8 Features You Must Look At Field Sales Management Tools

Empowering your sales team with field sales management tools is important. Specially when it comes to field sales, numerous factors contribute to successfully closing a deal. That being said, closing a deal often requires more than three visits, enduring long waits at distributor warehouses, engaging in persuasive debates on increasing orders, and fostering strong networking with stockists, distributors, and retailers. 

It can take a week or longer for a field sales agent to finalize a single deal!

Throughout this extensive sales process, it is crucial to facilitate the activities of sales agents with a tool. That not only streamlines their daily tasks but also guides and supports them along the way. Therefore, empowering your sales team with a field sales management tool can enhance their understanding of clients, pinpoint sales opportunities, optimize their visits based on historical data, and ultimately increase order generation.

Features of Field Sales Management Tool

While there are numerous field sales management tools available in the market, it is essential to identify which features are truly vital for agents in their daily sales activities. We have identified the top 8 features that are absolutely necessary for agents to have in their applications.

Sure, let’s delve into why each feature is important for sales agents:

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Order Management

Instead of using pen and paper daily to note the orders from the parties, Sales agents can efficiently manage orders through applications to ensure smooth transactions and maximize sales. By having an application that handles pricing, discounts, and integrates with manufacturer pricing, agents can quickly provide accurate quotes, leading to faster deal closures and happier customers.

We offer a comprehensive order management system that maximizes business growth and market empowerment. Through streamlined processes, sales teams can efficiently handle orders, ensuring smooth transactions and customer satisfaction. Our platform integrates dynamic pricing, discounts, and Manufacturer’s Retail Price (MRP) information, providing sales reps with real-time access to accurate pricing information. This integration eliminates manual calculations and reduces errors, enabling sales reps to generate quotes quickly and accurately. 

Distributor Wise Stock Management

For agents selling products, knowing the stock levels at each distributor is crucial. It helps them avoid situations where they promise products that are out of stock or waste time visiting distributors with ample stock, ensuring they prioritize visits where restocking is needed most.

Our platform enables sales reps to monitor stock levels at each distributor in real-time, ensuring they have the right products available to fulfill customer orders promptly. This capability ensures efficient inventory management, prevents lost sales due to stockouts, and optimizes distribution network performance, ultimately enhancing the profitability of the business.

Primary & Secondary Sales

Agents need visibility into both primary and secondary sales to effectively manage inventory and distribution networks. This ensures they can cater to retailers’ needs while also understanding end customers’ preferences, leading to increased sales and profitability.

Our application helps sales teams to track sales from manufacturers to retailers (primary sales) and from retailers to end customers (secondary sales) within a single platform. By consolidating sales data across the supply chain, BreezeFSM facilitates efficient inventory management and enhances distribution network management. Sales reps can access real-time sales information, identify trends, and make informed decisions.

Lead Management

Efficient lead management ensures that agents promptly follow up on potential opportunities, maximizing the chances of converting leads into customers. By automating lead assignment and outreach, agents can focus their efforts on high-potential leads, resulting in higher sales.

Our platform automates lead assignment from platforms like IndiaMART and Justdial, ensuring leads are promptly assigned to the right sales reps for follow-up. Sales reps can track lead status, prioritize high-potential leads, and engage prospects with targeted outreach efforts. By providing visibility into the lead pipeline and automating repetitive tasks, BreezeFSM increases efficiency, accelerates lead conversion, and drives revenue growth for the business.

Field sales management tools

Survey Management

Gathering insights through surveys helps agents understand customer preferences and tailor their approach accordingly. By engaging customers in meaningful conversations, agents can build rapport, increase satisfaction, and ultimately drive more sales.

BreezeFSM empowers sales teams with robust survey management capabilities, enabling them to gather valuable insights, enhance customer engagement, and tailor offerings for increased conversions and customer satisfaction. Sales reps can create and distribute surveys to customers, collect feedback on products, services, and overall satisfaction levels. The platform analyzes survey responses, identifies trends, and provides actionable insights to sales teams. 

Predictive Market Assistance 

Agents benefit from predictive tools that suggest product options and optimal time spans for client interactions. This helps them prioritize their efforts and focus on opportunities with the highest potential for sales, boosting their productivity and success rate.

The platform analyzes clients’ previous order history, identifies purchasing patterns, and suggests product options for push and cross-sell opportunities. Additionally, BreezeFSM recommends the optimal time span for sales reps to spend with clients, maximizing their productivity and sales effectiveness.

Performance Insights

Agents can leverage performance insights to identify areas for improvement and optimize their strategies. By understanding their productivity, visit frequency, and order history, agents can adjust their approach to become more competitive and achieve better results.

Our application enables Sales reps to access data-driven performance reports on metrics such as client visits, order history, and overall productivity. By analyzing performance metrics, sales reps can identify strengths, weaknesses, and areas for improvement. 

Intelligent Nudges

With reminders and notifications, agents stay organized and on top of their tasks, even while on the move. This feature helps agents manage their time effectively, ensuring they never miss important follow-ups or appointments, ultimately leading to increased efficiency and sales.

The platform sends proactive reminders for important tasks, follow-ups, and notifications when field reps enter or leave designated geofenced areas. These intelligent nudges ensure that sales reps stay on top of their activities, maintain communication with prospects and customers, and meet deadlines effectively. 

Empower Today

Field sales apps are not just a passing trend, but in this digital era, they are absolutely necessary. The challenges that sales agents face on a regular basis need to be addressed with competent technology that is not only advanced for the market but also user-friendly. As reports also suggest, the tech abandonment rate is quite high in the Indian market due to a lower inclination towards digital advancement. We’ve built our application with all these factors in mind. If you want to learn more about our product, schedule a demo today.

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