Field Sales Automation Software Feautres

Smarter sales, anytime, anywhere with our Field Sales Automation Software
Attendance Management
Live Location
Always keep an eye on your field force. Stay updated about your Where and What your field force are doing in real time
Attendance Management
Field Visits
Automatically Assign your field executives based on their current location and availability with salient features such as fair allocation
Attendance Management
Mobile App
Mobile access enables Execuitves to access work orders and job details, update work status, and record customer feedback on the go.
Attendance Management
Manage Attendance
Digital tool which helps organizations in managing the executives, governing the attendance and leave and ensuring employee efficiency
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Dashboard
Comprehensive
Attendance
Geo Based
Live
Tracking
Reminders
Automated

Transform your sales team's productivity with Field Sales Automation Software

Field Sales Automation Software

How Field Sales Automation Software boost productivity & growth

Field Sales Automation Software streamlines and automates the sales process, allowing sales representatives to be more productive and efficient while providing businesses with real-time insights into their sales activities.

  • Daily Activities: Field Executives marks their daily attendance, inputs customer and request fulfillment information. This can include customer contact information, Service history, service information, pricing, and other relevant data.
  • Assignment & Optimization: Field Sales Automation Software uses this information to optimize the sales representative's route, based on factors such as proximity to customers, traffic, and other variables. This helps to minimize travel time and maximize productivity.
  • Lead Funnel: Field Sales Automation Software provides a centralized location for the sales representative to manage their leads, including tracking progress through the sales funnel, setting reminders, and scheduling follow-up activities.
  • Activity Tracker: Field Sales Automation Software enables Field Executives to track their sales activities, such as number of calls made, meetings scheduled, and deals closed.
  • Meetings: Field Sales Automation Software empowers Field Executives to create and manage Meetings on their mobile devices. This can includes booking appointment schedules, filling customer information, generating quotes, creating invoices, and processing payments, sharing meeting updates and much more.
  • Performance & Analytics: Field Sales Automation Software provides real-time data and analytics on the sales team's performance, including metrics such as sales volume, conversion rates, and customer engagement.

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Take control of your sales process and accelerate growth

Attendance in Field Sales Automation Software

Field Sales Automation Software allows businesses to monitor the attendance and location of their sales team in real-time, which can be particularly useful for remote teams. Here's how attendance tracking works in field sales automation software:

  • GPS tracking: Mobile GPS to track the location of the sales representative
  • Check-in/check-out: The sales representative can use the software to check-in and check-out of locations, providing a record of their attendance.
  • Time tracking: The software can track the amount of time the sales representative spends at each location, allowing the business to monitor their productivity.
  • Reporting: The software provides reports on attendance and location data, which can be used to identify trends and make data-driven decisions.
Field Sales Automation Software

Executive Dashboard

Dashboard is a key feature in field sales automation software platforms. A dashboard provides a visual overview of the most important metrics and key performance indicators (KPIs) related to the sales team's performance. elements that might be included in a dashboard for a field sales automation software:

  • Sales Data
  • Lead Management
  • Activity Tracking
  • Upcoming Duties & Reminders
  • Performance Analytics
  • Route Optimization
Field Sales Automation Software

Real Time Tracking

Field Sales Automation Software allows businesses to track the location of their sales team in real-time. This can be useful for monitoring the attendance of the sales team, optimizing routes, and tracking the location of sales reps for safety and security purposes.

Field Sales Automation Software

Order & Request Management

Field Sales Automation Software enables Field Executives for managing customer orders, from the initial order placement through to delivery and invoicing. Key modules are:

  • Order Entry
  • Inventory Management
  • Order Tracking
  • Invoicing
  • Reporting and Analytics
Field Sales Automation Software

Client Meetings & Field Visits

Field Sales Automation Software helps Executives to manage their client meetings and field visits efficiently, ensuring that they can maximize their time and improve their productivity. Prominent Features are:

  • Calendar management
  • Location-Based Tracking
  • Meeting Notes
  • Sales Collateral Management
  • Reporting and Analytics
Field Sales Automation Software
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Streamline your sales process and close more deals with ease

Field Sales Automation Software

Dashboard for entire business Management

Field Sales Automation Software provide managers and administrators with the tools they need to manage their sales team more effectively, monitor performance, and drive revenue growth. By streamlining admin tasks and providing real-time insights into sales performance, field sales automation software can help businesses to make data-driven decisions and achieve their sales goals more efficiently.

Field Sales Automation Software

Employee Management & Insights

Field Sales Automation Software enables Business Managers and Administrators to create and manage user accounts, set user permissions, and control access to features and data.

Field Sales Automation Software

Lead Management & Sales Forecasting

Field Sales Automation Software provides a transparent view to Administrators about current Sales progress and provides options to generate reports on sales performance, monitor sales trends, and identify areas for improvement in the sales process. This helps them to forecast future sales based on historical sales data, helping to plan for future growth.

Field Sales Automation Software

Employee Monitoring

Field Sales Automation Software help managers and administrators monitor and manage employee attendance, ensuring that reps are staying productive and meeting their targets. By providing real-time visibility into attendance and activities, field sales automation software can help businesses to optimize their sales processes and achieve their sales goals more efficiently.

Field Sales Automation Software

Reporting and Analytics in Field Sales Automation Software

Reporting and analytics are essential components of field sales automation software that enable businesses to measure and analyze the effectiveness of their sales strategies and processes. Here are some reporting and analytics features in field sales automation software:

  • Sales performance reporting: This allows managers to track sales performance metrics, such as revenue generated, conversion rates, and deal sizes, providing insights into how well the sales team is performing.
  • Activity reporting: This allows managers to track the activities of their sales reps, such as calls made, emails sent, and meetings scheduled, providing insights into how productive reps are and where they might need additional coaching and support.
  • Pipeline reporting: This allows managers to track the progress of deals through the sales pipeline, identifying potential bottlenecks and areas for improvement.
  • Forecasting: This allows managers to forecast future sales performance based on historical data and current trends, helping them to plan for future growth and allocate resources effectively.
  • Analytics dashboards: This provides a visual overview of key sales metrics and trends, allowing managers to quickly identify areas of strength and weakness in their sales processes.
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