Four Reasons You Need A Sales Management Tool

Getting a sales management tool like Fieldproxy for your business just makes sense

Posted by By Shoaib Ahmed on 2021-09-27

Introduction

Every aspect of a business is automated in today’s day and age - and for all the right reasons. Keeping up with automated technology is a losing battle, and you’d do well adopting it than fighting it. Managing your sales is no different. Getting an automated system for your sales team is no big deal. Getting one that can work to ease your sales team’s burden, keep your numbers up and growing, and not stay stuck up at tasks for hours at a time - that is a difficult task.

More on that in a bit. First things first, you need to figure out if you need an automated solution for your sales teams in the first place. Here are four indicators you need a sales management tool for your business.

Four Signs You Need An Automated Sales Management Tool


1. You Have Multiple Sources Of Information

If you have an excel sheet for managing your sales, an online tracker for recording how you got those sales (something like Hubspot), and another separate tool for managing your client data, you’re doing something very wrong.

Data Protection With Fieldproxy

While your managers might hate to admit it, keeping a track of all of this information is burdensome, and will definitely take a toll on them, and their sales teams as a result. Get a system that can keep track of all of this in one place, and you’ve just won the award for best boss on the planet.

2. Your Existing System….. Sucks

If you’ve already got a sales tracking solution, but it doesn’t have support for integrations with other systems, an interface that looks like it’s essentially from the 90’s, and needs a support staff sitting by every hour of the day so your team can run without a hitch, we’ve got news for you.

Your existing sales CRM solution sucks. You need something doesn’t look like something cavemen used to have, support other apps to allow you to seamlessly build on top of it and one that your teammates can use without having to reach for the support number every single time they face a problem (Something like Fieldproxy)

3. Your Budget Is Taking A Hit

Feeling the heat from having to write checks here and there for costly data management software? We feel you. If you had a single sales tracking alternative for your business, you would only have to pay for one service, and it may be light on your wallet but certainly will bring in more money for the company. Don’t think about it too much and start searching for a good sales tracking and management tool already.

4. Reporting Is A Task

If all your data was in one place, you would not have trouble creating interactive reports that liven the board room. But if your traditional system relies on you collecting data, collating and curating it, and then manually preparing reports out of it, then you definitely are in need of a sales monitoring solution.

How Fieldproxy Can Help Your Business

Fieldproxy is an all in one field service management software to handle your entire attendance management and location tracking needs. It is a full-featured software product that helps managers of retail, pharma, consumer goods, real estate and construction etc., to collect data in a structured format.

Managers can view, edit and make informed decisions on employees and their work through Fieldproxy’s interactive dashboard, its gem of an attendance tracking system, and get the real-time location of all their employees during their work hours.

It also has a user-friendly mobile app from which the field agents can update the tasks once they complete and managers can get field updates in real-time.

Modules

Fieldproxy has workflows specially designed to ensure that the on-ground field agents are safe and secure. In this time of the pandemic, this special feature acts as a lifesaver by tracing the contact, hygiene compliance and accountability.

"Fieldproxy gives us more visibility of how our business is moving and make us much more efficient each day"

Source: Chantelle, Field service manager

Features of Fieldproxy :

This feature-rich cloud-based application brings all your field tasks under one roof with the most interactive web application and highly capable mobile app. The heavy-duty software provides ample features like:

Attendance management

Field agents can mark their attendance along with their photo and location remotely from anywhere, from the comfort of their mobile app.

Mobile app

Fieldproxy mobile app is designed to perform the day to day operations effortlessly

Fieldproxy-download


Attractive dashboard

Managers can filter the agent metrics according to their needs and can easily view the performance in a dashboard.

Report generation

Tedious reports are automatically generated and the system automatically sends you via Whatsapp or mail.

Geotagging

Locations are geotagged with GPS coordinates for accurate monitoring of on-field agents.

Route optimization

With this feature, managers can navigate their field service agents with efficiently planned routes to beat the traffic.

Integrated CRM

Maintain long term customer relationships with Fieldproxy's friendliest CRM to conduct meetings and to always stay connected with the customers.

Feedback collection

To increase customer retention, the mobile app allows the service agents to collect the service feedback from clients and automatically gets saved in the customer feedback portal.

Technician info sharing with the customer

You can further pamper your customers, as the software automatically sends the service details like time, technician location to the customers beforehand of the service.

Automated email & SMS

Service agents will be automatically reminded of their jobs on the previous day Itself. Besides that, this feature comes in very handy for managing inventory, as the tool automatically reminds you to make a purchase when the product falls below the threshold.

Expense Tracker

This feature helps you to save ample time. Once the agents update all their expenses from their mobile app, it automatically calculates all the expenses and sends you a report.

Hence, you can always be aware of the expenses without any effort.

Get Fieldproxy sales management

Closing Thoughts

In conclusion, an sales monitoring and management tool that fulfils all your needs and more is Fieldproxy - a one-stop solution to all your field service management needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track systems with greater efficiency
  • Create and manage client requirements seamlessly.

And that's not all. With Fieldproxy, you can do so much more. Book a Fieldproxy demo and improve your field sales teams with just a few clicks today.

Manage with Fieldproxy

Fieldproxy manages all your field operations, including location tracking, client data management, worker productivity, time and expense tracking, and much more. Fieldproxy is designed to be easy to use.

Try for free