Automation solutions for service technicians. Works with all your existing solutions and CRMs.
Read somewhere that ‘sales are contingent upon the attitude of the salesman and not the attitude of the prospect.’ And let's face it, no company is exempt from sales challenges. But what sets successful companies apart is their ability to overcome these sales challenges. Even more so if it is an outside sales team who have to visit customers in the field. For such customers, tracking their sales team location being the first one.
Every business owner wants their team to work properly. And bring in as many new customers as possible. That is how companies ought to grow right? Company Managers or HR or business owners need to guide and analyze employee's work for the best performance. It's easy to watch & manage work hours and activities of staff working in the office. But when the employees jobs often need travel, it's not easy to check them.
Sounds tedious right? You would not want to get caught up inlining Whatsapp group updates about the progress of the sales team. Or make innumerable phone calls to keep a check on people. Who has the time to waste their time these days right?
This is where tools like Fieldproxy can help - where everything you need to manage your on-ground team in there in one single place. You can start with an empty canvas and bring your field operations to life. But let us first understand what problems make the sales force tracking so important.
There is a very profound quote that says, “Give me 6 hours to chop down a tree and I will spend the first four sharpening the axe.” Let me explain. Jump into this scenario where your company has just launched its product and is all set to take over the world. You have done your planning. But your salesmen delay reaching the doorsteps of your potential customers to sell them ‘the phenomenal idea!’ just because they did not plan their route properly. That is just bad, right? In such cases, tools like Fieldproxy and its sales team location tracking solutions can be your saviour. 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.
What's more: Such tools also help you in estimating the total time spent by the team in each of the locations, the idle time of your team and much more. The data too is displayed in ways that are easy to understand. This also helps you gain key insights across many functions from your projects, teams, and processes.
As a small business owner, it can be difficult for you to manage your field force. After all, that isn’t the thing they teach you in business schools! No doubt that Slack, Zoom, Outlook, G-suite, Whatsapp, and others have created the concept of dispersed yet connected teams. But you cannot deny that they eat up a lot of time from your jam-packed schedule.
Getting updates on different applications tangles everything. And then you have to spend more time to organize your data. Now think having one source of data with all your field data. This ain’t a mirage! Platforms like Fieldproxy allow you to find all your field data in a single place . Not just that 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 exactly the effective time spent in the field by your team which can further help in tracking and improving your field agent’s productivity.
From time to time, you need to set expectations in your team. This goes without saying that you need to give them a target to achieve. Else your sales team will act like a bunch of free kids getting paid to play around. I am sure you would not appreciate that. So the communication about the work has to be very clear so that it leaves no room for ambiguity.
Apart from salesman tracking, you can also use tools like Fieldproxy to bring your field operations to life with its highly customizable workflows . It allows you to operate your sales force the way you want. With simple drag and drop building blocks. You can create a to-do checklist for your Field staff. Giving your team members meaningful work will help them develop in their careers. Reminds me of what my favourite basketball player Michael Jordan said, “talent wins games, but teamwork and intelligence wins championships.”
Managing on-ground teams means that the workflow would be different from in-office teams. And now with the pandemic outbreak, things have become even more difficult. So it becomes much more important than ever before to keep a real-time track of your field force attendance, the salesperson’s location, distance travelled, total productive hours, etc. You can throw up your hands and say that your distant on-ground team isn’t working.
Or you can come up with better, more empathetic, and more empowering ways to lead. Salesman tracking is important as the salespeople act as your eyes and ears. They help make sure your projects are a success even when you may be hundreds of miles away.
The challenges of managing boots on the ground are indeed multi-faceted. But you can always count on-field employee tracking software like Fieldproxy for apt distance calculation & expense reports of your team. It provides solutions for business owners who would like an efficient way to keep track of the vehicle's and drivers' safety without any external hardware.
After all, for how long are you going to wait for your sales team representatives to respond to your texts and emails? Especially when you’re eager to hear back. Because someone else is waiting for your instructions based on how your on-ground team members respond. It then becomes a waiting game that is costing you money. Hence all these tracking applications were developed.
These field sales tracking apps help you know where who is travelling and for what purpose. I would like you to picture it more as you sitting in your cabin and trusting these tools to be your Binoculars.
There is an ancient African proverb that says that we can't walk together if we don't walk together. This means that though it’s your deal and your money and you have veto power over everything. But you shouldn’t lead like a dictator. The flow of ideas should be two way.
Your team should also feel free to communicate with you in case they are facing real problems in the field. keeping this in mind, tools such as Fieldproxy provides you with a feature to see the big picture at a glance. That helps you figure out what is working and what is not. Your employees can communicate with you through charts and dashboards with all the necessary information. You can also use powerful sorting and filtering to view it the way you like. The biggest pro of this is that you can know inside out about the situation from all perspectives.
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 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.
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.
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
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.