Top Do's and Don'ts For Field service Agents

Looking for a sales app for sales reps on the road? Fieldproxy is the sales app for sales reps. With Fieldproxy, sales reps can manage all their sales leads, schedule sales meetings, and create sales reports.

Shoaib Ahmed
4 min
May 31, 2023
Do's and Don'ts For Field Agents


Field agents are the lifeblood of any business. They are the ones who are out there on the front line taking the orders, making the sales and getting the deals. But there are certain things that they need to do and certain things that they need to avoid if they want to be successful. This blog will take a look at some of the Do's and Don'ts for field agents, so the next time they’re on the field, things go as smoothly as possible.

What Field Agents Should NOT Do

Manual Scheduling

One of the best ways to maximize your sales when dealing with a shopper or consumer interaction is to time every single encounter individually in order to be able to plan it out accordingly. To avoid accidents and delays, manual or haphazardly planned sales visits for your team will only lead to a lack of key information about your industry's trends.

Also, evaluate your sales strategies and make sure you aren't doing all of the work by yourself. Sometimes it might be easier to do the legwork yourself instead of relying on other members of your team to take some of the responsibility off your shoulders - however, as someone with such a large role as Sales & Marketing Director, we understand that it can be difficult to relinquish control and delegate some of those tasks.

That's why we suggest listing each of your sales goals and matching them up with one or more members who'll take care of that on a weekly basis and then evaluating the progress after they've completed their tasks daily. All this can be easily achieved using automated solutions

Not Setting Clear Priorities

It's very important to keep things in perspective and to not over-focus on one specific area of your business while neglecting others. A bad habit that some can fall into is putting an emphasis on just one element of their plan too much and not paying attention to the big picture or essentially, its larger structure.

Not Paying Attention To Feedback

As an entrepreneur, your greatest assets are your customers. If you ignore what they have to say about your products - you'll only succeed in limiting the potential for growth that specific product has. It is essential that you act on any feedback that comes into your business, whether it is written or verbal - do not ignore it because you never know when it could lead to features of the product being re-designed.

Not Analyzing Your Metrics

Never stop analyzing your site data. A product or service that does not have its place or purpose can be a waste of both time and money – especially if you’re involved with a startup business. Your product needs to reach your target audience, and it needs to do so effectively, which is why field agent management only moves one step forward once the data has been evaluated after two steps back.

Not Having A Flexible System

Rather than have your field agents use a rigid, or formal system to document data, consider having them use an app for their smartphone that they can go out into the field with. Flexible automated systems for field management like Fieldproxy work like a charm for this.

What Field Agents Should Do

Smarter Task Allocation

Whenever a field agent is going out into the field, it is vital to understand which one of them has the best chance of connecting with the customer, for instance, a retailer or pharmacist. One way to get a better grasp on these minute details is by using historical analytics.

Market Analysis

Always be aware of your customer base. They are the most vital part of any business so make sure you stay on top of what they want and need by having an open dialogue with your vendors. This way, if there is a possible misplacement or misunderstanding, it'll be easier to correct it sooner rather than later which will leave no room for inaccuracies or confusion within that sphere of influence.

Improve Route Planning And Execution

One effective way to increase the number of sales visits made by medical representatives is by optimizing the routes that they take. For example, if your teams travel selling dental products to local doctors' offices, establishing specific distribution channels for each type of product will ensure that you're maximizing your reach and productivity, especially when it comes time to tally up orders at the end of each trip!

Get Technology On Your Side

To maximise your marketplace reach, research your market on an ongoing basis. Choose the most effective platforms & channels to increase your power on search engines and maximise product placement on mobile devices.

Create complete territory maps and sales trend analyses in order to effectively capture sales across your distribution network.

Closing Thoughts

Thiose were just some of the many do's and don'ts for a field agent. We know that field agents are invaluable to the security of any company. That's why we are highlighting some of the must-do's and must-don'ts for being an effective field agent. For similar content, you should check out some of our other blogs here

How Fieldproxy Can Help Your Field Team Business

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.

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

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.

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Field Service

Top Do's and Don'ts For Field service Agents

Shoaib Ahmed
May 31, 2023
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