Skip to main content

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


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