A Traditional CRM May Not Work For Your Field Team. Here’s Why

Are you in the field trying to sell your product or service to a customer, but can’t remember if you spoke to them before? What if you had a way to track your customer interactions and data in real time?

3 min read
August 30, 2023
A Traditional CRM May Not Work For Your Field Sales Team. Here’s Why

What's On This Page?

  • Introduction
  • Why Field-specific CRM?
  • How Field Sales CRM Software Can Help Your Business
  • ---One: Quick Lead Generation And Location Tracking
  • ---Two: Improve Customer Services
  • ---Three: There is more to it
  • A Little Bit About Fieldproxy


The most expensive thing that you can do in sales is to spend your time with the wrong prospect. And a close second is spending time on the wrong CRM software. Especially using software that was built for inside sales teams when you have a field sales team.

It is correct to say that there is no tool in your sales arsenal that is more important or impactful to your long term income stream than your prospect database. And the right CRM software for sales management is the key. It's like your own "golden goose." It will keep giving you provided you choose the correct CRM software to improve your sales teams productivity.

There is a whole lot of planning and effort that goes into managing day-to-day field sales operations. There are also numerous prospect opportunities that your sales representatives need to seize. This is true for any field sales CRM in general. However, there are a lot more nuances at play when you select a field sales-specific CRM.

Field sales CRM software like Fieldproxy helps you create and optimize a streamlined workflow that is specific to the way your field team operates. They help your field sales team reach your customers at the right time with the right message to help you drive sales, build personalized experiences, stand out from the competition, and help achieve your targets.

Why Field-specific CRM?

If adopted and used correctly, CRM for field sales such as Fieldproxy is going to boost the performance of your field sales team exponentially. It will help your field sales team to excel in 4 areas that are critical for them:

Location Intelligence-based quick searching and sorting leads Increase target reach rates Follow up on sales opportunities systematically on time Prioritize and rationalize follow up activities

Let us understand how a field sales CRM software like Fieldproxy helps your business to grow:

How Field CRM Software Can Help Your Business

Quick Lead Generation And Location Tracking

  • There’s no time for delay in today's world. And when a salesman walks down that ‘prospect lane’ there are a lot of challenges that he faces. CRM allows them to recognize the customers that are most likely to convert.
  • This helps them to streamline sales/marketing teams, improve efficiency, and optimize the sales process. Tools like Fieldproxy helps your field sales team identify high potential leads - those who exhibit sales-ready buying signals and behaviours - in the vicinity of the area they are working in for the particular day. All of these signals can be tuned to your business.
  • By sorting leads your sales force can reach customers at the right time. Conveying the right message will help you drive sales. Sales reps can automatically capture leads from multiple sources and segment them according to characteristics such as demographics, buying behaviour, tastes, and preferences which can be done through CRM software such as Fieldproxy.
  • Fieldproxy has features like optimum lead distribution and dynamic beat allocations that help in making the sales process smooth - and ensure maximum coverage for your field sales team. It has a system designed to automatically generate the best route for your sales force so that they can cover more locations in the least time and you can increase your sales.
  • Your sales team can identify stores that they must visit. which takes into account various variables like stockouts, proximity, store potential, and multiple other custom parameters.
  • The Fieldproxy sales representative CRM helps the sales force to optimize their daily schedules and prioritize tasks to make sure customers who are a priority are not ignored and the key prospects are contacted on time. It also allows salesmen to spend more time with customers. Further leading to more deals closed and more sales.

Improve Customer Services

  • Price or product is no longer the reason why a customer chooses to do business with you today. They consider factors like on-time delivery, proper updates, and honest communication. It might surprise you to know that only 7% of organizations follow their leads within a day.
  • The sooner a lead is followed up the higher the possibility of converting them into a customer. Fieldproxy's mobile app CRM enables your sales team to access customer data & customer accounts on their mobile phones on the go - to ensure that hot leads in the vicinity are immediately actioned upon. It's like an inventory that moves with them.
  • Since all the customer-related data is stored in the mobile field sales CRM, it helps the salesmen to analyze the needs of customers and even anticipate their problems – all at the right time. All this helps to increase customer satisfaction and ensures higher profit margins.
  • By having access to important information like product information, account history, delivery date, etc., the sales force can make well-informed decisions quickly and respond to leads even faster. Less time is wasted searching for contact and trying to recall the conversation you had last time.
  • Rather more time can be spent on having productive discussions. CRM for sales software such as Fieldproxy allows your sales force to find all the field data in a single place. Being a concerned manager you can also get a 360-degree view of your entire field operations through a simple to use dashboard.
  • Moreover, with features like real-time live location tracking, you can know the effective time spent in the field by your salesman. Hence it helps in tracking and improving your field agent’s productivity and building better customer relationships.
Read our customer success stories

There Is More To It

  • The above features that you read are just the beginning of a pros list of a field-specific CRM. In addition to the above, a field CRM also helps sales force teams to segment data and identify valuable opportunities via criteria based selections. This prevents them from hours of cutting and pasting from various documents or surfing in the disorganized lists of data.
  • The best CRM for sales representatives helps salespeople to know exactly when customers need to be contacted by tracking all communications with them. For example, within the same app, you have information regarding product replacement, contract renewal, or a recent upsell to a new product or service. This all increases your chances of closing a sale or deriving more value from the customer.
  • Field CRM software like Fieldproxy can also help your sales force to easily prepare their weekly or monthly reports for management. The process is automated and takes just some clicks to inform your manager about what sales are currently in progress. You never have to manually intervene in the entire process once you set it up.
  • Fieldproxy also offers you options like reducing downtime with efficient scheduling and Custom tasks for each visit. This helps you keep a track of everything and allows the sales representatives to know what they need to take care of before meeting the customer again
  • You can also streamline your communications with the customers. By personalizing your communication, you can see how your customers’ perception of your business starts to improve for the company’s good.
  • To win the heart and wallet of your customers your salesmen need to proactively offer customers relevant services. The best sales force management and CRM software like Fieldproxy allows users to view statistics from a highly engaging perspective.
  • By using customized reports and dashboards, such CRM software offers real-time data updates and a platform that can be accessed from your mobile phone too. In today’s technology-dominated world, customers demand a lot of attention. And they expect you to do business with them on their terms. So the best CRM software helps you to do all of this. And also increase the productivity of your field agents.

A Little Bit About Fieldproxy

As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing tickets to scheduling jobs and everything in between, keeping track of everything can be time-consuming and inefficient. That's where Fieldproxy comes in - an end-to-end field team management solution that aims to simplify these tasks and streamline operations.

Ticket Management Solutions

One of the key features of Fieldproxy is its ticket management system. With this feature, businesses can create, assign, and manage tickets, ensuring that issues are resolved quickly and efficiently. This means that customers get the service they need, and businesses can maintain their reputation for quality customer support.

Schedule Jobs For Field Agents

Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.

Generate Quotes And Estimates

Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This feature is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.

Raise Invoices And Collect Payments

In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.

Collect Valuable Customer Feedback

With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.

Dashboards And Reports

Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time. Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.

Closing Thoughts

So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.

If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you. Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.

Related Articles

Get Two Months

Oops! Something went wrong while submitting the form.

Get Started Today!

Book a demo and get two months free!

Oops! Something went wrong while submitting the form.
Field Sales

A Traditional CRM May Not Work For Your Field Team. Here’s Why

August 30, 2023
Like this Blog? Share it