Skip to main content

How to Make Field Sales Reps Like Your Field Sales Automation Software

Field sales automation refers to the use of technology to capture field sales or service information in real time. No one doubts that office managers and supervisors should like field sales automation. By implementing an up-to-date field sales management solution, they get an opportunity to manage sales territories, schedule visits and assign tasks with just a few clicks, monitor field team activities in real time, and analyze field team performance using built-in analytic tools. Field sales automation solutions provide streamlined retail data workflow, allowing managers to effectively perform their daily routines, freeing up time to make strategic decisions. 

When it comes to the adoption of a field sales automation solution by sales reps, a company may face a number of challenges, due to the need for employees to get used to the new order of things. Your field reps may not like the new way of retail execution due to the fear of changes and the unwillingness to be constantly monitored, or negative attitude to the whole idea of automation.  Nevertheless all the issues must be solved as soon as possible; otherwise the whole idea of field sales automation is at risk.

The best way to overcome field team members’ resistance to field sales automation is to explain them how they can benefit from it. Below you’ll find some arguments that you can use to explain your field sales reps, why do they need a field sales mobile app to be installed on their tablets and smartphones.
  • Mobile access to information – Field sales automation allows companies to built the unique retail data exchange system that provides field sales reps with the real-time access to all the necessary information from their mobile devices, including product catalog, price lists, history of previous visits, orders, returns, multimedia, files, presentations, schedule, customers, locations, contacts, and more. Having all the data in a mobile device means your sales reps will not have to carry a mountain of paper to perform retail visits.
  • Getting tasks and reporting back automatically – Field sales automation solutions provide instant data exchange between field teams and the office. That means that all tasks assigned and retail visits scheduled, multimedia attached and notes, made by the managers in the office, become instantly visible in sales reps’ tablets and smartphones, so your they have absolutely no need to visit the office. Accordingly, all the information, collected by your field sales reps, including photos, electronic signatures, orders/returns and etc., is instantly available in the office.
  • No More Paperwork – Field sales applications save a lot of time for sales reps due to automated data entry and mobile data collection forms, allowing concentrating on customers instead of paperwork. The up-to-date field sales applications allow BYOD implementation, so your sales reps can use their own mobile devices and be extremely confident with its features and the interface.
  • Saving time for increased efficiency – Field force automation allows performing daily activities very quickly, saving time for communication with customers. Having more time to negotiate with customers is a key to increase in sales, improvement of customer relations, and better customer service.

To learn more about field sales automation or to get a comprehensive field sales automation 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