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Enterprise Field Sales Automation – Challenges and Solution

Field Sales challenges
Digital Transformation

Enterprise Field Sales Automation – Challenges and Solution


Be it any enterprise, manufacturing, construction, or logistics, sales play a critical role in its growth. When I say sales it includes both primary and secondary sales.

What is field sales?

Field sales play a major role in both scenarios. Field sales is basically selling through in-person, face-to-face interactions with the customer. They include door-to-door sales, sales made through visits to customers’ homes, offices, and local businesses, or retail sales. Field sales has proven to be highly effective. As the sales reps make personal contact with customers, they have a greater chance of converting leads into sales. The sales reps make product presentations, share collateral and other visual aids, and build a strong interpersonal connection, which helps them in influencing buying decisions.

What is a field sales app?

Managing sales activities manually involves a lot of time and money. Especially, the field sales executives who are mainly outside for customer visits face the wrath of manual data updates. Those field sales challenges can be addressed by partnering with a digital transformation services provider who develops a custom-made application that addresses all your challenges in one place.

Why do you need a field sales app?

The below example would help you better connect with field sales challenges faced by the entire sales team. Consider X as a sales rep and Y as the sales manager. The former visits customers on a daily basis and have to report the data at the end of the day to Y. 

Two scenarios evolve:
  1. X having challenges in updating the customer visit data, fuel charge, additional information to Y at the end of the day. He has to capture and save all the above-stated data manually. This is a backbreaking process and eats up most of his time.
  2. The sales manager has no clue about the customer visits of X and got to believe what was targeted is achieved. Also, updating X’s expense details and other customer-related data to the backend is strenuous.

Most companies face these field sales challenges and look for solutions to mange them. A simple yet effective solution to transform the way sales teamwork is by investing in field sales automation solutions. 

There is a misconception in the business landscape that field sales automation solutions are exclusively developed to track the field salespersons and their activities. It is wrong! 

SEE ALSO: "5 Reasons Why Field Sales Automation Is Important"

The ultimate aim of the workforce automation solution is to simplify the tasks of both the field sales and managers, executives involved in the process. 

With an automated solution (partnering with a leading mobile or web application services is critical though), the enterprise can accelerate the overall sales cycles and achieve improved RoI, growth. 

Generally, sales force automation solutions are mobile apps. 

Field sales solution

Here are some of the ways an automation solution will help an enterprise. 

Advantages of having field sales solution for field sales reps
  • Update lead information instantly and from anywhere, even during offline
  • Prevent data errors using easy-to-use custom fields with validations 
  • Add notes on specific client feedback or competitor insights 
  • Update end of the day reports on-the-go without any discomfort
Advantages of having field sales solution for managers
  • Track attendance, leave & expense management on mobile/tablet, save time and money.
  • Optimize field sales plans for better customer experience, sales cycle
  • Real-time data on staff availability, tasks, and efficiency through single Dashboard
Advantages of having field sales solution for CEOs
  • Data-driven analytics for decision making on business improvements.
  • Centralized dashboard for executives to view the complete sales data at one place
  • Improved business efficiency and RoI

With such a system in place, improving the overall efficiency of the sales process becomes absolutely seamless and easier. 

Shared below are some of the common features of a field sales app

  • Check-in; check out
  • Expense tracker
  • EoD report submit
  • Leave/permission/on duty select
  • customer profile
  • Report export
  • Live tracking
  • Daily reports
  • Dashboards
  • To-dos

Top brands have already started to leverage field sales automation solutions to improve their operations. 

Give your enterprise inside sales or direct sales a boost with advanced automation solutions today and look out for accelerated productivity.

Your competitors are already there, are you? 

Make the sales process a win-win for both your managers and executives using a field sales automation app. 

Don’t know how to get started? Let us help. Get started today.