A LinkedIn study says that sales professionals spend less than 30% of their time selling and more time on non-selling tasks like administrative duties, making time sheets, and other duties.
Manual activities slow down the entire sales process, leading to issues like delayed responses to customers, unattended clients, missing databases, etc.
However, you can drastically reduce or eliminate such issues and maximize your sales team productivity with a workforce tracking and management tool.
In this blog, we will discuss in detail about a sales force management tool, its features, and benefits in boosting your sales team’s performance.
Keep reading further to understand everything about a field force management system.
What is a Sales Team Tracking and Management Tool?
A field service management(FSM) tool, is a digital solution designed to help businesses efficiently manage their sales & service teams, customer relationships, and lead management processes.
Such tools are used to streamline and optimize various aspects of sales and service operations, making it easier for businesses to track and manage their field force’s activities, leads, and customer interactions.
One of the biggest issues with managing large sales & service teams is huge blocks of data. But workforce automation software provides seamless data organization, which you can access anytime and anywhere.
A sales team tracking and management tool not only prevents manual labor but also reduces the time taken in manual tasks.
Some of the core features of a workforce automation system are-
FSM tools allow businesses to store and organize customer and lead information in a central database. This includes contact details, interaction history, and other relevant data.
These tools enable users to schedule, assign, and track sales & service-related tasks and activities, such as follow-up calls, meetings, and email communication.
Sales CRM tools offer reporting and analytics features to help businesses gain insights into their sales team’s performance. Managers can generate sales reports, forecast revenues, and identify trends.
Automation features can help streamline repetitive tasks, such as attendance management, lead assignment, expense management, beat planning, etc which can save time and reduce manual errors.
Mobile apps and responsive web interfaces allow sales teams to access and update customer data, minutes of meetings, expense bills, and sales & service information while on the go.
How does a Tracking and Management Solution Help Maximize Your Sales Team Productivity? Benefits
These solutions provide a centralized repository for all customer and lead information, communication history, and sales activities.
This allows your sales team to access relevant data quickly, reducing time spent searching for information and ensuring that everyone has access to the most up-to-date information. Even when some team members leave, entire data and client communication threads are preserved.
Sales field tracking and management solutions offer features like lead scoring and pipeline management. This helps prioritize leads and opportunities, ensuring that your sales team focuses their efforts on the most promising prospects and doesn’t waste time on leads that are less likely to convert.
Many solutions offer automation for routine tasks, such as lead assignments, attendance, reimbursements, leaves, and timesheets. This automation frees up your sales team’s time to focus on more critical sales activities and customer interactions.
These solutions enable you to define and standardize your sales process, ensuring that all team members follow a consistent and efficient approach to closing deals. The beat planning feature ensures that daily tasks and routes are managed automatically for each field agent.
Integration with email, VoIP calling, and other communication tools streamline communication with leads and customers. Your sales team can send and receive emails directly within the CRM, ensuring that all interactions are tracked and logged.
Sales tracking and management tools provide real-time insights into your sales team’s performance. You can track key metrics, monitor progress toward sales goals, and make data-driven decisions to optimize your sales strategy.
Managing existing customer relationships is just as important as acquiring new ones. Sales force tracking solutions help you keep track of customer interactions, anticipate their needs, and provide excellent customer service, which can lead to repeat business and referrals.
How can a Sales Team Tracking and Management Tool benefit my business?
A Sales Team Tracking and Management Tool, also known as a Field Service Management (FSM) tool, can benefit your business by optimizing sales and service operations. It streamlines data organization, reduces manual tasks, and enhances productivity. With features like contact and lead management, task and activity scheduling, reporting, analytics, and automation, the tool enables efficient workforce management, leading to improved customer interactions and increased sales.
How does a Sales Team Tracking and Management Tool address the challenge of managing large amounts of data?
A Sales Team Tracking and Management Tool addresses the challenge of managing large data sets by providing seamless data organization. The digital solution centralizes customer and lead information in a structured database. This organized approach allows businesses to access and update relevant data easily, preventing issues like missing databases, and ensuring that the sales team has quick access to vital information.
Can the workforce automation features help in reducing manual errors in sales and service operations?
Yes, workforce automation features play a crucial role in reducing manual errors. Functions like attendance management, lead assignment, expense management, and beat planning can be automated, minimizing the likelihood of human errors. This not only saves time but also ensures accuracy in tasks that, if done manually, could lead to delays or inaccuracies in the sales process.
How does Mobile Access contribute to the effectiveness of a Sales Team Tracking and Management Tool?
Mobile access is a key feature that enhances the effectiveness of a Sales Team Tracking and Management Tool. With mobile apps and responsive web interfaces, sales teams can access and update customer data, meeting notes, expense details, and other sales-related information while on the go. This real-time accessibility ensures that the team remains connected and can respond promptly to customer needs, thereby improving overall efficiency.
Can the Reporting and Analytics features of an FSM tool help in strategic decision-making for sales teams?
Absolutely. The Reporting and Analytics features of an FSM tool provide valuable insights into the performance of the sales team. Managers can generate reports, forecast revenues, and identify trends, allowing for informed decision-making. By analyzing data on customer interactions, lead conversions, and overall team productivity, businesses can develop strategic plans to further enhance sales performance and address any challenges that may arise in the sales process.
The growth of your business largely depends on the productivity and promptness of your sales and service teams.
That’s why, regardless of your company size, you must monitor your sales team activities and provide them with adequate means to avoid delayed response, maximize efficiency, and reduce manual tasks.
A field force tracking and monitoring solution like Imprint takes away all the hassle by automating various tasks. This sales tracking and management tool is like your sales team’s helping hand.
It curbs issues like poor visibility, lack of accurate updates, cumbersome documentation, unavailability of overall sales performance analysis, etc.
To sum up, a workforce tracking and management tool like Imprint simplifies the chaos, supercharges productivity, and equips your sales team with the resources they need to be at the peak of their performance.
If you want to learn more about how Imprint can help you improve your sales team’s performance, book a free demo with us today!