Field Sales Automation – 5 Reasons Why It Is Critical for Your Sales Success


Sales is one of the most critical fields of any enterprise and there are countless challenges faced by the sales team. The most common of all are access to real-time sales data and getting field sales executives involved or keeping motivated.

Here are some of the other challenges field sales executives and enterprises face every day.

  • Managing dispersed workforce
  • scheduling and managing tasks for sales executives
  • Capturing and submitting sales data on a daily basis in CRM
  • Monitoring field sales data accurate through a single window
  • Managing overall sales operations
  • Efficient workforce performance tracking 
  • Enabling faster decision making

Executives out for day-to-day field sales activities face the mammoth task of meeting customers, selling products/service, collecting feedback/insights and updating the respective sales data in CRM at the end of day. On the other hand, the sales managers have to track the data updated by reps to evaluate their performances. 

The entire process is time-consuming and impacts the overall sales cycle’s efficiency. 

To achieve maximum ROI and accelerate productivity, automating the entire process is the best way as this simplifies the jobs of both the sales force and managers. Automation not only helps the entire sales team acquire real-time data throughout the process but also keeps the workforce motivated.

Motivate workforce, really? You would wonder how this automation will help. Here’s the answer. 

Sales force can use the complete list of customers from the mobile app, can plan the customer meetups without any discomfort, can send expense reports instantly, can submit end of the day reports on the go. This simplifies their day-to-day chores and keeps them motivated. 

And, this is the reason why smart enterprises are investing in field sales automation solution. 

SEE ALSO: You might like “3 Tips for Building an Efficient Sales Team†too.

The Growth of Field Sales Automation

According to a report from Market Research Future, the field sales automation market is expected to surge to 8 billion USD by 2023. From the report, it is evident that field sales automation solutions are embraced by most enterprises as they improve productivity and ROI of the business. 

(Source: Market Research Future)
(Source: Market Research Future)

Let’s look at the top 5 reasons why enterprises should invest in field sales automation to overcome these challenges and improve their sales cycles. 

Real-time sales data simplifies field sales operations

Field sales professionals spend the better part of their days in the field. Having easy, remote access to timely and critical customer and sales information allows them to work with real-time data and update the to-be visited customer’s feedback/concerns immediately, rather than wait until they’re back in the office. This enables the managers to effectively track data through the sales funnel. 

With such ease of access to customers’ information like customer details, product portfolio, etc. during a planned visit will simplify the tasks of a sales rep and will enable to delight customers.

This, in turn, keeps them motivated, resulting in improved productivity. 

Ensures better customer experience

Thanks to sales automation, managers and field force can track and analyze customer orders history to help improve prospects. Past sales information can help better understand customers’ demographics, order patterns and preferences. 

This can help them better deal with the present leads. And this powerful information can help marketing teams to create better campaigns to generate prospects.

Enables smart time management, productivity

By automating manual tasks such as data entry and data maintenance, organizations can create more than one month of selling time each year for each rep. 

Further, the automated system helps sales reps in organizing and tracking collections, pending payments and returns, and thereby provide better sales reports.

With a good field sales automation system, managers and sales reps can create and keep track of their appointments and get auto-reminders. GPS enablement allows the field salespeople to save time in reaching their destinations on time.

Enables faster decision making

With automation, organizations can ensure that field sales data rolls up to management in real-time, flagging issues before a negative impact. Managers can spend more time in helping work through issues rather than asking questions. This will help make sales reviews more effective, as well as improve trust and relationships.

Having a strong field sales automation system means marketing and sales activities being fully aligned and driving actionable results for the sales force to follow-up on. 

Having access to collaboration tools enables field salespeople to tap into collective intelligence and customer insights across the whole organization. They can spot, capture and qualify a lead faster and pass it on to the right sales channel.

Enables to foresee sales data for improved efficiency

Use of sales force automation software helps understand past and current sales trends, even while having a clear view of opportunities in the pipeline. Using this powerful, comprehensive data sales teams can make reliable forecasting of future sales providing the management better insight into the revenue pipeline.

Did you know that many brands have improved their business productivity and efficiency by at least 3 times with the help of a sales force tracking and management solution? Interested? Try our product now.

 

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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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