Sales are the backbone of any business. They drive revenue, build positive customer relationships, and help identify industry trends.
Many businesses in the pharma, agriculture or publishing sectors often employ field sales agents.
These salesmen work remotely and visit clients on a day-to-day basis. Hence, it can get difficult for managers to coordinate with them and track their performance.
But worry not! Because after sales tracking software can handle all your field sales operations while offering a ton of other benefits as well.
But there are some things you should keep in mind when choosing any remote employee monitoring software for your business. Not all functions and tools will be beneficial to you.
On that note, we bring you this article about the key features of after sales monitoring software.
6 Key Features of After Sales Monitoring Software
Real-time visibility of sales agents
It’s important to monitor your sales team’s location and activity to maintain transparency. They work out of the office and often travel to remote areas. But their output has to be tracked just like desk workers.
Managers should have an idea of where their salesmen are and what they’re doing. Field sales monitoring software uses GPS technology to track the exact whereabouts of sales executives. It allows managers to:
- View accurate live location of sales executives
- Track employees even when offline
- View the network and battery status of employees’ devices
- Check their availability status - active, inactive, travelling, etc
There is also the option to communicate seamlessly through built-in chat features.
Task scheduling and optimisation
When you manage a large field salesforce, you can’t rely on manual methods to allocate tasks. There are so many factors you must consider while assigning functions that it’s almost impossible to do so efficiently without field sales monitoring software. Here’s what managers can do with it:
- Allocate tasks to employees based on availability and client proximity
- Upload tasks in bulk and schedule them in advance
- Assign the shortest, safest and least congested routes
- Let employees self-allocate tasks or reschedule them
- Modify tasks on the go or assign them impromptu
Order management
Creating and delivering orders is essential for a sales business. In this day and age, customers demand timely service and quick resolutions. That’s why sales and after sales tracking software emphasises efficient order management. Using it, you can:
- Create custom order categories, prices and discounts
- Maintain an exhaustive product catalogue
- Quickly approve or create orders
- Use a barcode scanner and image uploads for POD
These features can be beneficial to boost customer service through faster order delivery, reduce turnaround time, and improve FTFR rates.
Analytics and reports
After sales monitoring software records substantial employee data which can be analysed in various ways. You can use it to generate:
- Distance travelled reports to know the daily distance travelled by employees
- Target vs achievement reports
- Stoppage reports reveal how long an employee halted at every site.
- Employee productivity reports
- Verify the actual vs designated working hours
- Spot hidden patterns and errors missed by the eye
Data analytics is often overlooked while choosing sales representative tracking software, but it can be a game changer for your business if used ideally.
Attendance and leave management
When you’re tracking sales agents’ location and time, it’s better to record their attendance too simultaneously. Most after sales monitoring software like TrackoField already come with a dedicated attendance module. Some can be integrated with other software like CRM, ERP, etc.
With the software, you can:
- Record accurate attendance with visual and location proof.
- Link attendance with tasks using geofencing.
- Reduce proxy attendance and time theft.
- Update the holiday calendar and allot a fixed number of leaves to employees.
- Let employees request leaves easily
In addition to the streamlined leave and attendance, the software also keeps users updated through regular alerts and reminders.
Expense reporting
Sales employees incur personal expenses while on the job. These mainly include fuel, stationery, lodging and food expenses. Field sales monitoring software offers the following features to simplify expenses:
- Authentication based on visual and locational proof
- Quick approvals and option to set up multiple levels of hierarchy
- Create custom categories for expenses
- Generate expense reports and identify the scope for reducing unnecessary expenses
- Put a cap on the total expenses per employee or team to conserve costs.
The entire process of expense recording to reimbursement is transparent with both employees and managers able to view each other’s updates. This leaves little room for errors or disputes later on.
Conclusion
Sales are a critical component in most businesses, especially the ones that are product-based. Converting clients demands care to detail and great efforts from sales agents. As such, you need a state-of-the-art software solution to manage your sales team and their orders.
However, any field sales monitoring software should have some essential features. For example, software without GPS location tracking is useless if you manage a field workforce.
On that note, we have covered the top 10 tools in sales team management software. You can also contact the staff at TrackoField to learn more about its efficient sales team tracking capabilities.
Source : What are the key features of after sales monitoring software?
