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Category: General

  • Best Sales Force Tracker App Features for Smarter Sales

    Best Sales Force Tracker App Features for Smarter Sales

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    Sales force automation is the way forward. Businesses are taking advantage of the sales force tracker apps and were able to see viable results while streamlining their sales crew. Much has been spoken about the various benefits of implementing one such into the business, and it comes with no surprise that businesses are trying to jump on them at the first opportunity. A majority of the businesses that have implemented a sales force tracker app have cited its success during the pandemic whilst working remotely. With that said, many anew to the revolution may be wondering what exactly is a Field Force Automation Solution and why would a business need it. 

    WHAT IS A SALES FORCE TRACKER APP AND WHY WOULD YOU NEED IT?

    If you are hearing a lot about the sales force tracker app and are yet to know what it does, here is a quick brief about them. A sales force tracker app provides accurate and in-depth information on the team’s performance, overall well-being and productivity, efficiency, effectiveness, and value. The app is your one-stop solution for your Field Sales Reporting needs.

    But hey, there are so many sales force tracker apps in the market. How would one be able to choose the best out of the lot? This would be the first question that lingers in the minds of anyone who would want to implement sales force automation. Leaving aside the service and the brand, here are the key features that you should consider in your sales force tracker!

    CUSTOMER ARCHIVES

    One of the prime benefits of sales force automation is its potential to keep track of all customer data. Data as simple as customer contact information to the complete history of the customer right from the first moment of meet up to date is all made available under a single tab. Invoices raised to, Bills paid by, quantity sold to, sales personnel tagged in, queries raised and attended to can all be streamlined and kept safe for all customers served to date through the Field Service Software. This would help the management understand customers better and help identify bottlenecks and address any discrepancies efficiently.

    SCHEDULING

    Scheduling everyday tasks and customers intel to the sales crew is of utmost importance. With that said, field sales tracking is a hugely time-consuming task especially when it comes to handling a huge team with a large dossier of clientele to serve to. Field force automation helps cut down the complexity of such a task with one-click solutions. The sales force tracker app helps to manage the team better through automating the scheduling of tasks, customers, objectives to the entire sales crew without having to break a sweat. Automated scheduling at times does it for you.

    For instance, A requirement raised by an existing customer Liam would be automatically assigned to John who has been handling the client from Day 01 based on the data collected in the sales force Tracker App. 

    AUTOMATED FIELD SALES TRACKING

    It is often believed that an efficient sales team spends predominant of its time on the field. Considering the aforementioned belief, it would be quite a contradiction if they were to spend time in briefing rooms for task meets, objective allocations, client intel, reports, etc. This is where sales force automation keeps the “Sales belief” in check. One of the salient features of the Field Staff Tracking Software India (from the perspective of the sales crew) is to update and check on his field sales reporting in real-time. For instance: Tom, a Sales Rep would be able to update his meeting with Mr.Ferguson, the client, add details and required reports as necessary right outside from the customer’s location and his reporting manager would be able to keep track of it in real-time!

     ONE-STOP DESTINATION FOR REPORTS

    Meanwhile, on the other hand, the management would be able to keep track of all the field sales reporting of their sales crew through sales force automation. The people on the higher levels of hierarchy would have a clear understanding of the key contributors, the sales revenue generated, the productivity, and the efficiency down to every single individual in the team. Tracking such progressions in the team could be a key indicator to expand, or cut short the crew as and when required. The sales force tracker app also helps cut down attrition while identifying key players in the crew, allowing the management to incentivize them. A happy employee is an efficient employee after all!

    PRIVACY

    It may not sound like a beneficial feature in your sales force automation plans, but privacy is as important as any of the aforementioned. Any sales force tracking app should provide rights to privacy to and for any business registered for it. The data and information collected by these apps are highly confidential and sensitive to the core of any business. Any breach in such matters would not only result in a compromise of data but could be fatal for the operation and functionality of the business. As mentioned earlier, this might not have anything to do with the progression and evolution of your business, but is an important feature to look into while! 

    Hope that helped you with what you were searching for. There are many more features that would define a complete sales force tracking app. Such applications from different vendors have additional sets of features that may differ from one another but these are the major few essentials that you would need to look for in one. Sales force automation has been touted to be the next step in the evolution of businesses and if you already are sharing the same thought, visit us at happisales – your one stop destination for all your sales force automation needs. Drop us an inquiry and we would be happy to show you a demo which could potentially be what you were looking for in the market.

     

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  • How to improve your selling through salesforce automation amidst Covid – 19

    How to improve your selling through salesforce automation amidst Covid – 19

    [vc_row][vc_column][vc_column_text]Ever since Covid -19 announced itself, the world as we knew it has never been the same. With ample time passing by, and with lockdown restrictions imposed, people and businesses alike have taken to a new way of life, not only surviving but have also shown signs of prevalence in these dark times. How did they do it? How did businesses adapt to a new world and improve selling through Field Force Automation Tool?   

    Impact of COVID 19 

    Trade and Commerce came to a standstill with counties around the world shutting down their borders. Businesses were shut down to bare bones creating shockwaves disrupting the supply chains. As per a statement issued by Nomura India Business Resumption Index, the economic activity fell from 82.9 to 44.7 and the nation saw a spike in unemployment rates, rising from 6.7% to 26%, all in a matter of 21 days! Close to 140 million people in the working class fell victim to job cuts or had taken salary cuts due to the pandemic. Close to 47% of the businesses were shut down costing the country almost 32,000crores in loss with results showing a 40% dip in the country’s GDP when compared to the last year.

    Why is reinventing your sales force important 

    Most of the companies that were at the heart of the crisis were predominantly companies that thrived on sales. With their sales force completely taken down of its functionality, businesses were unable to gather leads and convert prospects into acquisitions. But as a wise quote was once foretold – Life always finds its way!. As the pandemic restrictions loosened up, organisations found themselves adapting to new ways, innovating ideas to keep themselves not only afloat but also thrive in these hard times. Just as companies found their sales force ineffective during the lockdown, the optimistic few found ways to evolve their field sales into something more different, in ways that were in need of the hour. Those who were successful found their footing once again and had relatively better numbers on their financials to put a big smile on their face.

    Ways to keep your sales team upbeat

    A case of “searching for the keys to an open door”. The success mantra is not very complex or something that has been invented. It is an instance of refinding the simple things that were often ignored or assumed a non-aggressive strategy for. Here are the five ways to keep your field sales team at their optimal best in these times. 

    Sales Force Automation

    There has been a paradigm shift in the way companies have taken to their field sales activities. field force automation has already been adhered to by several businesses even before Covid 19. The ability to guide your sales force with such a mobile sales app has been proven to be time effective and also, helps the crew to stay focused without having to scatter around all over the place. Planning and managing an entire crew remotely through a remote and field staff management app is a prime way to keep your people attend to their sales responsibilities even while working from home.

    Streamlining the Sales Pipeline

    One of the biggest challenges your field sales force faces is the bottleneck in the pipeline. The crew would have more than the optimal number of objectives to work on every day and that would only halter their efficiency. Understanding the priorities, requirements and streamlining the tasks of the day through an integrated sales tracking software would help both the management and the sales team to manage their work efficiently and securely. This would help them reduce time on the field while still having a good turnaround time on their goals!

    Keeping tabs on Data-based sales objectives

    Businesses have learnt to function remotely, connecting through the internet, gathering updates and assigning tasks at a push of a button. The ability to keep track of data through field sales app have proven beneficial to push beyond new horizons of inter-departmental functionality. Data collected field assist app such as location of the customer and the location of the employee would help delegate work to the team better. For instance, it would only be right to assign a task on 6th Cross Street to Tom from 5th Cross Street rather than to assign it to Harry from 18th Cross Street. Such details help to manage resources efficiently and simmer downtime constraints to a maximum possible extent.

    Adapt to your ever-changing customer needs

    Customers are every business’s primary importance. The very soul of a successful business is to tend to its customer’s needs and keep them at comfort at all times. A happy customer is a sales agent by his right. Having a check on your customers through a field sales app would not only help manage them better but also help serve them in better ways. It may not be an tiresome task, but something as simple as answering their queries, responding to their emails on the most minuscule of things would go a long way in generating a referral lead that might prove to be rich dividends for your time spent. 

    Look for new opportunities arising in these times

    The final piece of the puzzle – Always be on the lookout for opportunities. The key to success (not only for a business entity) is to be conscious of the possibilities of an opportunity lying in every nook and corner of any given situation. Things may look grim, but the seeds sown today are the fruit-bearing trees of tomorrow. Give a shot at everything that matches the services provided by you. It may be something you and your field sales team would probably know, but just thought a friendly reminder would help you rekindle your thoughts again!.

    A Way Forward – Future of sales

     As per reports about 39% of the businesses (mostly small scale) have no intention in going back to old ways of functionality having found the new way forward. 

    If you had asked someone prior to 2019, there would have been no one who would have told you that the world was going to change the way it has today.  Businesses would have been working towards their 5 year plans as usual treating the upcoming years just as the same as any other year. But to have the ability to adapt to such dire situations through Sales Employee Tracking App and to overcome it is a symbol of flexibility, an evolution of sorts.

    If you are looking to jump on the bandwagon before it’s too late, try visiting Happisales –  A solution to all your sales force automation needs![/vc_column_text][/vc_column][/vc_row]

  • 10 Reasons Why You Must Invest in a Sales Force Automation App

    10 Reasons Why You Must Invest in a Sales Force Automation App

    Presently, the Field Sales Mobile App finds its place in various sectors which include Retail, Healthcare, BSFI, Logistics, and others. The organization has to put more effort to effectively manage its inventory, invoice, payments, customer relations, etc. Sales Force Automation helps in facilitating better work culture, improves sales targets, reduces redundancy of tasks, and achieves better sales targets. If you are a small company or a global enterprise, this app can increase your productivity as a sales agent, which in turn improves the ROI for your company.

    What is a Sales Force Automation app?

    Field Force Manager is a type of software that is designed to monitor, automate, and streamline various key business areas like sales activity, management, payroll management, attendance management, sales pipeline management, sales team performance evaluation, account management, and expense management. This software can be customized based on your business needs, and it also provides actionable insights that will help you in tracking, managing, and improving your sales team.

    Benefits 

    Let us review some of the benefits of the Sales Force Automation App –

    • This app helps your sales workforce to perform effectively on the field by using call and chat options for sharing information. If there is a need to get any important information they can call and chat with their sales manager immediately.
    • You can easily track the attendance and manage the resources digitally with the inbuilt attendance tracking system. You can make use of the automatic scheduling of jobs to the right employee to avoid wastage of time.
    • Using this app, you can track the expenses and claims of your employees which makes the claim process easier for you and your accounts team.
    • This app helps you to track the location and routing of your technicians, which will help to avoid delays and accidental breakdowns in real-time; where unnecessary delays are avoided.
    • Through this app, it’ll be easier for you to deal with invoicing and payment follow-ups, and also you can set up reminders regarding your next payment follow up task.

    10 Reasons why you should Invest in Sales Force Automation App

    Let us discuss the top 10 reasons why you should invest in the Sales Force Automation app –

    1. The sales force automation app helps the sales managers to make better decisions by making use of the different reports that helps them to analyze the sales trends and performance of their field sales employees.
    2. You should know that field force automation software will not replace the sales department; rather it is considered important to effectively manage the sales teams and help them to implement the right strategies to perform better.
    3. Using this app, the management can track expenses, pending payment follow-ups, and boost sales productivity.
    4. Sales managers can assign monthly sales targets to their sales team through this app and as a result, they can view their team’s progress.
    5. Some of the Important reports of your employees such as attendance, location tracking, working hours, distance traveled, payments, and collections can be viewed in the app.
    6. The management team can view the product wise sales reports and improve sales productivity. This app helps in measuring the performance of the salesman and also provides all the details of the overall activity of a particular salesperson.
    7. With a field service management App, it is very helpful to manage and approve the expenses of your field sales employees, you can assign sales targets within the app for your team, and you can check the sales team’s progress.
    8. This app provides notifications of the payments; you can also set reminders for collecting the payments and tracking their progress. Also, your sales team can take pictures from the field and upload them to the app so that the sales manager can have a look at them.
    9. One of the main objectives of a sales force automation app is to assist the field sales force team to complete their sales target and help them to assess their performance to complete the targets.
    10. The sales process can be restructured effectively, which makes the sales process more efficient. If your team members forget to send a report, using the inbuilt features offered by the app, this can be rectified.

    Final Words

    The benefits of using Sales force automation are numerous. It provides several features to help the sales manager and the management to track, monitor, and also to improve the sales team’s performance. To tackle competition, salespeople should be eager to provide solutions to customer needs which helps them to retain the customer. Recent research shows that Field Service Software has been adopted by several companies across India; their ROI has increased 25% on an average, after using this app. Since the economy is moving towards digitization, adopting sales force management software is the best move.

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  • Ways your business can benefit from an Android Employee Tracking App

    Ways your business can benefit from an Android Employee Tracking App

    The best and successful businesses around the world are often identified by three significant key indicators – Brand Value, Its omnipresence and extensive manpower. Even though the brand value and its market presence are important to understand the brand’s equity, one should keep in mind that they were achieved only through effective and efficient manpower. After all, the key to a good business is held by its people, or in this case – “The employees”

    The Perils of Employee Mismanagement & Employee Tracking Apps Android

    Remember Tom from the sales department who takes up 90% of the team’s targets? He could have been a star performer for your company but instead, he is just a pawn in the larger team despite his herculean efforts. This could reflect in his more sales and could possibly end up looking for a better opportunity elsewhere. This is one of the most prime examples of Employee mismanagement and the consequences that arise from it. 

    We hear you, this is not a one-man task, but there can be a one-stop solution for all your employee mismanagement problems – Try an android employee tracking app! 

    What is an Employee Tracking App?

    An android sales employee tracking app tracking provides accurate and in-depth information on the team’s performance, overall well-being and productivity, efficiency, effectiveness, and its value. As said earlier, Time tracking can be your one-stop solution and here are a few ways that a time tracking software system can help with your man-management needs and probably more. 

    Improved Productivity:

    Competition is good, and it’s even sweeter when it’s going to help reflect on your financial papers. An android employee tracking app provides accurate levels of productivities for each employee in every team. The ability to track productivity helps the crew to focus more and compete with each other to keep up with the targets and what is expected of them. This would thereby increase their productivity and efficiency in due time.

    One of the salient features of having an android employee tracking app like Happisales embedded into your company is the transparency to your crew’s everyday tasks and activities. Tracking the progress of your workforce is one of the ways to help plug in the bottlenecks in productivity and strive towards a one lined goal together.

    Regularised And Efficient Workflow

    Every business has a chain of tasks and workflow that are scheduled as everyday objectives. The ability for these departments to work efficiently communicating smoothly with each other is one of the primary requisites for a good business, especially when it is in the production lines. The app keeps tabs on the workload assigned to the crew in these departments and would also give an insight on the works in progress and works completed, helping departments plan ahead and work together cleanly. 

    Refined & Cost Effective Task Management

    At this point, it should be no surprise that with all the information provided by the field sales tracking app, managers and people at higher hierarchy would be able to identify and cut down cost thirsty areas. This would help entities realize the saturation points of investments and would look to churn out maximum outputs with minimal costs incurred. The best possible formula for a successful business!

    Identification Of Topline Performers

    Remember the time when we spoke about TOM? This is pretty much it. The ability to identify top-line performers with the android field force automation solution provides the platform to appreciate and compensate for their efforts and services in their line of work. This would not only allow them to perform better but would also bring a sense of competition to the others raising the bar a bit higher than before.

    This may not sound as good  a point to look into, but there are some real good reasons why you should take time to identify and look after your top performers. The number of successful tasks completed, the conversion rates of your sales personnel, ranking your crew based on their income generations are a few ways wherein android employee tracking apps can help you identify and celebrate your top line performers.

    Better Quotes And Billing Oversights

    Sometimes, businesses function differently where their costs are at times calculated on a timely basis. Wages for white-collar workers or outsourced variable costs calculated on timely hours. Tracking cost per hour through the time tracking system would help the management understand the incurred costs to the last decimal. This would give the upper hand to quote a better price – which would help them acquire new projects or sell their products at a reasonable yet profitable price.

    And that is our list for the starters. There are plenty more where they came from, but it wouldn’t be fair to move on until you experience the above mentioned benefits first hand. If you are currently on the lookout for an android employee tracking app , try a demo – HappiSales your one stop destination for all your employee tracking needs!

  • How an Employee Time Tracking App is Essential for Your Successful Business

    How an Employee Time Tracking App is Essential for Your Successful Business

    • Do you find your team not sure about what is the next step they should be doing?
    • Do they take things casually when there is a pressing issue to sort out?
    • Do you rely on your employees to fill their timesheets?
    • Are looking to cut expenses but do not know where to start?
    • Are your reports manually generated by your sales employees?
    • Are you not getting the best ROI from your Business?

    If the answer to the above questions is “Yes”, then it is time to use the “Employee Tracking App” for your Business!

    Every business can benefit from employee tracking software irrespective of how small or large the business is. Investing in an employee tracking app is worth your money because it is very helpful in tracking your team activities, attendance management, handling expenses, report generation, and more. If you are a business owner, you can use this app for increasing productivity, which leads to increased profits and ROI which is the bottom line of any type of business.

    See also: How Sales Force Automation Software Will Transform Your Small Business

    With a time tracking app, your team can take responsibility for their workload and they can see the time taken to perform each task and evaluate how they perform. By engaging the team to evaluate their productivity helps them to take responsibility for their schedules and work.

    Benefits of Employee Time Tracking app

    By employing time tracking software, it ensures that nothing is missed and the tasks are carried out when it needs to be. Let us look into the benefits of using Sales Employee Tracking App.

    • Setting clear objectives

    If you want to track time on a specific task or if you are in the middle of the task, a sales force tracker helps you to set clear objectives for your team, and subsequently, it removes the confusion about what each person should be doing or not doing.

    • GPS tracking

    In the current Covid period, employees should adjust to several factors that might be a hindrance to the workflow; which might not have been a reason during a regular workday. With a time tracking app you can use location tracking which provides the ability to track the enabled devices and who are all connected to the network. If your sales rep spends most of their time in the field, GPS tracking helps everyone to stay in the loop and you can monitor the team’s project status and their progress.

    • Keep Track of your employee’s time

    You can track your employee’s time spent on every phone call servicing clients and other tasks, and by using the app they can re-evaluate the time taken to complete each task. If they are using a time tracker app, it helps them to evaluate and look into the areas that need further improvement. This helps you to identify which employee is inefficient and who are not concentrating on the present projects that are very important or urgent.

    • Accountability

    One of the most important benefits of using this software is you can monitor and take account of your employee’s working hours; like when they log in and logout for the day, and you can review what type of task they have completed during the day.

    • Increasing productivity

    One of the best things about the Free Sales Tracking App is that the employees can track their time and they can see how productive they are at work, which helps them to focus better on their work. This helps them to determine how much time they spend on each task and if they are running short of time, they can allot time accordingly. 

    • Cut Expenses

    One of the major aspects of every business is to increase profits; the owners are looking to cut costs and to increase their ROI. With the employee time tracking software, they can understand the workflow and address any problems, while small problems are not detected until it is too late. By using this technology, it will prevent these mishaps.

    • Reports

    One of the major benefits of using a field service software is you have a reporting feature that helps you to create various reports that are useful for your company. The managers can make use of these reports about the expenses, invoice, attendance, time worked, achievement of monthly targets, and more. Also, this software helps you to customize reports so that you can include what type of information is needed or to be added in each report. Also, there is a feature that these reports can be shared.

    • ROI

    One of the major goals of using a time tracking app is, you can increase the transparency of your company. Time saved is money saved; you can reduce the free time spent on menial tasks and spend more time on the important projects which will further the company. This app will help your company to reorganize in certain ways and helps you to maximize ROI.

    When you have decided to try an employee time tracking app for your company, you need to find out which software is the best for your company. Some companies provide exclusive features in time tracking software, they have different tiers for different levels of companies, offer different pricing, which could benefit any company.

    Field sales tracking

    Do you need a demo about how to use an employee time tracking app to improve your company? You can contact Happisales for a demo which comes with a 30-day free trial. As a part of the promotion, Happisales have come up with business offers that are valid till 31st December, So, avail of this exclusive offer!

    Final Thoughts

    Using a Field Force Tracking Solution helps you in numerous ways, and you can track your employees when they are in the field servicing your clients. You can evaluate each task like time taken to complete a single task and monitor your projects with maximum efficiency. This helps you to decide what is best for your company and ensures you get the best ROI. 

  • Find Out How Sales Force Automation Application is Key to Retail Success

    Find Out How Sales Force Automation Application is Key to Retail Success

    Sales force automation (SFA) is becoming popular and has been accepted widely by global sales organizations; the emergence of mobile phones has paved the way for deploying the services across industries. The sales funnel has undergone a massive change over the last decade and the usage of mobile applications in the field of Salesforce automation has been widely accepted by retailers. One of the major challenges which we face today is deploying SFA in the retail sector. Using Salesforce automation software removes the time-consuming process; but it allows the necessary tasks that are associated with selling by freeing the sales reps time from repetitive, redundant chores by enabling them to concentrate on the sales.

    What is sales force automation?

    SFA can be considered as an automated process that incorporates several parts of the business process starting from contacting the client to handling sales estimates and many more. In simple words, field force automation connects every component of business and allows a constant flow of information through various channels that would require conceptualization with different levels. Salesforce Automation in business can be used for the effective functioning of the organization.

    What are the current challenges in the Retail industry?

    Let us look at the few challenges that are faced by the retail Industry –

    1. If you take the traditional retail organization, there won’t be any adequate data available to them, when you want to analyze trends or events to forecast sales strategies.

    2.One of the major challenges of sales organizations is that if it fails to adjust to the latest technologies, it cannot compete in the long-term.

    3. As per recent research, it states that 81% of organizations are not satisfied with their sales targets and revenue. These findings show that several factors are a hindrance and block the companies from achieving success.

    4. The traditional method used by businesses lacks innovation and promotional goals because of the lack of using advanced tools in the business. Just 3% of retailers are actively using digital tools.

    Importance of Sales Force Automation apps for Retail / FMCG Industry

    Let us find out how Sales Force Automation can benefit the retail / FMCG Industry –

    • Salesforce automation is deployed by retail companies to automate and streamline their sales activity like inventory management, sales monitoring, order processing, which helps in maximizing sales.
    • Using SFA, retail companies can identify sales tasks and activities related to sales. This can be used by the retail sales team or FMCG companies to achieve better sales targets.
    • You need to have a clear strategy to put the right product at the right time and in the right place. Suffice to say, a company using SFA empowers the sales team and helps them in preparing the task objectives and promotions that will improve sales growth.

    Why should the Retailers need to go for SFA?

    SFA software can be used to manage sales forecasting, maintaining, and streamlining the business. Retailers can integrate the SFA software in their business in several ways; Field sales tracking software helps the retailers to deliver multiple benefits along with good ROI.

    Let us review a few features of SFA and its services to retailers that helps them to increase revenue generation –

    • Boosts revenue

    By automating lead generation and its conversion, it enhances the productivity levels. SFA automation software decreases manual operations and helps in increasing revenue generation. 

    • Offers Lead resources

    SFA software offers a full set of visual and graphic tools that helps in data analysis. The software provides accuracy in market trends and in turn gives the retailers precise forecasting solutions that are needed in critical decision making. Simply put, SFA software can offer retailers genuine leads and resources for their marketing campaign.

    • Enables custom notification system

    By implementing SFA software, the retailers need not worry about stock and inventory management as it provides a custom notification system, just in case the stock and inventory levels fall below the critical values. It helps in expediting automated solutions among distributors, retailers, and stakeholders.

    • Boosts Marketing campaigns

    SFA serves as an important point for aggressive sales marketing campaigns. After deploying the SFA software, there is no need for retailers to use any manual or external efforts to boost the campaign. The software offers various levels of automation in inventory, customer data, and data entry, which in turn ensures higher profits and sales.

    • Improves customer satisfaction

    SFA software helps in handling higher customer satisfaction levels which help in customer retention. It removes delivery delays or wrong deliveries; also it helps the retailers to manage their customer queries in a very effective manner. The ultimate goal is to provide the best class service to improve customer satisfaction.

    • Easy access to Data

    Sales force tracker helps effectively to keep work-related emails in a centralized location; by doing this, it helps in accessing any data related to transactions or products anytime. It also provides easy tracking solutions regarding the business workflow; aside from this SFA software offers easy management of modules and passwords, which in turn increases the overall productivity levels of the retailers.

    • Precise and Accurate Report Generation

    With the implementation of Field Service software, you can get detailed reports in terms of opportunities, sales figures, customer complaints, sales activities, metrics, etc. In simple words, we can say that SFA helps the retailer by offering the required statistics and reports in real-time. These real-time reports will surely help the retailers in improving their sales and revenue.

    Final words

    Using new tools and technology like sales force automation software in an organization ensures high productivity in sales and offers real-time sales data which enables the organizations to make faster business decisions. SFA provides real-time and accurate sales updates, which helps the retailers to boost their sales productivity and their revenues. 

  • How Sales Force Automation Software Will Transform Your Small Business

    How Sales Force Automation Software Will Transform Your Small Business

    Salesforce automation software (SFA) has been used by organizations for their sales teams to optimize sales strategies by providing powerful automation for streamlining the sales process. It is helpful for the businesses to maximize the workflows which improve the sales process and increases sales conversions, which in turn optimize better customer relations. When the sales agents are offered tools, they can entirely focus on offering their best experience to convert the prospects into clients. These tools that are used by the sales agents are referred to as sales force automation software.

    What is Salesforce?

    • Sales force automation software is also known by another name – customer relationship management software (CRM) which provides the company to track and manage interactions between the sales team and their clients.
    • By creating a system of records with sales force management software, organizations can manage all their data regarding sales and their customers. This software helps them to make informed decisions regarding the sales process.
    • Field Force Automation tool makes sure that the interactions between the sales team can be seen by the sales manager, between the sales team, and the top-level management. It integrates different categories and includes software for marketing, finance, sales, and more.

    Sales Force Automation Features

    • Helps in handling large Workloads

    Several people think that sales force automation software is specifically designed for large businesses because of its cost, but it is not true. It offers several benefits for small businesses as well. Particularly, small businesses can benefit from SFA because this tool makes it easier for the small teams to handle larger workloads thereby making it easier for them to concentrate on every aspect of sales.

    • Chatbots

    Chatbots are used by sales teams when a prospect comes to the website or to social media to enquire about their services or their product. Currently, it is powered by artificial intelligence which makes them more helpful in clarifying the queries of the clients; chatbots can direct the prospects to an agent for streamlining the sales process. As per statistics, placing a call to a new prospect within the first minute increases the chance of conversion by 391%.

    • Follow-ups

    It is important to maintain cordial customer relationships because it saves a lot of money and builds a strong Foundation for repeat customers. The cost of generating leads is higher than maintaining current customers.  Field Assist App comes with automated follow-ups which makes the sales process easy for agents which include setting specific parameters like scheduling an email and the follow-up period.

    • Affordability

    Some of the major issues that concern SMBs are whether sales force automation software is affordable for their business. Even though the prices are high, several field service software providers are providing pricing plans that can be customized for SMBs, which makes them affordable.

    • Workflow Management

    Work Flow is one of the important features of this software. Workflow management and creation are more focused on sales agents and their day to day task, this helps them to view how much sales have been achieved by the sales team. This software helps the sales managers to delegate tasks to the sales agents more effectively and ensure that the work is allotted to the team members.

    Sales Force Automation for Small Business

    If you want to understand how the sales force automation software can help to improve your business by taking it to the next level, we have given below the three steps SMBs can leverage on sales automation for brand awareness and higher revenues. 

    • Increase Productivity

    When a prospect enters a sales funnel, it is important to make sure the sales team gets back to them as quickly as possible. One of the fastest ways to accomplish this is by automation.  If the prospects are passed over to the sales team at the right time, and if they act on it faster, potential customers become clients to the company.

    • Top of the Sales Funnel

    Sales funnel is the foundation of your entire sales process; if there is no awareness about it, you cannot generate more leads and the company does not generate any sales; it runs the risk of losing its prospects. 27% of the leads from the sales funnel are converted to potential customers and 44% of the leads goes beyond the first follow up. Using the sales employee tracking app, you can track leads when they enter the sales funnel and the customers can be sorted out as per the requirements. 

    • Improved Customer Relations

    Customer support plays a very important factor in making purchase decisions; sometimes clients proceed with an agreement with your company because of efficient relationship management, otherwise, they move to your competitor if there is no remarkable customer support.

    Advantages of SFA

    1. SFA is a good software for small businesses for managing their existing customers.
    2. Using SFA tools makes the job easier for Small businesses to find new customers.
    3. The small businesses can manage sales and customer support with SFA without any hindrance.
    4. If you are using SFA, you don’t need to install any additional software; cloud access enables the user to access real-time customer data.
    5. Organizations can track their employee’s sales activities easily like calls made, emails sent, and tasks completed. 

    Final Thoughts

    Through the Field Service Management Software, whether if you are a small or a large business, it can offer better customer relationship management and provides vital account details that can be accessed immediately. In the present scenario, Sales force automation has become one of the biggest tools that small businesses should add to their business. SFA will add value to the business if it is added to their marketing mix to increase sales. These tools help to achieve your business goals and improve your sales team’s targets.

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  • Do You Need Sales Tracking Software for Your Business? This Will Help You to Decide!

    Do You Need Sales Tracking Software for Your Business? This Will Help You to Decide!

    If you are in sales, you are aware that sales tracking is the most important function of any business, as it prevents business losses and helps the sales manager to make smarter decisions.  You can have a sales report at your fingertips; you don’t have to make any decisions based on any second guesses; also you can forecast your business based on the numbers which you already have in the report. Having a strong sales employee tracking app gives you an edge when you’re dealing with competitors, who might be still dealing with cold calls and emails. 

    Sales Tracking and Its Benefits

    The sales tracking system is software that provides clear insights about sales through the data that has been entered or extracted from other reports. Not every sales tracking software is the same, some have general features that can be used by all industries, while some of them have features that are industry-specific and beneficial to specific businesses. 

    A good sales tracking software helps you to track starting from leads that are in pipeline, quotes, track your sales representatives on-site, and offers clarity in business.

    Let us look into some of the benefits offered by the Sales employee tracking app –

    • Real-time sales Insights 

    With a Field sales tracking app, the user gets real-time sales insights and it also gives you up-to-date information on key features like expense management, attendance management, earned revenue, client management, the time taken to close a deal, and many more. By having access to this type of information, you can get any sales related information, based on the data available and not on assumptions.

    • Recognizing potential problems

    Sales Force tracker helps you to recognize a few problems before they become larger problems. By tracking active sales processes, you can analyze how your business opportunities are carried out in real-time. This helps the sales managers to mitigate potential issues before they turn into larger disasters.

    • Effective sales tracking

    The inbuilt GPS in the sales tracking software helps you to see how your sales agents are carrying out the task thereby tracking their sales activity. By doing so, sales managers can get real-time updates about the performance of the sales reps. With the Field Sales management software, you can identify which sales rep is efficient, and which one needs a push.  

    • Benefits sales representatives

    Sales tracking software not only helps the sales managers, but it also helps the sales representatives to stay on top of their toes. It helps them to manage their attendance, other sales activities, and they can check whether they have completed the targets on time.

    • Better decision making

    This software helps the management to know what are all the activities are outstanding, which will help them to prioritize the task and ensure that no activity has been neglected because of oversight.

    • Track issues

    You can constantly review your team’s tasks and certain tasks that need to be addressed by checking the reports available on the app. For example, if the sales team is performing 30% lower against the sales target, you can identify the reasons for under performance with your sales rep.

    Features of Field Sales Automation Software

    Let us discuss some of the features offered by the software – 

    • You can overcome some of the sales challenges by setting targets, measuring the performance, and equip your team with the right knowledge and find out what the team is lacking to increase their performance.
    • Happisales real-time sales employee tracking app helps the sales manager to track down the current location of every sales rep along with the required information about their daily schedule. At end of the day results matter, and this can be accomplished by the app.
    • By having instant access to the Field Force Automation Solution, you can manage your customer complaints and address them before they are out of your hand. With this powerful app, customer complaints can be dealt on time and rectified before it goes to your competitors. 
    • You can also track your sales rep calls and their messages; this helps you to analyze their efficiency and productivity. You can also view the app, check whether they have met the assigned sales targets.
    • The major advantage is, you can download detailed reports of each sales rep like, their travel report, details of their locations, distance covered, which helps the managers and accountants to approve and reimburse the expense and claims. 
    • When the sales meeting is over in the client location, the sales reps can log in to the app to send their meeting notes. This helps the management to know the minutes of the meeting, which helps them to make important business and sales decisions.

    Summary

    From the above, you can see that sales tracking software is important for all businesses; it can help both big and small types of businesses and it does not matter if you are a B2C or B2B. Considering the current digitalization trend, sales tracking software helps you to optimize the performance and gives you good results. Just give it a try! 

    Get in touch with us today to find out more about field sales automation software and take your business to the next level!

  • Do you find your field sales team more effective, but less efficient?

    Do you find your field sales team more effective, but less efficient?

    Sales managers are often focused on achieving the highest levels of performance from field sales professionals. And, why not? Targets have to be exceeded and the order board has to look busy. Well, more or less that’s the staple field sales people are nurtured on.

    But then, there is the pertinent question the C-suite asks, is the sales team being more effective than efficient?

    Typically, sales effectiveness hinges on executing in the best possible way, including sales process maximizing the ability to connect with customers; creating value in the buying process; identifying and pursuing every opportunity, and enhancing the ability to win. At an individual sales person’s level, you can define effectiveness as the ability to understand the customer’s needs, position their product as the ultimate solution to those needs, and gain an understanding of that customer’s business so the solution can improve it.

    Now, just as our customers want our products or solutions to make their business profitable, our sales process and the sales teams also need to be nimble, agile and sharp, to operate in a profitable fashion. Quite simply, beyond being effective, become efficient.

    Is there a difference between effectiveness and efficiency, one may ask. Sales efficiency has a small but qualitatively different focus than sales effectiveness. The focus is on speed, time and efforts – achieving the goals in the shortest time possible; reducing the time and/or resources required to execute the strategies; compressing sales cycles. Simply put – achieve the same goals more quickly, achieve the same outcomes with a smaller resource investment.

    It is a given that effectiveness and efficiency go together when we are looking to achieve the highest levels of sales performance. But, why do field sales teams often fall short when it comes to efficiency?

    The right use of resource time. A 2017 study by InsideSales.com found that – Sales Reps only spend 36.6% of the time actually selling. It reported that dealing with internal policies and approvals takes 12.8% of their time, and another 12% is taken up by researching target accounts and contacts. The administrative tasks are simply the bane for the efficiency of salespeople. While heavy-duty CRM tools are available, the need of the hour is for a simple, easy to use, flexible app that enables them to manage the administrative tasks fast and easy, every day.

    Targeting right will help the sales personnel translate prospects into confirmed leads. In reality, field sales professionals are left to prospect with a wide playing field. The easy availability of market intelligence – the right market info at the right time – will help the sales reps reach the right targets faster.

    Meet the customer with the right meat… meaning having the right company and product info at the right time so that the right solution can be proposed. A great time killer for the sales reps is the time to be spent on research on their products, understanding them and even reaching out to experts within the organizations for the right info. Make the best and most relevant information available to them on the go, and all the time. It will help them move the needle on efficiency.

    While these can be achieved through intelligent investment in the automation of the sales process, the real difference is made through the culture we build in the sales organization. A culture of efficiency means rewarding the right behaviors, not just the achievement of goals; and placing a premium on productivity, not just numbers.

    If you are looking for an expert to help you with automation, talk to Hakuna Matata (one of the leading digital transformation solution providers). Our HappieSales app has the features and functionalities to enable your field salespeople to get efficient.  

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

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

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

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

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

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

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

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

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

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

    And, this is the reason why smart enterprises are investing in Field Force Automation Solution. 

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

    The Growth of Field Sales Automation

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

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

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

    Real-time sales data simplifies field sales operations

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

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

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

    Ensures better customer experience

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

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

    Enables smart time management, productivity

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

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

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

    Enables faster decision making

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

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

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

    Enables to foresee sales data for improved efficiency

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

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

     

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