How To Be Great At Tracking Your Sales Teams

Tracking your sales team is an important task and getting an automated solution to track your sales team is the smart thing to do

Shoaib Ahmed
4 min read
June 2, 2023
How To Be Great At Tracking Your Sales Teams
Sales Tracking

How To Be Great At Tracking Your Sales Teams

Shoaib Ahmed
June 2, 2023

What's On This Page?

  • Introduction
  • Why You Should Care About Efficient Sales Team Tracking
  • Benefits Of A Sales Tracking Solution
  • A little Bit Of Fieldproxy

Introduction

Tracking your sales team is one of the most challenging tasks of any manager’s day to day roles. Handling all that data, seeing what’s going on with the field teams, checking in and initiating tasks for agents and keeping track of those tasks, monitoring attendance - all of these tasks take time if you’re doing it the old-fashioned, manual way.

It’s always better to take the automated route, but not every business is convinced that it works. If you’re one of those businesses, or are a part of one, this article is for you. We’re going to take a look at why your business needs a sales automation and management tool. Let’s get started.

Why You Should Care About Efficient Sales Team Tracking

Managing your field sales teams can be a hectic task without the proper tools. An automated sales tracking solution can make your day if you use it right. These tools come with in-built employee location tracking, attendance monitoring, and data collection - all in real-time. And that is precisely why they come in handy when your data collection heap is growing into a gigantic pile of papers and dusty records.

Getting a sales tracking and automation solution just makes sense. Getting Fieldproxy makes much more sense. From tracking your delivery boys to monitoring your field sales teams’ attendance and data collected - everything is seamless with an automated sales tracking solution.


Benefits Of A Sales Tracking Solution

There are several different things that one has access to when using an app like Fieldproxy, including

  • Contact lists
  • Integrated GPS System
  • Email reminders
  • Scheduled appointments for free on your phone’s calendar
  • SMS reminders
  • Records all contacts made
  • Track time and how much your sales team members earn per hour based upon the number of calls made each day
  • Reports can be sent directly to your supervisor and compiled in a concise document or reminder/note form about what you should work on or try for next week.

The software is easy to learn and gives users the ability to start with a blank tracking template or create custom employee time tracking templates. The options are extensive and non-technical information such as employment agreements, real estate sales, purchasing agreements/employees and many more documents that can be created in a jiffy.

On top of the benefits we mentioned, there are several more pros that one may find when using a sales tracking app like Fieldproxy:

  • More efficient business operations overall
  • Easier organizing of sales leads and contacts
  • Ability to keep track of everyone's sales stats in your team
  • Easy reminders for upcoming appointments or meetings with clients
  • Ability to carry around a full list of contacts on your phone as well as on the computer

Most importantly, the ability to know exactly how much time you're spending on each client and what time you've spent with them will help determine if they are still a viable prospect for your company.

Closing Thoughts

As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing scheduling jobs to Payment Collection 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.

Make a data-backed decision today. Fieldproxy is trusted by 170+ clients and used by over 50,000+ agents all over the globe Click Here To Get Free Demo

Read Our Customer Stories

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.

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