Why You Should Be Using Sales Tracking Software in Your Business

A blog around sales tracking, Fieldproxy and how it can benefit your business.

Posted by By Shoaib Ahmed on 2021-09-21

Introduction

Sales tracking should be a big part of any business, if it isn’t already. Organisations need to be able to implement a sales tracking and management system into their operations as soon as possible, because a lot of businesses are already doing it, and they’re reaping huge benefits.

In this article we’re going to be taking a look at why you need sales tracking software, and how Fieldproxy can help boost your business with it.

What Is A Sales Tracking Software

What Is An Sales Tracking Software

A sales tracking software allows businesses to manage, track and monitor their sales teams’ activities digitally. A solution like Fieldproxy helps managers and employees to retrieve important information regarding their field agents from anywhere with internet access.

With an employee tracking and sales management software like Fieldproxy, you can also create new tasks for sales teams quickly, send them for assignment and completion through email or make changes such as add subtasks after assigning them - either through a tablet or phone.

This all-inclusive solution also makes sure that your business stays at the top of its game, handling most of the heavy lifting for managers, so they can focus on more pressing matters.

The best part about the technology behind a sales tracking and management system is that once you have set up a tracking module, there really isn't much more work required on your part. You have a tracker ready for use. This tracker can work for all employees in your organisation. It’s as simple as that.

Note: Fieldproxy even gives you a free 7-day trial to see how this location tracking software can fit into your business and help you automate tasks. Get a free demo for Fieldproxy today.

Benefits Of A Sales Tracking Solution

There are several different things that one has access to when using an app like Fieldproxy, including

  • Contact lists
  • Integrated GPS System
  • Email reminders
  • Scheduled appointments for free on your phone’s calendar
  • SMS reminders
  • Records all contacts made
  • Track time and how much your sales team members earn per hour based upon the number of calls made each day
  • Reports can be sent directly to your supervisor and compiled in a concise document or reminder/note form about what you should work on or try for next week.

Book a demo call with Fieldproxy today. It’s absolutely free to try out.

The software is easy to learn and gives users the ability to start with a blank tracking template or create custom employee time tracking templates. The options are extensive and non-technical information such as employment agreements, real estate sales, purchasing agreements/employees and many more documents that can be created in a jiffy.

Sales Tracking with Fieldproxy

On top of the benefits we mentioned, there are several more pros that one may find when using a sales tracking app like Fieldproxy:

  • More efficient business operations overall
  • Easier organizing of sales leads and contacts
  • Ability to keep track of everyone's sales stats in your team -Easy reminders for upcoming appointments or meetings with clients
  • Ability to carry around a full list of contacts on your phone as well as on the computer

Most importantly, the ability to know exactly how much time you're spending on each client and what time you've spent with them will help determine if they are still a viable prospect for your company.

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.

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.

Sales Tracking With Fieldproxy

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