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Field Team Management Software Through the Eyes of Your Field Reps



The reasons why the managers should like field team management software are obvious. Fast and simple scheduling, real-time monitoring of field activities, powerful analytic capabilities and streamlined data workflow allow managers to perform their duties in the most efficient manner, freeing up time to make better decisions.

The problems usually begin when it comes to the adoption of a field team management system by field representatives. There are different reasons why they may not like the new order of things, but nevertheless the problem must be solved as soon as possible, otherwise the whole idea of field service automation is at risk.



The most common reason why companies face resistance from field reps, when implementing field team management software, is the fear of changes. The unwillingness to be constantly monitored and controlled also defines field reps’ negative attitude to field team management software.

The only way to overcome field rep’s resistance to field team management software implementation is to persuade them that it’s good for them also, explaining the benefits and outlining the prospects for improving their work that will become less manual. Below you’ll find some arguments that you can use to explain your field reps why do they need a field team management software solution to be installed on their tablets and smartphones.
  • All the information stored in the same place. Field team management software allows companies to built the unique field data exchange system that provides field reps with the real-time access to all the necessary data from their mobile devices. Empowered with a mobile application for retail execution, your field reps are always able to get information on the schedule, customers, locations, contacts, products, price lists, history of previous visits, orders, returns, multimedia, files, presentations and more. Having all the data in a mobile device means your field reps don’t have to carry a mountain of paper to perform retail visits.
  • No more paperwork. Field team management software saves a lot of time for field reps due to automated data entry and mobile data collection forms, allowing concentrating on clients, not paperwork. Using just a regular tablet or a smartphone field reps can conduct retail audits and customer survey, perform merchandising activities, and make product orders and returns. They can even bring their own device to perform retail visits, to feel extremely confident with the features and the interface, as long as up-to-data filed team management solutions allow BYOD implementation.
  • Zero time spent to reporting and getting the schedule. After field team management software is implemented, field data is fully synced between field teams and the office. That means that all the information, collected by your reps, including retail audits results, survey data, photos, electronic signatures, orders and etc., is instantly visible in the office. Accordingly, all the visits and tasks scheduled, documents attached and notes, made by the managers in the office, become at once available to field reps in their mobile devices.  This means that your reps don’t have to visit the office to get the tasks and report back.

The last and the most important argument for your field reps is that field team management software saves a lot of their time. Increased productivity drives larger order size that is definitely good for your reps salaries. Using a comprehensive field team management solution to perform retail visits your field reps can focus on their essential job – selling. Having more time to negotiate with cistomers your reps will be able to improve the quality of customer relations, ensure higher level of customer service, providing an increase in sales and the arrival of new customers.


To learn more about field team management or to get a comprehensive field team management software free of charge, register at www.visitbasis.com


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