Tag: Sales Force Automation App

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

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

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

    Impact of COVID 19 

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

    Why is reinventing your sales force important 

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

    Ways to keep your sales team upbeat

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

    Sales Force Automation

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

    Streamlining the Sales Pipeline

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

    Keeping tabs on Data-based sales objectives

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

    Adapt to your ever-changing customer needs

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

    Look for new opportunities arising in these times

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

    A Way Forward – Future of sales

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

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

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

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

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

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

    What is a Sales Force Automation app?

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

    Benefits 

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

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

    10 Reasons why you should Invest in Sales Force Automation App

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

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

    Final Words

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

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