Author: Mathan Kumar J

4 Reasons to Boost Your Customer Support with Field Sales App
When it comes to the success of any organization, two factors top the list: (i) customer retention and (ii) acquiring new customers.

And the prior relies heavily on customer satisfaction and support. To achieve that, organizations have to try out innovative measures.

As the sales team is one of the teams that interact closely with the customers, next only to the customer support/service team, they need the right set of tools and technical assistance to negotiate the customers’ support and service-related challenges.

Only offering consistent support and service operations can satisfy and engage customers. With such an approach achieving 100% customer retention won’t be a painful process.

But, the real problem for most companies today is that they don’t have the proper mechanism to manage sales, field sales, and support activities. This impacts customer satisfaction, leading to an increase in customer attrition rate.

To avoid that, the sales team must be powered with cutting-edge tools to improve customer satisfaction and support.

Field sales application is one exciting tool that can take your customer service and support operations to the next level.

Want to know how the field sales app can help?

According to the latest report from Marketwatch.com, the Field Force Automation market revenue was $Million USD in 2016, grew to $Million USD in 2020, and will reach $Million USD in 2026, with a CAGR of $during 2020-2026.” (Sic)

Field force applications have started to impact the sales operations for many companies, and this trend is set to continue over the next 4-5 years at least.

This post will walk you through how field force automation solution transform customer service and support.

Negotiating real-time data lack

The most common reason for client disengagement is delayed service or late responses to queries. As most field sales and sales team professionals don’t have the correct data at the right time to deal with customer feedback or questions instantly, they face the ire of customers directly.

Negotiating this challenge of data lack is critical for improving the business and customer retention.

A field sales app is a potential option to negotiate this challenge. The app provides professionals with real-time customer data and enables them to take immediate action. The entire process becomes transparent; customers and sales professionals can track the responses quickly and efficiently in real time. This saves time for both and helps improve the satisfaction rate.

Improving customer retention won’t be an uphill task for many with this approach.

Collecting customer data accurately for marketing

Accurate data is critical for marketing efforts. It is the data collected by sales team that marketers mostly use to improve optimizations. If the information provided is inaccurate and has manufactured errors, then targeting the customers with innovative and personalized campaigns won’t be fruitful for companies.

With a field sales tracking app in the process, the field sales team can deliver goods/render service to customers and collect data accurately, as the entire process is automated, to share with marketers. This saves much time for both. Marketers, on the other hand, can use the correct data to create campaigns that win customers’ trust.

Updating accurate information in the CRM

Data plays a critical role in any organization’s improvement, which is why most call data king of organization. Without a proper system to collect customer data, field sales executives collect data from customers manually and update the same in the CRM the same evening or the next day. The process takes a long and impacts the sales cycle.

If the data entered is incorrect, the chances of serving the customers with the proper techniques may fail significantly.

A reliable field service software makes interacting with customers and collecting accurate data a breeze. As the field sales team is powered by a mobile-friendly tool in the form of a field sales app, they don’t have to wait for the complete day; rather can update the customer data instantly in the CRM without hassle. Other departments can use the data to serve the customers better.

Assessing customer queries/feedback instantly

The best way to satisfy a customer is when they need the business’ support, especially in situations when they run into a roadblock. Most manual systems won’t have any provision to address such scenarios.

Assessing customer feedback for product delivery or resolving tickets can be grueling if the field sales team doesn’t have any data instantly. Manual data collection and analysis takes time and delays customer support operations, leading to customer fury.

Implementing a field assist app for the sales team will simplify the process significantly. A mobile application during travel and delivery to customers will help them discover queries or feedback instantly and pass it on to the relevant teams immediately to take necessary actions.

The entire process of responding to customer queries is expedited, leading to quick solutions for customers and improving their trust in the business.

Other benefits of having a field sales application

Below are some benefits for organizations using field sales applications to boost their sales operations.
- Unparalleled sales operations and customer experience
- Advanced Customer Relationship Management
- Improved field sales performance and efficiency tracking
- Route optimization and on-time delivery
- Optimized sales strategy for rapid business growth
- Room for marketers to cross-sell and up-sell
- Faster decision making
- Faster customer service
- Improved customer satisfaction
So, by all means, a sales tracking software can transform the entire sales process to improve customer service and support operations. On the other hand, the app also simplifies the field sales activities and the sales manager’s day-to-day chores.

Above all, it provides the entire team with accurate real-time data to expedite customer service operations and contribute to improved customer satisfaction and retention.

Wrapping up

Field sales apps do come up with a plethora of benefits for organizations. Nevertheless, many companies still haven’t leveraged the tool’s potential as they fear implementation challenges.

Partnering with the right vendor matters to enjoy the complete benefits of the tool.

Companies must do the proper groundwork before finalizing field sales app implementation partner as the idea can rock or ruin the business depending on the vendor selection.

Looking for a reliable field sales app solution partner? Get free consultation now.

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October 17, 2022
The Significance of Field Sales App for FMCG Sector

Fast Moving Consumer Goods (FMCG) is one of the faster-growing sectors that contribute to the revenue of any country. The FMCG market in India is expected to increase at a CAGR of 14.9% to reach US$ 220 billion by 2025, from US$ 110 billion in 2020. The Indian FMCG industry grew by 16% in CY21 a 9- year high, despite nationwide lockdowns, supported by consumption-led growth and value expansion from higher product prices, particularly for staples. (Source: IBEF)

FMCG-based businesses have to deal with a wide array of distributors, retailers, and dealers daily. Performing all the activities manually takes time, effort, and cost.

Obsolete data and lack of coordination between departments are a headache for companies. Tracking sales operations, updating sales data, and improving the overall sales operations are laborious when performed manually. Companies are under pressure to deliver the goods to customers using manual efforts.

Post Covid-19, FMCG-based companies have realized the impact of digital transformation solutions and advanced mobile applications to manage their operations, especially their sales operations.

Of the many solutions, mobile field sales application has gained significant momentum over the past few years and is a potential game changer in field sales and other related operations.

In this post, I have highlighted some of the key benefits of field sales mobile app for FMCG sector.

#1 – Centralized sales tracking

Obsolete or dispersed data will never allow any company with insights to improve. Having the data of different processes and processing the information can be backbreaking for companies. Lack of accuracy and man-made errors can add more salt to the injury.

Companies are looking for a solution to store and access data from a centralized system, and mobile field service software helps the workforce and top management access real-time data from anywhere and anytime from a centralized repository.

Implementing field sales apps in FMCG related companies can simplify the data management and accessibility challenges.

#2 – Access to real-time operation data

The manual access to sales data often hampers the production and sales cycle massively. Top management faces the challenge of making quick and smart decisions based on the data. Without real-time data from field sales reps and internal teams, predicting the trend and improving the business is hard.

Empowering the field force with an advanced mobile app will help them to make faster decisions based on real-time data. Field sales app simplifies the process and enables the automatic data collection from field sales operations. The app brings transparency to the entire process and helps the top management to make better decisions based on the accurate real-time data amassed.

#3 – Process data quickly and efficiently

While amassing data is challenging for FMCG companies, processing the data for faster decisions is even more demanding. This is where Cloud computing technology kicks in. Mobile Sales App are powered with Cloud technology to process the data. Updating and retrieving data are simpler with Cloud; you can process the data in no time to make intelligent decisions.

Another massive benefit of using Cloud in the field sales app is it allows sales reps to up-sell and cross-sell products to customers when needed. Based on the individual customer histories and preferences, sales reps can delight them with personalized offers to customers.

#4 – Digitalize the distribution, retail, and sales operations

Manual coordination of distributors, retailers, and sales is often daunting and requires time and effort. The lack of accurate data makes tracking companies’ sales operations even more challenging.

Tracking the complete workflow is simple with the help of the mobile field sales app. The field sales application helps the companies to track retailers and sales operations in real-time and provides accurate data. Empower your workforce with real-time data to collaborate better and render a best-in-class customer experience.

#5 – Increase in business RoI

It doesn’t matter what kind of process or technology you adopt, if the initiative is not providing you any revenue, it’s of no use. Many companies have realized this. This is the obvious reason why most FMCG-based companies are insisting on digital transformation solutions like file force apps to streamline processes, collaborate better to improve revenue.

Field sales applications have significantly improved the performance of businesses over the years due to its ability to scale and improve operations significantly.

The field force automation market size was $1,196.9 million in 2019, and it is projected to record a CAGR of 20.9% during 2020–2030. The strongest growth drivers for this market include the increasing smartphone and mobile internet penetration, surging focus on leveraging advanced technologies, such as cloud computing, the internet of things (IoT), and artificial intelligence (AI), in field force automation solutions, and soaring requirement for automating repetitive activities. (Source: psmarketresearch)

#6 – Optimized route planning

Route optimization for meeting distributors, retailers, and customers every day is a headache to both managers and sales reps when performed manually. The entire process can go for a toss if the route planning is unsuccessful. Optimizing the route perfectly with automation software is desired to reduce the challenges of meeting the stakeholders.

Field sales software enables sales managers to optimize routes quickly and helps sales reps to meet customers on-time. The managers can also switch routes if they have to alter them based on climate or transportation difficulties.

Wrapping up

Field sales applications are transforming how FMCG companies operate, and smart leaders have already started to implement digital advancements to improve business efficiency.

If you’re looking for reliable field sales software for business growth, I recommend you.

With the real-time data acquired, companies have improved their business growth massively. Happisales can be your ideal solution to simplify field sales operations and amplify business growth. The advanced field sales app will help your sales rep to facilitate collaboration and data sharing between departments.

Want to empower your sales team with advanced field sales applications, try happisales now. As the name suggests, the application will delight your sales reps and internal teams dealing with sales data.

Want to explore the features and benefits of happisales?

Request a free trial now.

October 11, 2022
Field sales app: Drive your sales team better with a goal-driven approach

Be it your life or business, if you don’t have goals defined, then chances of your failure are high. Goals are fundamental for any company to achieve and progress further in business.

Every department will have specific goals and milestones (cluster of goals) to achieve for a quarter. And, every employee will have a plan defined for every week to reach the common goal and milestone.

Similarly the sales team has some definite goals to achieve and help the company perform and progress better.

Goals are defined for every sales staff to motivate, inspire and perform better. In fact, goals steer the sales team in the right direction.

So, no denying the fact that setting up goals for the sales team is a fantastic idea.

But, the buck doesn’t stop here.

What if you don’t have a proper mechanism to track the goals?

The answer is simple. You won’t be able to make any progress at all as you don’t have any data about employees’ performance.

There is no point in setting up such goals that can’t be tracked.

So, if you have set goals for the sales team you need a robust tool that can help you (and the staff) to track and analyze their performance to improve in the future.

Most companies set up goals but fail to track the performance against the goals due to the lack of proper mechanisms, leading to a rapid decline in growth.

Remember, goals help companies boost employee performance and improve their morale by awarding them for achievements.

If you’re facing the challenges of setting up goals and tracking the same for improving the business, this post is for you.

It will help you with a solution to set up goals for your sales team that enables you to track, analyze and celebrate the performances of employees.

Meet the #1 solution – Field sales application

While many solutions can simplify the process of tracking goals for monitoring employee efficiency, can’t miss the role of field sales applications.

The field sales management software plays a meaty role in companies that deal with field sales executives who are out to meet customers daily.

The app helps sales managers set goals and drive the teams toward them. The common goals shared between the executives motivate them to perform better and improve their efficiency.

It’s super easy to set up goals in the app, and both field sales executives and sales managers can track and monitor the progress now and then to plan for improvement.

Why field sales app for driving the sales team with specific goals

Makes goal clear and visible to everyone

The sales managers can set up goals for every sales executive on a day-to-day or monthly basis.

The goal details are visible and clear to everyone involved in the process, and tracking the progress won’t be backbreaking for both the manager and executive. As the field sales personnel can track his own goals, he can adjust and accelerate the efforts to meet the goals if he feels he is far behind.

So, even before a manager questions him, he can up his pace to improve his efficiency, and so does everyone on the team. In case of discrepancies and deviations from the goals, the managers can intervene and suggest improvements to help the executives to reach goals on time without hassle.

Expedites sales cycles with real-time data transfers

With legacy systems, the field sales staff must collect and update everyday work data by the end of the day, which consumes a lot of time. Often this leads to delayed cycles and missed milestones. To avoid this, implementing a field sales app can do wonders for the business.

As the application enables the field sales team to share and update data from anywhere and anytime, they don’t have to wait until the end of the day, and updating the information is simple by just clicking the button on the mobile app.

With this approach, the entire sales cycle is expedited, leading to meeting the goals and milestones on time without any hardship.

Boosts employee morale by awarding for achievements

The best way to improve an employee’s performance is to celebrate and reward him with awards. Without any relevant data about his performance, this is completely impossible.

But, with a field force manager app installed on the field sales executive’s device, the activity log can be updated to the CRM every now and then, making the jobs of the sales manager easier to track and analyze the employee’s performance before rewarding him.

As they have accurate data, celebrating an employee’s achievement won’t be a challenge. Awarding the right employee will be a breeze and helps improve the morale of the achiever and inspires other staff to perform better.

Simplifies decision-making to accelerate growth

Having a field force automation solution will help you track, monitor and analyze employees’ goals and predict future trends to plan for improvements. With data, you have the power to make analyses and planning ways for improvements. Legacy systems won’t fit this purpose and bill.

The complicated decision making process will be simplified with a massive volume of real-time data obtained via field sales application.

Brings everyone together to work as a team

When the entire sales team shares a common goal, reaching success won’t be a distant dream. With everyone connected through real-time data, getting in sync and working together is highly possible to reach the milestones.

Working as a team constantly improves efficiency, sales, customer experience, and business growth.

Finally it’s time to act

If your business is struggling to set and track goals for the sales team, then it is high time to rethink your strategy. Adding field sales applications to your current strategy will help your entire sales team to boost their performance and efficiency.

Give your sales team the best-in-class field sales application and allow them to contribute better and quicker.

If you’re still not convinced that a field sales application can take your sales team’s performance to the next level, explore the features.

Want to give it a try? We bet you’d love it.

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October 3, 2022
Field sales app – Motivate and drive sales team to deliver expected results

The sales team, considered the backbone of an organization’s growth can sometimes wreak havoc if the workforce and top management don’t share a common goal.

For an organization to thrive, its sales team must be proactive. The sync between field sales, internal sales, and top management is vital for the assured growth of the business.

Yet, many companies overlook the process of bridging the gap between them and sales teams. This creates ripples in the sales cycle, leading to substandard outcomes and employee churn outs.

To ensure a profit and rapid growth, companies must foster cultural change in the organization. The sales team must be motivated to raise their game.

Remember, a well-treated workforce always performs better than their counterparts. This way, reducing the employee churn outs and improving business RoI is practical.

But, how to motivate the workforce?

If so, what can companies do to improve sales team’s productivity?

Is there any solution to bridge the gap between the sales team and top management?

If the above questions have lingered in your mind for some time, don’t worry. You’re not alone.

This post will walk you through some motivational ideas and practical solutions to improve your sales team’s performance and performance.

Data is everything

If you want to monitor and track the performance and efficiency of your workforce, you have to achieve it with the help of sales data. A deep dive into every sales rep’s data will help you analyze, understand and ensure their impact on the sales team.

Nevertheless, what if your data is not accurate? Yes, if your field sales and internal sales use partially automated field sales management software or perform the complete operations manually, there are chances that you won’t have the accurate to make the right decisions.

So, companies must encourage and empower the internal and external sales teams with advanced tools, technologies, and systems to improve their performance and efficiency.

Unleashing the power of a motivated workforce

Without reliable and accurate data, it is hard to track the operational efficiency of a sales rep. How to improve data accuracy? Is there any way out? Yes, there is one. Implementing field sales software is a simple and efficient way to negotiate this challenge.

Why field sales software?

The software aims to improve operational efficiency and bring visibility to all the stakeholders involved in the sales cycles and processes.

There is a common misconception that the field force help app is widely used to track and manage only sales reps out for delivery. In practice, the software simplifies top management, field sales, and internal sales team operations.

How will field sales software motivate the workforce?

Simplifying and improving the sales team’s function will motivate and encourage them to perform better. Most sales reps and managers don’t prefer using an outdated system and updating the reports at the end of the day. This process involves a lot of effort, time, and cost.

Also, many sales reps believe collecting, sharing, and updating sales and customer data to managers daily is an uphill task. Also, route planning and sharing, customer feedback collection, marking attendance, requesting leaves, switching routes, etc. impacts their morale and disengage them.

On the other hand, the obsolete and inaccurate data collected and shared by the disengaged workforce with the management hampers decision-making and impacts business growth.

Field service software is the ideal choice for companies that want to negotiate all the challenges I have shared above. The system not only simplifies the operations of the sales team but also helps the management to leverage real-time data to make significant decisions.

The field force app will help every manager scrutinize and examine each employee’s performance and reward them accordingly. The employees can collect and share data without hassle, and this motivates them to meet more customers in a short span.

Technology upgrades permanently reduce the woes of salespeople and motivate them to perform faster and better. Employees can also check their milestones and achievements for the week, prompting them to perform even better in the coming weeks.

Key benefits of using field sales software for employee motivation

Improved communication

The back and forth communication between internal and external sales teams to meet customers is a must. The app helps both parties to communicate efficiently in real-time. The data shared are immediately captured in the CRM, saving both teams time. What else does your business needs?

Reduced travel time and fuel cost

The app lets the sales managers plan and optimize routes perfectly beforehand to reduce the fuel cost of the workforce. The workforce can save time by utilizing the planned route to meet the customers. Also, the app lets the crew to switch paths to meet customers in the vicinity, saving customers and the workforce’s time. The unnecessary fuel cost will be cut down as well.

Improved customer meetings and satisfaction

A massive advantage of a field force automation solution is that it can simplify the customer meetings process. The planned routes and proper allocation of tasks will help the field force team to meet customers well within the stipulated time and collect their feedback instantly. The automated process delights the customers and sales reps. What can motivate your field sales better than a customer’s smile?

Increased process visibility

Field sales app opens up the door for real-time communication between the sales teams in and out. With data coming from both teams consistently and updated in the CRM, the top management can analyze and review the performance of the sales reps and managers with minimal effort.

The app-driven transparency in the process helps every stakeholder review their actions and improve from time to time.

Wrapping up

No one stops the company’s growth when every stakeholder is on the same page. This is why field sales management application is a game changer. A simple yet efficient field force app can transform how your entire sales team works, communicates, and collaborates.

Empower your sales team with the best field sales software to improve its efficiency and boost sales. Recognize and reward the team for their efforts to help them perform more. Just get started.

Ever tried a field force app before? Don’t know how it works?

Don’t worry. We can help.

Try our best-in-class field force app today to realize the potential benefits discussed in this post.

Interested?

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September 26, 2022
Evolution of sales strategy – why upgrading your sales systems matters
Of the many factors that contribute to a company’s growth, the role of sales is critical. Every year the sales team has to rethink their strategy and approach to align with the growing customer expectations and behavior changes.

The evolution of the sales team is vital for the success of any organization. If you have taken the list of successful companies, you can confidently say that sales-enabled organizations have outsmarted others staggeringly.

And this creates the need for sales teams to recreate their strategies often to meet customer expectations.

This post will lighten the evolution of sales strategies over the years. If your company focuses on recreating the sales strategy and practice for the next two years, and your business involves field sales, this post is for you.

I have shared seven futuristic strategies to help your business accelerate sales and growth.
1. Build relationships with customers
2. Personalize
3. Enable and empower sales
4. Make data-driven decisions
5. Collaborate to access data better
6. Leverage technology advancements
7. invest in the right technology/software
Let’s deep dive into the discussion below. Let’s get started.

7 Step strategy for your sales team to improve productivity and business growth

Step #1 – Build relationships with customers

Your customers’ trust in your business is vital for your business growth. It doesn’t matter what kind of product you develop or deliver; you’re gone if you don’t build relationships with customers. It depends on the sales team facing the customers on a day-to-day basis.

Give the salespeople the resources they need to serve customers better. Help them better understand customers to communicate and convince customers. Delivering a seamless customer experience is possible only when you have a fantastic rapport with your customers.

Step #2 – Personalize as much as you can

Today’s customers prefer individualization, and you can’t win the game if you’re going the same service or products as others. Studying every customer and their behaviors to personalize products/offers/services based on their unique needs is essential. Ensure you have the correct data to create individual offers for your customers to earn their trust.

Step #3 – Enable and empower sales

It is one of the most overlooked steps in the sales department. Due to budget limitations, most companies don’t empower and enable sales with the latest tools, technologies, and software. The skill and technology gap among the salespeople leads to substandard customer service and communication. Training and educating the sales team with the most recent technologies and tools will help the team improve their operations and the customer experience.

Step #4 – Make data-driven decisions

The companies that don’t give importance to sales data can’t survive long. If the team doesn’t know about the process, progress, and target, it is hard for the sales team to improve their operations and bring revenue to the company.

Even customer data and feedback matters much to make quick and better decisions. To make data-driven decisions, the team must leverage technology and tools.

Step #5 – Leverage technology advancements

There is a rapid growth in the technology evolution, and companies that have utilized them are seeing better outcomes. If you underestimate the power of technology owing to budget limitations, it is hard for any company to serve customers better.

Every technology upgrade to the sales process matters and could significantly transform the overall sales process and cycles leading to fantastic customer service.

Step #6 – Collaborate and share data efficiently within and outside sales

New technology and software can help businesses to share data effectively with others without any hardship. With data deciding the success and failure of sales departments and businesses, companies don’t have any other option than updating to new technologies and tools.

The empowered employees using the upgraded systems can collaborate with managers and peers and share data efficiently.

Step #7 – Invest in the right technology and software

There are a wide array of benefits for companies leveraging technology/software. Technology investments mean a lot for a business, especially for the sales department. An upgraded system or solution can improve the sales process significantly.

Collaboration, data sharing, and decision-making won’t be complex for the sales team and helps them deliver better service to customers.

Not every company can focus on strategies to improve the sales process. With internal teams concentrating on the core activities, it is hard for them to focus on the new advancements outside.

The best way to beat this challenge is by investing in best-in-class sales tracking software.

Specialized field sales software development companies offer services to serve customers with unique needs. But, the real challenge lies in identifying the best one that fits your purpose and bill.

How to find the reliable field sales software for your unique needs

Partnering with reliable sales software development companies can simplify the process and performance of your team. Best companies that develop software have profound experience and in-depth expertise in understanding sales operations. Their products are tech-rich, and their support will be robust.

To invest in the right mobile sales app, you have to perform much research. Review the details like customer testimonials, product features, benefits, reliability, and cost-effectiveness before finalizing one.

Reputed companies can also help you with the defined sales strategy and advancement tips. This frees the sales team to focus on the current projects they are tied to.

Take the next step

So, if you’ve realized the significance of investing in tools, technology, or software for your business, the next step should be to look for vendors offering the solutions. If budget is a challenge, remember that you can either invest once or monthly for the field service software. And, it won’t be massive.

And, data being key to the success of every company, it is a must for businesses to invest in the right technology, tools, or software to leverage accurate data for making informed decisions.

You need expert opinions and recommendations if you’re new to the market and looking for software that can transform your sales process and customer service.

Don’t worry. We can help as we have helped many companies with our sales strategies and software.

Still not convinced? Try our software now; we bet you’d love it.
September 22, 2022
Top pitfalls of B2B sales: Avoid these catastrophic mistakes to stop jeopardizing your sales deals

B2B sales is tough. There are various blind spots and hidden traps that even the most seasoned sales reps struggle to overcome on a continuous basis. Crafting an appropriate sales strategy to address and avoid these mistakes is vital to stay afloat and sustain a strong competitive advantage.

That being said let us analyze and understand these mistakes one by one:

1. Overselling your product at the cost of building meaningful relationships with customers

Sales is all about relationship building and B2B sales is no exception to this principle. Far too many sales people focus on hard selling, and neglect the importance of enhancing customer happiness levels.

Your prospects should feel that they are being helped instead of being sold to. Firstly, you must reach out to the right people: Create your ideal customer profiles (ICPs), targeting market segments which resonate well with your product and service offerings.

Secondly, you must cultivate the discipline to conduct thorough research and identify your target customers’ pain points elaborately. This will empower you to create captivating sales pitches that earn the attention of your prospects and describe how your product or service can satisfy their needs in a convincing way.

Lastly, ensure that your pitches are two-way conversations: Ranting on and on about your products is not what sales is all about. Listening keenly to your customers, making them feel that they are cared for and asking introspective questions is vital to close sales deals successfully.

Ask questions regarding what the lead is currently battling with, the kinds of solutions that they are seeking to solve their problems, their budget, the key stakeholders involved in the decision-making process etc. to gain deep insights into their business goals.

Tailor your pitches according to their inputs and brainstorm how your products and services can make their lives easier.

Bonding well with your prospects not only helps you close the deal, but also generates opportunities for referrals and transforms your customers into loyal brand advocates.

2. Rushing your prospects

B2B sales cycles are generally quite long and involve a lot of back and forth communication. Most sales reps tend to be pushy and stand on the edge of their feet, driving customers away as a result.

Be persistent and give sufficient time for people to gain trust and confidence in your products. Craft great follow-up emails, but don’t send them every second day to your leads.

It will make you look like the well-meaning yet pesky retail store clerk who follows you around from aisle to aisle while you’re shopping for merchandise.

By contrast, nurturing your prospects gently is a far better approach. Try to find out what your leads are looking for, how your products outsmart those of your competitors and add value in the form of case studies, product demos, and free trials.

3. Overpromising and under delivering

Creating unrealistic expectations in the minds of your prospects to close a deal and failing to fulfill these expectations on time quite simply infuriates your customers. This forces them to leave negative reviews about your business and damages your brand image, hindering your chances of getting referrals and more clients.

It is imperative that you live up to your promises to retain customer trust and expand your business. This takes a certain amount of time to build credibility and even a small number of dissatisfied customers can deplete your credibility, damage your PR, and drive loss.

To avoid this catastrophic result, don’t over-promise in your sales pitches. Keep your pitches simple, honest, and concise to win the respect of your target customers.

4. Highlighting features instead of benefits

It doesn’t matter which advanced technologies you leverage to create your product and how aesthetic your UI looks, if your product cannot generate the desired results for your customers.

New age companies do not get obsessed with product features, but rather strive to find out how a product can solve their customers’ key problems and challenges.

It is important that you inculcate this mindset throughout your organization. Walk the extra mile and find out the key issues and problems that plague your target customers.

Find how your products and services can be tailored to solve these issues and emphasize outcomes over features in your sales pitches. The best way to convince your target customers is to highlight real-time case studies and testimonials that demonstrate your worth.

5. Failing to clarify your value proposition

Anytime a prospect enquires about what your business really does, you should have a concise and well-rehearsed response that clearly describes the value that you offer to your target customers.

This is the only part of your sales presentation that you need to memorize. You would therefore be well-advised to script out, rehearse and clarify your value proposition in a way that it resonates with your target customers.

In a nutshell

If you’re honest with yourself, you will realize that you have been making several of these fatal B2B mistakes all along. If that is the case, making a conscious effort to correct these mistakes starting today, will help you evolve and grow by leaps and bounds.

September 12, 2022
Mental health matters Part 1: Leverage these powerful tips to enhance the EQ of your sales reps
If you go ahead and subject your sales reps to an EQ test, the results are bound to shock you.

You will be surprised to find that the average EQ of your sales reps, and by extensions reps across the globe is quite low.

Before we explore what this means for your sales results and how you can overcome this challenge, let us first strive to understand the factors driving poor mental health in today’s day and age.

Although technological progress and human intellect have advanced significantly in the last 2 centuries, this has also come at the cost of personal well-being for every single being on the planet.

The nature of human intellect is such that it dissects everything and wants to fit life into its logic. It drives human beings to exploit the world around them, while making them forget that true happiness lies within.

Moreover, technological progress has also wreaked havoc on the natural environment. Today, we are facing several catastrophic calamities such as global warming, soil extinction, and more.

Scientists estimate that if we do not respond appropriately and deploy remedial measures to tackle these issues over the next 30 years, life on this planet may cease to exist altogether.

As a generation of human beings, psychologists have proved beyond a shred of doubt that we are also the most narcissistic beings to have ever existed.

To put it simply, human beings today chase their own selfish agendas and lack a larger sense of inclusiveness towards life, and this attitude is naturally bound to have a detrimental impact on mental health.

The misuse of gadgets has also led human beings to isolate themselves from life in its totality, and this unnatural seclusion is another factor that negatively impacts mental health.

If mother nature has proved anything over time, it is the fact that life only happens well when we operate out of a larger sense of inclusiveness towards life. Ambition, greed and narcissism are surefire recipes for self-destruction.

Having said that, let us dive into the mental health scenario that prevails in the sales industry and examine factors that drive poor mental health in sales circles!

Mental Health in Sales:

If you are in sales, you are familiar with the constant anxiety of not meeting your quota. You worry that an account you have been working on for weeks or months might drop out of the negotiations.

You also struggle to strike a balance between your professional and private lives since you are always chasing after prospects and trying to close deals.

If you do not find effective solutions to manage your daily stressors, these could affect your performance and overall health in the long run.

Anxiety and depression are common in the sales industry due to the high demand and cut-throat environment. The chronic feeling of ineptness and the constant battle with the insecurity of not being able to deliver triggers fatigue, stress, and burnout.

It is a known fact that sales is a highly emotional job as employees are expected to constantly be confident, energetic, extroverted, and on-the-go.

However, this is not always the case. Closing a deal can be relaxing, but losing a prospect that you have worked on for months on end can cause depression, which then affects your current disposition and mood.

Below are some common mental health problems encountered in the sales industry:
1. Behavioral and Emotional Disorders
2. Clinical Depression
3. Obsessive-Compulsive Disorders (OCD)
4. Anxiety
Creating a culture where work-life balance is prioritized is the first step to tackle this problem.

Having dedicated support and medical staff who are trained to handle such cases is the next sequential step to ensure the well-being of your employees.

All this being said, managing mental health in sales is possible. Here are some tips to nurture a culture of mental well-being as a sales leader:
1. Build a support system
One of the first things you should do is to cultivate positive relationships with those around you. That means making an effort to do things with your coworkers outside the office.

Take people up on their invitations to movies, lunch, or an after-hours video conference to just chat. It’s a great way to let off some steam and share stories with the people that stand by you as you strive to grow professionally.
1. Understand that you’re more than just your job
Sometimes the best thing that you can do is have a little perspective. Even if you don’t make your sales quota, it doesn’t define who you are as a person. Your job is not your identity and it doesn’t dictate your worth. You would never tell your friends they’re defined by their work performance, so why do you hold yourself to a different standard?

Also, keep in mind that not meeting your quota isn’t always on you. Markets these days are highly volatile and there are tons of factors that affect whether people are prepared to buy— a global pandemic, summer vacations, an alarming news story, or maybe your customers are just busy!

If you don’t hit your numbers this month you can still spend that time strengthening relationships with existing customers and finding new leads that will result in you exceeding your numbers next month.
1. Enhance your physical fitness
The very act of staying indoors all day long, not getting enough movement and fresh air into your lungs can have a detrimental impact both on your mental and physical health.

The recipe for sound physical and mental health is quite simple: Maintain a consistent sleep schedule, include pure, natural and wholesome food items in your diet, and exercise.

Yoga, walking, trekking, light weightlifting, calisthenics, gymnastics, martial arts and swimming are some excellent options to help improve your strength, flexibility, and mental well-being.

Meditation is another excellent way to improve your inner well-being and health. Download Sadhguru application on your smartphone, and practise Isha Kriya, a basic guided meditation that can surely boost your health, energy levels and balance.

In a nutshell

Human beings are complex psychosomatic beings. Everything that happens in your body affects your mind, and vice versa.

Mental health is as important as physical health, and taking small positive steps to enhance the well-being of your mind is extremely important as you grow in your sales career.

At the end of the day, we work to live and don’t live to work. If we fail to invest sufficient time and energy in cultivating joyful relationships, bonding with mother nature, exercising, eating well, performing social service and living a full-fledged life in general, all the economic activity we perform will amount to nothing and our lives will dwindle down to mere survival dramas.

In the next blog of this two-part series, we’ll share additional tips and ways to enhance mental well-being while also examining strategies that you can deploy at an organization level to eliminate the root causes of poor mental health.

Your sales reps will be all the more grateful, but above all you will have the satisfaction of putting your people first and helping them lead happy and harmonious lives. As a natural consequence, this endeavor will surely turbocharge your sales results.
September 6, 2022
7 Field force Practices to Engage and Improve Sales

Every business must strive hard to engage and retain its customers. Offering a fantastic experience is quintessential for companies planning to engage customers better. To achieve that, every employee of the company should be proactive.

Of the different departments that deliver customer experience, the role played by internal and external sales (field sales executives) is vital.

Many companies today face the massive challenge of engaging their field force and internal sales team as they lack defined strategy, tools, technology, and vision.

The year 2023 is critical for customer-driven organizations. In 2022 many companies face challenges due to the COVID impact, and 2023 could be a game changer and have to change gears to accelerate productivity, improve employee engagement and deliver a fantastic customer experience. If the organizations didn’t realize the challenges yet, they might be in no man’s land in the upcoming years.

If you’re looking to plan your 2023 field force engagement and improvement, this post will help you with some 7 practical insights.

Communicate company’s vision to key stakeholders

Before sharing your vision with your stakeholders, it is crucial to have one for the next 5 years. Planning for at least 5 years is important to take your business to the next level. Many companies overlook this part and struggle in the long run.

So, develop a vision and communicate the same with the key stakeholders. Especially, the field force, marketing and internal sales team should have thorough understanding of the goals to align with them.

Having the marketing, field, and internal sales team on the same page will ensure business success in the long run. Discuss the technology updates, modernizing operations, systems, etc., with them to improve production.

Sit down and talk with your field force team

Problem with many companies is that they don’t spend enough time with the field force and internal sales team. As they hear from no one, the field force teams carry on with their routine and don’t share a lot about the challenges and customer feedback with the top management.

Sitting and talking to them will help them understand the problems and challenges they face while meeting customers. This could help you with some data to improve their operations and morale.

Modernize sales operations

If you want to transform your customer experience in the years to come, you have to start internally. The transformation should start within your company. Modernize the sales operations and persuade the internal and sales reps by detailing the benefits of transforming the operations with advanced applications, technologies, and system. If there are no takers, then there is no point in making one. Cultural change needs to be addressed as it is the sales team who will meet customers on a daily basis.

Empower field sales with technology

2023 will be a tech era, and only companies that feed on the technology will survive. Plan for updating your legacy systems with advanced field service management software to improve the operations.

Without such a system in place, it is hard for your field sales team to step up their productivity and meet customers on time. Technology advancements like mobile applications, AI, and Cloud are transforming many companies’ field sales operations. Be there before your competitor does.

Ensure training and trial runs

No one would love to take up a new initiative as they have to step out of their comfort zone. You have to convince your sales team to drive training programs to improve their morale and confidence. If they realize the technology upgrade is for performing better, chances are there that they will deliver to their fullest potential.

Simplify field sales operations

If you have interacted with a field sales executive, oftentimes you could hear that they have an intelligent system that will simplify their day-to-day activities. Performing every task manually takes a lot of effort and time, and many sales executives don’t prefer that. With advanced software powered by modern technologies can simplify their operations to a great extent.

Engage employees using field sales software

Go for field force automation Solution to improve the back-and-forth communication between you, internal and external sales teams. Field force applications are highly useful for every stakeholder involved in the sales process as they make the entire process transparent and help share sales data instantly from anywhere.

Marking attendance, meeting customers, sharing feedback, and requesting leaves or permissions is simple for field sales personnel as they don’t have to do everything manually. This saves a lot of time and fuel cost. The field sales software steadily accelerates the sales cycles and helps you make the faster and better decision quickly and effectively.

Well, how to find the best software as there is a wide array of field sales software available in the market?

Implementing reliable and futuristic field sales applications is critical for engaging your field sales and improving customer experience. Check the implementation partner’s experience, portfolio, customer testimonials, app development expertise, post-implementation support, online presence, communication channels, training offers, etc. It is not hard as you think—all you need to do is spend time on the internet.

Top companies will help you and your sales team with the correct details and can even offer training programs about the software. Some companies offer free trials for the customers for a quarter or 30-days to use their software. You can try such products and use them for some time before finalizing your Field Sales Mobile App implementation partner.

Conclusion

It doesn’t matter if you have not taken any technology initiatives, but it is a must for you to reconsider your strategy in 2023. The next few years will see a massive spike in technology investments and implementations, and only tech-enabled companies will earn customers’ trust.

So, start practicing the above strategies in the coming years, beat the competition, and improve customers’ experience.

Need more details on field sales software and its benefits? Try our field sales product now. We bet you’d love it.

Try a 14 Days Free Trial Now

August 29, 2022
Implementing Field Force Software: Simple and Painless (with Right Strategy)
The advancement of technology, smartphones, and mobile applications have significantly transformed the field sales operations over the past five years.

The Field Sales Software market has grown from USD million to USD million from 2017 to 2022. With a CAGR of this market is estimated to reach USD million in 2029 (Source: Market Watch).

Yet the top management teams of many SMEs hesitate investing in field service software, fearing implementation failures.

I have listed some challenges that stop SMEs from field sales management software investment.
1. Is it a must for the business
2. Time taken to implement the solution
3. Post-implementation support
4. Unsure about the complete benefits
5. Employee buy-in
6. Finding the right implementation partner
They are right so. But, in practice, implementing the field sales automation software is simple and seamless, provided the project is handled by the right team with the right strategy.

Still not convinced? In this post, I have come up with some interesting pointers that might help you experience a seamless and effective field sales implementation journey to take your business to the next level.

Before getting started, let’s sneak peek at what field sales software is and why businesses should implement one for their business.

What is field sales software?

Performing all the field sales operations and reporting to the managers on the same day manually consumes much time for executives and managers. This impacts the business’s productivity, sales cycles, time, and RoI.

Automating the field sales operations with mobile sales app simplifies the woes of the managers and executives. The software eliminates the unnecessary delays in the process and expedites the sales cycle, saving time for both and helping improve the RoI of your business staggeringly.

Now, it’s time to focus on the core, that is, why implementing field sales software is a breeze for some businesses and a headache for many.

Why you need a field sales automation software

It’s a good practice to ask why before investing in any technology, and field sales mobile app isn’t an exception. Of all the factors that impact any business and operations, RoI and customer experience top the list.

You can meet your business goals and satisfy your customers with manual operations. Yet, what if you can increase your customer experience and RoI multi-fold? Yes, you can, with field force automation software.

Automation can simplify many processes, improve staff collaboration, and bring transparency to the complete sales cycle. What else do you need? You can safely invest in field force automation.

Time taken to implement the solution

Most companies fear this part. The cost and time taken for software implementation. Unlike other digital transformation solution implementations like IoT, AI, or RPA, deploying a field force software won’t take long. It is just a matter of hours to get the complete setup installed.

Depending on your requirement, you can implement the app in Cloud (monthly billing) or on-premise (one-time billing).

Also, the cost of implementing the solution is less than what you will get back after deployment.

Post-implementation support

Many SMEs fear this. No denying the fact that it is critical for the seamless business operations of a company. The answer relies in the vendor you’ve picked for your implementation part.

I will help you with how to find the best field sales software implementation partner in the upcoming sections.

Most reputed companies often package their product with post-implementation support and have their support team ready 24/7 to help their clients.

So, you don’t have to worry about the support after deployment.

Unsure of the field sales software benefits

If you fear investing in a field sales app because of not having a complete idea about the benefits, I have listed some of the benefits of field sales software.
- Efficient scheduling and dispatching
- Streamlined productivity
- Personalized customer experiences
- Optimized route planning
- Improved inventory management
- Faster deal closures
- Faster payment processing
- Real-time data sharing
- Seamless integration with CRM and other systems
Employee buy-in

Another exciting challenge that can’t be overlooked. Yes, it is a must for any business investing in new technology to get its employees’ consent before signing the project.

Your field sales team will use the solution; if they are not inspired, there is no point in deploying in one. Why do you need a solution that no one is interested in? It will produce only catastrophic results for your business.

The key to mitigating the above challenge partially relies on the internal and implementation team. This is why partnering with a best-in-class implementation provider is all-important.

The internal and external team should interact with the field sales executives and managers to help them realize the unlimited potential of the solution and how it might simplify their day-to-day operations to improve their efficiency.

Also, you can talk to them about the solution’s reward system, which will help employees perform well for the month or week.

Interact with the implementation partner to get the employees a free trial of the solution to understand how it works and helps them. This plays a massive role in getting their approval.

Providing such valuable information helps everyone in the company to understand the solution better and pushes them to make positive decisions.

So, you don’t have to worry about the employee buy-in challenge.

Partnering with top fields sales software implementation vendor

The most important and tricky part that most businesses falter.

Your business is like a sinking tank if you can’t partner with the right vendor for your implementation efforts.

On one side, you’ll be losing quite some money on the implementation front, and you won’t have their consistent support with respect customer related issues in the future if they don’t have the right experience and talents.

Tips for finding the reliable implementation partner
1. Find a full-stack app development company
2. Check their years of experience
3. Check their clientele, ask for case studies and references
4. Interact with their technical talents to understand their abilities
5. Ask about the knowledge they have with similar clients
6. Check customer testimonials and feedback online, including on websites and social media
7. Ask about project cost and implementation time, get a roadmap
8. Ask for a free trial, and ask your internal team to use the app
9. Talk openly about post-implementation support, analyze their terms and conditions
With this approach, you can partner with the suitable vendor to implement your solution.

Summing up

Implementing the field sales app is simple and seamless if you take the right approach.

The RoI and customer experience always contribute to the faster growth of any company.

And, field sales automation software can quickly multiply your customer’s experience and skyrocket your RoI.

Have any queries? Want to know about field sales software? We are experts.

Want to see how the solution works?

Visit: https://blog.happisales.com/
August 23, 2022
Field Service Management: How to Simplify Business Operations
A common challenge that most SMBs face today is the insufficient time leading to declined productivity. Of the many factors that contribute to productivity lapse are manual processes, systems, and tools.

Still, many companies rely on manual processes believing they are cost-effective and easy to use.

But, in practice, they’re not. Manual systems and tools often need much money for management and hamper employee productivity.

Just imagine, what if your field service teams have to spend nearly 3 hours every day inputting the field data to the report sheet. With such activity, it makes no sense to blame the employees for the delay in the customer meetings and task completions.

Field service manual operation challenges
1. Time-consuming and labor-intensive
2. Inaccurate data
3. Delayed scheduled appointments
4. Difficulty in field sales route planning and tracking
5. Poor data integration to the CRM
6. Expensive to maintain and manage
7. Chained to desktops to input data
8. Production delays
9. Unhappy customers
10. Negative RoI
When such things happen in a company, a possible outcome will be below-par customer service and experience. What could this mean to your business? Of course, you’ll be losing many customers in a quick interval of time. Remember, when a customer moves to another brand, chances are less that they will revisit your brand.

Business processes and systems in a company should be in a way that they not only help your company deliver unparalleled customer experience. It also present your company with new revenue-boosting opportunities.

Looking for options to overcome the field service employee shortcomings and productivity hampering?

This post has covered a widely deployed solution to accelerate your productivity and field service operations.

Digital advancements have transformed almost all departments of SMBS, and field sales is no exception.

Of the many solutions, if there is one solution that boosts the field sales operations of many companies today, it is field sales management software.

Let’s discuss how the emerging software helps the field sales team and accelerates their operations.

Simplifies field sales operations with real-time data sharing

Field service employees leave the business premises every day to meet customers. The manual routes and task allocation sometimes hamper productivity.

The challenges are that the routes may not be feasible for transporting due to bad weather and roads. This can delay the customer meetings, leading to frustrated customers.

Also, updating the field service data after customer meetings is daunting as they have to enter every piece of information in the evening. There are two problems: (i) collecting the data from customers without any mistakes and (ii) interpreting the same data without any errors in the CRM.

Both are challenging when performed manually. Think how better it would be if your field service team could update the customer data in real-time from the customer place to CRM without breaking a sweat. This could save much time for your service manager and field sales executive.

Yes, this is possible with the help of field service management app.

Syncs service managers and field service executives using real-time tracking

Another massive challenge that every service manager and field sales executive faces is collaborating and communicating with each other while they are out for customer visits.

The manual processes often hamper the communications between the two, and mostly, phone calls connect them. It is hard for someone traveling to understand and execute the information flawlessly.

Well, what if your field force manager can instantly collaborate and communicate with the team through an application and get instant replies from them.

This could save much time for both. Using the real-time data sharing feature in the field service management app, accelerating the field service operations won’t be backbreaking for businesses.

Helps track field service team out for visits from anywhere, any time

Tracking the field service agents out for customer places is demanding for service managers. Unless the agent updates the details, it is hard for any service manager to track the route and customer meeting details.

The service managers are blindfolded to such details, which impacts overall productivity badly. As they don’t know where every field service agent is, they don’t have complete control over the entire process. With no data to act upon until the end of the day, they don’t have any other option but to wait till they hear from a rep.

But, the complete blinded folded process can be easily improved with the help of field service Software.

The app-enabled software automates the complete process and brings transparency between the field service and managers.

The managers can monitor and track every movement of the rep, and the latter can update the details to the managers without any difficulty. In this way, both can expedite the process and productivity rate significantly.

Expedites decision-making process with accurate CRM data

Data plays a critical role in the growth of any business. You’re gone if you don’t have the correct data to analyze and act.

The manual processes and operations often lead to manufactured errors, reflecting on the data part. The false data entered into the CRM can easily delay or divert you from making the right decisions. It will help your business grow faster.

To avoid this, you need software to help you with 100% accurate data. Field sales mobile app can help you with this.

The tool captures the accurate data from the field sales team and allows to input the data into the CRM instantly.

The service managers and C-level executives can leverage the data to make faster and better decisions that contribute to the company’s growth.

In a nutshell, the automation software will help you save time and the cost of your business while paving the way for new opportunities and revenue streams.

Final thoughts

Automating the process with suitable systems and tools can significantly improve business performance, operations, and growth.

Invest in the right field service management software today to improve yours.
August 16, 2022