Tag: Business

Best Use Cases for a Field Sales App in Pharma: Real-World Wins That Boost Rep Productivity
What if your best medical rep could see more doctors, cut down on admin work, and close more orders, all without burning out?

Pharmaceutical sales isn’t just about selling, it’s about timing, trust, and total precision. With compliance, competition, and constant fieldwork in play, your reps need more than spreadsheets and schedules, they need smart tools that move as fast as they do.

Enter the field sales app: a complete command center in your rep’s pocket.

Here’s how it delivers real, repeatable value every day.

✅ Pro Move #1: Plan Smarter, Visit More

Covering huge territories and juggling doctor appointments isn’t easy.
A field sales app automatically maps optimized routes, tracks visit history, and helps schedule appointments so your reps stay sharp and on time.

Result: More quality visits. Less burnout.

📦 Pro Move #2: Track Every Sample and Detail

Samples and promotional materials are critical,but they’re also heavily regulated.
The app logs who received what, when, in real time. Say goodbye to lost samples and messy inventory sheets.

Result: Full compliance. Zero guesswork.

🧠 Pro Move #3: Sell Smarter with E-Detailing

Forget outdated flipcharts. Today’s reps impress with interactive presentations, videos, and product literature, all directly inside the app.

Result: Consistent messaging. Stronger engagement.

🛒 Pro Move #4: Book Orders on the Spot

Why wait to send an email when your rep can place an order live, check stock, and apply deals, right from the chemist’s shop?

Result: Faster conversions. Happier distributors.

📊 Pro Move #5: Real-Time Reporting Made Easy

No more late-night reports or manual tracking. The app logs every visit, order, and detail as it happens. Managers get live dashboards and reps get their time back.

Result: Instant visibility. Total control.

📣 Pro Move #6: Capture What Competitors Miss

Doctors share things, new competitors, shifting preferences, feedback. The app makes it easy to capture those insights and feed them into your marketing playbook.

Result: Smarter strategies. Data-backed moves.

It’s Time to Power Up Your Field Force

In today’s high-pressure pharmaceutical environment, even top-performing reps can hit walls with outdated systems. If your team is still managing doctor visits, order booking, and reporting with spreadsheets, you’re missing a huge opportunity.

With Happisales, pharma field teams get:
- 🗺️ Smarter route planning & visit tracking
- 📦 Real-time sample and promotional stock logging
- 🧾 Instant chemist orders with stock insights
- 📽️ Interactive e-detailing and brand presentations
- 📊 Live dashboards for managers
- 📝 Field-level insights for marketing and strategy
⭐ Trusted by Leading Pharma Brands

From generics to specialty medicines, Happisales is trusted by pharma companies across India to help MRs stay productive, compliant, and ahead of the curve. Whether your team has 10 reps or 1,000, the platform scales with you.

🚀 See the Difference for Yourself

Start your free trial today and explore why pharma leaders are choosing Happisales to digitize their field force.

✅ Instant access
✅ No credit card required
✅ Full-feature access from Day 1

👉 Click here to start your free trial

Your competitors are already switching—don’t get left behind.
April 23, 2025
4 Reasons Why Automated Reporting Is Important For Your Business!

We live in a world that is filled with data, information, and insights. Manually compiling reports from various sources is a tedious and time-consuming task. Having to repeat this process quarterly, monthly, weekly, or even daily only makes it worse. Automation and data visualisation allows you to eliminate this time-consuming task and this is possible when you use a field force automation tool.

But what are automated reports?

Professionals use automated reports to create and share organisational reports at regular intervals without needing to update the information every time. Based on cutting-edge technology, these reports can be generated through field service software that includes interactive elements, drag-and-drop features, and predictive analytics, among other features.

Let us now check out some of the benefits of an automated reporting system.

By automating your reports, you will be able to develop strategies and initiatives that surpass those of your competitors. Here are some of the main benefits of automating your company’s reporting.

Get access to data you haven’t had before

One of the most valuable benefits is that managers have access to data in your reports that you previously might not have had. Automated reporting via a sales force tracker lets you manipulate and repurpose data in ways that were previously too difficult or time-consuming to do manually. You will gain business insights that you didn’t have before, which will help you make better, more informed decisions. Organisations can better make decisions with the right report automation tool, which allows them to analyse more complex data.

Reduce human error:

The ability to automate reports can help you connect with insights that are available in easy-to-consume formats, precise, and consistent. Since automated reporting collates data from your relevant platforms in the field force automation tool into one central location, it reduces the need for manual processes to pull together a report – and the chance of error. Even tiny errors can put you at risk of losing time and money.

Track attendance and working hours

On-field employees usually make their status updates via WhatsApp or phone calls. However, as a manager, it is next to impossible to verify this information. Log-in/log-out feature, attendance management, client meeting modules, and travel records reports are those which take up precious time to submit manually. With a sales force tracker such as Happisales, you can get real-time attendance reports of your team members in an instant.

Save time & money:

One of the biggest advantages of automating reporting is that it saves time and thus money. Automating mundane administrative tasks which include attendance reports, leave requests, expenses submission, etc remove the boring part in doing these tasks as well as frees up time for your team. With a field sales tracking app, managers can track reports without hassles, obtain business insights and also make better decisions.

In today’s day and age, it becomes all the more important for businesses to shift to automated reporting, and listed above are just a handful of benefits. Are you ready to make things better at your organisation with reporting automation and smarter data analysis? Check out Happisales and help your business thrive. Schedule a demo today!

October 31, 2022
Field Sales: #4 Tips to Boost Your Sales Team’s Weekly Productivity

Be it a small, medium, or large company, and if your sales team is not performing to the mark, then there are chances that your competitors will outsmart you.

Effective sales operations are critical for the success of every business. And, it is a must to understand the sales team’s needs to improve their efficiency.

Mostly, defective planning, inadequate goal setting, lack of preparation, imperfect execution, and inferior team handling leads to sales rep’s production decline.

Also, not presenting them with the right tools and technologies can play a critical role in the decline of operational efficiency.

Let’s analyze each challenge in detail in the sections below.

Tip #1: Inadequate to near-to-perfect goal setting

Every sales rep must have a specific goal for the long-term and short-term to boost the business bottom line. In reality, what happens is the lack of goal setting or setting up unrealistic goals that are challenging to execute.

Goals should be realistic and should be discussed with the sales rep beforehand. Many factors like the number of customer meet-ups in a day, status updates, attendance, leaves, and reporting have to be analyzed ahead.

However, performing all the tasks manually consumes much time, and it might take a day or two to develop a realistic goal. This can affect the sales rep’s weekly productivity and impact overall sales goals and cycles.

How to set goals in a short period?

The best way to improve the goal-setting is by implementing field force automation solution. Mobile app-enabled automation software will simplify a sales manager’s woes in setting feasible goals.

The exact help the workforce to work on the goals, check the progress, and adhere to the deadlines to ensure that both the sales team and they are on the same track.

Setting up goals in the automation software is relatively simple, and you can easily do it without a sweat.

Another fantastic benefit of having field service software is the reward system. For every short-term goal achieved, every rep can be rewarded with a gift or incentive that boosts his confidence and morale to perform better for the upcoming weeks.

And, sales managers don’t have to spend much time assessing and rewarding the systems with the help of the software.

Tip #2: Defective to practical sales rep tasks and planning

Without a specific plan and action items, it is hard for any sales team to meet the deadlines.

With sales being the heart of the enterprise, having a defective plan for the week can quickly derail your entire sales process.

Defective task planning is primarily due to manual operations and status updates from sales reps. A sales manager can plan anything, but everything does not need to be executed by the representatives.

Starting from route planning to customer meetings setting up the right tasks for a day is vital to improving the customer service and business bottom line.

How do you improve defective task planning?

Leveraging the tools and technology is the best way to improve field sales efficiency. Setting up a realistic plan with a field sales tracker and mobile app is never difficult.

It takes only a few minutes for the sales reps to update their daily status about customer meetings and for managers to set up tasks and routes for the sales force.

The app simplifies both the challenges effortlessly. With the updates in hand, tracking the number of meetings and tasks closed is seamless.

It helps in long-term planning and task allocation. The field force tracker enabled with Google Maps can also help the reps identify alternate routes during natural calamities or avoid roads not destined for traveling.

Tip #3: Lackluster to well-defined preparation

Most often, the sales reps out for meeting customers don’t have the right tools to list their to-dos. With manual notebooks or pieces of paper, it is hard to track and stick to their plan.

Also, it is ubiquitous for humans to miss out on an essential piece of advice or suggestion from the management and customers. As they don’t have the right technology tool to capture customer feedback, satisfying them will be challenging.

How to improve lackluster planning?

On the other hand, if you have advanced field service management app with an inbuilt to-do-list feature, it is easy for your reps to prepare well in advance.

It won’t take much time to record the customer feedback/suggestions. Also, they can easily take notes using the mobile app, digitally authenticate customer signatures, etc.

With this approach, the sales reps can save time, won’t miss any details, and perform their best to their potential.

Tip #4: Inferior to the superior team handling

Handling a team of sales reps is always challenging for most sales managers. Without the right tool or system in place, managers have to deal with many papers to evaluate every sales rep’s performance and efficiency.

Every detail of the day’s updates from a sales rep must be studied before sitting with the representatives for a weekly meeting.

Inaccurate or missed data leads to chaos and creates disengagement between a rep and sales manager.

For sales managers, understanding the challenges of reps, day-to-day closures, and the progress of weekly planning is backbreaking.

How to improve inferior team handling?

A simple field force software powered by a mobile app can simplify the above challenge for your sales team.

The app helps the reps update every detail on the go, and the complete data is captured in the CRM without manual effort. The sales manager must process the data, discover the best rep of the week, and reward handsomely.

With this approach, handling the team becomes seamless and improves the operational efficiency of both the sales managers and reps.

Final thoughts

From the above discussion, it is evident that field service software can transform the way the sales crew works. By saving time and boosting your sales team’s operational efficiency, the business can experience skyrocketing outcomes with improved customer experience.

Is your organization facing the challenges above? Is your sales team performing to their potential? If not, it is high time to rethink your strategy.

Invest in the right automation software to improve your sales team’s efficiency.

Want to experience the power of our field force automation software? Start your free trial today.

July 25, 2022
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
8 strategies to optimize the performance of your field service team: Increase profits, enhance customer loyalty and boost productivity
If you wish to see a plant grow into a full-fledged tree, you need to set up the right atmosphere to nourish it. Simply wishing is not going to make things happen.

You need to till your garden and prepare the soil, add the right compost and fertilizer, provide protection from pests and diseases, water the garden bed regularly, and ensure ample sunlight as well as fresh air to help your plant blossom.

The same holds true for your field service team: simply bombarding them with goals and objectives isn’t going to transform your team. You need to create certain conditions to help your team thrive.

Before exploring these conditions, let’s explore the attributes associated with a high-performance team. High-performance team players consistently show high levels of collaboration and trust. They are also:
- Highly skilled
- Goal-focused
- Innovative
- Produce superior results
To empower your team to live up to these traits, you need to ensure the following conditions:

Process

A process sets up the foundation of how your field service team interacts with your business, office, and customers to transform an input into output. Field teams must be:
- Provided with a workflow that is well-connected, transparent, short, free from roadblocks, and designed to cover a wide spectrum of what-if scenarios. The workflow should support collaboration with cross-functional teams and internal users to ensure seamless performance.
- Equipped with essential resources at each milestone such as information, tools, and enough time at hand to complete repairs and simultaneously build positive relationships with clients. Field teams empowered with audio-visual communication and tracking and monitoring tools are highly likely to coordinate event logistics and perform jobs more efficiently.
Training

Field technician training encompasses three aspects:
- Skills: Your technicians should be trained to effectively diagnose the problem, determine the solution, and successfully perform installation, repair, maintenance, and test tasks.
- Communication: This aspect involves both internal and external communication. It could be properly communicating any foreseeable problems to the authorized personnel at the earliest indication. Likewise, communication with external stakeholders like customers or other teams helps build a positive brand experience.
- Safety: Your technicians must be trained to operate safely, following all the procedures and protocols in place.
With the advancement of technology, delivering such training isn’t cost-intensive and can be a fun-filled experience for your teams. Upskilling employees at regular intervals can also help you foster better relationships with them.

Hiring

There are many preferences that dominate hiring decisions. The most common one is that the candidates must have experience in a similar domain; the best is to have worked with competitors. Another is to have exact skills as required to fulfill the job criteria.

While these factors offer a shortcut to measure the candidates’ knowledge and experience, they are regressive and restrict the entry of fresh candidates.

Maintaining a fair ratio of fresh talent and those that possess deep technical knowledge has proved to be an effective hiring strategy for service businesses across industries. While training these fresh faces may seem daunting from financial and other perspectives, its long-term benefits far outweigh the efforts.

Tech Enablement

Empowering technicians with futuristic technologies such as IoT, AI, mobility, communication tools, cloud solutions, and data analytics can not only improve their efficiency and overall profitability but also nurture a positive brand image.

Purpose

High-performing teams are synergistic social entities that work toward the achievement of common goals—short-term and long-term. They often exemplify a total commitment to work and to each other.

Team members do better work when their roles are clear: They know how to do their jobs and why they are doing them. Each member must understand and support the meaning and value of the team’s mission and vision.

Clarifying the purpose and tying it to each person’s role and responsibilities enhances team potential. Consider setting up a goals meeting with the team as a forum to discuss key priorities. This allows them to have some input in the development of objectives, and they will likely be more committed to achieving them.

Leadership

High-performing leaders generally accompany high-performance work teams. Essential leadership qualities include the ability to:

a) keep the purpose, goals, and approach relevant and meaningful

b) inspire commitment and confidence

c) ensure that team members constantly enhance their skills

d) manage relationships from the outside with a focus on the removal of obstacles that might hinder group performance

e) provide opportunities for others without seeking credit

f) get in the trenches and do the real work required

Effective team leaders focus on purpose, relationships, and an unwavering commitment to results that benefit the organization and each individual.

Trust

Trust is at the heart of any successful team. Without it, teams will be unable to progress due to fear of conflict or lack of commitment.

Establishing trust between team members can help take the team from satisfactory performance levels to outstanding results.

Being open and honest about strengths and limitations in workplace behaviours is an excellent way to help generate trust between team members.

Create a culture of transparency, innovation, and collaboration. Encourage your team members to brainstorm and present new ideas, cultivate their problem-solving skills, and train them to make the best decisions in any scenario.

Incentives

Both monetary and nonmonetary systems that encourage high performance have a positive impact on the implementation of business goals.

Over the long term, intrinsic motivators such as personal satisfaction at work and working on interesting projects provide the greatest impact on performance.

In addition, a belief in one’s self and abilities encourages people to take more strategic risks to achieve team goals.

In a nutshell

Taking care of the factors mentioned above can turbocharge the performance of your field service team. Supporting your business with a robust field service management software is another excellent way to boost the performance of your field executives.

Happisales is a neat and elegant field force engagement platform that allows you to perform sales, collection, order, and service in a synchronized way.

Designed to enhance collaboration between managers and field reps, Happisales allows managers to assess and maximize the performance of field executives.

Schedule a free consultation and talk to our experts today! Take your first step towards field service transformation.
June 15, 2022
Top strategies to reduce Field Service Operation Costs
One of the paramount concerns for every field service organization is its high operational costs. In recent times, most organizations are striving to reduce them without compromising the quality of the services offered.

At the crux, to achieve a competitive position in the service industry, one needs to remain profitable while fulfilling customer expectations and keeping them satisfied.

To achieve this, it is essential to deep dive into these issues and address them. Let us look at some of the strategies that can be implemented to reduce the costs-
1. Improving the effectiveness of the technician’s first visit – A lot of the field technicians complain about the lack of proper information available to go in for the initial visit.
This leads to more follow-up trips, thereby increasing the cost of fuel expenses and resources. To prevent this, you should find out the customer’s issues along with their expectations in advance.

This way you can send the right technician along with the appropriate equipment to solve the issue in the first visit itself.

Further, a follow-up should be initiated with the customer to ensure that the task has been accomplished to the customer’s satisfaction thereby improving the trust and goodwill of your organization.
1. Optimizing the Inventory– It is never a good idea to overstock or understock inventory because holding too much inventory can eat away the profits whereas understocking leads to losing potential customers.
You need to strike the right balance between the two. To achieve this, you need to evaluate your business needs and requirements and find the right inventory management tools that provide the real-time status of the inventory.

These tools will aid in improving inventory management and cashflows, saving storage costs, and retaining customers.
1. Ensuring scheduling is up to date- Poor scheduling practices often lead to internal conflicts within the team, low productivity, and high field service operation costs.
To avoid such conflicts, you can employ a smart field service software that can help in assigning tasks based on the technician’s skills, in other words, putting the right person for the right job, tracking the location of the technicians on a real-time basis to improve efficiency, and optimizing the routes to save travel time and fuel costs.
1. Reducing costs of Training and Recruitment – Ideally, hiring new candidates and providing them with the necessary training involves a huge cost.
One of the effective ways to save such recruitment and training costsis by retaining the best talent. To do that, you should motivate the employees by recognizing them periodically.

This recognition should be data-driven and not be fuelled by any biases. By using the right software, you can build a performance evaluation profile for each technician based on the metrics such as the number of work orders assigned and finished in a day, type and current status of the task assigned, inspection, and validation of the task, etc.

You need to set optimal performance metrics to perform at the best productive level. The performance profile of each employee can be evaluated against these metrics to determine appropriate rewards and compensation.
1. Going Digital- About 50% of the field service organizations still operate using manual methods. Such methods are neither cost-effective nor efficient.
If you have hired people to perform tasks such as scheduling and planning the work, it is time to automate it. Using a filed sales management software tool allows you to gather important information such as invoices, billings, business contracts, attendance and leaves of the employees, etc leaving no room for errors.

This way the employees can now focus more on meaningful tasks. So, the first step is to identify the business processes that are redundant or dependent more on paper, examine the cost associated with people performing such tasks, and then plan to automate them in order to save on such expenditures.
1. Customer-centric support solutions: Customers often experience unnecessary wait times even for issues that can be resolved online.
Innovative solutions can be provided to handle such issues. You can implement AI-enabled Chatbots that can handle redundant customer queries.

Customer rating can be captured for all the AI-resolved issues. Technicians can further review the ratings and update the AI resolution mechanism on a regular basis.

A ticketing system can be used to report issues that are not resolved through AI support. All such issues reported by customers through tickets can be reviewed for online resolution by interacting with the customers.

Technicians can be assigned for field resolution only on a need and priority basis. In this manner, you can create a better customer-centric experience and also utilize the technician’s time more efficiently and effectively.

In a nutshell

Optimizing field service costs is imperative if you are running a field service organization. Digitizing and using relevant field service tools can help you achieve your goals while remaining at the top of your game.

The above-mentioned strategies are some of the ways that can help you cut down on costs, and focus on elevating customer satisfaction.
June 8, 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
4 Ways to Build the Ultimate Sales Kickoff
It’s never been more crucial to make the most of face-to-face moments worldwide when in-person discussions are supplanted by Skype meetings, e-mails & instant messaging conversations. A clever annual sales launch meeting has become a reliable way to create energy.

Let’s discuss the importance of a sales kickoff discussion, how to narrow down the priorities that lead to company goals & the parts that produce a robust sales kickoff discussion with the best methods from renowned firms.

What’s a sales kickoff?

A sales kickoff discussion aims to gather your complete sales team, share best practices, product updates, and new sales methods, and re-energize everyone to hit the streets and bring in new business.

For most field force managers, it’s a significant expenditure regarding travel and production costs and lost opportunities. In addition, taking your sales crew out of the picture for a full day or two might be difficult to sell at any organisation.

On the other hand, a sales kickoff meeting should leave your reps feeling motivated, confident, respected, and more prepared to interact with leads and close sales if done correctly.

Key advantages of a having a solid sales kickoff plan:

Sales kickoff events are crucial in getting your year off to a good start. They keep your team and stakeholders updated and engaged on your year’s goals and objectives and help grow and enhance a sales team’s vision and leadership.

It is why sales launch events are so important: they give the team motivation and a surge, putting them on the right course for the rest of the year. So, what are the benefits of a well-planned sales kickoff plan?
1. Creating Friendly Relationships & Trust
Face-to-face interactions provide a one-of-a-kind chance to connect & form personal bonds. When teams are anchored on solid, productive relationships, they can be 10 times highly productive for the entire year.

Furthermore, spending time with teammates and interacting with them fosters trust & emotions, laying the framework for joint ventures.
1. Energised Team
A successful & interesting meeting always got a steady flow of energy. A captivating speaker, an awards ceremony, or a little pause to create a positive vibe are amazing techniques to refresh your group.
1. Focus Throughout the Year
Online meetings are used for multitasking & distraction. If you bring them face-to-face, you are more inclined to capture and hold your team’s focus throughout your plan. When people gather for the sales kickoff discussion, it’s also a wonderful opportunity to educate and train your team on the business.

4 tips for creating a killer sales kickoff:

Sales kickoffs can raise morale, establish team trust and rapport, and guarantee that everyone in the company works on the year’s goals and objectives. Here are our four particular kickoff planning suggestions!
1. Kickstart with your plans
Your sales team must be organised with your firm’s broader goals to meet your revenue targets. Your sales team’s efforts must be in line with the company’s objectives to be effective.

Your sales kickoff meeting is a one-of-a-kind opportunity to interact with those higher-level goals or strategies that aren’t making it down to leadership and use mobile sales app to expedite such.

This open & deliberate talk about your company’s strategies and objectives can help your staff understand the vision & can be a great motivator. Use this opportunity to incorporate your company’s story into the one told at your kickoff.
1. Make it engaging
Choosing a topic for your sales kickoff will help define the event’s mood and purpose. So, why do you need to pick a theme for the sales kickoff? First, if all of your content revolves around a single theme, it will be more interesting and memorable.

Second, it increases the level of amusement. You can include jokes, slideshows, skits, mini-contests, and more with a theme.

Finally, a theme helps you stay on target. When kickoffs are all over, reps forget what they’ve heard, and the information has no enduring significance. So, give your kickoff a theme to make it more successful.
1. Involve the right people
According to research, group members can stay engaged when they get any idea in the process. Polling the team well before the meeting is a smart approach to involve them in the planning. Of course, it’s critical to include their input and add policy goals depending on their suggestions.

Delegating some instructions & tasks to your group can help in management & scheduling is another way to involve your team. At the same time, you can use a sales force tracker to monitor their activities.
1. Make use of advanced technology
Everyone nowadays is glued to their phones. Therefore, look for methods to integrate tech concepts into your meeting when preparing it. For example, incorporate a streaming poll system to reach your customers during your online sessions, create an easy app to manage the entire schedule & sign up for group discussions.

You can also organise a virtual event! Using technology, irrespective of whatever option you choose, you need a simple method to turn your resources interest and informed while organising the event.

Final Words:

Your sales launch meeting can be an amazing way to get your team together, agree on a strategy, build excitement, and encourage collaboration in the months ahead. Building camaraderie in today’s extremely competitive industry is more crucial than ever.Get benefit of this great opportunity to get your team on the same page, whether you can schedule an in-person event or host one using a field assist app like Happisales. Companies that invest in their employees are the most successful. One method to show your team that they have your complete support is to host a creative sales kickoff event.
May 5, 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