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Author: Mathan Kumar J

  • Best practices to follow when digitizing field sales operations

    Best practices to follow when digitizing field sales operations

    As your company grows, business procedures can become extremely complex. To better understand how to modify how you do your business, you must first define how each of your existing processes work. When purchasing products or services from any business, most people seem to expect the same type of digital experience. Many customers today are looking for businesses that have field force automation integrated and ensured customer-friendly functionalities, continuous availability of products, and customised services. They are also looking for businesses that provide instant satisfaction and wide range of choices and consistency. This is why, in today’s world, modernisation and digitisation of business processes is critical.

    Best practices to reap full benefits

    As of today, a majority of modern software such as field sales tracking is cloud-based. There are no hardware requirements for server installation. Similarly, a mobile app can be downloaded from PlayStore or AppStore and can be used on a smartphone or the laptop/Mac itself, it does not require a specific device. Apart from this, availability of low-cost data, digital transactions are other aspects businesses can leverage upon. Here are some best practices to help you get the most out of digitising your business.

    1. Make decisions based on data

    The key to making good decisions is to use as much data as possible. Collect and analyse data about behaviors, trends, and timelines, so that you can make healthier, more risk-free decisions. Ensure that your team understands their role and how it affects the business as a whole. Despite this, mistakes can still happen, so learn from past mistakes to improve future decisions.

    1. Run a beta test

    Starting with a controlled beta test is always the best approach to transitioning to a more digitised business model. Prior to rolling out new technology to the general population, work out any bugs with the test group of the software implemented, such as the sales employee tracking app. It is considerably easier to manage small group changes than a snowball problem.

    1. Invest in training team members

    With the rapidly changing world of work, organisations need to digitise operations to keep up. Providing effective training is critical. Organisations and individuals who are familiar and knowledgeable about their digital assets will perform better in daily operations. 

    1. Build a logical roadmap

    Implement an integrated roadmap for field force automation such as development, marketing, source and other research, sales, customer interaction, and HR. Focus should also be on what increases creativity, productivity, and collaboration. Do not let confirmation bias cloud your judgement. Ensure you fully comprehend how and why the organisation works from the ground up. Make sure you don’t overlook information from the trenches.

    1. Be proactive

    Thanks to the digitised business model and virtual selling, leaders now have an easier time participating in meetings and observing them. Being able to observe and participate allows them to be much more proactive in coaching, providing feedback and constructively redirecting as necessary.

    Digitising your business is the logical way forward. Happisales is one such technology for field force automation or field sales tracking that you might want to consider investing in, keeping in minds its various features and benefits. Schedule a demo today and breeze through the digitising process!

  • Which Trends are Shaping the Future of Field Service Management?

    Which Trends are Shaping the Future of Field Service Management?

    Managing your staff, whether it is the sales department or the dispatch department, needs organising. Keeping track of their tasks and the progress of each task is an important job for the manager. Gone are the days when these tasks were done manually with pen and paper. Managing targets and performance is generally time-consuming. Field service management as of today can be a breeze if organisations consider incorporating field service software. 

    Companies have begun to manage their on-field personnel with ease and efficiency thanks to cutting-edge field service software. To give you a head start for the trends that will be shaping the industry in the coming year, here are some pointers that we’ve put together on the future of field service management.

    Trends in Field Service Management in 2022

    1. Contactless service

    COVID-19 changed customer and field sales personnel interactions, and many customers are less interested in returning to pre-pandemic service standards. Many businesses also implemented safety protocols, such as contactless capabilities, to keep employees and customers safe during the pandemic. These organisations may find it easier to maintain these changes than to return to previous standards.

    Organisations must assess whether they can do more with contactless options to continue using them. For example: 

    Contactless service appointments- With this, field service personnel can do their jobs while limiting the number of customers they see, thereby lowering contact risks. Customers can be contacted to ensure their information is up to date, CRMs can be tailored to their preferences (such as contactless interactions), and data can be made more predictive for future needs.

    1. Using Data To Offer Superior Customer Experience

    Customer data comes in through a multitude of channels these days, including email, social media, mobile phones, and so on. Businesses must build a holistic analysis of each customer’s data by putting together a complete picture of their experiences across all channels. Customer service will increase rapidly if data is properly examined and marketing, sales, and communications decisions are made based on it. Because today’s customers want individualised communications via mobile sales app and customised experiences, data becomes critical in determining the customer’s activity patterns and tailoring their experience accordingly.

    1. Cashless/Digital payments

    Due to health concerns and constraints, fewer customers have utilised cash throughout the pandemic. The use of money in B2B transactions has declined, while the use of digital payments has soared. Customers prefer mobile payments to cash or physical cards because they are more convenient and secure.

    Mobile payments via mobile sales app can be enabled in different ways for organisations that cannot afford to invest in contactless card readers. Customers could, for example, pay online via a secure portal on the company’s website, a smartphone mobile sales app, or a separate service, or through a third-party payment processor such as PayPal, Square, or Stripe. 

    1. Inventory management 

    Supply chain concerns have caused delays, material and product shortages, and price rises in the trade and construction industries throughout the pandemic. To manage supply chain difficulties and track inventory changes in real-time, many businesses turned to inventory management software. The software may help keep track of inventory and spot price changes for better pricing. In the field service management arena, AI and machine learning-enabled applications incorporated with Field Sales Mobile App aid field service providers improve their efficiencies. Through the appropriate utilisation of data, forecasts of upcoming field service requirements may be made, and service scheduling decisions can be left to the software for better predictions. 

    1. AI-enabled automation

    Organisations in the healthcare and manufacturing industries are aggressively investing in IoT and AI. These technologies may also be beneficial to field service management in the future.

    Field service employees can use IoT sensors and augmented reality glasses to identify where customers need assistance and deliver remote assistance and support. COVID-19 also wreaked havoc on the supply chain. As people leave the workforce, the field service business, in particular, confronts a skills deficit. As a result, many businesses have embraced AI and automation. AI automates procedures and can schedule field service employees using algorithms, allowing enterprises to deliver jobs ahead of schedule and increase profitability. AI also delivers fresh data that firms can make use of to better understand customer experience, its strengths, and areas that need improvement. AI data can assist firms in developing reactive and proactive approaches to meeting service needs.

    Conclusion

    There are a lot of changes that will happen as we progress into the future. Having dealt with a pandemic, it is clear that we will increasingly start deploying technology in all walks of life. Field service management is one space where tech deployment and future advances will be seen progressively and it makes sense to trust those that change with the times too. Platforms such as Happisales are among those that are in touch with the trends and keep up with the advancements. Schedule a demo today and check for yourselves! 

  • The complexity of Field Sales when compared with Online Sales

    The complexity of Field Sales when compared with Online Sales

    Introduction to online and field sales:

    Traditionally, field sales and inside sales have had their distinct domains. Field salespeople conducted most of the heavy labor, meeting with customers in person. Inside salespeople sold via the phone and the Internet and were in charge of simple items, small and remote clients, and simpler sales activities, including lead generation and renewals.

    However, field sales utilize online technologies like automated field sales tracking solutions in today’s digital age. At the same time, inside sales are encroaching on-field sales territory. As a result, businesses must reconsider how they structure, hire, support, manage, and incentivize their field and inside sales staff.

    The digital revolution drives the convergence of field and inside sales in three ways. First, digital enables freemium and subscription sales organizations, which direct clients to digital and inside sales channels rather than costly field personnel.

    Second, as technology improves, digital communication tools have grown more commonplace. Customers and salespeople (both inside and outside) are increasingly using email, live video, online tools, field force automation solutions, and websites to share information, develop and evaluate alternatives, and complete sales transactions.

    Finally, data and analytics influence more salespeople, sales managers, field force managers, and sales leaders in online sales. Companies have always concentrated heavily on field sales, but the sector is changing. Online sales are expanding at a 15x quicker rate than outside sales.

    Key differences between them:

    The primary distinction between inside & outside sales is the salesperson’s interactions with customers. Field sales are conducted in the field via face-to-face talks. Online sales are conducted over the phone or the Internet.

    Other distinguishing criteria include client acquisition expenses, revenue predictability, and the types of talents salespeople must possess to thrive.

    Why choose online sales over field sales?

    According to anecdotal evidence, inside sales teams grow 15 times faster than outside sales teams. Companies are putting their faith in in-house teams. It can be ascribed to causes such as the expansion of software companies and that more businesses are now selling to customers worldwide.

    Another element that helps inside sales is that they spend, on average, 71 percent of their day selling. Due to longer travel times and difficulties coordinating face-to-face meetings, field sales representatives only spend 41 percent of their time. 

    With the rise of digital products and services, scheduling product demos via video calls utilizing Zoom, Skype, GoToMeeting, or similar applications is possible. Field sales teams can concentrate on less volume and spend more time with enterprise clients with particular demands and long sales cycles.

    As measured solely in dollars and cents, field sales necessitate a higher investment to succeed. Outside sales representatives earn 12-18% more per year than inside sales representatives. Travel costs are undoubtedly higher due to the increased need to visit clients in various geographic locations.

    As businesses look for new ways to sell more for less, harnessing the resources of an efficient and productive online sales staff leads to considerable cost savings while keeping production at the same, if not greater, level than before.

    Final Thoughts:


    Most businesses establish a balance between internal and external sales, as we’ve seen. It is less expensive and more scalable to build an inside sales team. However, if you’re dealing with big clients with lengthy sales cycles, an outside sales force might be a better fit for your company. All you need is a sales tracking software to conduct efficient business!

  • Benefits of Distributor Management System for Businesses

    Benefits of Distributor Management System for Businesses

    Every product must go through multiple stages and follow a precise process from the manufacturer to the retailer to advance in the market. When the entire production process is finished, the product is transported to consumers via a distributor and retailer network. 

    The supply chain management stages of final product distribution focus on an advanced distributor order management system. Manufacturing, processing, inventory, warehousing, and freight equipment are all crucial elements in the process.

    Be it a wholesaler or retailer, distribution management provides a platform for encouraging and managing your complete inventory and operations across your distributor network. It provides real-time stock and delivery dates. A lack of information management might cause your entire sales pipeline to be delayed.

    To comprehend the significance of adopting the best distribution field assist app, we must first understand the major issues that a field force manager encounters when managing sales. 

    Once you are aware of these challenges, you will understand how to use the management system and will be able to adapt distribution management system software.

    • The first hurdles are a lack of funding and inadequate technical infrastructure. The majority of distributors are small, unorganized businesses that lack a system.
    • Then there’s the issue of maintaining the data of multi-brand distributors, which is more prone to error owing to inefficient processes.
    • A lack of appropriate data and information to conduct ethical business is also a barrier.
    • It is also critical to take a cost-effective approach and eliminate inefficiencies to meet customer demand.
    • Stockouts or overstocking occur due to a lack of real-time data on orders, inventories, claims and returns.

    Distribution management is an essential aspect of the business cycle for distributors and vendors. It helps your business grow, saving you money and effort. As a result, robust distribution software is essential as a core supply chain and inventory management component. It helps you compete with the rest of the businesses while satisfying your clients.

    7 Benefits of Distributor Order Management System:

    1. Optimum utilization of resources

    The best thing about a strong distribution management system is that it contributes to optimal resource use. It is an undeniable reality that effective order management, delivery, and returns procedure and a payment collection system backed by a comprehensive reporting feature all play an important role in meeting sales targets and attaining desired growth.

    Distributors, for example, can set up automatic ordering with the field force automation solution when a stock level is reached, and manufacturers can deliver new orders promptly because all communication is digital and instantaneous. It eliminates many tedious and time-consuming operations while increasing accuracy.

    1. Quicker stock replenishment

    FMCG firms must manage optimal stock levels at various touch-points such as stockists, distributors, retailers, and more. On the other hand, the system provides accurate information on stock, expiry date, batch number, return, and other factors. Significant changes can be obtained far in advance at distributor locations, allowing you to provide replenishment much sooner than previously.

    1. Hassle-free delivery and returns management

    The most cautious phase in supply chain management is product delivery. As a result, constant coordination among the sales department, warehouse, distributors, and retailers is unavoidable. A distributor management system is developed to suit these needs and includes advanced capabilities that promote planned delivery and return requests.

    1. Easy management of distributor claims

    Businesses must deal with various claims involving claims for defective items, consumer returns, rewards, and more. What if a full distribution management system meets all of these requirements? A company that uses an all-inclusive delivery management solution benefits from simplified claims administration and enhanced partnerships with distributors.

    1. Effective production planning

    Your distributor management system software would be combined with your ERP’s demand planning module in an ideal world. Following that, your ERP’s production planning engine will have comprehensive information about stock levels and pending orders for delivery at your distributor locations. This fully ensures improved production planning and, as a result, less or no waste of your production resources.

    1. Accurate inventory management

    Without a suitable system in place, inventory management may be a nuisance irrespective of the size of your firm. On the other hand, modern distributor management systems contain this critical capability as part of the package.

    There will be no out-of-stock or access inventory when this technology coupled with a sales force tracker is integrated with your supply chain. Even if your company has a large number of items, distributors, and retailers serving a vast market, the number of errors will be fairly minimal.

    1. Monitoring the remote place scenario

    With quickly expanding revenue growth, FMCG companies are knitting their distribution networks all over the place to begin speedier product channelization from production plant to store. 

    With problems such as huge volume, time management, and the distributor’s remote geographical position, it can be tough to obtain clarity on your product flow from all of your distributors. With distributor management system software in place, you may have all of your distributor’s data at your disposal, regardless of where they are.

    Final Words:

    By deploying the best and most powerful Distribution Management System Software, you will be able to enjoy numerous benefits such as maximized resource utilization, accurate order management, accurate inventory management, and many other advantages that will allow you to run your business effectively in a competitive world. 

    As a result, to run a profitable business, implement and employ the best distributor management system, along with sales tracking software for your organization or company.

  • 4 Ways to Measure the Productivity of Field Sales Employees

    4 Ways to Measure the Productivity of Field Sales Employees

    Consistently exceeding sales targets pays everyone’s bills, including commissions and bonuses, and guarantees the company’s bottom line is powerful. The biggest determinant you have for consistently managing and delivering on your goals is measuring and tracking your Field Sales Team’s performance and progress.

    You cannot afford to lose vision of the woods and only see individual trees. The first step towards determining sales team performance is to have clear visibility. It is far more efficacious than piecing together the entire picture from the operations of individual sales reps, which is time-consuming.

    Implementing sales tracking may appear difficult, but it does not have to be. There are only a few practical steps required to develop an effective method for measuring, tracking, and reporting on the performance of your sales team.

    4 Ways to Measure Sales Productivity:

    • Establish key performance indicators – 

    KPI, also known as the Key Performance Indicator, is a value that measures the performance of various aspects of the firm to determine whether or not it has met its targets. Any sales organization must create a real-time dashboard to track the performance of their sales team. 

    Also, a Field Force Automation Solution is equally enabled to track the performance and productivity of your sales reps’ team. 

    • Evaluate forecasted business vs. Targeted business – 

    Forecasting your business is more than just a numbers game. Rather, it is a well-researched estimation that defines an organization’s future tendencies. 

    Accurate prediction reports express how many deals are necessary to fulfill your goal, the most likely buyers, and how much prospecting is required to fill your sales pipeline. field sales reporting apps are perfect for such predictions. The accurate forecast numbers provide a benchmark for salespeople to see if they are on track to meet their goals.

    • Make time for constant follow up – 

    It is also tough to set aside time to check in with each individual. Use this opportunity to debate how their performance compares to the team’s goals and emphasize any key areas for improvement.

    • Measure long and short-term goals – 

    The most impactful performance metrics balance short-term task completion with long-term performance. This combination of objectives and incentives promotes a positive work ethic.

    With the right investigating tools and a field service management software designed to help you track performance in real-time, you can begin working smarter and smacking those team targets regularly! With such intelligent solutions, you can monitor, track, and analyze your revenue-generating activities and ensure maximum productivity every time! Visit us at Happisales to learn more.

  • Smart Scheduling as part of an FSM Solution – The Undeniable Benefits

    Smart Scheduling as part of an FSM Solution – The Undeniable Benefits

    As a business owner, having hundreds of employees, multiple locations, and a plethora of variables to handle, scheduling work can be a pain. Several scheduling systems utilising inefficient technology such as Excel, whiteboards, or even the ordinary pen and paper, compound the issue.

    Cloud-based solutions, such as field service management software, attempt to address these issues by redefining organising work schedules via intelligent scheduling, thereby eliminating the time-consuming process of manual scheduling, increasing employee satisfaction, and responding to industry demands. Each interaction your field service staff has with your clients is an investment in your company and your consumers. Your clients want a prompt response and for your team to arrive prepared to fix the issue.

    Without access to up-to-date scheduling and workforce optimisation technology such as mobile sales app, your workforce management team will lose out on a lot of benefits it offers.

    What is smart scheduling?

    Intelligent or “smart scheduling” systems on sales force tracker software provide a clear line of communication between the back office and the mobile workforce, allowing the best-qualified technician, craftsman, salesman, or estimator to be dispatched to a certain location or service appointment.

    What are the benefits?

    Smart scheduling feature in field service management software allows employers to collect data on how their workers operate and what role they play best in a team setting. These cloud-based apps also improve employer visibility by giving an on-the-go solution that is updated in real-time. Smart scheduling also allows workers to easily manage and see their work schedules through the use of mobile applications of the sales force tracker. Smart scheduling solutions may be accessed and used by managers, field service employees (contracted or directly hired), and customers to start, coordinate, and finish service calls via the Field Assist app. Let us explore some of these benefits in detail below: 

    Employee can manage their schedules

    Organisations benefit from being able to predict demand peaks and valleys by looking at historical data, so you can make a plan that appropriately matches this. Having dynamic and adjustable scheduling software is essential in today’s workplace for efficient scheduling. Without scheduling software, many of the scheduling approaches listed are not nearly as successful as they may be. Management can easily accommodate the personal lives of employees by allowing for schedule adjustments in field service management software. Employees can communicate efficiently, and future staffing levels may be correctly forecasted with this feature. 

    Time management

    Communication is very important, and it has been well-researched. In businesses with workers who work different hours, communication is very important. Misunderstanding can have a huge impact on a business, such as over or understaffing, unnecessary overtime, and unsatisfactory service because there isn’t enough direction or leadership. Employees can forecast their tasks better and as an employer you can see better outcomes as there are less missed shifts, no shows, and lateness. Improved task/responsibility delegation leads to more productivity. Empowered employees have better job satisfaction. Great service is provided by a happy staff, which leads to happy customers/clients.

    Update and adjust tasks and schedules in real-time 

    While using the Field Force Tracking Solution, you can access data using the laptop or even use a smartphone or other mobile device to update and change schedules. Sales force personnel can diagnose and address issues faster with a Field Assist app on their mobile phones, resulting in a more accurate and personalised service experience. A good sales force tracker system does more than just keep track of your employees. It helps you keep costs under control, create confidence with consumers, and keep your business running smoothly.

    Resolve Customer Issues Faster

    Having access to this real-time employee data enables management to handle issues swiftly and save unnecessary expenses. Smart scheduling feature on field service management software assists pulling out real-time employee data and staff expertise to deploy the appropriate staff for every task. Customers receive better service that is tailored to their specific needs when the process is simplified. An integrated system can also provide service personnel with all the information they need to meet any service requirement, from inventory and mandatory safety workflows to instant invoicing and customer history reports.

    Drive Better Customer satisfaction

    Smart scheduling feature of field service management software’s main goal is to make customers happier and keep them coming back. When you think of service availability and outcomes, remember that increasing customer satisfaction is the goal. Smart scheduling technology can help you attain higher schedule adherence, improved economic output, and reduced maintenance actions, which leads to greater technician productivity and availability. Providing great service and fulfilling contractual obligations starts with scheduling the right people, in the right place at the right time. 

    Conclusion

    Field service workflows can be streamlined and optimized with sales force tracker tools. Happisales is one such tool that you can deploy for your business and soak in the benefits. Schedule a demo today and watch how productive your staff can become with the smart scheduling feature of the setup! 

  • Mastering Sales Skills: A Practical Guide for Sales Professionals

    Mastering Sales Skills: A Practical Guide for Sales Professionals

    When people hear sales skills, they often picture pushy salespeople or nonstop cold calls. That’s not what good sales is about. Strong sales skills are about connecting with people, understanding what they need, and helping them make choices that work for them.

    Whether you are new to sales or have years of experience, improving your sales expertise skills can make a real difference in your results. Some small changes in how you communicate, listen, and manage your time can add up to better client relationships and more closed deals. Here are some of the best sales skills every sales professional should develop and ways to apply them in real situations.

    Why mastering sales skills matters for a sales professional?

    Success in any profession starts with mastering sales skills. The right approach can make a big difference in your results. Think back to when you were a kid trying to convince your parents to get you ice cream. You were practicing sales skills without even realizing it.

    Everyone has some level of sales skills, but honing them intentionally sets top performers apart. To help you grow and succeed, here are 10 sales skills that can strengthen your abilities and improve your professional life.

    10 Essential Sales Skills Every Professional Should Learn

    Listen More Than You Talk

    This seems simple, but many people overlook listening as a sales professional skill. Think about it. In a conversation, who do you remember more- the person who talked nonstop or the one who actually listened?

    Active listening is a key part of strong sales skills. Don’t just wait for your turn to speak. Ask questions, nod, and pay attention to what the client says. For example, if a client mentions problems with delivery times, don’t jump straight into a product pitch. Take time to understand the issue. They will notice, and you can suggest a solution that really works for them.

    Follow Up Thoughtfully

    One of the best sales skills is following up in a way that feels natural. Following up isn’t pestering. It’s showing that you care.

    After a client buys a product, you can send a quick message to see how it’s working for them. You might also share a tip that helps them use it better. Small, thoughtful follow-ups strengthen relationships and can lead to referrals. Clients remember when you take the time to check in.

    Know When to Speak and When to Stay Silent

    Timing matters in sales. I often tell my trainees that you don’t need to fill every silence. Let clients explain their needs first before sharing your ideas.

    It’s like talking with friends over dinner. You listen to understand, not just to reply. If you interrupt or over-explain, you risk losing trust. Balancing listening and speaking is a quiet but important part of sales expertise skills.

    Manage Your Time Wisely

    Time management is an important sales professional skill. You only have so many hours in a day, so how you spend them matters.

    Some sales reps spend hours manually entering data or updating spreadsheets that could be automated. Tools like field force automation can help by keeping client info organized and scheduling visits. This frees up time to focus on meeting clients, understanding their needs, and closing deals.

    Focus on tasks that make a real impact rather than staying busy for the sake of it. Managing your time well improves productivity and helps you get better results.

    Do Your Homework

    You can’t sell something you don’t understand. Researching clients, competitors, and market trends is an important part of strong sales skills.

    Before a meeting, take time to check the client’s website, recent news, or social media updates. Learn about their challenges and the trends in their industry. Being prepared helps you speak confidently and show that you understand their situation. It also allows you to offer solutions that actually make sense for them.

    Small efforts in preparation can make a big difference in how clients perceive you and how effective your sales professional skills are.

    Solve Problems, Don’t Just Sell

    Customers are looking for solutions, not just products. Developing problem-solving as a sales expertise skill sets top performers apart.

    If a client is frustrated with slow delivery, don’t just offer a faster service. Take time to understand the real issue. Is it a scheduling problem or a stock shortage? When you identify the root cause and offer the right solution, it shows you understand their world. Clients remember that approach and it strengthens trust.

    Handle Objections Calmly

    Objections are not a rejection. They are a chance to show your sales professional skills. When a client raises a concern, listen carefully and respond without getting defensive.

    For example, if a client says your product is too expensive, you could say, “I hear you. Some of our clients felt the same at first, but they found the return on investment made it worthwhile.” Handling objections in this way builds trust and can turn a maybe into a yes.

    Master the Art of Closing

    Closing a deal does not have to feel pushy. One of the best sales skills is knowing when and how to ask for a commitment.

    It is like inviting a friend to lunch. You would not nag them, but you would be clear about your plan and check if it works for them. In sales, you do the same. Be clear, confident, and considerate. Choose the right moment and make it simple for the client to say yes.

    Embrace Technology

    Technology can help you sharpen your sales expertise skills. Tools like field force automation let you track clients, schedule visits, and prioritize leads. When all your client information is in one place, you spend less time on spreadsheets and scattered notes. This gives you more time to focus on relationships and planning your approach . Getting comfortable with technology is now a key part of being an effective sales professional.

    Keep Learning and Adapting

    Sales is always evolving, and strong sales skills mean staying up to date with new strategies, tools, and customer insights. When a new app or tool makes field sales reporting easier, take time to try it out and see how it fits into your routine. The more you adjust and adapt, the sharper your sales professional skills become. Being flexible helps you handle challenges better, improve results, and make the most of your day in the field.

    What’s Next?

    Developing sales skills is not about memorizing scripts. It is about understanding people, solving problems, and using the right tools. Focusing on listening, research, time management, and technology like field force automation can improve both your results and your relationships. Think of sales as a craft. The more you practice, the better you become. Tools like Happisales help your team track, manage, and optimize each interaction, making daily work smoother and letting you apply your sales professional skills more effectively.

    You can experience Happisales yourself with a 14-day free trial and see how your field team can perform at their best. Schedule your demo today and start transforming the way your team works.

    Click here to Schedule your demo
  • 4 tips that will change the way you approach sales in 2022 and beyond!

    4 tips that will change the way you approach sales in 2022 and beyond!

    It is quite unclear when we will be returning to “business as usual”. Last year, the changes brought about by Covid-19 were considered as a temporary adjustment — something we would have to put up with for a few months before returning to commuting, workplaces, and in-person meetings. However, when businesses accept that the current state of affairs may be the new normal, they must move their attention from transient solutions to a new approach to organisational planning.

    It’s time to adapt your field sales team for the environment we live in for any company that relies on direct sales to generate money. Here are four tips that will change the way you approach sales in the coming year.

    Setting realistic goals

    The capacity to promote products and services will decide whether a company succeeds or fails. The revenue gained through sales is critical to the growth and development of any small/medium business. A competent sales plan is required to thrive in today’s competitive company climate. A successful sales strategy tackles two issues: overcoming fierce competition and growing product and service sales. A sales manager’s job includes setting sales targets for their staff via field sales apps. Realistic sales targets are action-oriented and attainable, rather than being too focused on achieving specific figures. When it comes to creating goals for the team, the worst a sales manager can make is focusing entirely on the figures.

    Of course, you want to increase sales and achieve better success, but without a strong strategy outlining how to reach a specific set of goals, it’s doubtful that your team can meet your target.

    You should also evaluate your company’s long-term objectives. In order to meet targets, your field sales team may end up pursuing substandard, unproductive leads. This may have major consequences for your company’s reputation since salespeople over-promise and then under-deliver on your product or service.

    Field Force Tracking Solution or sales force automation makes identifying and setting realistic goals that your field sales team can achieve. These goals and targets can be assigned to the team through field sales apps

    Assign the right people for the right job

    In many instances, employees are promoted to jobs that are not in sync with their talents and ambitions because their employer has incorrectly assessed how their skills and goals connect with the company’s broader strategy. Assigning people with a fitting job will have a variety of good results including better engagement. Studies have shown that employees appreciate being in a position where they believe they can flourish and do important work. By assigning the right job to the right employee can help you achieve a better customer service experience. Candidates with strong interpersonal skills are critical to the success of your company. The most common cause for new customers to leave is a negative customer service experience. Employees that are capable of taking ownership of their job and their role within your organisation will not only help your firm flourish, but they will also work to stabilise and enhance it. Using sales force automation systems enables managers to identify how their field sales team are performing and assign the right job to the right person.

    Identify key players in each team

    Employees that are organisational key players are those who keep your company functioning. They are the top achievers on whom companies focus their resources because their talents and specialty create value to the organisation. When trying to identify these key team players, companies should bear in mind the special attributes required to increase corporate success. Even if you find a candidate who isn’t the finest, you can still invest in them by assisting them in honing their abilities. Knowing the various qualities of these key team players can thus be beneficial to your operational effectiveness. Ideally, a key player must exhibit characteristics such as they must be inclined to collaboration, must have an optimistic outlook, and must have a competitive nature. Such team players provide a significant contribution to the stability and progress of not only their coworkers, but also of the firm.

    Identify key players based on their achievements that are recorded on the field force automation system and enable them to achieve more.

    Transparency in communication

    Transparency is more than just a buzzword in business. It serves as a catalyst for organisational communication and responsibility. Transparency is essential for getting a 360-degree perspective of what’s going on, collaborating across departments, and having a true grasp of what’s going on throughout the sales cycle. Instead of focusing solely on the long term, establish incremental checkpoints for monthly or quarterly progress and share that information with the whole sales team. Incremental checkpoints assist managers in determining where the field sales team is doing well and where it may be struggling. Sharing the progress of these milestones may enhance the motivation and self-esteem of the field sales team who would otherwise go unnoticed until their annual appraisals. Most significantly, it can encourage healthy rivalry among employees. Transparency and accountability are most likely the two most critical aspects of a successful business. According to a Harvard Business Review poll, 70% of employees are more engaged when senior management consistently updates and communicates corporate strategies. Even if complete transparency may appear to be a bad idea, employees want to know what motivates the organisation for which they work. Furthermore, the team must be aware of the company’s goals in the short and long term, as well as how they will contribute to those goals. 

    Communication and openness at all levels of management will aid in the development of both productivity and trust among the sales staff. However, a lack of responsibility can have a disastrous effect, eventually leading to poor performance and sales. In other words, having clear standards and expectations for everyone, as well as feeling accountable for their work and outcomes, may assist sales teams enhance morale and productivity.

    When it comes to sales, you have your job cut out for you as a business owner. You can achieve better sales with these tips along with automating the system using sales force management apps. Check out blog.happisales.com/ to identify how you can automate many processes in your business and achieve better sales at a lower cost. Schedule an appointment today!

  • Top Four New Year Resolutions to Boost your Sales Team Morale

    Top Four New Year Resolutions to Boost your Sales Team Morale

    As we head towards New Year 2022, most of us take the opportunity to reflect on the passing year and plan what’s coming next. And while the age-old traditions of weight loss and healthy eating resolutions remain popular, the New Year is ripe for businesses to set new goals. 

    The sales industry is always changing, and the most effective salespeople keep up. Sales managers should reflect on their team’s accomplishments and shortcomings over the last year and utilize this information to plan for future achievement. In light of this, your sales resolutions should be well-thought-out and properly designed to set the tone for the coming year.

    4 Effective Ideas to Inspire the Sales Team this New Year:

    Consider these 4 New Year’s resolutions to ignite your sales team’s performance in the coming 365 days if you want to motivate them to work at a higher level.

    • Focus on Time Management – 

    Working in sales may rapidly become daunting, from prospecting and lead qualifying to cold calling and client meetings. But, amid the chaos, appropriate time management skills can help level out the creases and create a healthy structure.

    The necessity for proper sales strategic planning technologies has grown rapidly, and in-person business is reduced. Manual processes are prone to errors and obstruct your ability to make strategic quick decisions. And hence the need for further technological assistance. 

    • Improve Sales Productivity – 

    Maintaining your sales team’s motivation and drive to achieve their objectives should be a top priority. In today’s market, achieving a competitive edge requires identifying actionable insights, defining KPIs for your firm, and remaining current with your data. 

    You may improve sales strategy and performance by using data-driven planning and gathering insights. With a sales tracking software, you can always manage the performance of your sales team and scale up their productivity.

    • Celebrate Achievements – 

    While a year-round sales incentive program is beneficial, short-term sales sprints are an extremely effective strategy to boost performance during traditionally weak periods. 

    It’s essential to business success to deliver relevant, compelling, and timely short-term rewards. Also, choose recognition awards that are meaningful and presentable, strategic, and immediately gratifying.

    • Embrace New Technology – 

    It’s realistic to expect that the percentage of buyers asking to meet the salesperson can rise in the following year as communication technology advances. 

    As a result, it’s critical for salespeople to become familiar with the tools, apps, and procedures that clients prefer to use. Besides adopting new communication tools, it is crucial to leap into field Force Automation solutions to optimize sales further.

    Final Words:

    The start of a new year is a time for reflection, but it’s also a time to get ready for the year ahead. New Year’s resolutions may appear fabricated, but the core principle is goal-setting, which is critical to achieving a competitive advantage. 

    Take an effort to learn more about your Field Sales Team and celebrate their contributions. Only by embracing new technologies and diversifying your communication strategies can you stay on the cutting edge of your industry.To know more feel free to visit us at happisales.

  • 7 Tips to Improve Sales in the Upcoming Year!

    7 Tips to Improve Sales in the Upcoming Year!

    2022 can be another year of reinvention, and every business owner can hope for a brighter one ahead for the surge of their sales. But as the year draws to an end, your business may be looking for efficient ways to boost sales. 

    Although there are various organic ways to grow sales, there is no harm in exploring techniques that can add value to your sales strategy for the year and even for the upcoming year. Here are the 7 most important selling tips to weather the current crisis and help you embark into uncharted territory the next year. 

    1. Automation is the Key

    Investing in a Field Force Automation tool can be a pain in the neck, but the result can come to the rescue. When routine sales processes are automated, sales agents have more time to concentrate on what matters: closing deals, besides establishing a consumer relationship. 

    Investments in marketing and sales automation technologies, on the other hand, have a huge potential for increasing productivity. Marketing and sales expenses account for 15% to 35% of overall business expenses (not just production costs). 

    As a result, concentrating on marketing and sales is a desirable trait for maximizing productivity. Even a minor increase in marketing effectiveness can significantly impact profitability.

    2. Establishing Lifelong Relationships

    After all, business is nothing other than a bunch of human relations, as the cliché goes. As a result, you must treat your customers, future clients, and team members as if they were someone with whom you hoped to develop a long-term connection. And especially for small firms, strong relationships are like Miracle-Gro.

    Customers can stay with you for a lifetime if you have an excellent product line and solid ties with them. And if you run a service-based firm, you’ll always be able to provide more value to your customers as you extend your offerings. Putting people first is the most effective method to invest in your company. 

    3. Interactivity is Necessary 

    Salespeople have always had a hard job, but the influence of the epidemic has impacted their morale a lot. The prominent sales executives have embraced multiple processes, detailed coaching tactics to get their staff back on track and work more confidently. 

    With Field Sales tracking, the monitoring can be even more optimized. While team-building and management may have been limited to the sales floor in the past, comprehending sales professionals’ discussions by conducting daily, remotely, and at scale is the way of the future.

    Furthermore, as online and hybrid conferences and events replace in-person sales experiences, leading firms must shift to actively integrating prospects online. Maintain decision-makers attention by focusing them on a topic that compels them to ponder further. Finally, do give them the freedom to figure out how to address specific business problems for themselves, thereby maximizing knowledge retention and enthusiasm.

    4. Multi-channel Sales Strategy 

    Until recently, all businesses had to distinguish from the crowd and create a marketing cadence that consistently communicated with prospects across numerous platforms. That is no longer the case.

    Connecting with your prospects across many channels can no longer be a distinction; it can become necessary for even small-ticket sales. Businesses now won’t depend solely on cold email or sponsored advertisements but can do everything.

    Using a sales engagement platform is the simplest method to do this. These platforms are easy to use and have many customization options.

    5. Focusing more on Social Media Marketing 

    With 52% of new brand discovery occurring on open social media feeds, social media remains one of the most powerful tools available to a business owner. Paid social media ads are increasingly becoming the bread and butter for businesses. Also, direct ties with influencers can aid in the growth of sales and revenue.

    Another reason determining your target audience is critical is the impact of brand awareness on social media. More genuine interest and visibility on social media can be generated by getting your product into the hands of individuals for whom it is a fantastic lifestyle fit or interacting with clients who can share their experiences.

    6. Coming up with Concise Offers

    It’s critical to present brief and attractive offers if you want to use social media outreach to your benefit. It is a lesson that can be applied to social media, campaigning, and email lists.

    Create an outreach strategy and plan to delegate outreach to team members rather than sending mass messages directly from the brand pages or a generic “no-reply” email.

    The crucial thing to keep in mind is that we are all being marketed on things and offers daily than ever before. To stand out, keep your sales pitch as short and genuine as possible and emphasize the value you provide.

    7. Reinvesting in Brand

    Proper branding is the backbone of a successful firm in today’s environment.

    Experts frequently define “brand value” as the potential strength of a trademark, identity, and reputation and thus as one of a company’s “intangible resources.” As a result, investing in your branding has some of the highest return-on-investment possibilities.

    Social media and marketing have genuinely opened new doors for entrepreneurs and offered new tools to expand business ventures, especially for small business owners.

    Furthermore, leveraging automation is a powerful technique to stay ahead in the game. Automation software, Sales Tracking software, and others are always at your disposal to make breakthroughs in sales. Thus, if you are smart and forward-thinking, nothing can hinder your business’s progress in the upcoming year.