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Enterprise Field Sales Automation – Challenges and Solution


Be it any enterprise, manufacturing, construction, or logistics, sales play a critical role in its growth. When I say sales it includes both primary and secondary sales.

What is field sales?

Field sales play a major role in both scenarios. Field sales is basically selling through in-person, face-to-face interactions with the customer. They include door-to-door sales, sales made through visits to customers’ homes, offices, and local businesses, or retail sales. Field sales has proven to be highly effective. As the sales reps make personal contact with customers, they have a greater chance of converting leads into sales. The sales reps make product presentations, share collateral and other visual aids, and build a strong interpersonal connection, which helps them in influencing buying decisions.

What is a field sales app?

Managing sales activities manually involves a lot of time and money. Especially, the field sales executives who are mainly outside for customer visits face the wrath of manual data updates. Those field sales challenges can be addressed by partnering with a digital transformation services provider who develops a custom-made application that addresses all your challenges in one place.

Why do you need a field sales app?

The below example would help you better connect with field sales challenges faced by the entire sales team. Consider X as a sales rep and Y as the sales manager. The former visits customers on a daily basis and have to report the data at the end of the day to Y. 

Two scenarios evolve:
  1. X having challenges in updating the customer visit data, fuel charge, additional information to Y at the end of the day. He has to capture and save all the above-stated data manually. This is a backbreaking process and eats up most of his time.
  2. The sales manager has no clue about the customer visits of X and got to believe what was targeted is achieved. Also, updating X’s expense details and other customer-related data to the backend is strenuous.

Most companies face these field sales challenges and look for solutions to mange them. A simple yet effective solution to transform the way sales teamwork is by investing in field sales automation solutions. 

There is a misconception in the business landscape that field sales automation solutions are exclusively developed to track the field salespersons and their activities. It is wrong! 

SEE ALSO: "5 Reasons Why Field Sales Automation Is Important"

The ultimate aim of the workforce automation solution is to simplify the tasks of both the field sales and managers, executives involved in the process. 

With an automated solution (partnering with a leading Mobile or Web application development company is critical though), the enterprise can accelerate the overall sales cycles and achieve improved RoI, growth.

Generally, sales force automation solutions are mobile apps. 

Field sales solution

Here are some of the ways an automation solution will help an enterprise. 

Advantages of having field sales solution for field sales reps
  • Update lead information instantly and from anywhere, even during offline
  • Prevent data errors using easy-to-use custom fields with validations 
  • Add notes on specific client feedback or competitor insights 
  • Update end of the day reports on-the-go without any discomfort
Advantages of having field sales solution for managers
  • Track attendance, leave & expense management on mobile/tablet, save time and money.
  • Optimize field sales plans for better customer experience, sales cycle
  • Real-time data on staff availability, tasks, and efficiency through single Dashboard
Advantages of having field sales solution for CEOs
  • Data-driven analytics for decision making on business improvements.
  • Centralized dashboard for executives to view the complete sales data at one place
  • Improved business efficiency and RoI

With such a system in place, improving the overall efficiency of the sales process becomes absolutely seamless and easier. 

Shared below are some of the common features of a field sales app. 

  • Check-in; check out
  • Expense tracker
  • EoD report submit
  • Leave/permission/on duty select
  • customer profile
  • Report export
  • Live tracking
  • Daily reports
  • Dashboards
  • To-dos

Top brands have already started to leverage field sales automation solutions to improve their operations. 

Give your enterprise inside sales or direct sales a boost with advanced automation solutions today and look out for accelerated productivity.

Your competitors are already there, are you? 

Make the sales process a win-win for both your managers and executives using a field sales automation app. 

Don’t know how to get started? Let us help. Get started today. 

 

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Frequent Asked Questions

Digital transformation is the process of using digital technologies to fundamentally change the way your business operates. It can involve everything from automating manual processes to creating new digital products and services. Digital transformation is important because it can help businesses become more efficient, improve customer experiences, and gain a competitive edge.

We offer a wide range of digital transformation services, including digital strategy development, process automation, cloud migration, data analytics, and software development. We work with each client to identify their unique needs and develop a customized plan that will help them achieve their business goals.

The timeline for a digital transformation project can vary depending on the scope and complexity of the project. We work with each client to develop a project plan that outlines the timeline and milestones for the project. Typically, a digital transformation project can take several months to a year or more to complete.

The cost of a digital transformation project can vary depending on the scope and complexity of the project. We work with each client to develop a customized plan that fits within their budget. Our goal is to deliver the best possible value to our clients while keeping costs reasonable

Digital transformation can involve significant changes to business operations, and there may be some disruption as a result. However, we work closely with each client to minimize disruption and ensure that the transition to digital operations is as smooth as possible

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Our team has extensive experience in digital transformation and has worked with businesses of all sizes and industries. We have a deep understanding of the latest digital technologies and how they can be applied to achieve business objectives. We also stay up to date on the latest trends and best practices in the industry to ensure that we deliver the best possible results to our clients.

We take the security of our clients' digital assets very seriously. We follow industry best practices to ensure that all data and systems are protected throughout the digital transformation process. We also work closely with our clients to identify potential security risks and develop a plan to mitigate those risks.

Yes, we offer training and support services to ensure that our clients' employees are equipped with the skills and knowledge needed to use new digital technologies effectively. We work with each client to develop a customized training plan that meets their specific needs.

To get started with a digital transformation project, simply contact us to schedule a consultation. During the consultation, we will learn more about your business and objectives and provide recommendations on the best digital transformation strategies for your business. We will then develop a project plan and provide a detailed proposal outlining the scope of work, timeline, and budget for the project.

Yes, digital transformation can be just as beneficial for small businesses as it is for larger enterprises. In fact, implementing digital technologies can often be even more transformative for SMBs, as it can help them become more agile and competitive in their markets

Digital transformation can help SMBs compete with larger companies by leveling the playing field. By adopting digital technologies, SMBs can streamline their operations, improve their customer experiences, and gain a competitive edge. They can also access new markets and reach customers that were previously out of reach.

Some common challenges that SMBs face during digital transformation include limited budgets, limited resources, and a lack of technical expertise. However, a good digital transformation partner can help SMBs overcome these challenges by providing cost-effective solutions, access to a broader range of resources, and technical expertise that SMBs may not have in-house.

To ensure that their digital transformation efforts are successful, SMBs should approach digital transformation strategically. This means identifying their business objectives, defining a clear roadmap for digital transformation, and working with a trusted partner that can provide guidance and support throughout the process.

Measuring the ROI of digital transformation can be challenging, but it's important to do so in order to determine the success of the project. Key performance indicators (KPIs) that can be used to measure the ROI of digital transformation include improvements in operational efficiency, increases in revenue, and improvements in customer satisfaction. A good digital transformation partner can help SMBs identify the most relevant KPIs for their business and track progress over time.

We offer digital transformation services to clients all over the world. We have experience working with clients in United States, Canada, United Kingdom, Canada, China, Japan, Italy, South Africa, Kenya, Nigeria Europe, Asia,  and Australia, among other regions.

We have experience working with clients in a wide range of industries, including healthcare, finance, retail, manufacturing, and more. Our team of experts has a deep understanding of the unique challenges and opportunities that different industries face when it comes to digital transformation.

Yes, we have offices in several locations around the world. Our offices are staffed by experienced professionals who are equipped to provide our clients with the support and expertise they need to achieve their digital transformation goals.

We take a client-centered approach to digital transformation, which means that we work closely with our clients to understand their unique needs and challenges. We have a deep understanding of the cultural, economic, and regulatory factors that can impact digital transformation in different regions, and we tailor our services accordingly to ensure that our clients achieve the best possible outcomes.

We have a global team of experts who are available to provide support and guidance to our clients in different time zones. We also use digital tools and platforms that allow us to communicate and collaborate with our clients regardless of their location. We are committed to providing our clients with the support they need, whenever they need it.

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