Category: General

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:

	Features	WhatsApp	Happisales
Attendance tracking
	Location-based	No	Yes
	Geo-fence restriction	No	Yes
	Shift-hour based	No	Yes
	Leave applications	Yes	Yes
	Approvals	Yes	Yes
	Leave balance	No	Yes
	Late attendance report	No	Yes
Location Tracking
	Real-time tracking	Yes	Yes
	Real-time route marking	No	Yes
Alerts and Notifications
	OTP authentication during a customer visit	Yes	Yes
	Real-time notifications	Yes	Yes
Task management
	Assigning tasks to field employees	No	Yes
	Ticket based task management	No	Yes
	Track tickets	No	Yes
	Location-based task management	No	Yes
	Users can add their own task	No	Yes
	Recurring tasks	No	Yes
	Location-based lead management	No	Yes
	Comprehensive Dashboard	No	Yes
	Invoice Management	No	Yes
	Cloud-based	No	Yes
Expense Management		No	Yes
Sales reporting
	Location-based check-in/out	No	Yes
	Waiting time calculation	No	Yes
	Order management	Yes	Yes
	Product catalogue	Yes	Yes
	Reporting of device’s status of the battery, internet and, GPS	No	Yes
	Document attachment	Yes	Yes
	Photo upload	Yes	Yes
Insights
	Custom reports	No	Yes
	On-demand reports	No	Yes
	Downloadable reports	No	Yes
	Automated reports in email	No	Yes

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!

December 1, 2021

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!
November 29, 2021
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!
November 15, 2021
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
November 8, 2021
Upcoming Trends in Field Force Automation to look forward in 2021 – 2026
Field force automation is a resource still not fully understood by most companies. Fairly explained, it is a new enterprise entity capable of aiding field service businesses in enhancing their efficiency and productivity, capturing more data than in the past. Understanding the basics of FFA can help businesses escalate their customer experiences, generate more revenue, and empower their field workforce.

FFA is a revolution to the working framework of the 21st century, introducing the use of Field force tracking software to bring solutions to the workforce and the managerial positions, turning their field service operations into an automated and mechanized machine.

The exponential increase in penetration of the Internet and digital tools, the urgency in automating repetitive tasks, the growing adoption of advanced technologies like Artificial intelligence or cloud computing are the major drivers of the growth of the global Field force automation industry.

The soaring need for sales force automation considerably influences market expansion, assisting sales representatives in many tasks via software like Sales force tracker. Adoption of such solutions brings an enhanced customer experience, streamlined sales, and improved workforce efficiency.

The Global Field force automation forecast of the growth trends from 2021 to 2026 offers insightful data for business strategists, providing an overview of the growth factors, futuristic cost expectations, revenue, supply data, and demand dynamics, besides elaborately describing the value chain and distributor analysis.

Market statistics:

Amidst the global pandemic crisis, the global market of FFA may reach USD 1251.33 million in 2020, which can rise to an estimated USD 1477.79 million in the year 2021. The market expects to reach USD 3453.51 million by 2026, growing at 18.43% CAGR.

The global report provides the market sizing and the forecast of the major currencies- USD, AUD, EUR, JPY, and GBP. The forecast allows the business leaders to make better decisions, particularly when the currency exchange data is available at their fingertips.

The report considers 2018 and 2019 as historical years, 2020, the base year with 2021 as the estimated year, further considering 2022 to 2026 as the forecast period.

The Field force automation US market is estimated to reach USD 371.8 million in 2020. China is projected to reach s size of USD 985 million by 2027, with a CAGR of 22.1% along the period 2020 – 27.

Notable markets also include Japan and Canada, forecasted to grow at a CAGR of 12.3% and 15.2%, respectively, with Germany estimated to grow at 13.6% CAGR.

Impact of the pandemic on the economy and how FFA helps work around it:

The COVID-19 pandemic has been one of the biggest crises to the human race, impacting people of all races, effectively visible in the global economies’ negative GDP growth and a rise of unemployment in developing countries.

There are only a few exceptions among global industries that didn’t face the Covid adversities, and the struggle may continue for some time. However, the 2021 overviews of economic dynamics have been consistently positive, with expectations of improvements in the forthcoming months.

Technology can play a vital role in curbing pandemic distress to a large extent. Companies deploy large and innovative Field force tracking solutions to manage the sales operations. The field force management effectively provides real-time solutions to the most critical challenges of businesses amidst the pandemic.
- We are ensuring the wellbeing of the workforce by the use of advanced sales force automation solutions.
- We create a well-established connection with the field team via the Sales force tracker.
- The field force automation solutions are effective in providing automation during order placement or fulfillment without manual attention.
- The sales force automation solutions provide integration of cutting-edge data analytics platforms, measuring the COVID impact.
Market Segments:

The global forecast of the Field force automation solution market categorizes the growth trends and revenue based on the following submarkets-
- The global market across large, medium and small enterprises can overlap organizational size.
- Based on deployment, the market use On-premises and On-cloud.
- On a vertical basis, the market runs across Real Estate, Energy Sectors, Healthcare, IT, Manufacturing, and Transportation.
- Based on geography, the global market across the nations of America (Canada, Brazil, Mexico, US, and Argentina), Europe (UK, Italy, Germany, and France), Asia-Pacific (India, Australia, China, Japan, Malaysia, South Korea, and Taiwan), Middle East (Qatar, Saudi Arabia, and UAE) & Africa.
Growth Trends:
- Inventory Management – Deployment of inventory management solutions can aid service to offer cost-effectiveness to customers, simplify management services for technicians in several V2B operations, and ease operations in the healthcare sector. The introduction of AI in cloud-based solutions may aid small and large firms in managing their field workforce.
- Significant Growth Rate – The Asia-Pacific region can rise due to many SMEs adopting field service management solutions. The global expansion is s major driver for adopting Field force automation solutions, inducing the growth of such solutions’ requirements.
- Competitive Landscape – The market landscape of sales force management is quite fragmented, with existing prepackaged solutions but no sole vendor dominating the market. There exist several mergers and collaborations in the market.
Conclusion:

The Field service management firms are witnessing immense pressure to effectively lead teams, ensure their safety, and comply with the regulations of the pandemic. Such a situation cannot get burdened with miscommunication or distrust.

It is a high time of distress and crisis, exacerbating fear and distrust, a critical period that calls for emphasizing confidence development within organizations. In the current wake of the Covid pandemic, the estimated growth of Field force automation may further rise, with the pandemic restricting the effective management of remote fieldwork.

The pandemic has led to limitations in field services, a substantial boost to the adoption of FSM solutions. Such deployment offers better service experiences, including automation in customer communications and feedback capabilities to the current workflow that can elevate your business. Do check out our blogs for more valuable insights.
November 1, 2021
How does field force automation help with order management?
Generally speaking, a sales order is created by a seller in response to a purchase request from the buyer that contains information about a product, as well as price, quantity, and buyer information such as shipping and billing addresses, payment methods, and other T&C. Inventory and order management systems rely heavily on sales orders. Doing this manually has its disadvantages but using field force automation can bring in huge benefits!

Read on to know more

The order management cycle

The order management cycle is a step-by-step procedure that begins when a consumer orders a product and ends with delivery and, in certain cases, returns. To offer a consistent consumer experience, numerous moving elements, typically controlled by various companies, must work together. The cycle is as follows:

1. Order Receipt – When an order is placed, the information is sent to the fulfilment centre, where the order is processed.

2. Order Processing – Once the order is received, it is picked, sorted, and packaged.

3. Order Allocation – After the order is processed, it is allocated to the shipping company by whom it is shipped to the end customer.

4. Delivery- The products are then delivered to the final consumer. You may feel confident that the order arrived at its designated location if order management was on point the entire time. One of the most crucial characteristics of a successful logistics company is the ability to assure on-time delivery regardless of the circumstances. The use of field sales mobile app software would help to simplify the process.

Inventory management

For small units, manual inventory tracking may be sufficient. However, because of the numerous stages required between acquiring raw materials and delivering completed items in a fast-paced business, this becomes a laborious task. Furthermore, firms that rely on manual procedures to manage, track, and stock items are more likely to have stock-outs or overstocks, as manually updating data across all departments might be hampered by human inefficiencies such as delayed updating, late follow-ups, and so on. Inventory management is limited to basic reordering and stock monitoring when manual databases and formulae are used.

Upgrading to inventory management systems that include everything from end-to-end manufacturing to lead time and demand forecasts to metrics and accounting is a great option.

Furthermore, field service management software keeps all client information in one location, as opposed to manual entries that may be scattered across several files.

How Field Force Automation helps

Automation of field force management involves the use of technology and processes to expedite the processing of orders by removing the need for manual labour. Order processing automation may assist decrease human error, increasing operational efficiency, and speeding up the fulfilment and shipping process. Some of the benefits include:
- Better customer service
- Do away with manual entry
- Eliminate order processing mistakes
- Lessen Accounting expenses
- Increase control over data
- Track information in real-time
- Order processing from any location
- Keep your staff happy!
Now that you are fairly aware of field service software, you sure would be keen on implementing this for your business. Schedule a call with us today and see how your business improves manifold!
October 26, 2021
Advantages of Deploying Cloud-based Field service software

Field service management, at its most basic level, is a system that maintains track of all aspects of a company’s field activities. Field service management may contain additional key components, depending on the industry. The objective of field service management is to efficiently integrate field activities with invoicing, accounting, and other systems in the office.

Customers are coming to anticipate this field service management software as a standard component of their service as it becomes more widely available. According to studies, 89% of clients want contemporary technology, such as that used in on-demand ride-sharing services, applied to technician scheduling, and almost as many are ready to pay a premium for it.

What is cloud based field service software?

Field force automation is the online management of processes or corporate assets outside of the office. Remote customer service, inspections, maintenance, logistics, and quality assurance are some examples of field service types.

Cloud based field service software enables field workers to carry out their responsibilities more quickly. Employees may check in with the office remotely, access customer data, and more thanks to the field service management software‘s mobility. The software is used by a variety of sectors to track and manage many aspects of their processes.

A good field force automation software takes advantage of technology advancements in mobile connectivity and automation to solve problems in the field.

Advantages of deploying one

The most noteworthy benefit of using a sales employee tracking app is greater efficiency. For example, when your sales agent in the field is sent out to do a specific task, recording location, client details, and other related data by hand can take up a startlingly large amount of time. If that data is recorded manually, you can find yourself having to deal with issues of data loss caused by ink smears/smudges, water spots, or even having to handle the loss of the hardcopies. This can prevent data from being used or analyzed in any way. Field service companies can take advantage of combining customizing their field service management software to suit their needs. Using multiple features in concert helps create a unified and consistent workflow that is more efficient and provides better data for more intelligent business decisions and insights without relying on team members from multiple departments exporting information into an obsolete system.

Field service management is critical to the business operations of organizations. With a field service software like Happisales, it becomes easier to handle everything. Learn more about our offerings by scheduling a free demo today!

October 18, 2021
Can a field scheduling software help mitigate business risk?
Business enterprises confront a slew of risks that must be managed properly at virtually every stage of their operations. Traditionally, many of these risks have been handled by making changes to the planning, sourcing, and manufacturing execution processes. The selling process is one area where there is a lot of room for mitigation in this respect. A field force automation tool can help greatly in working on activities that are counter-productive on a daily basis. From expensive communication lapses to out-and-out theft, a field service management solution can save your business from heavy expenses. With every success, there are innumerable risks that threaten since the beginning. Risks are so common in every business activity that they’ve become an inherent part of the corporate landscape. Companies big and small are equally concerned with risks and are actively searching for ways to mitigate as well as minimize the frequency of risks in business.

Choosing the best solution for your sector, in terms of security measures and features, is critical. Read further to find out how field service software can help you mitigate business risk

What is field service software?

Field service software is designed to help an organisation manage staff activities and work schedules. Also referred to as sales tracking software, this solution is quite popular among field service firms. It can assist in decreasing expenses and increasing efficiency. Furthermore, the software can help with asset tracking, resource dispatch, staff safety, inventory support and integration, and back-end solutions. Businesses may use such a system to access consumer data, manage orders efficiently, and execute route planning and review at a low cost.

How can sales tracking software help?

It can help you identify the risks – this is basically the first step towards providing any remedies for the various risks.

The next step is to analyse. This is critical to understand the nature of the problem

Subsequently, you can respond to the risk identified and analysed with measures to mitigate and minimize future occurrences.

The final step is to monitor and control. This is done via regular reports on task progress to comprehensively alleviate risk.
- Effective and Smooth Scheduling
Scheduling may be one of the most time-consuming activities for a manager, whether you’re seeking to cover shifts at a restaurant or aligning your field service personnel with a week’s client demands. The fact that many individuals try to handle this process using basic spreadsheets makes it much more laborious and leaves more potential for error.

When you select a tool that does not track field sales reporting automatically to construct your timetable, you may encounter issues. Visual signals and drag-and-drop capabilities in the field service management software lets you rapidly construct realistic schedules without typical mistakes like duplicate booking.
- Skill-based task assignment
To make scheduling even more efficient, sales tracking software allows you to create rule sets. These rulesets decrease the chances of scheduling the wrong person for a task or having someone manage an installation before the proper equipment arrives. You can also use filters and tags to assist managers in swiftly selecting the best resources for a project. You may, for example, send a plumber with shower and tub installation knowledge, someone who you may have previously categorised as good with fearful or fussy customers. Assigning tasks based on your personnel’s skill will help mitigate any customer complaints you may get, you can be assured of the personnel doing a great job at the task assigned.
- Real-time data tracking
A field service management software tool can notify you if the team is involved in a new task in the coming days. Field sales reporting solutions minimise overall friction in all of your processes by bringing teams together so that everyone is on the same page about priorities and scheduling. Employees know they’ll get updates on new priorities as quickly as possible, allowing them to focus on their task without worrying about surprises at work or if they’re going to the correct client next. It’s typical for field reps and others who don’t work in the main office to feel disconnected from communications, which can diminish their value.
- Transparency across departments
Thanks to the availability of data on the sales tracking software system, every department has access to all the data in real-time and your managers and superiors can assess where a specific task is at, at any given point in time. The centralization of the system makes this possible – data access anytime anywhere thereby bringing transparency across different departments that are involved in the same project.

A field service software surely can, in a nutshell, identify risks, assess their likelihood and effect, link them to mitigating measures, and follow their resolution. If you are keen on alleviating the risks to your business and would like to know more about this solution, visit Happisales and schedule a demo today!
October 11, 2021
Top upcoming trends in field service automation that can transform a business!

Heading a field service company can be a challenging task. Especially when your major goal is to offer rapid, efficient, and effective repairs to your clients, but owing to COVID-19, the traditional manner of conducting business took an unexpected turn in 2020.

In a flash, firms were forced to limit — or even stop — in-person field service trips. The pandemic wreaked havoc on the field service sector, and every field service firm has likely reevaluated its business model in some manner since then. One such change that has been brought about is the implementation of automation in this sector.

Impact of automation trends on business

Sales force automation software automates the time-consuming but important processes of selling, freeing sales crew from mindless, repetitive behind-the-scenes work and allowing them to focus on what they do best: selling. Sales force automation, unlike other business solutions(that cater to certain zones), applies to all sizes of organizations. Consequently, whether you are a one-man operation operating out of your garage or an employee of a large corporation with hundreds of items, Such software assists in shortening sales cycles, thereby improving sales and thus increasing productivity.

What to expect in the new decade

With changes happening by the minute in today’s world, we can expect a lot of changes in the field of field force automation. Some of them are elucidated below:

Integration of AR and VR

Customers may have regarded remote service visits in the past as a waste of time, believing that it was quicker for a professional to come to their location. Customers are already accepting new technologies as a result of COVID-19, allowing businesses to assess new processes and procedures with the long-term objective of making them permanent.

A technician, for example, can utilize augmented reality (AR) and virtual reality (VR)-based applications and tools to get information about the item they’ve been assigned to services, such as maintenance history and diagnostics, without having to disassemble it. Instead of dispatching a second team, your firm may utilize augmented glasses to connect the initial technician with a secondary team working at a central location in cases when a technician has been deployed but runs into difficulties or requires a second opinion.

AI-run business processes

Customers benefit from digital tools, and technicians benefit from them as well. Subsets of claims are still addressed by dispatching employees to make in-person service visits, but customer-technician communication is still required from the first maintenance report through repair. Field technicians should have excellent mobile applications to connect with consumers within the Field service management software, according to providers. Only 30% of field service firms will be prepared to implement AI-based decision assistance in their field service management platforms by 2022. This capacity gives you a huge competitive edge, and as the field service team becomes more mobile, you’ll need better mobile apps to connect with customers and track their status.

Inclusive workforce

A mixed workforce is defined as a workforce that is made up of both employee technicians and independent or third-party contractors. It gives field service companies the flexibility and capacity they need to provide high-quality service. Service providers may easily scale and develop to the needed capacity or area by combining field employees, saving time and money on hiring and training. Field service businesses can send the appropriate expert to the right task at the right time thanks to the flexibility of a mixed workforce paired with intelligent management solutions, resulting in enhanced customer satisfaction and improved operational efficiency.

Network tracing

Network tracing can be quite a broad term, but it would be best simmered down to the topic of discussion here – Business networking. Every business and the people concerned with one would have a vast connection of networks. Such can be either professional connections or a cluster of conglomerates that can help run a business smoothly. A field network can be as vast in the vertical scheme of a business process. A manufacturing company can have different entities working for them across various processes. Packaging – Transit, – delivery – each of the legs can be handled by a different business entity under a contract. Such is a network of the manufacturing entity. Though the field service trackers have a minimalist tracking of such a notion, it is still combined as a single arm of the service provided. This might change in the upcoming years and can help the customers understand the level of proficiency that each of the contracted businesses brings to the parent company.

Field service for Home needs?

AI-aided home utilities have come a long way in today’s world. Right from apps running home music to intelligent cooling technologies in your home refrigerator – things look rather progressive in the home automation scene. But there are certain limitations to them at this point. What if a field force automation solution can step in ways that can change the way we shop groceries and fill up our everyday needs at home? Imagine this – What if a sales force tracker app can keep tabs on the quantity of food required for the household and can order a said amount of rice for the month on its own? We do agree there are plenty of applications in the play store or the apple store to track your edible stocks at home, but we do not have one yet that can plan and keep the inventory going. Imagine your app being able to book a can of water or a pack of vegetables based on the balance between the dwindling stock and the household requirements?

The future’s uncertain and full of surprises. As a wise turtle once said – “Tomorrow is a mystery”. The aforementioned points may be a predicament of where the field force automation ideas are heading towards, but a slight deviation can result in something bigger or better! Change is constant and the biggest investment today is the investment in the future. Are you looking to bring about transformation in your business? Connect with Happisales for a demo today!

October 4, 2021
Can sales force automation help the Pharma industry in the pandemic?

The Pandemic has hit every industry in the country. The second wave was ruthless and the pharmaceutical industry wasn’t left either. As the country shows resilience in the face of the third way, industries have adapted to new ways of life and have shown significant changes in the way they operate. The pharmaceutical industry is touted to rise again from the ashes to become one of the leaders in the economic charts. Industries have taken to the idea of sales force automation widely and the pharma industry has quickly stepped into it too

When it comes to the pharmaceutical industry, sales is a big deal. Even as an outsider, one could find pharma reps in clinics and small health care institutions trying to win over the prescriptions of a doctor. Back in the pre-internet era, one could find a rep waiting for hours just to gather a day’s appointment of the doctor.

Although things have changed dramatically over the last few decades, sales in the pharma industry have been quite a challenge and take a day’s time from the sales team. A Mobile Sales App helps the sales crew manage multiple prospective clients where he could schedule appointments and meet more than two people rather than warming the waiting bench. If you are from the pharma industry, you would know better, but if you would want to know how sales force automation can help during these dire and testing times, here are a few things that can help you with.

Streamline the Sales team

Any sales force automation system implemented in any business has its priority set straight. The app’s primary gift to a business would be to manage, operate and execute sales in a very structured way. It’s not the first time we have spoken about this particular point. Try reading one of our blogs here to help you understand (in detail) how automation can help better your sales team more.

Reduce cost through digitalisation

One of the most traditional ways of keeping track of business transactions is filling up the filing cabinet. A look at the combined yearly expenses spent on files and papers could put a frown on your finance team’s face. What if you could cut down on such expenses, or find a way around it. This is where sales force automation lends a helping hand.

Adopting a sales force tracker app in your establishment can do a lot more than your average filing cabinet. The app can store every data that you would need to pull out in the near future under any circumstances. Bills received, invoices raised, new client agreements, date of purchases, credit periods, customer disputes – everything and anything that happens between the business and its customers are noted with fine precision and in real-time. Apart from reducing your expense on papers and petty cash needs, it also organises your files automatically and can help you look out for information based on time or customers whenever and wherever needed. If this doesn’t put a smile on your finance team, we can help you with more!

Spotless order & inventory management

Let’s be honest. The pandemic was and still prevails to be a hard-hitting punch to the guts of many businesses around the world. The worst part of it was the inability of the business to have its manpower restored to its optimal levels. Such cases had overworked crew, chaos on the sheets and numbers that mismatched with the actuals.

It is no surprise that small scale businesses adopted salesforce automation to tackle such a dire consequence. A sales force tracker app tracks the inward and the outward movement of goods with zero errors. The user-friendly UI makes the user understand the details on screen more than on paper. Keeping track of the orders that come in along with the location of the order and the expected time of delivery, and matching it with the available goods in the inventory/warehouse gives for proper planning and execution. This way your orders can be executed with precision and eradicates any chance of inventory mismanagement

Tasks & reports automation

Managing a team of more than 5 would be a handful while working remotely, and to think of getting updates and providing them with their tasks is horrific. The pandemic has pushed the management to think out of the box and sales force automation has made it easier than ever.

Forget spending time on conference or status calls, the sales force tracker app helps you manage your team without having to move from your couch. Assigning tasks and tracking your team’s whereabouts are now possible with the GPS tracking modules and real-time data inputs. This way, you would know what Vinodh was doing at 12:46 PM last Monday! No more spending time on calls, you can now use all that extra hours to usher a new age of sales vibes into your sales reports! Forget keeping up the team’s sales standards, It might even help your team get an extra client or two than be

Workaround pandemic restrictions

The restrictions have been severe in the last few months and businesses were forced to surrender their operations. As businesses were forced to operate with closed doors, and their employees working from home, the major network of the sales team was disrupted and possibly left alone to rot.

An Sales Employee Tracking App helps manage such situations. It helps the management team to understand the best possible way to cater to the needs of new leads. It helps find people of the sales team closer to a possible lead and can let them connect with them from the comfort of their geographic location. Even more, with the help of an automated sales force, people could get things done with ease.

Let us just put a thought into your mind as we end this long essay. With a workforce management app giving you the benefit of cutting down costs and comforting you sales team, one could use the saved up costs to sponsor them the covid shield vaccine without a second thought.- Give it a thought, but if you are thinking about getting your industry automated, visit us at happisales and we would love to give you a demo!

September 6, 2021