Thursday, March 12, 2015

Best Practices For Sales Operations In A Mobile World

Managing field sales operations today seems to be quite a challenge as managers are overwhelmed with more and more data workflow and field sales reps feel embarrassed with last-minute scenarios they weren’t quite prepared for. But all that can be easily changed thanks to digital technology that helps to organize corporate data and business processes. When sales reps have tools that enable them to work efficiently, sales team managers can easily achieve lean management and sell more in less time.

Here are the best field sales operation practices to develop highly organized processes and strategies and drive decision-making.
  1. Use SaaS software applications to streamline the sales operations workflow. Today we live in an app-driven world where every process can be optimized using proper software and sales operations is not an exception. A great number of sales management tools and software solutions empower field reps to close deals faster and help sales team leaders to manage tasks and assignments, ease collaboration and track goals in a more efficient manner. Picking out SaaS solutions for sales operations definitely makes sense because you can access it anywhere, your field sales reps can get the information they need on the go, and all the data is synchronized automatically.
  2. Move your business to the Cloud. If you adopt a Cloud solution to automate your sales operations you can count on the best service availability even if your company is multinational and runs in different countries and time zones. Being on the Cloud also makes it possible for field sales reps to work offline, and the system will automatically synchronize once an Internet connection is established.
  3. Opt for sales operations software with CRM capabilities. There are many field activity management tools on the market these days and many of them have, in addition to standard territory management, CRM capabilities and/or the possibility to connect with existing CRMs through APIs and export/import.
  4. Use analytic tools to make data-driven decisions. Sales operations software solutions don’t end with streamlining workflows and CRM, providing team leaders with an opportunity to receive instant reports and manage operational priorities in real time. The web-based dashboards and reports help you identify productive employees and perform workflow analysis, taking informed strategic decisions based on up-to-date data.

Of course, this list of sales operations practices for maintaining a productive workflow is not exhaustive but it’s a must that will greatly improve your team’s effectiveness if used comprehensively.

To learn more about how to improve your field sales operations, go to and get your free access to sales force automation tools after registration.

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