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The Takeaway Tips for Better Field Team Management

Mobile technology has given field service-based companies greater flexibility in how they operate. Things like field team management software allow field team managers to easily plan, schedule, monitor, control and analyze field team activities, getting real-time data in the format they need at the moment.

If you are looking for the most efficient way to plan and manage your field sales team’s activities, consider the opportunities to adopt a field team management software solution. In our mobile era many companies still make the same mistake, relying on general-purpose software like MS Word and MS Excel, Google Docs, Notes and practicing traditional multi-channel communication with field team members via paper reports, phone calls, SMS, and email messages. The key benefit of up-to-date field team management software is that it allows you to organize the whole field team management process using just one Web-based application, and meanwhile make it more productive and cost-effective.

Below you’ll find some tips on how to manage your field reps more effectively using a field team management software solution.
  • Streamline your field rep’s activities. Field team management software allows you to easily coordinate all kinds of field operations, planning visits and tasks in bulk and in advance, assigning territories, optimizing travel routes, monitoring all the activities is real time on the map, and communicating with your field team members using built-in messenger.
  • Reduce the influence of human factors on operational efficiency. Field team management software promotes faster data entry with less error. Mobile forms for retail data collection are faster than paper forms due to automated task templates, drop down lists, bar-code scanner, search boxes and built-in photo-reports.
  • Get timely and reliable data from field reps as soon as it has been captured. field reps, who use a retail merchandising mobile application, don't have to visit the office to provide a report. All the data collected in stores is automatically synced with the corporate database. Field team management software allows you to track your field reps positioning and activities live on the map through GPS-technology. All the data, collected in the field, is GPS and time-stamped. Fraudulent check-ins become easy to detect and dealt with.
  • Easily analyze your retail data. Field team management software allows you to aggregate, store, transfer and share your retail data with ease. The most sophisticated field team management software vendors offer users powerful analytic capabilities, so they can filter and sort the information, provide role-based access to data, and easily integrate retail data to corporate database.
  • Reduce hardware expenses. Top field team management software solutions work on common mobile platforms (Android, iOS), which enables BYOD policy implementation. Use BYOD policy to leverage common tablets and smartphones in the field so your field reps can bring their own devices and be more effective. Field team members will save time on training by using the devices that they already know and you save on hardware costs.
To get your free access to field team management software, visit
To see for yourself how a field team management software solution can help to improve your field team’s operations, schedule a free live online demo. To get more information on field team management, read our previous articles.


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