Tag: sales team

  • Field sales app: Drive your sales team better with a goal-driven approach

    Field sales app: Drive your sales team better with a goal-driven approach

    Be it your life or business, if you don’t have goals defined, then chances of your failure are high. Goals are fundamental for any company to achieve and progress further in business.

    Every department will have specific goals and milestones (cluster of goals) to achieve for a quarter. And, every employee will have a plan defined for every week to reach the common goal and milestone.

    Similarly the sales team has some definite goals to achieve and help the company perform and progress better.

    Goals are defined for every sales staff to motivate, inspire and perform better. In fact, goals steer the sales team in the right direction.

    So, no denying the fact that setting up goals for the sales team is a fantastic idea.

    But, the buck doesn’t stop here.

    What if you don’t have a proper mechanism to track the goals? 

    The answer is simple. You won’t be able to make any progress at all as you don’t have any data about employees’ performance.

    There is no point in setting up such goals that can’t be tracked.

    So, if you have set goals for the sales team you need a robust tool that can help you (and the staff) to track and analyze their performance to improve in the future.

    Most companies set up goals but fail to track the performance against the goals due to the lack of proper mechanisms, leading to a rapid decline in growth.

    Remember, goals help companies boost employee performance and improve their morale by awarding them for achievements. 

    If you’re facing the challenges of setting up goals and tracking the same for improving the business, this post is for you.

    It will help you with a solution to set up goals for your sales team that enables you to track, analyze and celebrate the performances of employees.

    Meet the #1 solution – Field sales application

    While many solutions can simplify the process of tracking goals for monitoring employee efficiency, can’t miss the role of field sales applications.

    The field sales management software plays a meaty role in companies that deal with field sales executives who are out to meet customers daily.

    The app helps sales managers set goals and drive the teams toward them. The common goals shared between the executives motivate them to perform better and improve their efficiency.

    It’s super easy to set up goals in the app, and both field sales executives and sales managers can track and monitor the progress now and then to plan for improvement.

    Why field sales app for driving the sales team with specific goals

    Makes goal clear and visible to everyone

    The sales managers can set up goals for every sales executive on a day-to-day or monthly basis.

    The goal details are visible and clear to everyone involved in the process, and tracking the progress won’t be backbreaking for both the manager and executive. As the field sales personnel can track his own goals, he can adjust and accelerate the efforts to meet the goals if he feels he is far behind.

    So, even before a manager questions him, he can up his pace to improve his efficiency, and so does everyone on the team. In case of discrepancies and deviations from the goals, the managers can intervene and suggest improvements to help the executives to reach goals on time without hassle.

    Expedites sales cycles with real-time data transfers

    With legacy systems, the field sales staff must collect and update everyday work data by the end of the day, which consumes a lot of time. Often this leads to delayed cycles and missed milestones. To avoid this, implementing a field sales app can do wonders for the business.

    As the application enables the field sales team to share and update data from anywhere and anytime, they don’t have to wait until the end of the day, and updating the information is simple by just clicking the button on the mobile app.

    With this approach, the entire sales cycle is expedited, leading to meeting the goals and milestones on time without any hardship.

    Boosts employee morale by awarding for achievements

    The best way to improve an employee’s performance is to celebrate and reward him with awards. Without any relevant data about his performance, this is completely impossible.

    But, with a field force manager app installed on the field sales executive’s device, the activity log can be updated to the CRM every now and then, making the jobs of the sales manager easier to track and analyze the employee’s performance before rewarding him.

    As they have accurate data, celebrating an employee’s achievement won’t be a challenge. Awarding the right employee will be a breeze and helps improve the morale of the achiever and inspires other staff to perform better.

    Simplifies decision-making to accelerate growth

    Having a field force automation solution will help you track, monitor and analyze employees’ goals and predict future trends to plan for improvements. With data, you have the power to make analyses and planning ways for improvements. Legacy systems won’t fit this purpose and bill.

    The complicated decision making process will be simplified with a massive volume of real-time data obtained via field sales application.

    Brings everyone together to work as a team

    When the entire sales team shares a common goal, reaching success won’t be a distant dream. With everyone connected through real-time data, getting in sync and working together is highly possible to reach the milestones.

    Working as a team constantly improves efficiency, sales, customer experience, and business growth.

    Finally it’s time to act

    If your business is struggling to set and track goals for the sales team, then it is high time to rethink your strategy. Adding field sales applications to your current strategy will help your entire sales team to boost their performance and efficiency.

    Give your sales team the best-in-class field sales application and allow them to contribute better and quicker.

    If you’re still not convinced that a field sales application can take your sales team’s performance to the next level, explore the features.

    Want to give it a try? We bet you’d love it.

  • Field Sales: #4 Tips to Boost Your Sales Team’s Weekly Productivity

    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.

  • Top Four New Year Resolutions to Boost your Sales Team Morale

    Top Four New Year Resolutions to Boost your Sales Team Morale

    As we head towards New Year 2022, most of us take the opportunity to reflect on the passing year and plan what’s coming next. And while the age-old traditions of weight loss and healthy eating resolutions remain popular, the New Year is ripe for businesses to set new goals. 

    The sales industry is always changing, and the most effective salespeople keep up. Sales managers should reflect on their team’s accomplishments and shortcomings over the last year and utilize this information to plan for future achievement. In light of this, your sales resolutions should be well-thought-out and properly designed to set the tone for the coming year.

    4 Effective Ideas to Inspire the Sales Team this New Year:

    Consider these 4 New Year’s resolutions to ignite your sales team’s performance in the coming 365 days if you want to motivate them to work at a higher level.

    • Focus on Time Management – 

    Working in sales may rapidly become daunting, from prospecting and lead qualifying to cold calling and client meetings. But, amid the chaos, appropriate time management skills can help level out the creases and create a healthy structure.

    The necessity for proper sales strategic planning technologies has grown rapidly, and in-person business is reduced. Manual processes are prone to errors and obstruct your ability to make strategic quick decisions. And hence the need for further technological assistance. 

    • Improve Sales Productivity – 

    Maintaining your sales team’s motivation and drive to achieve their objectives should be a top priority. In today’s market, achieving a competitive edge requires identifying actionable insights, defining KPIs for your firm, and remaining current with your data. 

    You may improve sales strategy and performance by using data-driven planning and gathering insights. With a sales tracking software, you can always manage the performance of your sales team and scale up their productivity.

    • Celebrate Achievements – 

    While a year-round sales incentive program is beneficial, short-term sales sprints are an extremely effective strategy to boost performance during traditionally weak periods. 

    It’s essential to business success to deliver relevant, compelling, and timely short-term rewards. Also, choose recognition awards that are meaningful and presentable, strategic, and immediately gratifying.

    • Embrace New Technology – 

    It’s realistic to expect that the percentage of buyers asking to meet the salesperson can rise in the following year as communication technology advances. 

    As a result, it’s critical for salespeople to become familiar with the tools, apps, and procedures that clients prefer to use. Besides adopting new communication tools, it is crucial to leap into field Force Automation solutions to optimize sales further.

    Final Words:

    The start of a new year is a time for reflection, but it’s also a time to get ready for the year ahead. New Year’s resolutions may appear fabricated, but the core principle is goal-setting, which is critical to achieving a competitive advantage. 

    Take an effort to learn more about your Field Sales Team and celebrate their contributions. Only by embracing new technologies and diversifying your communication strategies can you stay on the cutting edge of your industry.To know more feel free to visit us at happisales.