery packages. With centralized information access and a single-window dashboard, field managers and operations teams can manage everything without any hassle.

3. Better Performance Analysis

A Field Sales application enables businesses to track the performance of sales executives concerning target closure, customer feedback, report submission, and more. By analyzing sales opportunities vs conversion metrics, organizations can find out the reason for lost sale opportunities.

Thus with deep analysis capabilities of Field Sales Solution, businesses can improve their sales pipeline. The service delivery, field operation accuracy, and field sales cost, everything can be optimized with performance analysis.

In a Nutshell

Field Sales Solution enables businesses to centralize and automate their sales activities. With actionable insights and real-time updates on orders/enquiries, organizations use their resources in better ways and can optimize their sales opportunities resulting in maximum productivity.