Category: Tech

A step-by-step guide to create ideal rep profiles: Create killer rep profiles and turbocharge your targeting

It is a common notion in sales circles that 20% of the reps generate 80% of the total sales of the concerned organization. This notion drives sales leaders to pin all their hopes onto top performing sales reps.

The fact however remains that sales is a science and not exclusively an art. There’s a clear cut recipe to nurture your salespeople into high performers and the recipe involves a holistic combination of knowledge, skills, and attitude.

While the recipe varies based on organization and role, the underlying method that defines the attributes that make sellers successful remains the same.

That being said, let us first define what the term Ideal Rep Profile means, and why you need one in the first place!

What is an IRP and why do I need one?

An IRP defines and benchmarks top competencies – a combination of knowledge, skills, and behaviors – that reps must possess in order to attain success on the field.

It is important to document and encode your IRP where you can measure skill development and its impact on business outcomes.

As you make your own IRP, keep these things in mind:

Knowledge: Reps need to have a good grasp of certain information and knowledge to be successful. For example, a seller needs to have solid product knowledge, as well as a great understanding of competitors’ products.

Skills: Sellers must master key skills to be able to close deals. For example, if a rep has strong discovery and objection handling skills, they’re more likely to be successful than those who struggle in this area.

Behaviors: Knowledge and skills are the foundation for success. But the real test is how a rep applies what they know when in the field.

Certain in-field behaviors can make or break a sale. For example, successful reps listen more than they talk and limit their use of filler words.

The competencies included in an IRP aren’t simply a laundry list of what sales leaders think reps need to be successful.

Rather, they’re the competencies possessed by the best sellers – and those correlated with positive sales outcomes.

How to create an ideal rep profile: A 3 step framework to build your IRP

Determine IRP roles

The competencies required for success vary based on the role of the individual. For example, while discovery skills are very important for an account executive, they’re less important for customer success teams.

As such, it’s a best practice to create a separate IRP for each key role. The first step is to determine the roles for which you’ll create IRPs.

Typically, companies define IRPs for their go-to-market (GTM) or customer-facing roles. According to a popular research undertaking, the top 5 roles for which organizations define their IRPs include:

Account executives

Business development representatives

Channel sales

Customer success

Sales engineers

Identify goals and competencies

After identifying key roles, the next step is to identify the goals for each role.

For example, a goal for a sales engineer is to perform structured demos, while one for a customer success manager might be to minimize churn.

Then, it’s time to determine the required competencies for each role. These should be the knowledge, skills, and behaviors each role needs to possess to meet their goals.

This list shouldn’t be created based on gut feeling. Instead, it should be a list of competencies possessed by the best sellers and each competency should be correlated with sales success.

According to a popular study, organizations with an IRP define at least 15 competencies per role, and you would be well-advised to emulate the same in your company.

Rank key competencies

The typical IRP includes several competencies that are crucial for sales success. However, some carry more weight than others.

After identifying the knowledge, skills, and behaviors for each role, it’s important to assign a rank to each.

Harness the power of IRP to supercharge sales rep performance

Of course, simply creating an IRP doesn’t guarantee better sales results across the team. However, it should serve as the north star of the organization’s sales readiness program.

Once there’s alignment on the knowledge, skills, and behaviors necessary for sales success, sales and enablement leaders can strive to develop onboarding, training, and content programs that focus on these key areas.

In addition, organizations can measure each rep’s competencies against the IRP on a regular basis to nurture the reps’ growth. Completion of training modules and performance on assessments and quizzes can enable you to gauge the progress of your reps and throw light on the kind of support they require in order to reach their full potential.

But, organizations must dig deep to measure how their reps are actually putting their knowledge and skills into practice in the field. Gaining this intel might involve sitting in a rep’s call or leveraging conversation intelligence to see where reps are shining, and where things need improvement.

By regularly benchmarking the performance of reps against the IRP, organizations can identify competency gaps early on. This allows managers to deliver targeted and personalized coaching to close these gaps.

Then, they can measure improvement on key competencies and analyze how these improvements are impacting sales outcomes.

In a nutshell

By establishing an IRP, you can overcome the limiting belief that 20% of reps generate 80% of the sales results in your organization.

You can ensure that all your reps reach their full potential and drive sales success for the organization. If you’ve enjoyed reading this article, stay tuned to find out more!

We will be publishing a host of illuminating articles over time to help you optimize your sales and drive growth. If you’d like us to shed more light on a particular topic, feel free to reach out to us by mailing sales@happisales.com!

July 15, 2022
Field Sales: Simple Solution to Engage and Drive Your Team
Of the many factors that decide a business’s success, employee productivity and efficiency are skyrocketing top of the list. Managing the field sales team and tracking their efficiency can be a headache.

Making the complete sales team (sales managers and field sales) focus on the tasks and work efficiently doesn’t rely only on the CEOs and CTOs. Giving them the right tools and technical assistance can help them overcome the challenges and deliver their best.

Before getting started, let’s dive deep into understanding the challenges and factors distracting or annoying the sales team.

Top challenges that disengage field force
1. Attendance/permission/leave approvals
2. Task allocation/collaboration
3. Route planning/task switching
4. Meeting customers at the right time
5. Reporting to managers
The same can happen to the heads of your sales as well. It doesn’t matter whether your field force or sales heads get annoyed/disengaged. The result remains the same, a drop in productivity.

Top challenges that disengage sales managers
1. Monitoring field sales executives away
2. Assigning routes, tasks
3. Following up for updates
4. Updating reports at the end of the day
5. Tracking efficiency of field sales executive
6. Reporting to management with data
What should businesses do to engage field sales and accelerate productivity?

Most field sales teams of different companies confront the above challenges. The ONE reason for all the challenges is either lack of complete automation or partial automation software implemented by the businesses.

Even today, many field sales executives report to the managers in the morning and start their day-to-day activities. The process takes some time, and the sales executives have only a few hours to meet the customers on time.

After completing the daily chores, they report to the sales managers in the evening to provide updates on the customer meetings.

On the other hand, the managers are clueless whether a sales representative has met the customer at the specific location until he updates/reports to the office. The process lacks transparency and results in a productivity loss for field sales executives and sales managers.

The total productivity loss from the sales team hits the business’s bottom line hard and leads to the de-branding of the company.

If your sales team faces the above challenges, you’re not alone. The above-shared challenges can be mitigated with the help of field service management software.

Top benefits of leveraging field sales app
- Transparency to the entire process
- Seamless route planning and task allocation
- Live-tracking app
- On-the-go reporting
- 100% accuracy/faster decision making
- Peace of mind
Let’s discuss each benefit in detail in the sections below.

6 Ways field service automation helps your sales team to boost productivity

Brings transparency to the sales cycle

A significant problem most sales team faces is the communication between field sales executives and sales managers. Often, sales managers don’t get any updates from the field sales team.

Similarly, the field sales team is let down by managers sometimes. Lack of transparency in the process hurts the sales performance and customer experience.

With field service management software in place, sales managers can quickly discover where the field sales executive is and can instantly communicate with sales managers regarding customer meetings.

Often the software comes up with a field sales app. This simplifies the communication and eliminates the communication block between field sales and sales teams, improving operations and efficiency.

Seamless route planning and task allocation

Assigning tasks and planning routes for field sales is often a headache for most sales heads. Even more challenging is tracking the field sales team when they are out. On the other hand, field sales face challenges if there is a problem in the route assigned to them.

This leads to a dilemma and slows down the sales cycle.

On the other hand, the field sales management software helps the sales team assign tasks and plan the routes without any discomfort. Even if there is a change in the route, the field sales team quickly updates the sales managers so that they can reengage another field sales person near the vicinity to get the meeting done.

This saves time and improves operational efficiency.

Live tracking of field sales activities

Tracking and monitoring the day-to-day activities of sales persons is a massive challenge for sales managers. Sometimes they don’t even know whether the scheduled appointment is made or missed until the field sales executive updates at the end of the day.

The lack of daily updates causes a delay in the sales cycle.

Sales managers can track every field sales person for customer meetings without using field sales automation software.

The live field sales tracking feature helps the sales heads to track the activities of the field sales team live. This gives them a quick update on the scheduled meeting progress.

On-the-go reporting

Updating the sales data from the field sales at the end of the day is one hell of a task for field sales managers and the field sales team. On the other hand, no matter how long it takes, field sales have to update their reports to the managers at the end of the day.

Both processes consume much time and bring down the sales cycle.

Field sales can use the on-the-go reporting feature of field service management software to update their activities from anywhere, at any time. Similarly, the sales manager doesn’t have to wait till the end of the day, saving their time.

The automation software for the field force simplifies the entire process, leading to faster sales cycles.

100% Accuracy and faster decision making

What if you have sales data updated daily, which is inaccurate? It doesn’t make any difference. Without automation, manufacturing errors are always possible, impacting the performance and efficiency of field sales activities and sales cycle.

Above all, with false data in hand, decision-making becomes an uphill task.

The field force automation software eliminates the possibility of errors in the data entered, which helps make faster and more formidable decisions. The accurate data depicts the exact picture of the sales activities and their impact on the business candidly.

Peace of mind

As most of the process is automated with the help of field sales software, the sales manager and field sales team don’t have to sweat out a lot when performing the day-to-day activities.

Both teams can complete the tasks well within the stipulated time, which gives much time to get a good night’s sleep and spend time with their families. This helps them to focus and deliver better.

Final thoughts

Providing the sales team with the right tools and technology is the best way to engage and delight them. With best-in-class field service management software, both teams can perform and deliver to their best.

Do you have the right tools for your sales team? Still, is relying on outdated systems disengaging your workforce and team’s performance?

It’s time to re-evaluate your strategy. The competition is brimming, and you must act fast before your competitor does.

Looking for suggestions or got queries about field sales improvement or software? We are all ears.
July 11, 2022
7 Time Management Strategies to get more Efficient & Productive during the day
It’s all about doing the right things in a shorter time. Perfect focus is like a workout for getting forward in your job, completing assignments effectively, or even getting a promotion with a salary raise. It may not be easy, but staying on track with the actions that assist your projects and clients is essential.

The superior you are at remaining focused and managing your time, the more you will be able to do and the easier it will be to leave work on time while still having time to live. Effective time management skills help you produce better outcomes at work, but they also benefit you outside of work. Your job will improve as more of you remain for the long term.

7 Time Management Strategies

It’s all about personal time management, which means taking control of your time instead of letting it dominate you. We have compiled a list of 7-time management ideas for Field Force Help for the initial start.
1. Start your day early
Ascertain what you want to do and what you definitely must complete as your first work-related action of the day. Then, before you read your email and begin responding to questions and resolving difficulties, start your day early and become focused on this goal. Setting a clear goal for your day may take five minutes, but it may save you hours of wasted time and effort.
1. Focus on high-value activities
Recognize the action that would have the biggest beneficial impact on your project, your team, and your customer if you dealt with it right now before you start something new.

This time management technique is implemented by successful businesses who recognize that there are both urgent and important things every day. Therefore, they try to find a fine balance and postpone the more monotonous tasks until later in the day.
1. Use a Planning Tool
Time management experts advocate adopting a customised planning tool to increase productivity. Personal planning tools include planners, calendars, phone applications, wall charts, index cards, pocket diaries & mobile sales apps.

Jotting down your to-do lists, schedules, and things to consider frees up your thoughts to concentrate on your most critical responsibilities. Auditory learners may prefer to dictate their views rather than speak. The key is to choose one planning tool that works for you and adhere to it.
1. Stop Procrastinating
If you have trouble remaining focused or procrastinating, making an external commitment to yourself may be beneficial. For example, plan a meeting in two days when you will show your work and by which time all of your actions must be accomplished. Completing the most disagreeable duties first thing in the morning and rewarding yourself with minor prizes once you’ve finished them is also helpful.
1. Learn to delegate
Take the time to interview and hire the greatest people so that you may have confidence in your team. Therefore, you may give some control and allocate responsibilities to individuals who work for you rather than attempting to accomplish everything yourself.
1. Apply the 80/20 rule
The Pareto Principle (the 80/20 rule) states that 20% of activities produce 80% of results. The remaining 80% accounts for only 20% of the outcomes. It translates to successful field force managers understanding that their top objectives will generate the most significant outcomes. The remainder is delegated.

Similarly, rather than completing many low-value activities, focus on some high-value jobs. Remember the 80/20 rule: 80% of your output originates from 20% of your inputs.
1. Assign time limits to tasks.
As per the psychological studies, Multitasking does not help save you any time. In many cases, the reverse is true. When switching from a different location, you might lose time and productivity. Multitasking regularly might make it harder to concentrate and sustain attention.

Setting time limits on tasks instead of working until they’re finished should be part of your planning approach. Also, close all doors demanding your attention to reduce distractions and get more work done!

Final Thoughts:

Take some time to assess the effectiveness of your time management tactics. If you make a determined effort to improve your time management abilities, you’ll discover that your days and tasks will go more smoothly!Organisations want to define, manage, and assess goals across the firm, not simply broad goals that only top-level employees know. Successful time management with a Field Sales Mobile App leads to increased personal satisfaction, more success at home, and a more fulfilling future for the company!
May 12, 2022
Why is Route Optimization Important in Field Sales Management?
Field sales are still relevant in every industry segment and are thought to be the most successful in generating fantastic business opportunities. Managing field trips, tracking salespeople’s routes, measuring the number of time salespeople spend on the road, keeping track of meetings, prioritizing client obligations, and optimizing routes are some of the basic statistics that field force management requires.

It necessitates using a route planner/sales route management tool to effectively manage the complete sales path. The traditional system involved manually plotting maps and routes, which resulted in longer hours and mismanaged timetables.

Now comes the automation of route planning and scheduling visits, thanks to an efficient system that can help field force managers optimize routes to their maximum potential. Sales route planning has proven extremely effective in linking sales reps with significant business possibilities at the proper time and location.

Start with explaining sales route optimization and then look at why a key route planner is so important for field sales teams.

What is Route Optimization?

Identifying the most efficient route for a given number of waypoints is known as route optimization. It is an extremely sophisticated procedure, and the number of alternative routes grows exponentially as the number of waypoints grows. Building the shortest route for the provided waypoints based on time or distance must also consider other parameters such as the number of intersections.

Route planning and optimization can help you determine the quickest and most efficient routes, lowering fuel expenses and reducing the amount of time field salespeople spend driving.

The Significant Impact in Field Sales using Route Optimization:

People who work in sales need to go from one area to another swiftly and efficiently. Many salespeople have to drive 30 to 45 minutes to and from their sales zone. With this in mind, your sales force must have access to the necessary planning tools to stay productive when on the road.

Field Force Automation Tools will assist them in planning routes that they are confident will get them to and from their destinations in the shortest time possible. It can help them cut down on travel time, allowing them to be on time at work and increasing their chances of selling more. Appointments are an important aspect of a company’s sales process.

The Sales Representatives must travel to visit clients at various locations, and the number of appointments they can complete is determined by the routes they take. The following are some of the advantages of route optimization for businesses:
1. To Save Money, Time & Fuel Efficiency:
The total distance and average miles driven between waypoints are minimized when Sales Reps design and optimize their itineraries. Gasoline efficiency improves as the distance is reduced. When the total money spent on fuel by an organization is added together, route optimization alone saves money.
1. Improve Client Satisfaction:
Sales reps can spend more time serving clients and enhance overall customer satisfaction by planning and optimizing their routes ahead of time. Furthermore, addressing spontaneous meetings becomes simple because the route may easily be modified to incorporate extra waypoints.
1. Aim for a higher On-Time Performance Rate:
One of the most vital benefits of Route Optimization is that Sales Representatives can boost their on-time performance rate. Because the routes have been adjusted, Sales Representatives may reach customers on time and avoid keeping them waiting.

Even if your field sales representatives are unavailable in the office, you can view real-time updates on customer data and the newest deals as a manager with route optimization. In addition, you can see your sales team’s performance by stacking sales reps according to how many check-ins are made, closed sales, and their income with a sales employee tracking app.

Are Route Planners much needed for Optimizing Field Sales?

Using route planning software for your sales staff has numerous advantages. First, your salespeople will appreciate the increased efficiency.

They will be more effective and in a better mood if they have a route planner that resolves various issues in organizing their journeys. A route planner offers much more than just a list of destinations to visit and the best routes to take to get there.

It provides you the optimum period to go, hold back, traffic, and environmental factors. Knowing these elements will enable your sales team to make more accurate and timely judgments, allowing them to achieve more.
1. Advanced Sales Force Activity Planning:
A route planner assists field salespeople in arranging their sales activities ahead of time, resulting in a well-organized framework that can be managed and monitored. For example, a route map can be developed to display the distances to be traveled, the client list, and other options available. Sales managers can use this information to optimize and successfully organize the entire schedule.
1. Complete visibility:
Implementing a route planning module keeps managers up to date on the most up-to-date real-time data, allowing them to conveniently monitor and manage the field force. In addition, more coordination and interaction between the road teams and the managers provide a complete view of the situation.
1. Relief from Inefficient Expenditure:
A strong software solution for route planning and management like Happisales can save the sales force money and time by preventing them from making unnecessary journeys. Furthermore, it aids in the extraction of the finest feasible paths by which sales agents can save money and time.

Final Words:

A strong sales force management solution is built upon intelligent and effective route planning. Therefore, a few vital aspects of a Field service management software & must be prioritized from the beginning to the end.
A comprehensive sales route management module, such as Happisales, can aid salespeople and managers in various ways, including increasing sales and ensuring a seamless operating flow between routes. As a result, when adopting any Field Force Help, good sales route planners are necessary and must be given proper consideration.
March 29, 2022
Important metrics to measure your sales performance in 2022
Marketing and sales teams are under much pressure regarding working performance. They must not only generate revenue but also demonstrate it. If you don’t have the correct data, you’ll have difficulty proving your direct (and indirect) effect on new leads and sales.

Only 23% of marketers are convinced that they are tracking the proper KPIs, indicating that this is a problem that many marketers are dealing with. Everything you do at work has to have a measurable return on investment.

In the sales & marketing arena, this is particularly true. Along with it, field sales tracking tools have evolved. In sales and marketing, creativity is crucial, but you also need methods and statistics to back it up.

Thanks to robust AI-based solutions, we now have more sales data at our fingertips than ever before—but merely having access to sales metrics and analytics isn’t enough. Understanding what to assess and how to interpret the data is critical.

What Are Sales Metrics?

A sales metric is a variable that indicates a business or industry. For monitoring performance and examining trends, sales metrics follow the money. In other words, they measure what you are doing well and incorrectly in your sales process. You may successfully measure how well or poorly your firm is doing by developing a good understanding of its sales KPIs and optimizing and improving performance.

On the other hand, sales data analytics examines sales data, metrics, and trends to gain insights that can help enhance sales team performance, efficiency, and profitability, drive more accurate sales projections, and optimize the overall sales process.

Sales analytics helps field force managers enhance performance by showing the strong points and flaws of individual sales reps and the sales team, allowing them to alter behaviors and sales strategy to assure success.

Problems with common ways to measure your marketing and sales performance

Marketing and sales performance management enables businesses to plan marketing efforts strategically, measure their impact, and make more informed sales decisions. They can evaluate data, create forecasts, and optimize marketing efforts and resources by analyzing data and making predictions.

Businesses that employ the field assist app cite advantages such as sales performance alignment with specified targets, budget optimization, increased accountability, and data inclusion.

Unfortunately, many companies struggle with marketing performance management and fail to reap the benefits. They cannot optimize sales efforts since their databases are insufficient and erroneous.

For sales and marketing reps, data is a vital resource. In an increasingly competitive global economy, 64 percent of marketing professionals feel that data-driven marketing is critical to success. But, having too much data, especially from several sources, can be troublesome, and businesses cannot gain valuable insights from multiple data sources.

In marketing and sales performance management, non-automated reporting is also a major issue. It’s inconvenient and time-consuming, leaving space for costly errors and data integration issues.

Six sales metrics to measure performance

The key performance indicators you designate as critical to your business model are used to discover the crucial metrics for your organization and your team. Here are 6 of the most critical sales metrics for any revenue team:
- Customer Acquisition Cost
Customer Acquisition Cost (CAC) is a system that compares the cost of acquiring a new client to the customer’s long-term worth. Startups and organizations use it to determine how much they’re spending on customer acquisition through marketing methods.
- Average Revenue per Unit
You gain an average amount from 1 unit, to put it simply. Therefore, the important KPIs of any subscription service company can be the average revenue per user (ARPU) and average revenue per account (ARPA). The formula divides the total revenue earned in a particular time by the average number of customers to that service during that same period.
- Customer Churn Rate
The churn rate is the number of customers who cancel or do not renew their subscriptions during a given period. Your plan’s churn rate is an important metric. It can assist you in determining whether you should cut your rates, improve client satisfaction, change your goals, and more. In addition, it’s a popular measure that SaaS companies use to track customer retention.
- MRR Growth Rate
The net MRR growth rate is a widely used industry indicator for assessing a company’s financial health. This marketing metric estimates the percentage increase in your company’s monthly recurring income. In addition, you can use this scale for tracking your company’s overtime performance.
- Conversion Rate
For an E-commerce business, this is the most important number. The conversion rate is a percentage that indicates how many visitors to your site perform the action you desire. The conversion rate depicts the visitor’s percentage who become customers.
- Cost per Acquisition
CPA stands for Cost Per Action. It indicates the amount of money you spend on a non-customer, such as advertising to generate leads, new users or registrations, or transactions made during a free trial period.

The cost per acquisition (also known as the cost per conversion) is a metric that analyses the total marketing costs incurred due to user action that results in revenue.

Final Words:

Organizations require the correct metrics to assess achievement in the right business sectors, such as the right Field Force Tracking Solution. They also require leadership to recognize which metrics are most important to allocate resources better.

While selecting performance indicators and establishing baseline targets, sales executives must align their teams on a clear set of strategic objectives and measures.

With real-time sales data analytics, best-in-class revenue teams utilize Happisales, a Field service software, to spot risk and act on opportunities. In addition, revenue teams may track sales activity data automatically with Happisales.

Are you interested in understanding how real-time sales analytics from Happisales can help you provide your sales team additional visibility? To chat with one of our revenue experts, request a demo or send us a note.
March 21, 2022
4 Ways to Measure the Productivity of Field Sales Employees
Consistently exceeding sales targets pays everyone’s bills, including commissions and bonuses, and guarantees the company’s bottom line is powerful. The biggest determinant you have for consistently managing and delivering on your goals is measuring and tracking your Field Sales Team’s performance and progress.

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

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

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

Also, a Field Force Automation Solution is equally enabled to track the performance and productivity of your sales reps’ team.
- Evaluate forecasted business vs. Targeted business –
Forecasting your business is more than just a numbers game. Rather, it is a well-researched estimation that defines an organization’s future tendencies.

Accurate prediction reports express how many deals are necessary to fulfill your goal, the most likely buyers, and how much prospecting is required to fill your sales pipeline. field sales reporting apps are perfect for such predictions. The accurate forecast numbers provide a benchmark for salespeople to see if they are on track to meet their goals.
- Make time for constant follow up –
It is also tough to set aside time to check in with each individual. Use this opportunity to debate how their performance compares to the team’s goals and emphasize any key areas for improvement.
- Measure long and short-term goals –
The most impactful performance metrics balance short-term task completion with long-term performance. This combination of objectives and incentives promotes a positive work ethic.

With the right investigating tools and a field service management software designed to help you track performance in real-time, you can begin working smarter and smacking those team targets regularly! With such intelligent solutions, you can monitor, track, and analyze your revenue-generating activities and ensure maximum productivity every time! Visit us at Happisales to learn more.
January 24, 2022
4 Ways Field Sales Management is Boosting Organizational Sales

Field sales in India depend on strong relationships and consistent follow-ups. But managing growing teams with old methods like phone updates, WhatsApp messages, and manual reports takes too much time. Managers struggle to track progress, verify data, and make quick decisions. This affects sales performance and customer satisfaction.

A field sales management tool simplifies this process. It helps teams record their daily work, update reports in real time, and stay connected with managers. For Indian companies that depend on distributors, retailers, and field agents, this is becoming essential.

Optimize Sales Operations

Sales success depends on how well a team is managed. When reporting is manual, managers spend hours collecting and checking information. A field force management tool removes that effort. Sales reps can record attendance, client visits, and order updates from their phones. The data is visible to managers instantly.

With a field sales mobile app, managers can see daily sales numbers, territory performance, and pending tasks. This helps them plan targets and guide their teams better. The app reduces the time spent on admin work, leaving more time for planning and customer interaction.

Companies with large or scattered sales teams find this system useful. It keeps communication clear and improves coordination between managers and reps. Tools like Happisales make it simple to track team activity and review performance without wasting hours on reports.

Efficient Order Management

Errors in quantity, delivery time, or pricing often lead to confusion. A field sales management app keeps this process clean and accurate.

Sales reps can create and update orders directly from the customer location. The system sends updates to the warehouse and accounts team immediately. Managers can view order status, inventory, and customer details in one place.

This smooth connection between sales and operations ensures no missed or delayed orders. A sales force automation tool helps teams plan stock, manage demand, and avoid overbooking. Customers get timely deliveries, which builds loyalty and trust.

Businesses in India, especially in FMCG and distribution, benefit from this automation. It reduces paperwork and improves order accuracy, which leads to better sales numbers.

Real-Time Tracking and Accountability

Tracking field staff is one of the toughest parts of sales management. Managers need to know where their team is and what they are working on. A field sales mobile app gives this visibility. It tracks routes, meetings, and visits automatically.

Dashboards inside the field sales management app show real-time updates. Managers can check the number of visits made, sales achieved, and time spent on the field. It helps identify areas where performance can improve.

This data-driven tracking builds accountability and trust. Employees know their efforts are recorded fairly. Managers can recognize good work and guide those who need support.

For example, a company in Karnataka used Happisales to monitor its sales team across several towns. Within two months, missed visits reduced and daily productivity improved because managers could track progress in real time.

Better Customer Service

Good customer relationships are built on understanding and quick response. In India, customers prefer personalized attention and clear communication. A field sales management app helps sales reps collect and access customer information easily.

During visits, reps can view order history, payment status, and feedback. They can also update new requests right away. Managers can then review and respond to customer needs without delay.

Sales force automation tools store all customer interactions. This helps companies understand buying behavior and improve service quality. It also ensures that complaints or delivery issues are handled quickly.

When sales teams use accurate data, customers receive better service. This builds long-term trust and strengthens relationships.

Why Automation Matters?

Manual work often leads to errors and delays. Collecting data through calls or emails slows down reporting. Field sales management tools remove this problem by capturing data automatically.

Managers can see real-time information about team activity, orders, and targets. They no longer have to wait for daily or weekly reports. Everything is updated instantly.

For sales reps, automation reduces paperwork. They spend more time meeting customers instead of writing reports. It improves accuracy and makes their workday easier.

Automation also increases accountability. Teams know their work is being tracked fairly. Managers can use the data to reward performance and improve planning.

For Indian businesses, automation means faster decision-making, lower costs, and better productivity without adding more staff.

What’s Next?

Field sales is changing fast in India. Teams need tools that keep them organized and efficient. A field sales mobile app with sales force automation helps companies manage teams, orders, and customers with ease.

Happisales brings all this together in one platform. It helps managers track sales activity, monitor performance, and simplify reporting. The app saves time, reduces errors, and makes team coordination smoother.

Using a field force management tool improves productivity and gives your sales team a clear direction. It’s a simple way to make your business more efficient and responsive.

Schedule a free demo with Happisales to see how automation can help your team work smarter and sell more.

Book your Demo

December 8, 2021
A list of 7 business problems that sales force automation can help resolve
Before we go to the real deal, one must understand the importance of a sales team to a business, more importantly, the process behind it. A business is a business when it can reach a point which works out the term “doing business”. Regardless of its funding, ideology, innovation, essence, team, players and probably a sales force automation system in place – it could still be considered an establishment.

Sales are when an establishment turns into a business!

With that said, one of the most diligent works of a business is to convert its idea into a sale. Be it a B2B or a B2C, setting up a proper sales team – field sales and behind the desk support is an essential part of any working business model. But it does not come easy. Managing a team of 100 for a generic product or maybe even 10 while dealing with a niche market can be tricky.

Team Morale

Attrition levels

Management ideologies

Transparency

Are all a part of the deal. The aforementioned are just the upper layers for the management to take note of while there are certain intricate points that would make the pillar foundations.

Here are a few of them and how they could be managed effectively with a sales force automation system!

Planning & Execution

One of the most important processes in a running business is the sales and revenue forecast for the upcoming financial year. One can often find businesses taking to the last quarter of the present year to take a dive into predicting the fortunes of the upcoming year. With all due respect to the marketing team, it is with no doubt that the entire team would have their hands full and put in the extra time needed to complete the sales part of the upcoming year. This is quite an important part, as the entire process of the business – be in production, procurement, distribution and so on highly depend on the charts to plan for their challenges ahead.

The sales force tracker app is arguably the most helpful tool for the management team during this time period. The information collected such as –
1. Orders received
2. Credit period,
3. Customers requirements,
4. New leads,
5. Production units to match requirements
6. Raw materials procurement quantity., etc.
can all be mapped with utmost precision. Even though it may not bring 100% surety on the realised papers, it could still be better and more efficient than manual charting.

Say no to manual inputs

No more manual inputs. Any business and its transactions have been dependent on the ink and pen of the employees since the days of the kings. In such cases, the numbers and details are bound to have a few human errors. Even if not, it is without doubt time-consuming. Sales force automation takes this challenge very seriously.

Sales force automation can help eradicate such fallacies on a larger scale. Everything right from orders/sales coming in, personnel handling the order/sales, and cash flow received through such sales are tracked in real-time by the sales force tracker apps. This helps in providing in-depth high-quality information in automated real-time and avoid any possibilities of human error. With the inputs being automated and filed in lieu of the “order tree”, the need for any manual input is minimised if not eradicated completely(depending on the feature of your app).

Manage your sales crew

A Field Sales Mobile App can double down as a workforce management app as well. Assigning everyday tasks, tracking their status and having to understand the EOD status day in and day out can be done in a jiffy. Say no to status calls and morning meets. Manage your team on the go anywhere and anytime. 10 or 100, no matter the size of your crew, automation software got your back!

Interdepartmental connect

Running a successful business is a team effort. By team, it is not only the employees that matter but also the various departments pulling the core together in the same direction.

Imagine a production department having no idea what the marketing team has just sold for an order. Even worse would be when the production department had no means of power to match the new order. Such a scenario would be a disaster to the brand image.

Sales force automation brings a sense of transparency between all departments. The production team would have the exact number of commodities that they would need to produce for a said customer right on the day of the order. This would help them prioritise their schedules in advance rather than panic at a brief moment’s notice. Such a process would ensure a smooth running of the business line and could help deliver orders more swiftly.

Real-time salesperson tracking

Have no idea where your crew are?

Are you uncertain about your team’s location?

Worried if they are okay?

The sales force tracker app has it covered for you. The GPS tracking utility enabled in the app helps you track your team members effortlessly. Consider it more like tracking your Swiggy order, but a little more to track your team members. Before you go sceptical about the privacy concerns – we would like to share a few words to help you ease it out.

“It’s not stalking if they know”

Lead Generation, Client management and automated reports

If you are here having made it through this essay, it would not be much of a surprise that everything right from procuring a lead to the invoice raised on the first billing would be tracked in the automation process. Even customer queries can fall right into the concerned RM’s task directly. This helps attend to customer needs and generate quick reports then and there. The next time your team tries to procrastinate his sales report, you would know what to do!

And that’s that for starters. If you are really interested in reading more about the impact of sales force automation, try choosing a few more from our blog page. And if you are already interested in getting your sales team fully automated and reap its benefits, feel free to contact us at happisales – Your one-stop shop for all your automation needs!
September 20, 2021