Automation solutions for service technicians. Works with all your existing solutions and CRMs.
There are a lot of different field team distributor management software programs out there, and it can be tough to choose the right one. But don't worry - we're here to help. We've compiled a list of our top five picks for the best field sales distributor management software for 2023.
(P.S: If you want a detailed walkthrough on choosing the best route optimization software, check out this article here)
Now, without further ado, let's dive into our list:
Fieldproxy is designed to assist managers across the FMCG and FMCD sector, helping organizations streamline what their field teams get to do on a day to day basis - through channel management, real-time channel sales data, distributor discounts and scheme data, and location intelligence.
Fieldproxy allows managers to easily create automated workflows for their employees and assign tasks to agents through the web dashboard. The user-friendly mobile app enables field agents to update tasks as they are completed and provides real-time updates to managers.
The software also includes special workflows designed to ensure the safety and security of on-site field agents.
Fieldproxy’s feature-rich cloud-based application brings all your field tasks under one roof with the most interactive web application and highly capable mobile app. The heavy-duty software provides ample features like:
BeatRoute is a sales enablement platform that enables collaboration between their sales teams, channel partners, and B2B customers.
More accurately, it is a modular field sales management platform that helps companies with territory and visit management. It’s a good solution with a range of features like custom reports, data logs, and route maps, to name a few.
Prices start at $12 USD per user, and the reviews leave a bit to be desired.
Unolo is a mobile and web application that works to help managers keep an eye on field sales activity, idle hours, and performance, and do this all seamlessly and cost-effectively. It’s completely cloud-based and offers integration with popular services. Unolo is also simple to use and saves a lot of time for businesses that need this kind of field service tracker daily.
There are only a handful of companies that do a better job than Unolo at field service management (one of them being Fieldproxy). They’re easy to use applications.
However, they cannot thoroughly customize how field sales will be tracked, and to what degree. So essentially, you’re not in control of how much data about your field services is being tracked.
Read our full review on Unolo here
Leadsquared is a mobile and web application that works as a sales CRM and marketing automation software to help managers keep an eye on field service activity, idle hours, and performance, and do this all seamlessly and cost-effectively.
It’s completely cloud-based and offers integration with popular services. Leadsquared is also simple to use and saves a lot of time for businesses that need this kind of field service tracker daily. We’re done a complete review of Leadsquared vs Fieldproxy right over here, so be sure to check it out!
Innomaint is a software platform designed specifically for small scale businesses and is tailored toward inventory and asset management needs. It provides tools and features to help these businesses manage their operations more efficiently and effectively. Or so it seems at the surface.
We took a free trial of the Innomaint app to give you a feel of what it is like using the application. Read more about what we thought of Innomaint in this detailed review
It's important to manage your distributor management software properly, regardless of how it operates. This will ensure that it's helping, not hindering, your customer service team.
By following these 10 best practices and tips, you can enhance your customer support, increase customer satisfaction, and improve your support team's performance.
Agents need to be properly trained on how to use the visit planning system that you go for, and on customer service best practices in order to handle customer inquiries effectively. Good training ensures that agents will be able to use the route optimization solution efficiently, provide high-quality customer support, and help maintain customer satisfaction.
There’s always going to be visits that clash with your agents’ schedules or that are of immediate attention. Question is, will your current route management process be prepared to handle it? If not, then you might want to consider shifting to a new system.
The old way to go about this would be taking a look at all your visits scheduled for the day and find out which agent has more time on their hands, then see if they’re closer to the client’s place and schedule a visit.
At Fieldproxy, we do things a bit different. All you have to do is, head over to Fieldproxy’s AI visual builder, ask it a question, and it will show you actionable data for you to interact with, in 5 seconds.
You instantly know who’s available and who’s not, and allocating tasks to your agents becomes child’s play. The point is, if you’re not able to prioritize your visits for your agents, you will have a hard time scaling your operations.
This builds up on our previous point. No one likes feeling overwhelmed at work. If your support team is constantly bogged down by an unmanageable number of customer requests, it will lead to decreased productivity and, eventually, burnout.
Avoid this by ensuring that your team has the adequate support it needs, whether that means hiring more staff or implementing automation tools to lighten the load.
It is extremely important while managing beats and performing route planning that you have your eye on the ball at all times - knowing where your teams are, what activities are being carried out, how effective is your least effective agent compared to yesterday, how can you make that better today - as a fleet and field team manager you need to be able to stay on top of all of these questions.
Once you have that data, you will be able to make faster, more accurate decisions that help you scale your business beyond what you might’ve though possible.
It’s no use collecting all of that data from your team on a daily basis if
A) It’s not being measured
B) You’re measuring the wrong metrics
Both can amount to serious damage to your organization over the long haul. So it’s important that you measure data for your teams. What kind of metrics do you really need to track? We’ve put up a detailed article about it right here, so do check it out.
Just to give you a quick outlook, tracking metrics for teams varies widely and there’s really no one-size-fits-all for what kind of data you should be looking at, but most of our clients here at Fieldproxy love seeing a few key metrics:
Just to name a few. Go check out the detailed article here to learn about more metrics you should be tracking, and how to go about measuring them effectively.
Data metrics are nothing if your agents are not incentivized to collect them. Because if your agents do not collect real-time data from the field, you do not have any metrics to work on. This is why incentivizing agents based on targets aligning with Visit data is important. Some key metrics we collect here at Fieldproxy for our clients include:
Your field teams are cost centres that can turn into revenue centers if you incentivize and make the right data backed decisions. That’s what we help you do at Fieldproxy.
Data from your customers is just as important as data from your field teams. To make a distributor managements are successful, not only when your agents go from point A to point B in the most efficient way possible, but also maintain the quality customer experience that your business prides itself in. Collecting customer feedback helps you know that your agents are doing a great job.
And if we haven’t emphasised it enough in this section of the blog, track your metrics. Know what’s happening on the field, then make calculated decisions to take your company to the next level. That is how manage your routes the best way possible.
Now that we know exactly what you need to do to make sure your visits are organized, efficient, and customer-centric, let’s move on to choosing a software that can help you achieve all of that. Obviously, our biased answer’s going to be Fieldproxy - arguable the best field team route optimization solution on the planet, but in case you want to look around, here are a few things you need to consider while choosing your distributor management and route optimization software going into 2024 and beyond:
Manual distributor managementning is time-consuming and can lead to errors. We’ve already seen that. With visit automation, you can create workflows that automatically assign tickets to the right person or team based on the issue type, priority, or other criteria. That’s if you’re a service team.
If you have a field sales team, you can simply assign visits based on agent productivity, workload, availability, capacity, or proximity to the client. This saves hours of time for your dispatcher, and ensures visit requests are handled promptly and efficiently.
Service level agreements (SLAs) set expectations for response and resolution times for customer requests. A good distributor managementning system should allow you to set SLAs and track the status of each ticket against them. This helps you ensure that you're meeting your service commitments and identify areas for improvement.
Effective distributor managementning relies on accurate categorization of customer requests. Look for a system that allows you to create custom categories and subcategories to match your business needs. This helps you prioritize tickets, allocate resources effectively, and track the most common types of requests.
Creating responses from scratch for every ticket is inefficient and can lead to inconsistencies. Customizable templates allow you to create pre-written responses for different types of requests. This saves time and ensures that all responses are professional and consistent.
Your distributor managementning system should allow you to create custom queues and status options that match your business needs. This helps you prioritize tickets and track their progress through different stages, from new requests to resolved issues.
Your distributor managementning system should integrate seamlessly with other tools you use, such as your CRM, inventory management system, or project management software. This saves time and avoids the need for manual data entry.
Effective distributor managementning requires accurate time tracking. A good system should allow you to track the time spent on each ticket, including the time spent on different stages of the resolution process. This helps you identify areas for improvement and ensure that your team is working efficiently.
We’ve gone through this enough time already for you to know it’s important. Extremely important. Look for a distributor managementning software that provides comprehensive reporting capabilities, including metrics such as ticket volume, response time, resolution time, and customer satisfaction.
A routing and attendance management system helps customer service reps manage service requests by automatically creating a ticket from platforms like Live Chat, Email, Call, Social media, or another platform.When an field agents receives a ticket, they can see all the customer data associated with it, which helps them resolve the issue quickly and efficiently.
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.
One of the key features of Fieldproxy is its distributor 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.
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.
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.
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.
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.
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.
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.