Tag: field sales

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

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

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

    Impact of COVID 19 

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

    Why is reinventing your sales force important 

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

    Ways to keep your sales team upbeat

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

    Sales Force Automation

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

    Streamlining the Sales Pipeline

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

    Keeping tabs on Data-based sales objectives

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

    Adapt to your ever-changing customer needs

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

    Look for new opportunities arising in these times

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

    A Way Forward – Future of sales

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

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

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

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

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

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

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

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

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

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

    Benefits of Employee Time Tracking app

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

    • Setting clear objectives

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

    • GPS tracking

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

    • Keep Track of your employee’s time

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

    • Accountability

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

    • Increasing productivity

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

    • Cut Expenses

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

    • Reports

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

    • ROI

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

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

    Field sales tracking

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

    Final Thoughts

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

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

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

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

    What is sales force automation?

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

    What are the current challenges in the Retail industry?

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

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

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

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

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

    Importance of Sales Force Automation apps for Retail / FMCG Industry

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

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

    Why should the Retailers need to go for SFA?

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

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

    • Boosts revenue

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

    • Offers Lead resources

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

    • Enables custom notification system

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

    • Boosts Marketing campaigns

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

    • Improves customer satisfaction

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

    • Easy access to Data

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

    • Precise and Accurate Report Generation

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

    Final words

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