SalesMantra is a unique online CRM tool which helps to improve sales and service activities and make end users to management more efficient in their routine work. SalesMantra provides very simple yet very useful integration of both sales and service module. It helps management to take tactical and strategical decisions. It tackles various business pains.
Friday, March 30, 2018
Field Force Automation
Essentially, field force automation software involves taking in sales or service data in real time, and
transmitting it to a mobile interface. Through the interface, field workers can
communicate in real-time with the home office.
One of the first things to understand
about field force automation is that there are two distinct types of software
and interfaces — some related to sales data, and some directed toward customer
service. While there might be some tools that combine the two, other
stand-alone solutions focus exclusively on either a sales process or mobile
customer service functions.
is a must for a FIELD-FORCE intensive company. The tracking can be for personal, vehicle or any value. There are two always
to faces of the tracking.
of data which is from the field person’s mobile/GPS
device? Here the field person can have shift times, allocated routes, tasks list, etc.
of data which is the manager dashboard? There the
manager can see all the field force details of tracking, allocation, etc.
Field force automation is capturing the field sales or information in real-time. This is
done with the help of communication technology typically cell phones, PDAs and
other hi-tech devices. This captured data is then moved instantly to the
back-end systems like CRM or ERP. Since the data is captured and moved
instantly,a lot of time can be saved
and the manual data entry errors can also be done away with.
On one hand, where
the tasks of those on the field are eased and get accurate, the availability of
all the field information in real-time, puts managers in a win-win situation.
They can plan the delivery schedules, monitor, manage and reduce inventory.
Calling and chasing team on the field for updates is redundant these days,
thanks to field-force automation.
Force Automation and its benefits:
Force Automation is so effective because it allows you to distribute your team
tactically across a territory, allocating leads swiftly, fairly and
strategically – without employees treading on each other’s toes.
speeds up the sales process itself, helping agents to strike while the iron’s
hot - closing the deal without the hassles and delays that can so often lead to
means that reps in the field can access vital information in real time, run
credit checks and tap into customer order histories while they’re still out
there with the customer, making sure payments have gone through an SMS or email confirmations have been
received – all of which helps to make clients feel well-looked after and satisfied
with their experience.
means that your team can hit lead after lead, sale after sale, without getting
bogged down by paperwork on the way.
it helps to eliminate the omissions, inaccuracies,and losses that so often crop up when data is manually re-entered
at several points along the chain, or copied from paperwork at a later date
when it’s no longer fresh in the mind.
getting much of the process out of the way on the spot has added benefits for
your cash flow.
because, in many cases, Field Force Automation includes options or modules that
allow invoices to be automatically generated and emailed to the client on the
spot, streamlining the billing process and helping to cut down debtor days in
of course, because your team aren’t worrying about duplicating admin or
following up with invoices when they get back to the office, you can get
through a greater workload in a smaller time-frame, with fewer staff and
resources - helping you to cut costs, boost efficiency and keep your team lean,
agile, productive and compliant to regulations.
Field force automation sales tools are much
more like a customer relationship management platform or sales automation
portal. They predominantly have sales information on hand to help with
deal-making at every stage of the game. The automation tools needed for sales
are often identity-driven: they can identify past track records, touch points
and interactions while showing sales
workers a clear path forward.
force Automation helps you out:
Big decisions in Data Entry
Companies will have to do some thorough
research and brainstorming to figure out which types of sales data will be most
useful in the field, or which kind of information gathering will be effective
in customer service.
Building an interface- Routing
One of the most common setups
is a Wi-Fi or LTE set of connections to tablet PCs and/or smartphones that workers carry with them in the
field. In some ways, the typical field force automation interface is like an
intranet, with every remote worker signed on to give and receive information
through the platform.
related to business transactions such as customer orders, payments, shipments,
and service requests—and business applications that rely on processing,
reporting, and analyzing that transactional data are critical for day-to-day