default

Category: General

  • 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 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!

  • 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.

  • 5 Ways to Boost Sales and Profits During Christmas & New Year Holidays

    5 Ways to Boost Sales and Profits During Christmas & New Year Holidays

    The Holiday Spirit of Christmas and New Year:

    The holiday season is highly profitable for multiple businesses worldwide in any year. Christmas and the New Year holidays are the best days for marketers and retailers to maximize sales. Because after all, the festive season is all about shopping and gifting! 

    According to a report, in 2020 holidays alone, shoppers spent over $750 billion, which is estimated to be even more lucrative this year. However, the success and failure of any business increasing their sales depends solely upon the marketing strategies and promotions they execute.

    In most cases, retailers focus only on increasing sales, ignoring their profits. To carry out great promotional activities, they need to make a lot of sacrifices, which are not taken into account by them in the end. As a result, although the sales increase, their profits are hardly any!

    As Christmas is coming closer, this is the high time when businesses, especially online sellers, start planning their holiday marketing and promotional strategies to increase their profits. With Field Service Management software, retailers can optimize their workforce further during the peak holiday season to enhance their business performance. 

    Five Strategies to Implement for Boosting Your Sales:

    For using this holiday season to the fullest, here are five pro hacks that online sellers can leverage to boost sales and enjoy the holidays. 

    1. Offer Special Discounts and Combo Products

    Customer retention is critical to success, particularly in the COVID-19 era. As a result, no matter what products and services you sell, you may always group them during the festivities. You can make amazing prices for many products by combining them into a package. 

    Consider giving your most loyal customers special offers, incentives, or presents. Making these discounts only available to your most loyal clients shows them how much you value them and motivates them to look through your complete catalogue. 

    You can also utilize a special price to launch (or reintroduce) a new line of products or services to your clients to move them off your shelves. Another excellent option is to have a large deal on Christmas Eve or New Year’s Eve. 

    Instead of new things, concentrate on items that have been in your store or warehouse for a while. It is a quick and easy technique to boost sales while keeping inventories in check. Remember that, as client acquisition gets more difficult each year, maintaining customers is sometimes more beneficial than exploring new ones. 

    Consumers are less inclined to spend their hard-earned money on something they do not know during the coronavirus outbreak, so begin with individuals who currently use and adore your brand.

    1. Forecasting Inventory Demand

    The main goal is to sell more products during this holiday season. But how would you be sure about exactly how much inventory you need to carry out in your warehouse facility? The quickest solution is inventory management software.

    You could wind up with even less inventory if you don’t apply the correct forecasting method, leading to delays in the order fulfilment process. On the other hand, you could eventually wind up with too much stock, resulting in many new, unsaleable things in your store or warehouse. Finally, this is a useless action that every retailer should avoid.

    As a result, estimating your inventory demand this festive season is critical. Examine your sales statistics from the previous year to determine your customers’ purchasing habits. Find out which products were the most desirable and products that were not popular.

    With Sales Tracker Apps, you can get the privilege of an advanced forecasting system that helps you ensure to end up with the right amount of inventory. In other words, you can better control the procurement costs furthermore. 

    1. Send Personalized E-mails with Christmas and New Year Themes

    E-mail marketing remains one of the most effective techniques to spread the word about amazing bargains and promotions to your customers. Sending holiday discounts might help you boost sales and earnings around the holidays.

    There are numerous additional strategies to enhance sales using E-mail marketing, especially with mobile commerce on the rise and customers looking for deals over the holidays.

    • Once a week, send reminders to shoppers who have left their carts to persuade them to finish their purchases.
    • Present discounts to customers who haven’t paid in a set amount of time
    • Upgrade the email list by proactively sorting the divisions before Christmas and re-engaging your customers by offering them New Year pleasantries.
    • Offer your regular customers exceptional deals by giving them promo codes for what they want.
    1. Develop an Engaging Social Media Campaign

    E-Sellers can benefit greatly from leveraging social media concerning Christmas promotion initiatives. The key is to plan out your social media advertising to get the most bang for your buck.

    To accomplish so, start by considering which social media networks bring in the most visits and then tailor your marketing efforts to those channels. Your social strategy for the Christmas season should focus on the festival and its atmosphere of celebrations.

    Start your Christmas celebrations by upgrading your social media profiles and cover photographs, posters, and other visual aspects. The fantastic prices, discounts, and incentives your fans may expect should be highlighted in your social media graphics.

    1. Optimize Website Content

    It is extremely noteworthy for all who sell things on the internet. Begin by changing your website’s theme. Consider including banners with Christmas and New Year’s themes on your e-commerce site. It is a sensible method to give your brand a festive feel throughout the holidays.

    • Using a timer can persuade folks to buy your stuff right away.
    • Showcase holiday-themed products and make it simple for visitors to find them on your website.
    • Allow space for content related to fun activities, such as Christmas present suggestions.
    • Your site’s content should indeed be SEO friendly so that visitors may find it more easily when they use search engines to look for specific products.
    • Make use of past holiday consumer testimonials, if possible.

    Wish you all a Merry Christmas in advance! Happy selling!

  • Happisales or WhatsApp – The guidebook to the ideal employee tracking solution

    Happisales or WhatsApp – The guidebook to the ideal employee tracking solution

    Sales force automation, also referred to as field service management, is the latest trend that companies with a fairly good number of field force employees manage their staff with. Some of the ways you can use the tools include tracking and managing the field force include, field sales tracking, scheduling and dispatching workers, ensuring safety procedures are being followed, and managing the actual activity of field personnel. All of these aspects can then be incorporated with the management of other on-site aspects, such as billing, inventory control, and other employee systems. If proper field force management is not initiated, it can lead to customer disappointments, low productivity, and unnecessary fire-fighting scenarios.

    Because there are so many variables in field sales tracking, many firms are turning to the cloud and sales force automation software to assist, track and guarantee that all processes are happening like clockwork. A typical sales force tracker system will comprise back-end software that may be accessed via mobile apps as well as computer devices. Cloud services provide massive volumes of data gathering and analysis, making field service management easier. Organizations can predict how long a service call will take, detect reoccurring issues, and establish the optimal route for field staff to take on their tasks by analysing data. 

    A cloud-based field sales tracking solution can help organizations with:

    Intelligent scheduling: Using data analysis, the software can determine not only what field services are required, but also the optimal route for the field agent to take to get there. This enhances productivity and can help save time spent travelling. It can also assist in determining which staff is taking longer than planned to perform field service activities, allowing adequate training to be done to fix the issue.

    Real-time tracking: Companies can use Field Assist Apps to track not just the inventory or product delivery, but also what sales staff is doing in real-time. Bill payments can be handled through the app. Any issues that recur can also be tracked and handled easily. 

    Improved customer satisfaction: Organizations can easily detect and rectify problems at the customer end and minimise the number of service requests with this software. 

    Enhanced communication: By combining back-end services with simple software for field workers, businesses and employees can communicate more readily about any concerns that arise in the field. Clients benefit from this improved communication since status updates can be sent out via push-notifications. 

    Reduction in time spent and costs: Organizations can reduce their capital expenditures and make it quick and easy for field employees to retrieve information by merging numerous tools and software suites into one cloud platform.

    Can Whatsapp be used instead of a sales force automation tool?

    WhatsApp is one of the most popular instant messaging tools available in the market. It is a free tool that can be downloaded for use. WhatsApp also launched a WhatsApp Business app, a free application which can be used by small business owners to communicate with their customers, share product updates, answer queries about their services etc. This became quite popular among small business owners. However, the question arises if it can be used to track and manage sales force personnel and offer the same experience as a sales force tracker tool. We have drawn up a comparison table between a field sales tracking tool such as Happisales and WhatsApp to find out which tool offers more benefits. 

    Comparison between WhatsApp and Happisales:

    FeaturesWhatsAppHappisales
    Attendance tracking
    Location-basedNoYes
    Geo-fence restrictionNoYes
    Shift-hour basedNoYes
    Leave applicationsYesYes
    ApprovalsYesYes
    Leave balanceNoYes
    Late attendance reportNoYes
    Location Tracking
    Real-time trackingYesYes
    Real-time route markingNoYes
    Alerts and Notifications
    OTP authentication during a customer visitYesYes
    Real-time notificationsYesYes
    Task management
    Assigning tasks to field employeesNoYes
    Ticket based task managementNoYes
    Track ticketsNoYes
    Location-based task managementNoYes
    Users can add their own taskNoYes
    Recurring tasksNoYes
    Location-based lead managementNoYes
    Comprehensive DashboardNoYes
    Invoice ManagementNoYes
    Cloud-basedNoYes
    Expense ManagementNoYes
    Sales reporting
    Location-based  check-in/outNoYes
    Waiting time calculationNoYes
    Order managementYesYes
    Product catalogueYesYes
    Reporting of device’s status of the battery, internet and, GPSNoYes
    Document attachmentYesYes
    Photo uploadYesYes
    Insights
    Custom reportsNoYes
    On-demand reportsNoYes
    Downloadable reportsNoYes
    Automated reports in emailNoYes


    From this table, you can see for yourself the differences between the two tools. Happisales is clearly a superior and more complete platform that employees and management can use from anywhere. While WhatsApp is a popular messaging and communication tool, it cannot totally replace an extensive platform like Happisales. It can only be used for communication purposes and answering customer queries at the most. 

    WhatsApp cannot provide superior services that field force need to make their busy and tough lives simpler. It can probably be used as a support tool along with the main field force automation solution but it cannot totally replace it. 

    Now that you have made it till the end the post, we hope you are convinced about the multi-faceted field sales tracker tool, Happisales and would like to schedule a demo. Visit our website and get the tool customized for your organization today!

  • Is ‘Happisales’ the comprehensive field force engagement platform your business needs?

    Is ‘Happisales’ the comprehensive field force engagement platform your business needs?

    Regardless of how much the digital revolution has transformed consumer purchasing behaviour; certain things will continue to demand the active presence of humans. For example, when selling insurance, many of us prefer to speak with a human rather than a bot. We feel at ease chatting to a real creature in person, asking questions and nodding along. Some firms cannot survive in the absence of a field force. It is critical that they go door to door. Field sales has advantages and it also has disadvantages.

    Diversions are much too prevalent and thorough monitoring and tracking of your field sales reporting typically determines its success or failure, especially when you consider the number of resources going into fueling your field sales, aside from time. This covers the ongoing expenditures of fueling up field cars, as well as many others such as phone bills, meal bills, marketing material prices, and so on.

    Field force automation is a subset of management of workforce and this involves – tracking field sales, scheduling, dispatching people, ensuring safety standards are followed, and controlling field personnel’s real activities. The administration of other components on-site, such as inventory control, billing, and personnel systems, must then be merged with all of these aspects. Customer dissatisfaction, poor productivity, and unsafe circumstances can all result if adequate field force management is not implemented.

    Because there are so many aspects in field sales reporting, many companies are increasingly preferring to use the cloud and sales force automation software to keep track of everything and guarantee everything works well. Apart from this, typically an automated system also doubles down as a backend software that will often be available in both mobile applications and computer devices. Cloud services facilitate the collection, analysis of massive volumes of data, and thus making managing field staff easier.

    About happisales

    Happisales is a (an end-to-end) comprehensive field force engagement platform for field sales people, supervisors, field force manager, and higher management. The software was created with the express purpose of improving the day-to-day lives of field executives, and with our expertise in producing over 100 digital products, we did it correctly by focusing on usability, security, and scalability. Happisales frees up the salesperson’s time by automating reporting and administrative responsibilities. By gathering relevant data, Happisales field sales reporting engine assists field force managers and heads in identifying hidden opportunities and correcting problems before they occur. Happisales covers field sales executives’ end-to-end operations and assists them in increasing their productivity by reducing administrative work and closing more sales by better managing their client interactions.

     Benefits of using the happisales platform

    Now that we know a few things about field force management, let us look at the benefits of using the Happisales platform to manage the sales force. The software is designed with care to help field executives to work on what they set out to do for the day!

    1. Transparency in the organization

    Integration of back-end services with user-friendly software for field staff can enable businesses and employees to readily communicate about any concerns that may arise in the field. Businesses that have implemented a field sales reporting system can rest assured about accessing reports at any point in time and anywhere. Having instant access to reports helps sales personnel on the ground to make changes to marketing strategy, understand metrics and optimize their sales agenda to convert clients into customers.

    As a business, having transparency in all forms, be it reports or status of tasks, inventory, client closures etc also helps the employees have better faith in the business. This also enables better communication between the headquarters, the departments across the organization and the staff on the ground.

     2. Management at a push of a button

     With the data available at the push of a button, a field force manager can get an idea about where his team is or what clients they are talking to, and so many details. Even the management at a company’s headquarters sitting in another city or country can be aware of the status of the tasks. Field force managers using the field sales management software like happisales can analyze the field services that need to be carried out. This increases transparency and better management of resources.

     3. Identification of problems and materializing solutions

    By using the sales force automation software such as happisales, organizations can quickly identify problems and reduce repeated service calls. This also allows organizations to implement guided resolution steps such that it will not affect productivity and continuity of business.

     4. Highly customizable

    Field sales reporting software like happisales are very customizable and you can pick and choose the features you want to add to manage your organization. Not all businesses are the same, each one has its unique needs and demands, so such sales force automation software can be customized according to your needs.

     5. User friendly

    Needless to say, field force management software is pretty simple to use that even your staff at the end of the supply chain will be able to pick it up very quickly. You can think of arranging a session for your staff to acclimatize them to the features of the software and how they can use it.

    6. Real-time tracking

    Organizations can use field force tracking apps to track where staff is, where the company’s vehicles are, but also what tasks are being worked on at any given point in time. Payments can be processed immediately via the app instead of the staff needing to get back to the office to finish the billing. Tracking can also be done to identify any specific problems affecting the staff’s productivity so that they can be resolved sooner rather than later. Be it sales, collection, order or service, Happisales lets your field executives log data effortlessly. Set discipline right in your field activities by streamlining their tasks. The software is designed in such a way that it simplifies tasks for your field force and paves way for swift communication.

    • Live-track the journey of all your field executives     
    • Push notifications based on activities and tasks performed in the field 
    • Works even without internet access
    • Gain better customer insights

    7. Better customer engagement

    With this sales force automation software, your field executives won’t miss out on appointments. Enable them to achieve better reach, better engagement and thus achieve better results! Happisales allows the field force to set a visit/call appointment/task by themselves and their peers automatically and sync them in their work calendar. Happisales provides loads of features that help field executives to reach their customers effectively and push themselves to achieve more.

    8. Create a motivated team

    Happisales appreciates the work done by the field executives by acknowledging their personal achievements and notifying the same to their respective Team lead. The field force management software improves visibility for the field force which in turn helps them learn and perform better!

    • Individual appreciation
    • Set incentives 
    • Let individuals know where they stand in the team based on targets
    • Personalized reports

    9. Measure and track your teams’ progress 

    Progress tracking helps build better relationships and increases productivity! The field sales reporting software measures 15 parameters relevant to your field executives and monitors individual as well as their team’s progress for those parameters. Understanding the capabilities of each and every field executive helps in bringing out the best in them. Happisales provides researched information using data and facts gathered about each and every individual. This helps our field force tracking solution to create a better relationship between the field force manager and the executives.

    • Set clear targets for the field executives and track them easily
    • Get progress reports of individuals and team
    • Get customizable reports on customers 
    • ML-based suggestions

    Now that you’re pretty aware of the features of the platform called Happisales, why not schedule a demo pronto and get things rolled out as per your convenience!

  • Top 3 Sales Challenges Field Sales Reps Face Everyday – How can happisales help solve them?

    Top 3 Sales Challenges Field Sales Reps Face Everyday – How can happisales help solve them?

    Sales and marketing, the field sales team, are critical to a company’s success. Marketing is a component of the infrastructure that allows a product or service to be sold. A competent and targeted marketing strategy may take firms to the next level if it works successfully and in unison with sales teams. This field sales team is critical to lead and revenue creation and should have the same goal. They are integral to a company since they help in broadening your consumer base, promoting company expansion, boosting customer retention, and resolving customer issues.

    Hurdles of field sales reps

    Every sales agent wants to conclude the month on a high note, celebrating their accomplishments. Unfortunately, for the majority of sales professionals, it ends with the disappointment of unmet objectives. Sales professionals are frequently afflicted with issues that negatively impact their sales results. The problem is that sales professionals ignore these hurdles and continue selling, which leads to the same poor sales performance month after month. Every seasoned salesperson has experienced the agony of a missed transaction. Perhaps a prospect opts for a rival, or you hear nothing but radio silence. Some of the most prevalent reasons field sales team face these hurdles are:

    1. Selling to the wrong customer

    Trying to close the wrong individual, no matter how good your presentation is, will not result in a sale. Unfortunately, determining the best customer isn’t always simple. Many salespeople unintentionally try to close non-decision makers, or those who don’t have the authority to buy. Inexperienced salespeople, for example, frequently target the buying department. However, while a company’s buying staff can accept or deny a purchase request, they aren’t responsible for resolving business issues. Improve customer profiling by focusing on the demands of the potential client and tailoring an experience worth investing in. Use segmentation to discover high-potential leads. You can use tools such as field sales assist to make lead tracking and conversion easier.

    1. Incorrect job allocation

    Manually distributing a position can cause a variety of issues, particularly when field force managers are unaware of the expertise and performance pattern of sales executives. When a sales force automation system is in place, it is simple to allocate leads to the appropriate members of the sales team. Sales tracking software such as field sales assist from Happisales can identify the industry or area of a client, making it simpler to allocate a prospect to the appropriate salesperson. As a result, the most qualified sales reps are able to handle the highest-priority prospects, allowing for increased conversions.

    1. Managing time efficiently

    It is critical to keep track of how long people take to complete specific activities in order to measure an organization’s efficiency. Automation can help in this area by allowing you to track the amount of time you spend on each job. If you’re making your staff spend an hour collecting updates on things that may or may not be relevant to the task they’re doing, it’s time to rethink your strategy. Without assembling everyone for a meeting, a platform like Happisales can assist the progress of every part of the project in one location. Not only that, but you can quickly automate status update requests with sales force automation, so stakeholders know exactly what information you’re looking for and where to place it. You can also build a weekly status report that is automatically distributed to key stakeholders to demonstrate that your initiatives are on schedule.

    Now that you know how you can resolve the obstacles faced by your field force, why not give Happisales a try? Schedule a demo today and take your business to the next level!

  • Top 5 greatest salespersons of all time!

    Top 5 greatest salespersons of all time!

    Sales and Its Importance

    In any organization, the sales department drives revenue and growth. Salespeople bridge the gap between customer needs and the products or services that fulfill them. Great salespersons turn leads into loyal clients and ensure the company thrives. Even in marketing-warmed prospects, it is the salesperson who closes the deal, answers questions, and builds trust.

    Sales remain a business’s main source of income. Without strong sales, companies risk losses and stagnation. Sales also build lasting relationships with clients and strengthen internal teams.

    How Sales Has Evolved?

    Over the last two decades, the role of a salesperson has changed dramatically. Customers are more cautious and want proof of return on investment. Decisions are now often made by teams rather than individuals, and buyers interact with companies multiple times before making a purchase.

    There is no longer a fixed sales procedure. Modern buyers research, compare, and verify before committing. Today’s best salespeople know how to guide prospects through this complex journey effectively.

    History of Sales

    • 1752–1870: Specialized roles emerged
    • 1849–1924: The era of snake oil salesmen
    • 1988: Spin selling products
    • 2011: Salesforce transformation
    • 2015: Automation in sales

    Best Salespeople of All Time

    Here are some of the top salespeople whose work has inspired generations.

    1. John H. Patterson

    Patterson built one of the first structured sales management systems. He trained salesmen, set territories, and monitored performance. His system included scripts, quotas, and contests that motivated sales teams. Patterson is considered one of the best salesmen in history for creating a repeatable, measurable sales process.

    2. Mary Kay Ash

    Mary Kay Ash became one of the most successful salespeople in the world. She built a business with over 800,000 sales agents and annual sales exceeding $200 million. She treated selling as a service and motivated her team with recognition and rewards. Many consider her the best salesperson of all time in the beauty industry.

    3. David Ogilvy

    Ogilvy, known as the father of modern advertising, was also a brilliant salesperson. He built trust with clients through clear, honest, and persuasive communication. He is regarded as one of the great salespeople who influenced both advertising and direct selling globally.

    4. Ron Popeil

    Ron Popeil was a top salesman and inventor. His Veg-O-Matic and other products became widely popular. He showed that practical, well-designed products and clear sales could change the market.

    5. Napoleon Barragan

    Napoleon Barragan became one of the top salespeople ever in the mattress industry. His focus on improving communication and easing purchase decisions made him one of the most successful salesmen in the world.

    6. Jeff Bezos

    Jeff Bezos changed the way people shop online. With Amazon, he made buying simple with features like one-click ordering, personalized recommendations, and home delivery. His vision and ability to grow sales worldwide make him one of the most famous salespeople in the world.

    Lessons from Top Salespeople

    The best salespeople have some things in common. They know how to talk to customers and explain things clearly. They understand what people need and adjust to changes in the market. They stay motivated and disciplined. They also focus on keeping good relationships over time.

    Who is the Father of Sales?

    John H. Patterson is called the father of modern sales. He created sales processes that helped teams stay organized and are still useful today.

    What’s next ?

    If you want your sales team to perform like top salespeople, try a smart field sales platform. Happisales provides an app to handle sales, orders, collections, and service in one place. It helps salespeople, supervisors, and managers track work, plan routes, and stay productive.

    Book Your Demo