All businesses are into selling something. Also, we can say that sales is synonymous with the business. Therefore, companies must optimize their sales process to expand the business horizon. So, when we talk about the sales force, we refer to the people, strategies, and products that a company uses to achieve customer satisfaction, increase demand, improve sales, and consolidate the company’s income. With this in mind, let’s see why it is important for a company to automate the sales force and what are some less-known things about Salesman Tracking Software. Let’s get started!
Why Salesman Tracking Software?
The ability to track each salesman through the software is what we call a Salesman Tracking System. Basically, the use of technology as a tool to automate the sales processes and activities while also having visibility of the sales team on the field is the purpose of Field Sales Force Automation Software.
Automating sales generates many competitive advantages for a company as long as the system is implemented appropriately. In that, the choice of the right technology is essential.
Having said all this, why should every business incorporate Sales Force Automation or SFA software? Here are the reasons!
- Salesman Tracking Software tracks the real-time location of each field representative so that admins can make last-minute decisions, like sending the nearest reps to the client for a faster response time.
- It helps to increase sales because it facilitates the relationship with potential customers and allows you to close deals in less time.
- It allows you to better understand customers because it offers valuable information about the customer’s interaction with the company’s products and services.
- The software makes customer loyalty possible because it allows you to customize offers based on the information it provides about how customers use the products offered by the company.
- Thanks to tools that make work more accountable and efficient, it saves time on administrative tasks.
5 Lesser-known Things You Need Sales Tracking Software
Most businesses know they need a SFA or Salesman Tracking Software to manage leads and opportunities. But this system offers several less obvious capabilities that can further optimize your sales process:
Schedule Appointments
An SFA helps reps schedule meetings with prospects and follow-ups with existing clients. It syncs with their phone calendar, so visits are automatically added after giving some inputs without conflicting two meetings. Salespeople can track appointment status and add notes within the software. This organization ensures meetings are efficiently planned and documented.
Here, NYGGS SFA Software has shared calendars that provide visibility into team schedules. Sales reps just have to enter a little bit of information, like the date, time, and purpose of the meeting, to schedule visits. Further, reps can coordinate visits and events seamlessly with the notification of daily meetings sent directly to their emails. This notification summary feature ensures that no leads slip through the cracked wall.
Geo Tagging & Geo-fencing for Salesman Tracking
Advanced salesman tracking software can map meeting locations and log exact venue details with geo-tagging. Geo-fencing further helps by tracking when reps arrive onsite. This confirms appointments are kept and provides data to analyze visit productivity.
The NYGGS Field Sales Force Automation System uses GPS tagging to capture cheque-in locations. Also, you can geo-tag the sales agent for the particular day’s meeting locations in advance to ensure they are on time at the venue. Managers gain insights into sales rep movement and activity from one unified dashboard.
Customisable According to Industry
While SFAs have standard features, the best systems allow extensive customization to match your sales workflow. Options like custom objects, fields, and values enable adapting the software to your business needs. Forms and reports can also be tailored to your specific sales KPIs.
NYGGS SFA is built on a flexible platform that can be configured to any industry with required objects, fields, and values. In FMCG, it can work as Online Salesman Tracking Software; in pharma, it can work as MR reporting Software; and when it comes to the NBFC sector, it can work as document collection software. However, every business has a unique sales funnel, so we leave customizability options to our clients. Whatever they need in their software, we customize it accordingly to optimize it to your unique processes.
Helps in Inventory Management
Salesman tracking software often integrates with order management systems and further inventory management. Checking product availability helps reps avoid over-promising.
NYGGS offers order and inventory system integration to provide real-time visibility into product availability as reps engage customers. Also, it tracks sample and gift distribution to the prospects to maintain the optimal inventory level. In this way, having inventory data visibility, the software ensures reps sell what is in stock and can inform customers of lead times for back-ordered items.
Simplified Sales Pipeline from Start to Finish
The right SFA centralizes all customer interactions from initial contact to a closed sale. Activity tracking, automated workflows, and reports provide visibility from lead to opportunity to customer lifecycle management. This end-to-end view helps managers guide deals to close.
NYGGS delivers complete pipeline tracking and has built-in features to track field force performance in real-time. Further, it forecasts to accelerate your sales cycle and the software’s robust analytics offer actionable insights at each sales stage.
Conclusion
Salesman Tracking Software is a tool that automates sales processes and activities while providing visibility to the sales team on the field. The software saves time on administrative tasks and allows for customization of offers based on the information it provides about how customers use the products offered by the company. Some of the less-known capabilities of SFA include scheduling appointments, geo-tagging, and geo-fencing.
Overall, the right salesman tracking software goes beyond contacts and opportunities to optimize sales productivity at every step. Systems like the NYGGS SFA App provide these capabilities to help your team sell smarter.
FAQs
Q1. What are the Benefits of Sales Force Automation Software?
Ans. Salesman Tracking Software offers many competitive advantages such as real-time location tracking, increased sales, better customer understanding, customer loyalty, and time savings on administrative tasks.
Q2. What Features does Field Sales Tracking Software have?
Ans. Sales Tracking Software has features such as appointment scheduling, geo-tagging, geo-fencing, inventory management, and end-to-end visibility of sales processes.
Q3. How does a Salesman Tracking System help Businesses?
Ans. Salesman Tracking Software helps businesses by providing real-time insights into sales reps’ activities and performance, increasing sales, and enabling customer loyalty. Additionally, it can save time on administrative tasks and provide customized offers to customers.