Have you been looking for effective mobile CRM for field sales for your business that is simple and powerful for your business? There is one specific tool out there that is designed to fit these needs, and that is FieldTrack. This tool helps with running service operations in a quick, easy, simple and powerful way.
Most of us hate paperwork, and salespeople want to be able to spend their time meeting customers and selling rather than typing notes and reports. Field sales staff tend to leave field sales CRM to the end of the day, week and month, and as a result, reports don’t get done or get done with very low quality. Thankfully, with tools like FieldTrack, there’s no reason to have this issue anymore.
What’s the beauty of FieldTrack? Well, you have the ability to connect your workplace in its entirety with the click of a button. The system is reliable and works online, delivering quicker and efficient service to your business.
As a business owner or field sales manager in your team, you want to be able to simplify processes in order to be able to streamline the jobs at hand. If you do have this, your staff will most definitely appreciate the management of a busy schedule and can feel relaxed and calm whilst attempting to sell your product or service. FieldTrack will be able to give you real-time data and insight into your business and the operations that you run. You will also be able to give your staff access to all the information they require in order to get the work done effectively.
You can enjoy the benefits of a tool that can schedule, generate dynamic forms, manage your customers and have real-time location tracking all in one. The tool also integrates with third party tools, so if you have already-built systems, you can enjoy a seamlessly integrated tool across the board.
Planning and Scheduling
With this mobile field sales CRM tool, you are able to assign specific work orders seamlessly, no matter what industry your business is part of. You can schedule field sales reps to go out and register as dispatch so that reps are seeing as many clients as possible in one day. You can also enjoy fast and efficient invoicing, which lets you keep your projects and billing all on one software. Most business owners love this as it provides a one platform snapshot of what is happening in the business and where are their field sales reps are? at any given time.
You can also organise your customer database with the software. This may seem like a secondary need, but your client search fields help everyone maintain customer information quickly. You are able to not only store client information, but also update it and view a client history. Databases of clients can be imported and exported, and the general client search functionality is rather simple to use.
This feature lets you manage your reps in relation to their client locations. This way, you can have your reps’ projects scheduled, where they can view it and update information whilst they’re on the road, via the app. Reminders and tasks summaries are available and the app even has GPS tracking, as well as directions for reps, which will in turn, save you time and money.
You can have your business and all your staff track their expenses on the software. Field sales reps can log their expense data automatically. This can be via any device, whether you’re on desktop, tablet or mobile, and you can even save tasks when you’re not connected to the internet.
Dynamic forms is a rather interesting feature which allows you to build customised forms for your clients, at the click of a button. You can add your own fields and even capture signatures. Give the power of field sales CRM with dynamic data creation to your field sales reps. If you wish, you can also choose existing forms from templates.
Is your business already using apps and software like PayPal or Quickbooks? No hassle if you are, as FieldTrack has the ability to integrate with such apps to make your working experience that much more seamless.
Enhanced mobility means an increase in sales performance
Mobile CRM gives people the ability to manage workflows easier, and as a result, saves time and keeps reps on their feet and focused on selling, as opposed to something like paperwork. Your staff will become more proactive and productive, and eventually, they will be exceeding their targets with flawless systems put in place. This is the best CRM for field sales people.
CRM is not a chore and should not be seen as one. It should be seen as a means of value add to sales reps, where such software is designed to boost performance. Real-time reporting and analytics let anyone look at a quick snapshot of how the company is doing and this can be presented and refined to ensure profitability is always seen to, without reams of paperwork and meetings.