What's On This Page?

• What is sales tracking app?
• Little To No Analysis Of Your Customer Data
• Not Eliminating Manual Work
• Performance And Tracking
• Preventing Data Loss
• Realtime Salesperson Tracking
• Tracking and managing leads
• So What Can Your Sales Team Do?

What Is A Sales Tracking App?

A sales tracking app is a software application designed to help businesses monitor and manage their sales activities. This type of app typically allows sales teams to track the progress of individual sales deals, monitor their sales pipeline, and analyze sales performance metrics.

Sales tracking shouldn’t be complicated. It should be the most efficient process in the whole sales cycle because that will determine the whole sale going ahead. You need to know where your sales team is to optimize its performance, efficiency, and ultimately bring in more money to the organization.

Monitoring your sales team on the go has been a hassle with existing solutions. Fieldproxy is different, in that it is interactive, faster, and much more intelligent than any other field sales tracking app you have come across. It helps you avoid certain pitfalls that any organization can make if they’re not careful with their sales team.

In this article, we’re going to take a look at the seven most common issues your business can run into, without the help of a proper sales tracking app. Let's get started.

Seven Problems With A Salesman Tracking App

• Little To No Analysis Of Your Customer Data
• Not Eliminating Manual Work
• Performance And Tracking
• Preventing Data Loss
• Realtime Salesperson Tracking
• Tracking and managing leads
• Automated reports

Little To No Analysis Of Your Customer Data

Your sales team works hard for the money to flow into the system. Tracking the data they bring in is crucial to how your company will operate in the coming months or years, and whether or not it will actually survive, and then eventually thrive. The role of a sales team manager should be to direct their team toward better prospects, see what’s working and what’s not, and understand how to help the sales team get better. This cannot happen unless the existing data is not analysed.

With sales tracking tools like Fieldproxy, you’re getting all of this and more, and in a faster and more user-friendly environment. Analyzing data should be a crucial part of your sales management process, and these tools will help you get that done.

Not Eliminating Manual Work

Nothing is more annoying than spending too much time and energy on simpler tasks. Trying to keep track of specific information manually just doesn’t work because it takes too much time. The days of pen and paper records are gone. You need something more vibrant and efficient.

A simple sales tracking app will solve this problem, by keeping track of the information you find important automatically and update it to your manager in real-time, so they can quickly see trends and track reports. It even allows for simple communication between your sales team through something like a built-in messaging system.

You don’t have to spend hours manually tracking everything down anymore; now you can automate simple tasks with an easy-to-use spreadsheet-style interface that takes less than five minutes to set up from scratch. Get a demo call from Fieldproxy to know more.

Performance And Tracking

If you’re not tracking your sales team to understand who’s performing well and who’s not, you’re not operating your sales team optimally. Tracking employee performance and metrics is essential to getting more out of each sales member. Guess what? Sales tracking apps help you with this task as well. With simple sales tracking apps, you get a lot of data about each and every member of your sales team, from real-time location tracking to sales numbers, performance boosts and dips, and a lot more. All you need to do is monitor your sales team using these apps, and the apps will do all the heavy lifting for you.

Preventing Data Loss

If your sales team is out on the field spending countless hours collecting hundreds of user metrics and data every single day - per team member - the last thing you’d want to do is lose that information. With traditional methods of data tracking, this is an all-too-common problem. Not with sales tracking apps though.

Even with a simple sales tracking app that has the most basic functionalities, data is always backed up on the cloud, so you know it’s safe and can be retrieved at any moment, no matter how long ago you recorded/tracked it. This is one of the biggest mistakes any organisation can make - not migrating its data to an electronic storage medium.

Make a data-backed decision today. Fieldproxy is trusted by 170+ clients and used by over 50,000+ agents all over the globe Click Here To Get Free Demo

Realtime Salesperson Tracking

It’s easy to manage your entire sales team all at once with even the most basic sales tracking apps, but many of these sales tracking tools are only capable of displaying data in real-time when the user is working on a computer or a supported smart device. There are a few apps that provide you with the functionality to track your salesperson in actual real-time, and not just assuming a location based on previous data. Fieldproxy is one such tool.

Tracking And Managing Leads

You can’t generate new sales leads if you have no way to track and manage older ones, and you also won’t be able to move forward with those leads if you forget about them, because even people who need products or services often don’t buy from the first person they talk to.

Getting a sales tracking app like Fieldproxy will allow all of your sales staff members to quickly capture any leads they find, whether they are in-store customers, online customers or business contacts who might want some kind of service or product from your company. A simple sales tracking app is your solution to keeping track and managing every lead you can, including live leads who are shopping with you right now.

Automated Reports

When you have customized, live, automated reports with detailed analysis on pending contracts, the lifecycle of the whole contract, contract comparisons, and contract expiration and renewal, you get a lot more done on the go than when you were using your traditional contract manager.

This is the same for sales teams as well. With automated reports on sales numbers and sales performances, you get rich insights on what to go with down the line, and how to further pump your numbers. Sales tracking apps can easily help you with creating multiple reports, or even just a single one with a lot of presentable details in it.

So What Can Your Sales Team Do?

To avoid facing all of these problems in the long haul, your best option would be to get a Fieldproxy demo. With Fieldproxy, you can easily

Create Tickets

One of the key features of Fieldproxy is its ticket management system. With this feature, businesses can create, assign, and manage tickets, ensuring that issues are resolved quickly and efficiently. This means that customers get the service they need, and businesses can maintain their reputation for quality customer support.

Schedule Jobs For Field Agents

Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.

Generate Quotes And Estimates

Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This feature is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.

Raise Invoices And Collect Payments

In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.

Collect Valuable Customer Feedback

With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.

Dashboards And Reports

Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time.

Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.

Closing Thoughts

So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.

If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you. Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.