Title: How Field Sales App Can transform your business
1How Field Sales App Can transform your business
2- Field sales app can increase sales by 30
- sales productivity by up to 34
- Sales forecast accuracy by 42
- Mobile apps have taken the consumer world by
storm, and businesses are quickly going with same
pattern. Organizations increasingly observe
mobile apps as a tool that can reinforce external
customer engagement as well as prompt business
process transformation. - Every organization wants its salespeople to be
effective that is, close more deals. Most
organizations send their field agents to talk to
qualified leads or prospective customers. The
agents have to remember all their appointments
and plan the business visits manually. In some
cases they additionally need to gather data and
verify documents. - As salespeople spend a significant amount of
their time visiting prospects and customers,
Relying on a manual process increases the
likelihood of missing many meetings and
significantly reduces sales rep efficiency.
3- Given the direct impact that salespeople have on
driving revenue, its critical to develop mobile
sales force automation apps that make their
day-to-day activities as convenient as possible - Thats why many companies have adopted field
sales app for their agents to make them more
productive. - Sales management mobile apps help sales and
account managers streamline activities and manage
their pipelines on the go. - Scenario without field sales app
- Lower sales visit per day
- No reporting of work done hence no follow up on
progress possible - no way to check attendance meetings done
- fake reports High cost of conveyance
- Manual sales order form and delayed decision
making - No reliable data of product reach client
location -
- Without on field sales app Managers have no way
to track the sales report other than calling
sales person and relying on their honesty. Some
agents may also increase the distance traveled
for the day to increase their reimbursements.
Managers have no way to verify the truth!
4- Scenario With on field sales app
- 1-Record attendance digitally
- In on the App and employees attendance gets
captured with location and time. The field agent
can start their day by checking in through app as
a result their sales route will now be tracked. - Manager views key performance parameters on
Portal Dashboard Real-Time Accurate Location,
Distance Travelled, and Tasks Completed - 2-Manage Daily Schedule
- Your sales agents can check the meetings that are
scheduled for the day, with details like time,
location and more. Based on the location they
can plan the day effectively with best routes to
save time. - 3-Discover Nearby Leads
- If they have no meetings scheduled, they can
check for leads near their vicinity they can
access the address of the leads on the map and
schedule a meeting with the nearest ones. - 4-Add leads easily
- With a field sales app, your agents can directly
enter new leads in the CRM. If they are meeting a
lead for the first time, then they can quickly
add them in to the tool
5- 5-Places geographical reach
- All client locations can be marked and viewed on
the map. It helps to identify the market and the
product reach. It helps a new sales executive
with a ready list of clients and locations to
cater. -
- 6-Mobile report Form builder
- Form builder allows manager to design rule based,
reporting form in minutes using variety of input
data fields like text, number, radio, drop down,
photo, barcode, signature, Interestingly forms
along with photo proofs are location linked and
are to be filled only from client location and
nowhere else. - 7-Order booking
- Manager loads product list on Portal along with
category, pricing, discounts, stock, and targets
if any, on sync, Employee sees the product list
on App and is able to do paperless order booking
linked to client location Sales Executives can
take orders online with a in-built order form,
which is marked on the map and also available as
report for the order processing staff to process
the orders immediately
6- 8-Real-time Rep Tracking
- The apps can be used for sales rep tracking and
managers can see the route taken by the sales
reps. you can also access the number of
appointments attended, check-in and check-out
times, total distance traveled for the day and
other useful details. - For Sales Staff who are committed to their job
they need not explain reason for low sales to
their Management as the effort they put on the
field is clearly evident from the Places Visited
Report created by Entry - Exit of Geo Fence. - 9-Day closure reports
- The managers can take a look at how many meetings
occurred and how much the distance the agent has
covered. Manager / Employee reviews daily
performance based on tasks completed, clients
visited, distance travelled and forms uploaded,
MIS Dashboard Help Company in visualizing team's
KPIs and accordingly sets targets for higher
growth. -
- Summary
- Companies across all industries have an
opportunity to increase productivity, drive
revenue, reduce costs, and deliver efficiencies
of scale through enterprise mobility efforts.
Field sales apps can also change the way a
company does business, introducing faster ways to
complete tasks and unleashing greater efficiency
within the enterprise. An organized team means
more work done, fewer confusions and increased
productivity.
7- Contact Us
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