Using a Field Sales App to Streamline Your Field Sales Activity

If you have a field sales app, then it’s important that they’re equipped with an effective and efficient solution. Using a field sales app can help reduce the amount of manual work needed to process work orders, send invoices and payments. This means that your sales reps can spend more time focusing on closing deals and increasing sales.

Field sales apps allow for more accurate and up-to-date data by capturing real-time data. They also make it easy for teams to share information between each other and management by streamlining the entire workflow. This can lead to a more streamlined and organized business which can save your company valuable time and money.

Field Sales Apps: Your Ultimate Guide to Boosting Sales Efficiency

A field sales app is engineered to give on the go workflow automation for field sales activity & digitization of ground sales operations to FMCG sales representatives on mobile devices. This enables FMCG companies to prevent wastage of manpower in unproductive tasks and empowers the sales representatives to execute ordered field activities.

Besides the usual features of a CRM, field sales software can offer additional functions such as sales forecasting, territory mapping, and route planning. Moreover, it can also enable users to create custom templates for documents such as contracts and invoices which can be sent to customers instantly. It can also provide instant check-in reports, reassign accounts instantly and follow up reminders.

The Field Sales Add-on by Vtiger is designed for those in managerial or admin roles and sales agents. Managers can create a plan (called Beat) and assign outlets/organization to sales agents. Sales agents can then use the Beats to plan their travel schedules and visit the assigned outlets.