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Tag: Sales Force Automation

  • Mastering Field Sales: How to Train Your Reps on Field Sales Apps and Sales Force Automation Software

    Mastering Field Sales: How to Train Your Reps on Field Sales Apps and Sales Force Automation Software

    Why Field Sales Engagement Platforms Matter

    In today’s market, using a robust field sales engagement platform is no longer optional, it’s a competitive necessity. These platforms streamline sales workflows, deliver real-time analytics, and enable better communication between field teams and managers.

    By leveraging a field sales engagement platform, businesses can:

    • Analyze customer interactions
    • Personalize field rep approaches
    • Increase customer satisfaction
    • Enable data-driven decision-making

    Staying ahead with the right field sales technology ensures your team adapts to evolving buyer behavior and market demands.

    Top Field Sales Apps in 2025

    What are the top field sales apps available, and how do they compare in terms of features and ease of use?

    Leading field sales apps in 2025 offer:

    • Offline data access
    • GPS tracking
    • Route optimization
    • In-app communication
    • Real-time order entry

    Comparison of top field sales apps:

    • App A: Known for user-friendly UI and custom workflows
    • App B: Strong in analytics and reporting
    • App C: Best for integration with legacy CRMs

    Evaluate based on ease of use, feature set, and scalability.

    Training Your Sales Team to Use Field Sales Apps

    How should I train my sales reps to effectively use new field sales technology?

    Effective field sales app training combines:

    • Hands-on experience
    • Role-playing exercises
    • E-learning and microlearning

    Start by identifying reps’ tech gaps and tailor the program accordingly. Create interactive workshops that simulate real-world usage. Reinforce learning with refresher sessions and support forums.

    Sales Force Automation Software: Benefits and Best Practices

    How can I determine which sales force automation software is best suited for my business needs?

    Sales force automation software (SFA) automates repetitive tasks and improves decision-making. Top benefits include:

    • Real-time lead prioritization
    • Automated scheduling
    • Accurate forecasting
    • Integration with marketing tools

    When evaluating sales force automation software:

    • Choose platforms with mobile-first design
    • Look for predictive analytics and lead scoring
    • Ensure CRM compatibility and API flexibility

    Implementing Effective Field Sales Training Programs

    A successful training program for field sales apps and SFA tools requires:

    • Clear KPIs and learning goals
    • Balanced curriculum (theory + practical)
    • Multiple learning formats (videos, simulations, live coaching)

    Encourage peer-to-peer learning and allow for real-time feedback collection to keep the program evolving.

    Measuring Training Success and App Adoption

    How can I measure the success of my field sales training program and app adoption?

    Metrics to track include:

    • Usage rates of the field sales app
    • Knowledge retention scores
    • Sales metrics before/after training
    • Rep satisfaction and confidence

    Use quizzes, live role-play evaluations, and CRM/app analytics to validate success.

    Case Studies: Field Sales Engagement Platforms in Action

    What are some real-world examples of companies successfully implementing field sales engagement platforms?

    1. FMCG Brand: Increased productivity by 25% within 6 months using a tailored field sales engagement platform.
    2. Pharma Company: Reduced sales cycle with sales force automation software and improved lead conversion.
    3. Retail Chain: Trained reps on a custom field sales app, leading to better customer satisfaction and repeat business.

    Future Trends in Field Sales Technology

    What future trends should I be aware of in field sales technology and automation?

    Trends shaping the next generation of field sales apps and SFA tools:

    • AI-powered sales recommendations
    • Voice-to-text note capturing
    • Predictive route planning
    • Embedded video calling within apps

    Investing early in emerging field sales technology helps future-proof your sales operations.

    FAQs

    What challenges do sales reps face when using field sales apps, and how can they be overcome?

    • Challenge: Tech resistance
      • Solution: Gamified onboarding and peer mentoring
    • Challenge: Poor mobile network coverage
      • Solution: Choose apps with offline functionality

    How do field sales apps help improve sales productivity and customer engagement?

    • Real-time insights and automation free up time
    • Location tracking and visit planning improve efficiency
    • Personalized follow-ups increase engagement

    What are the key features to look for in a field sales app or sales force automation software?

    • Custom workflows
    • CRM and ERP integration
    • AI and analytics
    • Offline support

    Book a demo today and experience how a tailored field sales engagement platform can elevate your sales strategy.

  • Best Use Cases for a Field Sales App in Pharma: Real-World Wins That Boost Rep Productivity

    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.

  • How to craft winning sales pitches: The ultimate guide (Part 1)

    How to craft winning sales pitches: The ultimate guide (Part 1)

    The first thing that pops up in people’s minds when they hear the term sales pitch is an unwarranted phone call or an awkward email from a pushy and aggressive seller.

    Thanks to these terrible salesmen, people around the world have grown wary of sales pitches and do their best to avoid them. But a good sales pitch is so much more than an intrusive phone call or email.

    In fact, a great pitch should make a buyer’s life better by connecting them with products and solutions that solve their most urgent problems.

    In this guide, we’ll decode the nuances of an effective sales pitch and discuss various strategies that you can use to optimize your outreach efforts. Finally, we’ll explore some exceptional sales pitch templates that will help you nail your conversions!

    Let’s dive right in.

    What is a sales pitch?

    A sales pitch is a well-crafted sales presentation. Typically, a salesperson gets less than two minutes to explain how their business will benefit the prospect. 

    The attention span of people in this tech-driven world is ever shrinking. As such, salespeople no longer have the luxury of an hour-long presentation geared towards selling a specific product or service. 

    A good sales pitch needs to convey the intended message concisely in a compelling manner. If the sales pitch is on point, you are on the right path to making profitable sales. 

    The first few minutes of a business conversation determine the direction your interactions will take. Be sure to use this sales pitch as your attempt to convince the prospect about the superiority of the service you are offering. 

    If you are selling a product, a sales pitch is your chance to dispel a prospect’s belief about the product. This is when you reassure them of the benefits they will enjoy if they buy the product you are selling.

    The anatomy of a successful sales pitch

    Sales pitches can take on many different forms and use different approaches. But when you break them down, they almost always have these five key elements:

    1. The open

    The open is the introduction. It’s as simple as saying hello, introducing yourself, and asking the prospect how they are. It’s also your first opportunity to start building rapport and break the ice with your prospects.

    2. Identification of the problem, pain point, and/or goal

    By asking a few meaningful and well-thought-out questions about their work, you’ll start getting a better understanding of what the prospect’s challenges and goals are. 

    Using active listening you’ll begin to understand how your product can help address the prospect’s issues in order to reach their goals. 

    3. Demonstration of value

    Once you’ve established rapport and begun to understand the scope of their needs, you can begin to address each one using your product as the solution. 

    You should be able to speak to one or more of their pain points with how your product can solve the problem. 

    4. Supporting facts

    If you want to build trust, you should be prepared to support your pitch with facts and figures. Consider using social proof, like positive results that show how you beat customer expectations or prove that your other customers derived value from your product or service.

    5. The close

    By now, you should’ve clearly shown your prospect the value of your product and how it’s going to make their job or life easier. The close is essentially the point where they say yes and the transaction occurs. 

    The best sales pitch templates ever

    Having established the elements of a winning sales pitch, it is time to witness these in action. Here are some sales pitch templates which will supercharge your growth!

    Data dump

    Data is a great way to catch buyer attention, especially if it can help them make the case to their team for your product.

    The bad news: marketing burn is all too real these days. The good news? Help is on the way. New research shows that our platform can deliver:

    • 72% increase in buyer engagement
    • 50% in open-rates
    • 20% decrease in attrition 

    Show that you care

    Highlighting your prospects’ pain points and offering personalized solutions is an excellent way to forge meaningful customer relationships. 

    G2 is one company that pulls this off really well in its pitch:

    “G2 plays a huge role by providing unique, authentic peer advice in real time. We give buyers better guidance than traditional analyst firms, which can take up to 2 years to update and publish technology research. That timeline just can’t keep up with the pace of technology. At G2, we aim to be a trusted source that helps every business professional in the world make better technology decisions.”

    When they discuss how you’re being told by analysts what to do, or people who haven’t used a product, they highlight a clear disconnect in the market between what you need and what you get. 

    The company allows verified users of products to write reviews and becomes an essential resource for their users.

    Make a note of what really annoys your customer and pitch how your service can resolve this grievance. It’s another way of re-framing the customer’s needs, and it works because it’s a powerful way to describe the situation.

    In a nutshell

    We hope you have a clear idea of what an ultra-effective sales pitch looks like by now. An important note to make about these sales pitches is that they are all amazingly optimized for a short conversation.

    Lack of brevity can quite literally break your sales pitch and ruin your chances of converting prospects into customers. So, keep your sales pitch short, clean, and simple! Your customers will thank you.

    In the next article of this two-part series, we’ll list a few more sales templates that you can use and show you how you can craft your own pitches as well. Until then, stay tuned!

  • Field Force Automation Software Benefits for Businesses

    Field Force Automation Software Benefits for Businesses

    Field force management is a highly challenging task: it can be especially gruelling since you are not physically present with your field force executives. Many industries have a large deskless workforce deployed across the globe to perform a wide variety of tasks. After all, you cannot run a business with the help of desk jockeys alone!

    That being said, there are several things that you need to ensure to streamline field force management:

    • frontline workers maintain excellent standards of operational execution and compliance
    • data is accurately captured in the field and used effectively by the head office to drive continuous process improvements
    • workers in the field are provided with an enriching experience that nurtures and brings forth their full potential

    Field Force Automation is a fantastic tool that can help organizations achieve the objectives mentioned above. It ensures greater efficiency and compliance. In addition, it optimizes employee performance and establishes real-time communication between the head office and operational frontline.

    Let’s dive deeper, understand what is FFA and the benefits that it offers to your business.

    What is Field Force Automation

    Field Force Automation is an aspect of field service software that leverages mobile technology such as mobile devices, wearables, and IoT sensors to facilitate bi-directional communication between technicians in the field and the head office. Data is instantly recorded in the back-end, eliminating the time spent on manual data entry and the risk of errors associated with it.

    By implementing FFA, organizations allow field force executives to capture and share data in real-time, enabling managers to evaluate, provide feedback and boost performance. 

    Advantages of Field Force Automation 

    Increase efficiency

    By leveraging analytics, you can process the abundant amount of data generated in the field and gain valuable insights into locations having plenty of business opportunities. Route optimization empowers field workers to navigate their territory in the most efficient way, reducing the time and cost of traveling. 

    Assign leads automatically

    When a lead is captured, the FFA software automatically assigns that lead to the relevant salesperson based on certain criteria like zip code, product, or proximity. This reduces response time drastically. The sales rep receives instant mobile notifications and can access the available lead details with just a tap.

    Achieve greater visibility

    Operational directors can use FFA to gain greater visibility over performance in the field which helps to eliminate inefficiencies and reward top performers.

    Field Service Management Software allows you to see what is happening on the field from a distance with real-time geo-tracking, spontaneous updates on sales activities with customers, or requests for assistance from the manager. 

    It makes it easier to track the performance of your sales team members without breathing down their necks. A simple dashboard on the web app provides you with a clear report of all sales reps, which includes what they’re currently working on, their location at the moment, the client they’re meeting, the distance they’ve travelled, etc. 

    Build meaningful and personalized customer relationships

    FFA allows you to forge longstanding trust-based relationships with customers and deliver an engaging customer experience. It provides customer information and history to your field force executives, enabling smooth interactions with customers. 

    The automation tools are often identity-driven: they can identify past track records, touchpoints, and communication history, helping your field force executives to better plan their approach to customer service.

    FFA software can provide notifications to the customer about shipping status, delays, etc. to make sure the customer is informed throughout the entire process. To put it simply, it helps customers identify and relay their requirements accurately, allowing you to better serve your customers.

    This kind of directive and administrative software improves communication and shows both the customer and the home office more about what is needed and what the company can do to serve a particular client well.

    Nurture the well-being of your employees

    A seed does not grow into a tree, simply because of your desire to eat its fruit. It needs healthy soil, manure, sunlight, water, and active nourishment from your side to blossom into a full-fledged tree.

    The same holds true for your field force employees. You need to create a positive, uplifting atmosphere in which your field force employees can thrive. FFA technology enhances employee engagement in several ways.

    It allows organizations to create a knowledge repository of field workers’ expertise and enables employees to upskill quickly. If any of your frontline workers leave the workforce, their expertise can be preserved and used by newcomers in the organization.

    Field force automation solution also empowers frontline workers to execute tasks, communicate and collaborate with greater effectiveness, saving them valuable time and providing them with a frictionless experience.

    Using FFA software, organizations can transform frontline operations into a fun-filled process and enhance employee involvement. You can recognize and celebrate individual achievements, offer personalized feedback, and set performance incentives to bolster employee spirit. 

    In a nutshell

    Looking for robust FFA software to turbocharge your field force operations? We’ve got the perfect solution for your needs.

    Happisales is a neat and elegant field force engagement platform that allows you to perform sales, collection, order, and service in a synchronized way. Using Happisales, you can log customer data effectively, avail push notifications based on tasks performed in the field, and track the journey of your field executives in real-time.

    It is a progressive solution that automatically plans the best travel route based on the location of meetings and generates actionable customer insights, enabling your field reps to create meaningful customer experiences. 

    Designed to enhance collaboration between managers and field reps, Happisales allows managers to assess and maximize the performance of field executives. In addition, it simplifies attendance tracking as well as order management enabling you to optimize field force activities. 

    So, what are you waiting for? Talk to our experts and schedule a free demo today!

  • Upcoming Trends in Field Force Automation to look forward in 2021 – 2026

    Upcoming Trends in Field Force Automation to look forward in 2021 – 2026

    Field force automation is a resource still not fully understood by most companies. Fairly explained, it is a new enterprise entity capable of aiding field service businesses in enhancing their efficiency and productivity, capturing more data than in the past. Understanding the basics of FFA can help businesses escalate their customer experiences, generate more revenue, and empower their field workforce. 

    FFA is a revolution to the working framework of the 21st century, introducing the use of Field force tracking software to bring solutions to the workforce and the managerial positions, turning their field service operations into an automated and mechanized machine. 

    The exponential increase in penetration of the Internet and digital tools, the urgency in automating repetitive tasks, the growing adoption of advanced technologies like Artificial intelligence or cloud computing are the major drivers of the growth of the global Field force automation industry. 

    The soaring need for sales force automation considerably influences market expansion, assisting sales representatives in many tasks via software like Sales force tracker. Adoption of such solutions brings an enhanced customer experience, streamlined sales, and improved workforce efficiency.

    The Global Field force automation forecast of the growth trends from 2021 to 2026 offers insightful data for business strategists, providing an overview of the growth factors, futuristic cost expectations, revenue, supply data, and demand dynamics, besides elaborately describing the value chain and distributor analysis. 

    Market statistics:

    Amidst the global pandemic crisis, the global market of FFA may reach USD 1251.33 million in 2020, which can rise to an estimated USD 1477.79 million in the year 2021. The market expects to reach USD 3453.51 million by 2026, growing at 18.43% CAGR. 

    The global report provides the market sizing and the forecast of the major currencies- USD, AUD, EUR, JPY, and GBP. The forecast allows the business leaders to make better decisions, particularly when the currency exchange data is available at their fingertips. 

    The report considers 2018 and 2019 as historical years, 2020, the base year with 2021 as the estimated year, further considering 2022 to 2026 as the forecast period. 

    The Field force automation US market is estimated to reach USD 371.8 million in 2020. China is projected to reach s size of USD 985 million by 2027, with a CAGR of 22.1% along the period 2020 – 27. 

    Notable markets also include Japan and Canada, forecasted to grow at a CAGR of 12.3% and 15.2%, respectively, with Germany estimated to grow at 13.6% CAGR. 

    Impact of the pandemic on the economy and how FFA helps work around it:

    The COVID-19 pandemic has been one of the biggest crises to the human race, impacting people of all races, effectively visible in the global economies’ negative GDP growth and a rise of unemployment in developing countries. 

    There are only a few exceptions among global industries that didn’t face the Covid adversities, and the struggle may continue for some time. However, the 2021 overviews of economic dynamics have been consistently positive, with expectations of improvements in the forthcoming months. 

    Technology can play a vital role in curbing pandemic distress to a large extent. Companies deploy large and innovative Field force tracking solutions to manage the sales operations. The field force management effectively provides real-time solutions to the most critical challenges of businesses amidst the pandemic.

    • We are ensuring the wellbeing of the workforce by the use of advanced sales force automation solutions. 
    • We create a well-established connection with the field team via the Sales force tracker.
    • The field force automation solutions are effective in providing automation during order placement or fulfillment without manual attention. 
    • The sales force automation solutions provide integration of cutting-edge data analytics platforms, measuring the COVID impact.

    Market Segments:

    The global forecast of the Field force automation solution market categorizes the growth trends and revenue based on the following submarkets-

    • The global market across large, medium and small enterprises can overlap organizational size. 
    • Based on deployment, the market use On-premises and On-cloud. 
    • On a vertical basis, the market runs across Real Estate, Energy Sectors, Healthcare, IT, Manufacturing, and Transportation. 
    • Based on geography, the global market across the nations of America (Canada, Brazil, Mexico, US, and Argentina), Europe (UK, Italy, Germany, and France), Asia-Pacific (India, Australia, China, Japan, Malaysia, South Korea, and Taiwan), Middle East (Qatar, Saudi Arabia, and UAE) & Africa.

    Growth Trends:

    • Inventory Management – Deployment of inventory management solutions can aid service to offer cost-effectiveness to customers, simplify management services for technicians in several V2B operations, and ease operations in the healthcare sector. The introduction of AI in cloud-based solutions may aid small and large firms in managing their field workforce. 
    • Significant Growth Rate – The Asia-Pacific region can rise due to many SMEs adopting field service management solutions. The global expansion is s major driver for adopting Field force automation solutions, inducing the growth of such solutions’ requirements. 
    • Competitive Landscape – The market landscape of sales force management is quite fragmented, with existing prepackaged solutions but no sole vendor dominating the market. There exist several mergers and collaborations in the market. 

    Conclusion:

    The Field service management firms are witnessing immense pressure to effectively lead teams, ensure their safety, and comply with the regulations of the pandemic. Such a situation cannot get burdened with miscommunication or distrust. 

    It is a high time of distress and crisis, exacerbating fear and distrust, a critical period that calls for emphasizing confidence development within organizations. In the current wake of the Covid pandemic, the estimated growth of Field force automation may further rise, with the pandemic restricting the effective management of remote fieldwork.

    The pandemic has led to limitations in field services, a substantial boost to the adoption of FSM solutions. Such deployment offers better service experiences, including automation in customer communications and feedback capabilities to the current workflow that can elevate your business. Do check out our blogs for more valuable insights.

  • How does field force automation help with order management?

    How does field force automation help with order management?

    Generally speaking, a sales order is created by a seller in response to a purchase request from the buyer that contains information about a product, as well as price, quantity, and buyer information such as shipping and billing addresses, payment methods, and other T&C. Inventory and order management systems rely heavily on sales orders. Doing this manually has its disadvantages but using field force automation can bring in huge benefits! 

    Read on to know more

    The order management cycle

    The order management cycle is a step-by-step procedure that begins when a consumer orders a product and ends with delivery and, in certain cases, returns. To offer a consistent consumer experience, numerous moving elements, typically controlled by various companies, must work together. The cycle is as follows:

    1. Order Receipt – When an order is placed, the information is sent to the fulfilment centre, where the order is processed.

    2. Order Processing – Once the order is received, it is picked, sorted, and packaged.

    3. Order Allocation – After the order is processed, it is allocated to the shipping company by whom it is shipped to the end customer.

    4. Delivery- The products are then delivered to the final consumer. You may feel confident that the order arrived at its designated location if order management was on point the entire time. One of the most crucial characteristics of a successful logistics company is the ability to assure on-time delivery regardless of the circumstances. The use of field sales mobile app software would help to simplify the process.

    Inventory management

    For small units, manual inventory tracking may be sufficient. However, because of the numerous stages required between acquiring raw materials and delivering completed items in a fast-paced business, this becomes a laborious task. Furthermore, firms that rely on manual procedures to manage, track, and stock items are more likely to have stock-outs or overstocks, as manually updating data across all departments might be hampered by human inefficiencies such as delayed updating, late follow-ups, and so on. Inventory management is limited to basic reordering and stock monitoring when manual databases and formulae are used.

    Upgrading to inventory management systems that include everything from end-to-end manufacturing to lead time and demand forecasts to metrics and accounting is a great option.

    Furthermore, field service management software keeps all client information in one location, as opposed to manual entries that may be scattered across several files.

    How Field Force Automation helps

    Automation of field force management involves the use of technology and processes to expedite the processing of orders by removing the need for manual labour. Order processing automation may assist decrease human error, increasing operational efficiency, and speeding up the fulfilment and shipping process. Some of the benefits include:

    • Better customer service
    • Do away with manual entry
    • Eliminate order processing mistakes
    • Lessen Accounting expenses
    • Increase control over data
    • Track information in real-time
    • Order processing from any location
    • Keep your staff happy!

    Now that you are fairly aware of field service software, you sure would be keen on implementing this for your business. Schedule a call with us today and see how your business improves manifold!

  • Top upcoming trends in field service automation that can transform a business!

    Top upcoming trends in field service automation that can transform a business!

    Heading a field service company can be a challenging task. Especially when your major goal is to offer rapid, efficient, and effective repairs to your clients, but owing to COVID-19, the traditional manner of conducting business took an unexpected turn in 2020.

    In a flash, firms were forced to limit — or even stop — in-person field service trips. The pandemic wreaked havoc on the field service sector, and every field service firm has likely reevaluated its business model in some manner since then. One such change that has been brought about is the implementation of automation in this sector. 

    Impact of automation trends on business

    Sales force automation software automates the time-consuming but important processes of selling, freeing sales crew from mindless, repetitive behind-the-scenes work and allowing them to focus on what they do best: selling. Sales force automation, unlike other business solutions(that cater to certain zones), applies to all sizes of organizations. Consequently, whether you are a one-man operation operating out of your garage or an employee of a large corporation with hundreds of items, Such software assists in shortening sales cycles, thereby improving sales and thus increasing productivity.

    What to expect in the new decade

    With changes happening by the minute in today’s world, we can expect a lot of changes in the field of field force automation. Some of them are elucidated below:

    Integration of AR and VR

    Customers may have regarded remote service visits in the past as a waste of time, believing that it was quicker for a professional to come to their location. Customers are already accepting new technologies as a result of COVID-19, allowing businesses to assess new processes and procedures with the long-term objective of making them permanent.

    A technician, for example, can utilize augmented reality (AR) and virtual reality (VR)-based applications and tools to get information about the item they’ve been assigned to services, such as maintenance history and diagnostics, without having to disassemble it. Instead of dispatching a second team, your firm may utilize augmented glasses to connect the initial technician with a secondary team working at a central location in cases when a technician has been deployed but runs into difficulties or requires a second opinion.

    AI-run business processes

    Customers benefit from digital tools, and technicians benefit from them as well. Subsets of claims are still addressed by dispatching employees to make in-person service visits, but customer-technician communication is still required from the first maintenance report through repair. Field technicians should have excellent mobile applications to connect with consumers within the Field service management software, according to providers. Only 30% of field service firms will be prepared to implement AI-based decision assistance in their field service management platforms by 2022. This capacity gives you a huge competitive edge, and as the field service team becomes more mobile, you’ll need better mobile apps to connect with customers and track their status.

    Inclusive workforce

    A mixed workforce is defined as a workforce that is made up of both employee technicians and independent or third-party contractors. It gives field service companies the flexibility and capacity they need to provide high-quality service. Service providers may easily scale and develop to the needed capacity or area by combining field employees, saving time and money on hiring and training. Field service businesses can send the appropriate expert to the right task at the right time thanks to the flexibility of a mixed workforce paired with intelligent management solutions, resulting in enhanced customer satisfaction and improved operational efficiency.

    Network tracing

    Network tracing can be quite a broad term, but it would be best simmered down to the topic of discussion here  – Business networking. Every business and the people concerned with one would have a vast connection of networks. Such can be either professional connections or a cluster of conglomerates that can help run a business smoothly. A field network can be as vast in the vertical scheme of a business process. A manufacturing company can have different entities working for them across various processes. Packaging – Transit, – delivery – each of the legs can be handled by a different business entity under a contract. Such is a network of the manufacturing entity. Though the field service trackers have a minimalist tracking of such a notion, it is still combined as a single arm of the service provided. This might change in the upcoming years and can help the customers understand the level of proficiency that each of the contracted businesses brings to the parent company.

    Field service for Home needs?

    AI-aided home utilities have come a long way in today’s world. Right from apps running home music to intelligent cooling technologies in your home refrigerator – things look rather progressive in the home automation scene. But there are certain limitations to them at this point. What if a field force automation solution can step in ways that can change the way we shop groceries and fill up our everyday needs at home? Imagine this – What if a sales force tracker app can keep tabs on the quantity of food required for the household and can order a said amount of rice for the month on its own? We do agree there are plenty of applications in the play store or the apple store to track your edible stocks at home, but we do not have one yet that can plan and keep the inventory going. Imagine your app being able to book a can of water or a pack of vegetables based on the balance between the dwindling stock and the household requirements?

    The future’s uncertain and full of surprises. As a wise turtle once said – “Tomorrow is a mystery”. The aforementioned points may be a predicament of where the field force automation ideas are heading towards, but a slight deviation can result in something bigger or better! Change is constant and the biggest investment today is the investment in the future. Are you looking to bring about transformation in your business? Connect with Happisales for a demo today!

  • How much can the work force management software help the e-commerce industry

    How much can the work force management software help the e-commerce industry

    E-commerce in India has changed the ways of shopping. With hot debates making rounds about it bringing an end to the retail market, the industry was a pioneer in making full use of sales force automation techniques even before the concept deepened its roots in the Indian market.

    What was once seen as a sceptical chain of business has reinvented ways to cater to the needs of the open public. Although it had its inception in the mid 90’s it wasn’t until the industry started focusing more on the B2C markets. Players such as Myntra (est.2007), Flipkart (est.2007) and Amazon India (est. 2012) focused more on tapping the inclusive market of the country’s population. Households had more access to high-speed internet and the business quickly emerged as one of the key players in the Indian Economy. 

    Apart from the giants, business chains that were once exclusive retail only establishments have jumped onto the bandwagon citing opportunities to vast coverage than to restrict their clientele in and around their establishments.

    Challenges in the Industry & workforce management

    India is a huge market with a population of 1.3 billion with almost 25% of the population preferring to shop online. With ISP providers like Jio penetrating the rural consumer market, the E-commerce market in India is touted to grow as much as 51% in the upcoming years. But operating in a competitive market of the world’s seventh-largest country would be no easy task. 

    It would take a great deal of management, workforce and financial resources to make things work. Here is where workforce management software takes its high stand. Here are a few ways by which the e-commerce industries can make things work through such a utility.

    Cut down expenditure

    Every e-commerce industry in the country has its very own sales force automation today – be it a single business line, or an establishment like Amazon dealing as a one-stop window for all. One of the biggest plus sides of having workforce management software is arguably its ability to track expenses in real-time. This would reduce human errors such as duplication, input errors etc. 

    For example, any and every expense in the daily operations can be tagged to a QR code or have an existing data log – Wages per hour for the field sales team can be 40 INR while wages per hour for management crew could be 45 INR. Any personnel tagging into the quota would be paid a precise amount for his time logged through the tracking system. This would cut down any possibilities of manual errors that would reflect hugely on the financial reports. This may not sound like a big deal, but any E-com establishments serving such a vast landmass as India would benefit from such a system.

    Adaptable operational process

    As its name suggests, workforce management software is ideally suited to manage your workforce. As lame as the definition sounds, its utility as an embedded operating system in your e-commerce establishment can make the difference between a successful business and a total train wreck. 

    The E-commerce industry in India is one of the biggest employers of the country. People from various educational and skill backgrounds work under one big roof to scale the business in various forms. Managing such a crew manually would be a tiring task considering the magnitude of both the manpower and business goals in hand. A workforce management software helps track the employees and keeps tabs on all their information from their respective resumes. This way you could filter out a management guy from a field delivery guy and use their skills with more respect and responsibility.

    Improved productivity

    This would be more of a result of a butterfly effect. A Field Service software implemented business establishment, would have excellent productivity and a higher efficiency rate. How you may ask!

    Inefficiency from the workforce is usually a sign of uninterested employees. This may predominantly prevail due to the reason that an employee has been put into a task that doesn’t quite fill up his day. 

    Here is where workforce management software helps you with it. As mentioned in the point above, the software helps find the right people in the employed unions and match them with the right JD. This would not only reduce their induction time but would also get the department up and running swiftly. The upper management can also keep track of the task completed and the hours of work put in by every employee in the organisation. The best part about it is that the management could shuffle around their resources (without having to hire or fire) until they feel that the units are working to their full potential. Thanks to the management app, this could now be done smarter and faster than ever before.

    Happy customers

    Happy customers are a happy profit sheet. If you were a user of an e-commerce website like Amazon or Myntra, you would surely adapt to their heavy backend support. Serving a country with a pop of 1.3 Billion would be a huge task and attending to every one of the customers is what makes the business capture the Indian E-commerce market. 

    The field sales mobile app makes this possible. With every query guided automatically to any free back end officer, customer queries are handled almost instantly. The entire data such as the order date, delivery date, of the good purchases is right in front of the attending officer. This would help reduce the time spent in addressing a customer query and increase the number of customer queries attended. One more loyal customer in the shopping bag!

    These are just a few of the many good things that can come out of implementing a workforce management system in your E-commerce business. But there is much more than where such an app came from. If you are an establishment looking to automate your business, we are here to help! – Happisales

  • Can sales force automation help the Pharma industry in the pandemic?

    Can sales force automation help the Pharma industry in the pandemic?

    The Pandemic has hit every industry in the country. The second wave was ruthless and the pharmaceutical industry wasn’t left either. As the country shows resilience in the face of the third way, industries have adapted to new ways of life and have shown significant changes in the way they operate. The pharmaceutical industry is touted to rise again from the ashes to become one of the leaders in the economic charts. Industries have taken to the idea of sales force automation widely and the pharma industry has quickly stepped into it too

    When it comes to the pharmaceutical industry, sales is a big deal. Even as an outsider, one could find pharma reps in clinics and small health care institutions trying to win over the prescriptions of a doctor. Back in the pre-internet era, one could find a rep waiting for hours just to gather a day’s appointment of the doctor. 

    Although things have changed dramatically over the last few decades, sales in the pharma industry have been quite a challenge and take a day’s time from the sales team. A Mobile Sales App helps the sales crew manage multiple prospective clients where he could schedule appointments and meet more than two people rather than warming the waiting bench. If you are from the pharma industry, you would know better, but if you would want to know how sales force automation can help during these dire and testing times, here are a few things that can help you with.

    Streamline the Sales team

    Any sales force automation system implemented in any business has its priority set straight. The app’s primary gift to a business would be to manage, operate and execute sales in a very structured way. It’s not the first time we have spoken about this particular point. Try reading one of our blogs here to help you understand (in detail) how automation can help better your sales team more. 

    Reduce cost through digitalisation

    One of the most traditional ways of keeping track of business transactions is filling up the filing cabinet. A look at the combined yearly expenses spent on files and papers could put a frown on your finance team’s face. What if you could cut down on such expenses, or find a way around it. This is where sales force automation lends a helping hand.

    Adopting a sales force tracker app in your establishment can do a lot more than your average filing cabinet. The app can store every data that you would need to pull out in the near future under any circumstances. Bills received, invoices raised, new client agreements, date of purchases, credit periods, customer disputes – everything and anything that happens between the business and its customers are noted with fine precision and in real-time. Apart from reducing your expense on papers and petty cash needs, it also organises your files automatically and can help you look out for information based on time or customers whenever and wherever needed. If this doesn’t put a smile on your finance team, we can help you with more!

    Spotless order & inventory management

    Let’s be honest. The pandemic was and still prevails to be a hard-hitting punch to the guts of many businesses around the world. The worst part of it was the inability of the business to have its manpower restored to its optimal levels. Such cases had overworked crew, chaos on the sheets and numbers that mismatched with the actuals.

    It is no surprise that small scale businesses adopted salesforce automation to tackle such a dire consequence. A sales force tracker app tracks the inward and the outward movement of goods with zero errors. The user-friendly UI makes the user understand the details on screen more than on paper. Keeping track of the orders that come in along with the location of the order and the expected time of delivery, and matching it with the available goods in the inventory/warehouse gives for proper planning and execution. This way your orders can be executed with precision and eradicates any chance of inventory mismanagement

    Tasks & reports automation

    Managing a team of more than 5 would be a handful while working remotely, and to think of getting updates and providing them with their tasks is horrific. The pandemic has pushed the management to think out of the box and sales force automation has made it easier than ever. 

    Forget spending time on conference or status calls, the sales force tracker app helps you manage your team without having to move from your couch. Assigning tasks and tracking your team’s whereabouts are now possible with the GPS tracking modules and real-time data inputs. This way, you would know what Vinodh was doing at 12:46 PM last Monday! No more spending time on calls, you can now use all that extra hours to usher a new age of sales vibes into your sales reports! Forget keeping up the team’s sales standards, It might even help your team get an extra client or two than be

    Workaround pandemic restrictions

    The restrictions have been severe in the last few months and businesses were forced to surrender their operations. As businesses were forced to operate with closed doors, and their employees working from home, the major network of the sales team was disrupted and possibly left alone to rot. 

    An Sales Employee Tracking App helps manage such situations. It helps the management team to understand the best possible way to cater to the needs of new leads. It helps find people of the sales team closer to a possible lead and can let them connect with them from the comfort of their geographic location. Even more, with the help of an automated sales force, people could get things done with ease.


    Let us just put a thought into your mind as we end this long essay. With a workforce management app giving you the benefit of cutting down costs and comforting you sales team, one could use the saved up costs to sponsor them the covid shield vaccine without a second thought.- Give it a thought, but if you are thinking about getting your industry automated, visit us at happisales and we would love to give you a demo!

  • Top 4 benefits of field force automation in the logistics industry

    Top 4 benefits of field force automation in the logistics industry

    The modern world is automated in many ways and the Indian logistics sector is no different. Location intelligence utilities like the field service management software have taken the sector to new heights. Cutting short the costs incurred and maximising the profit margins, one is certain of its ability to put a smile on the upper-level management.

    The Indian logistics industry is one of the fastest-growing sectors in the country today. Despite the discomforts caused by the relentless pandemic, the industry still manages to function to its full potential. One of the primary reasons for the sector’s independence is the dependence of the other sectors over it. Be it agriculture, manufacturing, e-commerce, or retail – logistics is one sector that gets its work done.

    LOCATION INTELLIGENCE FOR THE WIN! – THE OTHER SIDE OF THE INDUSTRY

    But with great power, comes greater responsibility or so to speak. With such a noble sector working its wonders in the economy, certain challenges can prove to be constant troublemakers. On-time delivery is the essence of a logistics business and its major goal would be to strive towards it no matter the consequences. 

    The success of such a business is measured by its ability to manage and deliver its shipments without damage and at the right time. This might be a heft task considering the vast landmass, such a business covered with such little manpower to take. This is where sales force automation through location intelligence helps move boulders and mountains. But what exactly is Location Intelligence?

    Location Intelligence (LI) is putting together the information collected – Geographical visuals, and business numbers from a particular location or a select area. Location intelligence plays a key role in understanding the various aspects of the logistics business at an in-depth level and helps plan better. Here are a few ways how sales force automation through location intelligence can help take the cake in the business.

    On-time delivery

    One of the most important traits of a successful logistics business is its ability to ensure on-time delivery given any state of odds. An implementation of a field service management software would make things more streamlined. While serving a country as vast as India, it would need more effort to keep track of all the deliveries to be made.

    Field force automation gives an added leverage to the crew to understand the flow pipeline better and prepare themselves better for spotless on-time delivery. This is possible due to the information picked up by the field service management software.

    Information such as 

    • date of order placed
    • pickup location
    • transit route
    • warehouse check-in, 
    • regional transportation 
    • local mobility

    can all be streamlined together to calculate the right delivery time, ensuring the management to focus on working towards it. Choosing a closer warehouse to the delivery location, or choosing an alternate route to make things quicker can all be perfected via field force automation. A perfect example of this would be tracker apps used on Myntra or Amazon. 

    Finding the best possible route

    Let us all be transparent here. Apart from agriculture, logistics is the next business that can be affected by an act of god. An unforeseen downpour, a tropical storm, or border politics can hamper the business to great extents. Although field force automation can neither change the weather nor ease up political ties, it does help the management and the crew to find alternate routes to circumvent the difficulties that lay ahead. A shipment that was to reach Bengaluru can either be routed through Mumbai or Hyderabad. Picking the best possible route considering the current scenario between the two can help either fasten delivery or go around an inevitable hurdle. The ability to have ready-to use plans on the field force management software can give the team and the crew to jolt down the best possible route without any hassle.

    Optimization of fixed costs

    As mentioned earlier, one of the biggest contributors to such a business’s expenses is its fixed costs. The fixed costs in a logistics business are its Depreciation, Driver salary, Fuel, Toll charges, Maintenance and services. Even though field force automation cannot eradicate it, but can help the management keep tabs on its expenses. Taking a deep dive into the information provided on the field force service software can help find the best possible ways to cut down the costs. An example would be to take a shorter route and reduce the cost of fuel, and average it out through other means of movement so that the combined expenses of these two would still be lesser than what it was earlier. In a way, such use of field service software can help make informed decisions keeping in mind the essence of on-time delivery of the establishment.

    Care for your people

    The best business is run by its people. Some of the successful businesses around the globe understand the importance of their contributors. With that in mind, the most important people in the logistics business are its front end workers. Drivers and delivery agents working around the clock to keep that brand identity alive are one of the prime concerns for the business. The field force management software helps keep track of the company’s agents anywhere and anytime. This would help send aid in times of need. A vehicle breakdown or an unforeseen accident on perilous roads could catch the eyes of the management very quickly. This would in turn help them dispatch aid swiftly and might save lives in such dire circumstances.

    We at happisales strive to be the forerunners of GPS tracking software and sales tracking software. We live in the modern world and we believe it is time for businesses around the globe to take giant strides in the phase of evolution. If you are looking for a sales force tracker app or a field force management software, we would be glad to help with a demo of our product. Feel free to contact us at Happisales, you are one step closer to the new world of automation.