In a competitive market scenario, sales and service for a business organization are critical for business continuity, growth, and development, moving forward. If the business has future plans, keeping track of the field force comprising of sales and service teams is critical for business growth. Tasks assigned have to be monitored and when the field force is managed effectively it helps managers get better productivity.

Enabling the field force with technology and software applications holds the key to empowering employees to perform their tasks efficiently, and productively. Helping field force teams access the right information and tools, will help them to attract and engage more prospective and existing customers much better and boost conversions in sales and service. For mobile field force management, the integration of a mobile app is crucial for managers and customers to interact.

Features needed in the field force tracking app

The industry in which the business or organization operates and the goals you are aiming to achieve determine the features you need in a field force tracking software application.

GPS Tracking:                                                                                                                                                     

For getting the real-time location of your field employees and to ensure territory allocation, so as to not hinder their operations or progress, the GPS tracking feature is a great tech. It allows managers to see field executives where they are and how much time they have spent at one location. It can help generate useful data needed for tasks or visit duration needed for related scheduling. It helps in attendance and reporting too.

Insightful Dashboard:

The app with a user-friendly interface or dashboard can help executives and managers to assess key information, analyze data and make informed decisions, all in real-time. The tool with an easy-to-use visual interface will improve efficiency and save time.

A Collaborative Tool:

The salesman or service technician at the field or site can be monitored effectively online via the software. The field force management app allows multiple members of the team to collaborate by sharing data, and reports and updating or retrieving information online, in real-time. The field force management software is accessible by employees and managers at the office and on the field.

Integration Capabilities:

The sales or service process can be integrated by customizing the field force management software and the supporting mobile app. It helps sales or service managers to understand the interactions regarding prospects and customers with reference to scheduled tasks/calls and job allocation. Customization of the app would help integration with payroll or bookkeeping systems.

Security Feature:

The software and supporting mobile app tracking the field technician or sales executive can selectively enable access control, role-based permission, password, or login credentials, for improving security.

Real-Time Alerts & Notifications: 

The ideal sales rep management app should have real-time alerts on leads, new orders, support tickets, cancellations, etc. This feature also helps the service executives to get or trigger alerts or notifications for service tickets, arrival, job completion, payments, etc.

The field force tracking app with good UX improves employee performance, and attendance brings about transparency, helps automation of the process, ensures data security, and helps report generation and data analytics. All this can permeate into better customer satisfaction and experience.

Use of Field Force Management Software helps automation of processes by businesses. This is important as it is a versatile tool for Field Sales managers to get better visibility over the teams. The app not only streamlines operations for quick decision-making on the go with insightful reports but also cuts down response time in addressing issues and helps to foresee problems. The mobile field force app also helps in motivating remote employees at different locations and rewards the field sales or service executives appropriately for performance.

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