Automation solutions for service technicians. Works with all your existing solutions and CRMs.
There are numerous products that promise to provide excellent services in the sales automation software market. But few live up to their reputations, making it difficult for small firms to select appropriate sales automation software for their customers and users that is reasonably priced, fully customizable, and suited to their requirements.
For business owners, the process of automating most of their sales processes can be daunting. But you don’t want to spend too much time keeping an eye on your field sales teams and continuously testing them, so it is important to look for tools that make this work painless. In fact, some businesses have found that investing in a sales automation tool can help them save thousands of dollars.
But that only matters if you get a proper tool for your sales automation. SalesDiary is a great tool, but it is limited in many areas, so what’s the alternative? One word: Fieldproxy.
SalesDiary is a mobile and web application for sales automation that works to help you manage your sales teams as efficiently as possible. It has several different products under its umbrella - from sales analysis to distribution and promotions - there’s a solution for every use case at SalesDiary.
Fieldproxy is a full-featured software product with a mobile app that helps managers and teams of retail, pharma, FMCG, construction etc., to collect data in a structured manner. Managers can efficiently create tasks from a web-based dashboard and assign them to the agents on the field. You can also track and manage user data and locations in real-time using Fieldproxy. The app is powered by advanced AI solutions that suggest the right tasks for the right technicians at the right time.
Payment collection from field agents is still a prevailing issue in many sections across the globe. So it’s no wonder that companies are working towards innovative solutions to this. A few companies have great payment collection strategies for several use cases - SalesDiary and Fieldproxy fall under this section.
SalesDiary has many simple integrations for payment collections and they work neatly without any problems whatsoever.
Fieldproxy’s payment collection interfaces are fairly simple and interactive. They have a shorter learning curve and make it easier for field sales agents to adopt in a relatively short time.
Knowing your sales metrics is important because that gives you insight on what’s working and what’s not, who’s being a better resource to the organisation, and how to make the best use of company time, money, and effort.
SalesDiary has a separate product for sales analysis, and this product focuses only on sales metrics. You get a couple of integrations, but the price tag doesn’t make much sense for just a piece of the pie rather than the whole pie itself.
Fieldproxy’s user tracking metrics and analytics work great for notifying any kind of deviations or setbacks. This makes it easier for managers to get detailed locations in real-time, and while SalesDiary offers a similar feature, Fieldproxy is cheaper and more user-friendly.
There are only a handful of companies that do a better job than SalesDiary at attendance monitoring. Their massive library of templates helps business owners prepare contracts in a relatively small amount of time.
Fieldproxy is one of the best sales automation software out there in the market today. It helps users with a complete, no-code build of a product, from the ground up, which enables you to build a sales automation system that works around your business, and is tailored to it specifically.
Location Tracking is a hassle because of three major factors - erratic network connections, incorrect input values, and privacy. Solving these three issues takes a toll on a lot of developers so most businesses just have a simple location tracking interface that will take in whatever location you feed it. This does not work well with managers. That is why having a sophisticated location tracking system for field teams is crucial.
SalesDiary does a great job in collecting location data but has a limitation, where you cannot see detailed information about your field teams.
Fieldproxy also allows for easier user tracking and notifies any deviations or setbacks. This makes it easier for managers to get detailed locations in real-time, Nand while SalesDiary offers a similar feature, Fieldproxy is cheaper and more user-friendly.
The dashboard view primarily aims to provide users with an overview of your current contracts and accessibility options.
For SalesDiary, we have a collection of real-time data visible on the dashboard. It’s very intuitive and has a lot of toggle options for managers to play around with. But the dashboard is not very user-friendly. It takes a bit of a learning curve to get used to, and honestly, no customer wants that.
Every metric of your team that have been gathered to date will be ready for viewing in the dashboard. Managers will be able to get all the detailed insights specifically for each user who has checked in, which most field service and location management software miss out on. You also get detailed user tracking analysis, which is very useful in managing your field teams remotely.
This is the most crucial difference between Fieldproxy and SalesDiary. When you use a professional tool for time and personnel management, you expect it to give you complete control over what type of data you’ll be recording who you’re sending it to, and whether or not that same data can be used again. SalesDiary lacks this feature. As there is very limited customization options present it leaves the user a dilemma of how to manage what, and which task should get priority.
SalesDiary assumes that every company in a particular industry (mentioned in the form of templates) - for instance, every sales team - operates in the same way and has the same processes and workflows for these teams. Hence even minor modifications in the processes make it difficult to manage. And if you and your field sales team have existing processes in place - it becomes very difficult for your team to integrate your trackers seamlessly and manage them all in one place.
What do you do when you deliver wrong or defective products to your customers by mistake? Simple. You replace it. This is exactly what you should do when you choose the wrong sales automation software. You should go for better alternatives. And the best SalesDiary replacement is Fieldproxy
In a nutshell, Fieldproxy is a product that helps managers and teams of retail, restaurant chains, consumer goods, construction, and even real estate companies to collect data from the field in a structured format. Managers can create tasks through a web dashboard and assign tasks to agents on the field.
Apart from this, Fieldproxy helps you manage your sales team’s attendance and location data through its no-code solution, with only workflows. It is a very effective field sales management software. Let us now look at what better features this tool offers.
With Fieldproxy as your sales automation software, your field sales team reaches your customers at the right time with the right contracts to help you drive more sales. It helps your force to build personalized experiences and stand out from the competition. The feature of optimum lead distribution helps in dynamic rule-based allocation of leads so that the sales reps are only assigned leads based on their existing workload and their likelihood to close the deal. Similarly, with proper sales automation software in place, you get more done with minimum effort, save a lot of time in the process, and retain a greater number of clients. This leads us to our next major benefit.
Fieldproxy allows your sales force to find all the field data in a single place. Moreover, with features like real-time live location tracking one can know the effective time spent in the field by their salesmen. Hence it helps in tracking and improving any field agent’s productivity and building better customer relationships.
Fieldproxy is no doubt a better alternative than apps like SalesDiary because of multiple reasons. It also solves problems such as lack of customization, which we’ve discussed before extensively. Fieldproxy has options through which one can visualize and manage their entire contract pipeline.
Moreover, one can easily track the progress of his/her contracts across multiple stages. Features like complete contract automation take all your load and you never have to manually intervene in the entire process once you set it up.
SalesDiary has a free version that most small-scale businesses can use as sales automation software. However, it is severely limited, with not much room for customization and a simple yet less-useful mobile app.
On the other hand, Fieldproxy has a fixed fee with no hidden costs; The quality of the app speaks for itself. They have plenty more features and everything is crystal clear and transparent.
Moreover, Fieldproxy has real-time live support, including support over WhatsApp. It is an all-in-one tool to manage your field team's operations. Whether you manage a 5 member field team or a 500 member field team - the pricing is all the same. The tool adapts as you scale and grows your business.
You can always get a free trial with Fieldproxy as well as book a demo to understand more about the product. For your contract software management needs, Fieldproxy is the way to go.
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.
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.
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.
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
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.