Skip to main content

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.


Popular posts from this blog

Implementing Sustainable Merchandising

In the factory-to-customer cycle, merchandising is one of the most wasteful processes. From the fuel consumed by field reps to the amount of paper used in traditional audits and surveys, on top of promotional and seasonal displays, it is easy to see why merchandising is considered “eco-unfriendly”. A field merchandising app can make a world of difference when it comes to sustainability. By adopting a field merchandising app, CPG and FMCG businesses can expect the following: Virtually eliminate the use of paper in in-store activities such as planogram checks, audits, surveys, and orders, among others. A state-of-the-art field merchandising app will also allow for instant access to the data collected, slashing the time and cost spent on data entry. Considerable savings in rep travel time and fuel thanks to the route optimization functions of field merchandising apps that automatically calculate the shortest store rounds. A cross-platform field merchandising app will all

Cloud for Retail Execution: Make Away with Data Storage Costs

Why Go Paperless? In order to store 2 million paper documents, an organization can expect to spend between $40,000 and $60,000 on filing cabinets alone. Those same files could fit on fewer than ten CD-ROMs (Business Guide to Paper Reduction) . If we assume that a filing cabinet uses from 6 to 20 square feet of space and the office space costs $23 per square foot , the space for a one filing cabinet will cost a company $1656– 5520 per year .   How to Go Paperless? When you choose paperless data collection your data storage costs can be significantly reduced or even brought to zero. Digital data collected using mobile forms require much less space than paper sheets and therefore cost less money. With the development of mobile technology you don’t need CDs or any other data carriers to store and access your data. More and more companies opt for Cloud storage. The price of Cloud storage starts at $0.01 GB per month and the average number of MS Word pages per GB is 64782.

Solving Information Loss in Merchandising Once and For All

Information loss used to be an inevitable consequence of retail merchandising. With many field reps performing a number of tasks on each one of the stores in their individual territories, it is easy to see how the amount of data collected on the field grows exponentially and is, therefore, increasingly difficult to handle and more subject to information loss. Mobile merchandising software  is the ideal solution to information loss in retail merchandising. When businesses implement a mobile merchandising software solution, they prevent information loss in the following stages of data processing: Data collection It is easy to see how information can get lost in traditional pen-and-paper merchandising. With mobile merchandising software, field reps perform tasks such as filling out forms and taking pictures in their mobile devices, leading to less misunderstanding and mix-ups. Data transcription With mobile merchandising software, there is no data transcription. The information goe