Tag: technology

  • Smart Scheduling as part of an FSM Solution – The Undeniable Benefits

    Smart Scheduling as part of an FSM Solution – The Undeniable Benefits

    As a business owner, having hundreds of employees, multiple locations, and a plethora of variables to handle, scheduling work can be a pain. Several scheduling systems utilising inefficient technology such as Excel, whiteboards, or even the ordinary pen and paper, compound the issue.

    Cloud-based solutions, such as field service management software, attempt to address these issues by redefining organising work schedules via intelligent scheduling, thereby eliminating the time-consuming process of manual scheduling, increasing employee satisfaction, and responding to industry demands. Each interaction your field service staff has with your clients is an investment in your company and your consumers. Your clients want a prompt response and for your team to arrive prepared to fix the issue.

    Without access to up-to-date scheduling and workforce optimisation technology such as mobile sales app, your workforce management team will lose out on a lot of benefits it offers.

    What is smart scheduling?

    Intelligent or “smart scheduling” systems on sales force tracker software provide a clear line of communication between the back office and the mobile workforce, allowing the best-qualified technician, craftsman, salesman, or estimator to be dispatched to a certain location or service appointment.

    What are the benefits?

    Smart scheduling feature in field service management software allows employers to collect data on how their workers operate and what role they play best in a team setting. These cloud-based apps also improve employer visibility by giving an on-the-go solution that is updated in real-time. Smart scheduling also allows workers to easily manage and see their work schedules through the use of mobile applications of the sales force tracker. Smart scheduling solutions may be accessed and used by managers, field service employees (contracted or directly hired), and customers to start, coordinate, and finish service calls via the Field Assist app. Let us explore some of these benefits in detail below: 

    Employee can manage their schedules

    Organisations benefit from being able to predict demand peaks and valleys by looking at historical data, so you can make a plan that appropriately matches this. Having dynamic and adjustable scheduling software is essential in today’s workplace for efficient scheduling. Without scheduling software, many of the scheduling approaches listed are not nearly as successful as they may be. Management can easily accommodate the personal lives of employees by allowing for schedule adjustments in field service management software. Employees can communicate efficiently, and future staffing levels may be correctly forecasted with this feature. 

    Time management

    Communication is very important, and it has been well-researched. In businesses with workers who work different hours, communication is very important. Misunderstanding can have a huge impact on a business, such as over or understaffing, unnecessary overtime, and unsatisfactory service because there isn’t enough direction or leadership. Employees can forecast their tasks better and as an employer you can see better outcomes as there are less missed shifts, no shows, and lateness. Improved task/responsibility delegation leads to more productivity. Empowered employees have better job satisfaction. Great service is provided by a happy staff, which leads to happy customers/clients.

    Update and adjust tasks and schedules in real-time 

    While using the Field Force Tracking Solution, you can access data using the laptop or even use a smartphone or other mobile device to update and change schedules. Sales force personnel can diagnose and address issues faster with a Field Assist app on their mobile phones, resulting in a more accurate and personalised service experience. A good sales force tracker system does more than just keep track of your employees. It helps you keep costs under control, create confidence with consumers, and keep your business running smoothly.

    Resolve Customer Issues Faster

    Having access to this real-time employee data enables management to handle issues swiftly and save unnecessary expenses. Smart scheduling feature on field service management software assists pulling out real-time employee data and staff expertise to deploy the appropriate staff for every task. Customers receive better service that is tailored to their specific needs when the process is simplified. An integrated system can also provide service personnel with all the information they need to meet any service requirement, from inventory and mandatory safety workflows to instant invoicing and customer history reports.

    Drive Better Customer satisfaction

    Smart scheduling feature of field service management software’s main goal is to make customers happier and keep them coming back. When you think of service availability and outcomes, remember that increasing customer satisfaction is the goal. Smart scheduling technology can help you attain higher schedule adherence, improved economic output, and reduced maintenance actions, which leads to greater technician productivity and availability. Providing great service and fulfilling contractual obligations starts with scheduling the right people, in the right place at the right time. 

    Conclusion

    Field service workflows can be streamlined and optimized with sales force tracker tools. Happisales is one such tool that you can deploy for your business and soak in the benefits. Schedule a demo today and watch how productive your staff can become with the smart scheduling feature of the setup! 

  • 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.