Field Sales: The Ultimate Guide

In this comprehensive guide, you will learn about the advantages of a well-structured field sales team, the challenges typically encountered, how to build a field sales strategy, and finally how to leverage technology to implement and monitor your field sales strategy.

1. What is Field Sales

"A good field sales team can make or break your business." - David Skok

Field Sales, also known as outside sales, refers to the strategic sales approach where sales representatives actively engage with potential prospects and existing customers at their locations to drive more sales.

Field Sales representatives are highly mobile professionals who are constantly on the move. Their role inherently entails significant travel and frequent face-to-face interactions with prospects and clients. Extensive research consistently demonstrates that outside sales teams outperform inside sales teams in cultivating robust customer relationships, achieving higher closing rates, and securing larger deals.

Field Sales professionals are pivotal in various industries such as Apparel, Consumer Durables, and Consumer Processed Goods (CPG). They form the backbone of these sectors, leveraging their expertise to drive growth and profitability.

2. Field Sales v/s Inside Sales

“Field sales reps generate 3x more revenue than inside sales reps.” -

The global impact of the COVID-19 pandemic dramatically altered the dynamics of outside sales, with widespread travel restrictions and a surge in remote meetings. However, as these restrictions are lifted, the spotlight again shines on field sales agents as catalysts for growth.

Industries reliant on a vast network of end sellers or those where strategic relationships and product placements directly influence sales outcomes have reaffirmed the superiority of field sales over inside sales. Certain tasks simply cannot be executed effectively over the phone or video calls.

"Field sales reps are the face of your company to your customers." - Jill Konrath

Inside sales teams boast faster response times to inbound queries and offer scalability at a reduced cost. The choice between field and inside sales ultimately hinges on the unique nature of the product or service. If your company specializes in an intuitive SaaS product, such as a cloud-based CRM solution, the benefits of inside sales are abundant. However, an outside sales team becomes an imperative asset if you're selling anything from a delectable assortment of chocolate chip cookies that require strategic placement in store aisles to complex enterprise accounting software necessitating comprehensive demonstrations.

As we navigate the post-pandemic landscape, it is essential for businesses to reassess their sales strategies and evaluate the most suitable approach. Whether embracing the efficiency of inside sales or harnessing the power of field sales, aligning your sales force with the unique demands of your offerings is key to achieving lasting success.

3. What are the typical roles and responsibilities of Field Sales Team Members?

"Field sales is a marathon, not a sprint." - Jeff Hoffman

In the realm of B2B sales, Outside Sales Representatives (OSRs) play a pivotal role in securing transactions by engaging with potential and existing customers within their designated territories. Their core responsibilities extend beyond closing deals, encompassing the maintenance of strong customer connections and disseminating information regarding new or enhanced offerings.

The typical responsibilities of OSRs encompass a wide range of tasks, including:

  • Meeting sales targets and objectives through various customer-centric sales methods, such as door-to-door interactions, cold calling, impactful demos, and compelling presentations. In specific industries, OSRs may additionally handle order booking and monitor product inventory at distributors or end sellers.
  • Experienced OSRs can forecast sales based on their existing and potential relationships. This foresight enables them to proactively address customers' needs and position themselves as trusted advisors.
  • A comprehensive understanding of the offerings they represent is a prerequisite for OSRs. By empathetically comprehending customer challenges, pain points, and requirements, they can provide mutually beneficial solutions, nurturing enduring and fruitful relationships.
  • Maintaining open lines of communication is crucial. OSRs are expected to provide regular reports, often daily, offering valuable feedback on field challenges and potential opportunities. Such insights facilitate informed decision-making within the sales ecosystem.

Moreover, managers or leads overseeing field sales teams assume responsibility for a group of OSRs operating within specific territories. These managers are vital in orchestrating cumulative sales targets while ensuring equitable workload distribution among team members.

The key responsibilities of outside sales managers encompass the following:

  • Strategically planning individual sales representatives' targets, routes, and account assignments. This meticulous planning optimizes productivity and enhances the effectiveness of customer interactions.
  • Supervising team members to guarantee adherence to the sales plan and ensure comprehensive coverage of all customers within their territories. This hands-on oversight fosters consistency and maximizes sales opportunities.
  • Monitoring order bookings to align them with predetermined sales targets. By closely tracking these metrics, managers can identify areas for improvement and take proactive measures to boost performance.
  • By actively seeking feedback from individual accounts through OSRs, managers can fine-tune systems and processes to serve customers better. This feedback loop enables continuous improvement and drives enhanced customer satisfaction.
  • Cultivating strong relationships with customers is an essential duty of outside sales managers. By reinforcing the relationships established by their team members, managers contribute to the long-term success and growth of the business.
  • Leveraging reports and analytics, outside-sales managers track and forecast sales targets. These insights empower them to devise innovative approaches that enable the team to outperform competitors and thrive in the marketplace.

By understanding the distinct roles and responsibilities of OSRs and their managers, businesses can optimize their sales efforts, foster customer loyalty, and achieve sustained success in today's competitive B2B landscape.

4. What are the typical challenges for Field Sales Team Members?

“The average field sales rep spends 50% of their time on non-revenue-generating activities” - Sales Hacker

Field sales representatives have a lot of responsibilities and are on the road quite a lot. Naturally, this leads to some challenges. The most common ones are suboptimal travel planning, incorrect or missing order data due to manual tracking, wastage of time or reluctance to use complicated and inflexible tools, and needing updated information to handle sales objections.

Let us look at each of these in a bit more detail.

Optimizing Travel Time

The time sales representatives spend on the road is time they can’t spend with their customers. Planning the ideal route based on customer availability and predicted traffic conditions maximizes team members' effectiveness.

Planning routes for field sales agents can be challenging for several reasons.

  • Large and complex territories: Many field sales agents have large and complex territories to cover. This can make it difficult to plan efficient routes that will allow agents to visit all of their customers in a timely manner.
  • Unpredictable factors: Many unpredictable factors can affect the planning of field sales routes. These include traffic conditions, weather, and customer cancellations.
  • Lack of data: In some cases, field sales teams may not have access to the data they need to plan efficient routes. This data may include customer addresses, contact information, and appointment times.
  • Manual planning: Many field sales teams still rely on manual methods for planning routes. This can be time-consuming and inefficient.

Because of these reasons, field sales agents face challenges when planning their day. In fact planning the optimal route is a non-trivial task. It is in fact a well known problem in mathematics and computer science (The Guan’s Route Problem or the Chinese Postman Problem in Graph Theory). Some of the specific challenges that field sales representatives face are:

  • Determining the most efficient route: This can be a complex task, especially when there are many customers to visit and unpredictable factors to consider.
  • Balancing customer needs: Agents need to ensure that they can visit all of their customers in a timely manner, but they also need to be sensitive to customer needs. For example, some customers may prefer to be visited during certain hours or on certain days of the week.
  • Managing unexpected events: Things don't always go according to plan, so agents need to be able to manage unexpected events, such as traffic delays or customer cancellations.

Several solutions can help to address the challenges of planning routes for field sales agents. These include:

  • Using route planning software: Route planning software can help to automate the process of planning routes, making it more efficient and accurate. Some of these applications leverage real time traffic data available in Google or Apple mapping software to help with planning.
  • Gathering and using data: By gathering and using data, field sales teams can better understand their customers and their needs. This information can be used to plan more efficient routes. Using a CRM that can serve as a central data store where the latest information updated by all teams - marketing, sales, support, supply chain can help substantially.
  • Automating tasks: By automating tasks, such as data entry and route planning, field sales teams can free up time to focus on other activities, such as customer engagement.

By addressing the challenges of planning routes for field sales agents, businesses can improve the efficiency and effectiveness of their field sales teams. This can lead to increased sales, improved customer satisfaction, and reduced costs.

Incorrect Order Data

Field sales representatives often take stock order data from outlets on paper and then relay the information back to HQ over call or email. This process is error-prone and inefficient.

From revenue impacting issues like delayed order stocking to more serious problems like compliance issues can result from a manual approach.

  • Inaccurate inventory levels: If the inventory levels in the system are inaccurate, this can lead to stockouts or overstocks. This can in turn, lead to lost sales, dissatisfied customers, and increased costs.
  • Wrong prices: If the prices of products are entered incorrectly, this can lead to customers being overcharged or undercharged. This can damage customer relationships and erode profits.
  • Delayed or inaccurate orders: If the wrong quantities or products are ordered, this can lead to delays in shipping or the wrong products being delivered. This can upset customers and damage the company's reputation.
  • Compliance issues: If the wrong data is entered into the system, this can lead to compliance problems. For example, if the wrong tax codes are used, this can result in fines or penalties.

To mitigate these risks, it is important to have a robust system in place for data entry and validation. This system should include:

  • Clear and concise instructions for data entry: The instructions should be easy to understand and follow, and they should be tailored to the specific needs of the field sales representatives.
  • Adequate training for field sales representatives: The field sales representatives should be trained to enter data and correctly identify and correct errors.
  • Regular data validation: The data should be validated regularly to ensure accuracy. This validation can be done manually or automatically.

By following these tips, businesses can help to ensure that the stock data entered by field sales representatives is accurate and up-to-date.

Using Complex and Inflexible Tools

Sales representatives often use complex tools to help them with their work. These tools can include CRM systems, lead generation software, and sales forecasting tools. However, these tools can also be challenging, and sales representatives may face many challenges when using them.

Some of the specific challenges that sales representatives may face when using complex tools include:

  • Lack of training: Sales representatives may not have received adequate training on how to use the tools that they are required to use. This can lead to confusion and frustration, making it difficult for sales representatives to use the tools effectively.
  • The complexity of the tools: Some tools can be very complex. This can make it difficult for sales representatives to learn how to use them and make it difficult to use them efficiently.
  • Lack of integration: Sometimes, different tools that sales representatives use may not be integrated with each other. This can make it difficult for sales representatives to keep track of information and to share information between different tools.
  • Technical problems: Sometimes, technical problems can occur with sales representatives' tools. This can make it difficult for sales representatives to use the tools and lead to lost productivity.

There are a number of things that businesses can do to help sales representatives overcome the challenges of using complex tools. These include:

  • Providing adequate training: Businesses should provide sales representatives with adequate training on how to use the tools that they are required to use. This training should be tailored to the sales representatives' specific needs and the tools they are using.
  • Simplifying the tools: Businesses should simplify the tools they use as much as possible. This will make it easier for sales representatives to learn how to use the tools and to use them efficiently.
  • Integrating the tools: Businesses should integrate the tools they use as much as possible. This will make it easier for sales representatives to keep track of information and to share information between different tools.
  • Troubleshooting technical problems: Businesses should have a system in place for troubleshooting technical problems with their tools. This will help ensure sales representatives can use the tools despite technical problems.

By addressing the challenges of using complex tools, businesses can help sales representatives to use these tools effectively. This can lead to increased sales, improved customer satisfaction, and reduced costs.

Lack of updated information

Sales representatives who do not have up-to-date product or service information face a number of challenges. These challenges can include:

  • Losing sales opportunities: If a sales representative does not have the latest information about a product or service, they may be unable to answer customer questions or address their concerns. This can lead to lost sales opportunities.
  • Damaged customer relationships: If a sales representative provides inaccurate or outdated information to a customer, it can damage the customer relationship. This can make it more difficult to close future deals with the customer.
  • Reputational damage: A sales representative providing accurate or updated information to a customer can damage the company's reputation. This can make it more difficult to attract new customers and retain existing customers.
  • Increased costs: If a sales representative provides inaccurate or outdated information to a customer, it can increase costs for the company. This is because the company may have to issue refunds or credits to customers, or it may have to spend time and resources correcting the information.

There are a number of things that businesses can do to help sales representatives have up-to-date product or service information. These include:

  • Providing regular training: Businesses should provide sales representatives with regular training on the latest product or service information. This training should be tailored to the specific needs of the sales representatives and the products or services they are selling.
  • Creating a knowledge base: Businesses should create a knowledge base where sales representatives can access up-to-date product or service information. This knowledge base should be easy to use and navigate.
  • Encouraging feedback: Businesses should encourage sales representatives to provide feedback about the product or service information that they have. This feedback can be used to identify areas where the information needs to be updated.

By addressing these challenges, businesses can help sales representatives have up-to-date product or service information. This can lead to increased sales, improved customer satisfaction, and reduced costs.

Here are some additional tips for keeping sales representatives up-to-date on product or service information:

  • Use a variety of channels to communicate information, such as email, in-person training, and online resources.
  • Make sure that the information is easy to understand and navigate.
  • Provide regular updates on changes to product or service information.
  • Encourage sales representatives to ask questions if they are unsure about something.

By following these tips, businesses can help ensure that their sales representatives have the information they need to be successful.

5. Challenges of Field Sales Managers: Navigating Remote Teams with Success

"Field sales is about more than just selling products or services. It's about building relationships and solving problems." - Jeb Blount

Field sales managers encounter various hurdles in their roles, particularly when it comes to motivating and managing remote teams. Remote field sales representatives spend a significant amount of time on the road, making it inherently difficult for managers to maintain motivation and efficient management. In light of this, field sales managers must find innovative ways to stay connected with their teams and keep them engaged, even when physical proximity is lacking.

One of the foremost challenges faced by field sales managers pertains to the lack of face-to-face interaction with their remote sales representatives. The absence of direct contact impedes managers' ability to build relationships and gain insight into the progress and well-being of their team members. Consequently, motivating and ensuring their continued engagement becomes a formidable task.

Additionally, the lack of visibility into the activities of remote sales representatives poses a significant challenge for field sales managers. Without proper visibility, accurately assessing performance and identifying areas where support is needed becomes an arduous undertaking. As a result, the potential to effectively motivate and guide sales reps is compromised.

Remote work can be isolating, leading to feelings of loneliness and isolation among sales representatives. These emotional challenges can significantly impact motivation and productivity levels, necessitating the attention and support of field sales managers. Moreover, managing remote teams requires the adept use of technology. If the technology employed is unreliable or not user-friendly, effective communication and management of remote sales reps become major obstacles.

Nevertheless, field sales managers can overcome these challenges by adopting a proactive approach and implementing the following strategies:

  • Set clear expectations: Establish transparent performance goals, activities, and reporting requirements, ensuring sales reps are well aware of their responsibilities.
  • Provide regular feedback: Regularly offer constructive feedback to both commend positive performance and address areas that require improvement. This facilitates sales reps in staying on track and identifying avenues for growth.
  • Leverage technology for connectivity: Utilize various technological tools, such as video conferencing, instant messaging, or project management platforms, to foster effective communication and collaboration with remote sales reps.
  • Foster a sense of community: Cultivate a supportive virtual community among remote sales reps by organizing virtual coffee breaks, team-building exercises, or online forums. This cultivates a positive and engaged team dynamic.

By addressing these challenges head-on and implementing these strategies, field sales managers can successfully motivate and manage remote teams. Additionally, the following additional tips can further enhance the effectiveness of managing remote teams:

  • Empower your team: Provide your sales reps with the autonomy to make decisions and take action. This empowerment fosters engagement and motivation among team members.
  • Celebrate successes: Acknowledge and celebrate both small and significant achievements of the team. This boosts morale and maintains motivation.
  • Embrace flexibility: Maintain flexibility in accommodating your team's work hours and schedules, allowing for a healthy work-life balance.
  • Provide necessary resources: Ensure your team has access to the required resources, such as training programs, tools, and essential information, to enable their success.

By following these recommendations, field sales managers can establish a motivated and productive remote sales team.

Tracking and Measuring Performance: Overcoming Obstacles for Optimal Assessment

The accurate tracking and measurement of field sales representatives' performance pose notable challenges for field sales managers. As field sales reps spend a significant amount of time outside the office, tracking their activities and evaluating their performance accurately and efficiently becomes a crucial task for managers.

One of the primary challenges encountered by field sales managers in this regard is the lack of visibility into the activities and performance of remote field sales reps. Without physical presence, assessing performance becomes a complex process, hindering the identification of areas requiring assistance.

Additionally, a lack of standardization in how field sales reps track their activities and performance poses another challenge. This absence of uniformity makes it difficult to compare the performance of individual sales reps or benchmark against industry standards.

Data entry errors during the process of tracking field sales performance can easily occur, leading to inaccurate data. In turn, this inaccurate data makes informed decision-making significantly more challenging for field sales managers.

Moreover, obtaining buy-in from field sales reps regarding the importance of tracking performance and providing accurate data can present a substantial hurdle. Lack of motivation or understanding may impede the collection of accurate information about sales reps' performance.

Nonetheless, field sales managers can effectively track and measure performance by implementing the following strategies:

  • Utilize a CRM system: Employing a Customer Relationship Management (CRM) system enables field sales managers to track field sales reps' activities and performance, providing visibility into their operations and facilitating accurate assessment.
  • Set clear goals and objectives: Establish unambiguous performance goals and objectives for field sales reps to help focus their efforts and facilitate efficient progress tracking.
  • Provide regular feedback: Regularly furnish sales reps with constructive feedback to ensure their performance remains on target and enable them to identify areas necessitating improvement.
  • Leverage technology for automated data entry: Harness technology to automate data entry processes, reducing the likelihood of errors and simplifying the tracking of performance data.
  • Garner buy-in from field sales reps: Engage field sales reps in understanding the significance of tracking performance and the benefits it can bring, thereby fostering their commitment to providing accurate data.

In addition to these strategies, the following tips can further optimize the tracking and measurement of performance:

  • Select the appropriate metrics: Not all metrics are equally relevant. Choose metrics that align with your business goals and facilitate the effective tracking of field sales reps' performance.
  • Set realistic goals: Establish realistic goals for field sales reps to ensure motivation remains high and prevent feelings of discouragement.
  • Track performance over time: Monitoring performance over an extended period enables the identification of trends and facilitates adjustments to the sales strategy as required.
  • Leverage data for decision-making: Utilize data-driven insights to inform decision-making processes, ensuring that your sales team remains on track toward achieving their goals.

By addressing these challenges and implementing the recommended strategies and tips, field sales managers can successfully track and measure performance, leading to enhanced sales effectiveness.

Providing Training and Development: Empowering Field Sales Reps for Success

Field sales representatives must continually expand their knowledge and refine their skills to excel in their roles. To facilitate this growth, field sales managers play a pivotal role in providing comprehensive training and development opportunities to keep their teams ahead of the curve.

Delivering training and development programs to field sales reps can be challenging for field sales managers. Several obstacles may arise, including the lack of time, scarcity of resources, and limited buy-in from field sales reps themselves.

Time constraints frequently hinder field sales managers, as they juggle various responsibilities, such as managing territories, setting appointments, and closing deals. Allocating dedicated time for training and development becomes a complex endeavor.

The availability of resources poses another hurdle, as field sales managers may face budgetary constraints or lack access to appropriate training programs and external expertise.

Furthermore, field sales reps may exhibit a lack of buy-in, stemming from competing demands on their time, an undervaluation of training, or skepticism regarding its impact on their performance.

Delivering training effectively to remote teams presents its own set of difficulties. Without physical presence, gauging understanding becomes challenging, as non-verbal cues and facial expressions are not readily observable.

However, despite these challenges, field sales managers can successfully provide training and development by implementing the following strategies:

  • Prioritize training: Make training an integral part of your agenda and find creative ways to integrate it into your schedule. Consider setting aside specific time slots each week or leveraging mobile training options for on-the-go learning.
  • Identify suitable training programs: Conduct thorough research to identify training programs that align with your business needs and equip your sales reps with the necessary skills to succeed.
  • Cultivate buy-in from sales reps: Actively engage sales reps in understanding the value and importance of training and development opportunities. Emphasize how such initiatives directly contribute to their personal growth and improved performance.
  • Foster engaging training environments: Design training programs that are engaging and interactive to enhance knowledge retention and motivate sales reps to actively participate and learn.
  • Utilize technology for training delivery: Leverage technology to deliver training effectively, expand your reach, and streamline the tracking of reps' progress.

In addition to these strategies, consider the following tips to further optimize training and development efforts:

  • Tailor training to specific needs: Avoid a one-size-fits-all approach by tailoring training programs to address the specific needs of your team. This customization ensures relevancy and maximizes the impact of training initiatives.
  • Align training with reps' work: Make the training directly relevant to your reps' day-to-day work. This connection helps them appreciate the practical value of training and promotes the application of learned skills.
  • Follow up on training: After the training sessions, provide follow-up support to sales reps to assess how they apply the knowledge gained. This follow-up enables you to evaluate the effectiveness of the training and identify areas for improvement.

By implementing these strategies and following the additional tips, field sales managers can provide comprehensive training and development to help their teams enhance their skills and drive improved performance.

Managing Competition: Strategies for Success in a Highly Competitive Landscape

The field sales environment is inherently competitive, necessitating effective management strategies from field sales managers to differentiate their teams and secure deals.

Managing competition poses a challenge for field sales managers across all industries. Key challenges include gaining a deep understanding of the competition, differentiating products or services, building strong customer relationships, and staying abreast of industry trends.

To navigate these challenges successfully, field sales managers must first conduct thorough research to gain a comprehensive understanding of competitors. This research should encompass an analysis of their products or services, pricing structures, marketing strategies, and identification of their strengths and weaknesses.

Moreover, field sales managers must develop a competitive sales strategy that effectively differentiates their product or service from the competition. This strategy may involve highlighting unique features, emphasizing the benefits provided, adjusting pricing structures, or adopting innovative marketing approaches.

Building customer relationships is paramount in winning business and outshining the competition. Field sales managers should prioritize understanding customer needs, delivering exceptional customer service, and going the extra mile to foster strong relationships.

Furthermore, staying up-to-date on industry trends is crucial for field sales managers to remain competitive. This entails a comprehensive understanding of emerging technologies, evolving customer needs, and the latest marketing strategies.

To manage competition effectively and achieve success, field sales managers should adopt the following strategies:

  • Conduct thorough research: Gain a deep understanding of the competition by conducting extensive research on their products, pricing, marketing strategies, and strengths and weaknesses.
  • Develop a competitive sales strategy: Craft a sales strategy that focuses on differentiating your product or service from competitors and building strong customer relationships.
  • Stay informed on industry trends: Continuously update your knowledge of industry trends, including emerging technologies, evolving customer needs, and current marketing strategies.
  • Proactive approach: Stay ahead of the competition by proactively monitoring their moves and preparing strategic responses.
  • Flexibility is key: Adaptability is crucial in the ever-changing competitive landscape, so be flexible in adjusting your sales strategy to stay ahead.

To further optimize competition management, consider the following additional tips:

  • Leverage your strengths: Identify and emphasize the unique selling points of your product or service, leveraging your team's strengths to gain a competitive edge.
  • Be open to compromise: Understand that not every deal can be won exactly as envisioned. Be open to compromise and work towards mutually beneficial solutions.
  • Foster relationships with decision-makers: Focus on building strong relationships with key decision-makers, as they play a pivotal role in the buying process.
  • Persistence pays off: Do not be discouraged by initial setbacks or unsuccessful attempts. Follow up consistently with potential customers, as perseverance often leads to closing the deal.

By incorporating these strategies and tips, field sales managers can effectively manage competition and secure more business opportunities.

Cost Management: Maximizing Efficiency and Effectiveness

Field sales operations can entail significant expenses, necessitating effective cost management strategies from field sales managers to ensure optimal team performance and profitability.

Managing costs presents a challenge for field sales managers across industries. Key challenges include controlling travel expenses, balancing marketing investments, managing salaries and commissions, and ensuring efficient technology spending.

Travel expenses incurred by field sales reps during customer visits represent a significant portion of the overall costs. Field sales managers must find ways to control these expenses without compromising the quality of customer interactions.

Additionally, field sales managers need to strike a balance when allocating resources to marketing endeavors. While investment in marketing is essential for generating leads and building product or service awareness, it is vital to avoid overspending, which can impact profitability.

Managing salaries and commissions is another aspect that requires careful attention from field sales managers. Ensuring fair compensation for field sales reps while remaining mindful of the overall budget is crucial.

Furthermore, technology expenses associated with field sales operations can accumulate quickly. Field sales managers must exercise caution to avoid overspending while equipping sales reps with the necessary tools for success.

To manage costs effectively, field sales managers should consider the following strategies:

  • Establish a budget: Develop a budget that outlines spending limits and enables comprehensive tracking of expenses to ensure financial discipline.
  • Negotiate with vendors: Engage in negotiations with vendors to secure more favorable terms, particularly concerning travel, marketing, and technology expenses.
  • Leverage technology for expense tracking: Utilize software programs designed for expense tracking, enabling accurate and efficient monitoring of spending to ensure adherence to the budget.
  • Promote cost-consciousness among sales reps: Encourage field sales reps to be mindful of costs associated with their work, fostering cost-effective decision-making.

In addition to these strategies, field sales managers can employ the following tips to optimize cost management:

  • Proactivity is key: Stay proactive by regularly monitoring spending patterns and making adjustments as needed.
  • Embrace flexibility: Recognize that the cost of doing business can fluctuate, and be prepared to adapt your budget accordingly.
  • Foster transparency: Maintain open communication with sales reps regarding the company's budget and the importance of managing costs effectively.
  • Leverage technology for connectivity: Employ CRM software, video conferencing tools, and instant messaging platforms to stay connected with the team, minimizing travel costs.
  • Set clear goals and expectations: Establish transparent goals and expectations for the team, ensuring alignment and focused efforts towards common objectives.
  • Provide regular feedback: Offer constructive feedback to identify areas for improvement and maintain motivation within the team.
  • Invest in training and development: Allocate resources for training and development opportunities to empower the team, enhancing their skills and performance.

By implementing these strategies and following the provided tips, field sales managers can navigate the challenges associated with cost management effectively, improving overall performance and bottom-line results.

In conclusion, by proactively addressing the challenges faced by field sales managers and implementing the recommended strategies and tips, these professionals can motivate and manage remote teams, track and measure performance accurately, provide effective training and development, manage competition, and optimize cost management. These efforts contribute to the success of field sales operations and drive improved outcomes for businesses in competitive markets.

6. Basics of a Successful Field Sales Strategy

“The average field sales rep generates $1.2 million in annual revenue. This is significantly higher than the average annual revenue generated by inside sales reps.” -

An effective field sales strategy is tailored to the specific needs of the business, its products or services, and its target market. However, there are some general contours that all effective field sales strategies should follow. These include:

Gaining a Comprehensive Understanding of Your Target Market

When it comes to developing a successful field sales strategy, a crucial first step is gaining a clear understanding of your target market. This understanding entails delving into your customers' needs, wants, and pain points, enabling you to tailor your approach effectively. To help you achieve this understanding, here are some actionable tips:

  • Conduct market research: Gathering information about your target market is vital. Conduct comprehensive market research, utilizing methods such as surveys, interviews, and focus groups to gather valuable insights into demographics, psychographics, and buying behavior.
  • Analyze your current customer base: Your existing customers can provide invaluable insights into your target market. Analyze their demographics, psychographics, and buying behavior to gain a deeper understanding of what your target market desires and requires.
  • Engage with your sales team: Your sales team is at the forefront of customer interactions and possesses a wealth of knowledge about your target market. Engage with them to gather their experiences and insights into customer needs and preferences.
  • Leverage social media: Social media platforms offer a goldmine of information about your target market. Follow your target audience, participate in online discussions, and closely monitor their comments and reviews to gain insights and stay connected.
  • Attend industry events: Industry events present an excellent opportunity to connect with potential customers and gain firsthand knowledge of their needs and desires. Attend relevant events, engage in panel discussions, and network with professionals in your industry to expand your understanding.

By following these tips, field sales teams can gain a clear understanding of their target market and utilize this knowledge to drive success. Additionally, consider the following additional tips to enhance your understanding of the target market:

  • Be specific: Define your target market as specifically as possible. This focused approach allows your sales team to concentrate their efforts and avoid wasting time on prospects who may not be a good fit.
  • Be realistic: Set realistic expectations for your target market. By doing so, you enable your sales team to effectively allocate their time and resources while avoiding setting them up for failure.
  • Be flexible: Recognize that your target market may need adjustments over time. The market is dynamic, and customer needs evolve, so it is crucial for your sales team to adapt their strategies accordingly.

By adhering to these tips, field sales teams can gain a comprehensive understanding of their target market, empowering them to deliver more successful outcomes.

Developing a Well-Defined Sales Process: A Path to Field Sales Success

A well-defined sales process is an essential component of a successful field sales strategy. Tailored to the target market, it outlines the sequence of steps that sales representatives take to close deals effectively. To establish a well-defined sales process, consider the following steps:

  • Define your sales goals: Clearly identify what you aim to achieve with your sales process. Whether it's increasing sales, improving customer retention, or another objective, having defined goals allows you to develop a process that aligns with your desired outcomes.
  • Identify your target market: Gain a deep understanding of your target market, including their needs and wants. This knowledge will enable you to develop a sales process that resonates with your intended audience.
  • Create a sales funnel: Construct a visual representation of the prospect's journey, from initial awareness of your product or service to becoming a customer. This sales funnel will help you identify distinct stages in the sales process, allowing you to tailor your approach accordingly.
  • Define activities for each stage: Determine the specific activities that must be undertaken at each stage of the sales process. For instance, during the awareness stage, you may need to generate leads or create compelling content to attract prospects. At the consideration stage, qualifying leads or providing demos may be necessary. Closing deals and delivering exceptional customer support may be vital during the decision stage.
  • Define metrics for each stage: Establish metrics that will enable you to measure the success of each stage in the sales process. For example, during the awareness stage, you may track the number of leads generated or website visitors. At the consideration stage, measuring the number of requested demos or qualified leads can provide valuable insights. Tracking the number of closed deals or the revenue generated becomes crucial during the decision stage.
  • Document your sales process: Once you have defined your sales process, it is vital to document it comprehensively. This documentation ensures that all members of your sales team are aware of the process and can consistently follow it. This consistency promotes efficiency and effectiveness.
  • Train your sales team: After documenting the sales process, provide thorough training to your sales team to ensure they understand how to utilize it effectively. This training equips them with the knowledge and skills required to succeed in closing deals.
  • Monitor and improve your sales process: Regularly monitor the performance of your sales process and make necessary improvements. This continuous evaluation and refinement ensure that your sales process remains effective and efficient, adapting to market changes and evolving customer needs.

By following these steps, field sales teams can establish a well-defined sales process that paves the way for success. Consider the following additional tips to enhance your sales process:

  • Be flexible: Design your sales process with flexibility in mind to accommodate changes in the market or evolving customer needs. This adaptability enables your team to stay agile and responsive.
  • Be scalable: Create a sales process that is scalable, allowing both small and large teams to implement it effectively. Scalability ensures consistent performance regardless of team size.
  • Be repeatable: Design a sales process that is repeatable, providing a consistent framework for your sales team to follow. This consistency enables your team to close deals more effectively and efficiently.
  • Be measurable: Establish measurable metrics within your sales process to track its effectiveness. These metrics provide valuable insights into performance, enabling you to identify areas for improvement and make data-driven decisions.

By adhering to these tips, field sales teams can establish a well-defined sales process that propels them towards greater success.

Fostering Strong Customer Relationships: A Cornerstone of Field Sales

In the world of field sales, building strong relationships with customers is paramount. A successful field sales strategy places a strong emphasis on cultivating customer relationships and establishing trust. To help field sales teams develop a robust focus on relationships, consider the following tips:

  • Be genuine: Relationships thrive on trust and authenticity. Ensure your interactions with customers and prospects are genuine, reflecting your sincerity and honesty.
  • Listen actively: Active listening is a fundamental skill for building strong relationships. By actively listening, you demonstrate your genuine interest in the other person and what they have to say.
  • Be empathetic: Empathy plays a crucial role in relationship-building. Show understanding and share the feelings of your customers and prospects, conveying your care for their needs and experiences.
  • Be helpful: Demonstrating helpfulness is a powerful way to foster goodwill and trust. Go the extra mile to assist your customers, showcasing your commitment to their success.
  • Be consistent: Consistency is key in establishing lasting relationships. Maintain consistency in your communication, follow-up, and interactions with customers and prospects, reinforcing reliability and trustworthiness.
  • Be patient: Building meaningful relationships requires time and patience. Understand that strong connections aren't forged overnight. Stay persistent and patient, investing in relationships that ultimately benefit your business.

By implementing these tips, field sales teams can cultivate a strong focus on relationships, leading to greater success. Here are additional tips to enhance the development of a strong relationship focus:

  • Focus on the long-term: Recognize that relationships are not built overnight. Shift your mindset to prioritize long-term relationship-building efforts, understanding that the rewards will materialize over time.
  • Build trust: Trust serves as the foundation for any robust relationship. Ensure you are trustworthy and reliable in all your interactions with customers and prospects, reinforcing their confidence in your partnership.
  • Be a good listener: Listening is a vital skill in relationship-building. Dedicate time and attention to truly understand the perspectives and needs of your customers and prospects.
  • Be responsive: Promptly respond to inquiries from customers and prospects, showcasing your attentiveness and dedication to their concerns. Whether it's emails, phone calls, or other forms of communication, strive to be consistently responsive.
  • Be personal: Tailor your interactions to make them personal and individualized. Invest time in getting to know your customers and prospects on a deeper level, demonstrating genuine care and interest.

By incorporating these tips, field sales teams can foster a strong focus on relationships, paving the way for enhanced success.

Leveraging Technology for Field Sales Success

In the world of field sales, technology serves as a powerful ally for sales representatives. A well-designed field sales strategy incorporates the use of technology to enhance organization, track progress, and secure deals. Here are several ways field sales teams can effectively harness the potential of technology:

  • Utilize CRM software: CRM software empowers field sales teams to track leads, manage their pipeline, and efficiently close deals. Leveraging this technology provides a centralized platform for streamlined sales processes.
  • Employ sales enablement tools: Sales enablement tools equip field sales teams with the essential resources needed for success. These tools can include product knowledge databases, sales scripts, customer case studies, and other valuable assets.
  • Embrace video conferencing: Video conferencing bridges the gap between field sales teams and customers/prospects, particularly when geographically dispersed. Its usage facilitates meaningful connections and effective communication.
  • Harness mobile apps: Mobile apps enable field sales teams to remain organized and productive while on the move. From scheduling appointments to managing leads and tracking expenses, mobile apps offer convenience and efficiency.
  • Leverage social media: Social media platforms provide a valuable avenue for field sales teams to connect with customers and prospects. Engaging on social media platforms allows for content sharing, answering inquiries, and even running contests to foster relationships.
  • Choose the right tools: The market offers a plethora of tools, so it's vital to select those that align with your team's needs and budget. Consider your requirements carefully when making technology decisions.
  • Provide comprehensive training: Once the appropriate tools are selected, thorough training for your sales team is essential. Equipping them with the knowledge and skills to maximize the tools' potential will drive their success in sales efforts.
  • Prioritize ease of use: The chosen tools should be user-friendly and intuitive. This simplicity encourages adoption by your team and ensures regular utilization.
  • Monitor and analyze results: After implementing the tools, continuous monitoring of results is crucial. This practice enables you to assess their effectiveness and make necessary adjustments to optimize your strategy.

By incorporating these tips, field sales teams can successfully embrace technology and achieve greater success in their endeavors.

The Transformative Power of Regular Training and Coaching for Field Sales Teams

In the realm of field sales, regular training and coaching are indispensable for achieving success. An effective field sales strategy recognizes the importance of providing ongoing training and coaching to equip sales representatives with the necessary skills to close deals effectively. Let's delve into some valuable insights on creating a strategy for regular training and coaching:

  • Identify the needs of your team: To kickstart your training and coaching strategy, identify the specific needs of your team. Pinpoint the skills they need to improve and the knowledge they require to excel. This knowledge serves as a foundation for developing a targeted training plan.
  • Create a tailored training plan: Craft a training plan that caters to the unique needs of your team. Incorporate a variety of training methods, including classroom sessions, online modules, and on-the-job training. This multifaceted approach ensures a comprehensive learning experience.
  • Provide regular coaching: Remember, coaching is just as crucial as training. Regular coaching sessions enable team members to practice their skills and receive invaluable feedback. It is important to foster a culture of ongoing coaching rather than viewing it as a one-time event.
  • Make it engaging: Infuse training and coaching with elements of fun and engagement. If your team members enjoy the process, they are more likely to absorb and retain information effectively. Interactive activities and gamification can enhance the learning experience.
  • Measure the impact: Measuring the results of your training and coaching program is vital. Utilize key performance indicators (KPIs) to assess the effectiveness of the program. This data-driven approach allows you to make informed adjustments to optimize the impact of your training and coaching efforts.
  • Prioritize training and coaching: Make training and coaching a top priority for your sales team. Dedicate regular time slots specifically for these activities. By demonstrating the importance of ongoing development, you encourage a culture of continuous learning and improvement.
  • Garner team buy-in: It is crucial to obtain buy-in from your team members regarding the value and significance of training and coaching. When they understand the direct impact on their performance and career growth, they are more likely to embrace these opportunities wholeheartedly.
  • Embrace flexibility: Flexibility is key in designing your training and coaching program. Adapt it to meet the evolving needs of your team and the dynamic market landscape. Flexibility ensures that your training remains relevant and impactful.
  • Maintain consistency: Consistency is paramount in fostering growth and improvement. Establish a regular cadence for training and coaching sessions, creating a dependable framework for your team members to rely upon.

To bring these concepts to life, consider incorporating specific training and coaching activities into your plan, such as:

  • Classroom training: Invite industry experts to educate your team on new products, services, or cutting-edge sales tools.
  • Online training: Provide access to online courses and webinars that address specific skill sets and industry knowledge.
  • On-the-job training: Facilitate mentorship opportunities, allowing team members to shadow experienced salespeople and learn through practical experience.
  • Coaching: Conduct one-on-one meetings to discuss individual progress, provide personalized feedback, and enhance sales call performance.

By integrating these strategies, you can create a comprehensive training and coaching program that empowers your field sales team to achieve greater success and exceed performance expectations. Remember, investing in the continuous growth of your sales representatives is an investment in the overall success of your business.

The Power of Clear Goal Setting in Field Sales Strategy

In the realm of field sales, setting clear goals and objectives is the bedrock of success. A well-defined strategy that aligns with these goals empowers your team to achieve their full potential. Let's explore some invaluable tips for creating a strategy that sets your team up for success.

Start with the Big Picture

Begin by defining the overarching goals for your sales team. What do you aspire to achieve? Is it increasing sales, enhancing customer satisfaction, or venturing into new markets? By establishing the big picture, you can break it down into smaller, more manageable goals and objectives.

Make Goals Specific and Measurable

Ensure your goals and objectives are specific and measurable. This enables you to track your progress and gain insights into your performance. Instead of a vague aim to "increase sales," set a specific target like "increase sales by 10% in the next quarter." Such clarity fuels motivation and provides a clear benchmark for success.

Strike a Balance: Goals Should Be Achievable and Challenging

Finding the sweet spot between attainability and challenge is crucial. Goals that are too easy undermine motivation, while those that are excessively difficult breed discouragement. Strike a balance that inspires your team to reach beyond their comfort zones while maintaining a realistic path to success.

Relevance Is Key

Ensure that your goals and objectives are relevant not only to the overall sales team but also to individual members. Tailor them to align with the strengths and aspirations of each team member. For instance, if your aim is to boost sales, set a target for each salesperson to increase their sales by 10% in the upcoming quarter.

Set Time-Bound Goals

Attach deadlines to your goals and objectives. This instills a sense of urgency and accountability. For example, you might set a goal to achieve a 10% increase in sales within the next quarter. Time-bound goals keep your team on track and ensure timely progress.

Communicate and Collaborate

Effectively communicate the goals and objectives to your team. This fosters alignment, enabling your team to comprehend what they are striving for and how their contributions drive the overall success. Encourage open dialogue and seek input from team members to enhance ownership and engagement.

Track Progress and Adapt

Regularly monitor your progress and make necessary adjustments along the way. Utilize data to assess what's working and what's not, allowing you to fine-tune your strategy as needed. By embracing a data-driven approach, you stay agile and responsive to evolving circumstances.

Additional Tips for Success:

  • Secure Team Buy-In: Foster commitment and enthusiasm by ensuring team members understand and appreciate the significance of the goals and objectives. Their buy-in is vital to collective success.
  • Embrace Flexibility: Keep your goals and objectives flexible to adapt to changing business needs and market dynamics. This ensures your strategy remains relevant and effective.
  • Embrace Realism: Balance ambition with realism. Setting challenging but attainable goals inspires growth while preserving confidence and motivation.
  • Tailor to Your Target Market: Tailor your strategy to the unique needs and preferences of your target market. A personalized approach enhances your chances of success.
  • Utilize Data for Tracking: Employ data to track your progress and gain insights into your performance. This empowers you to make informed adjustments and optimize your strategy accordingly.
  • Embrace Adaptability: In the dynamic field sales environment, adaptability is key. By staying flexible and adaptable, you ensure your strategy remains current and attuned to market demands.

By embracing these tips, businesses can develop a field sales strategy that effectively sets clear goals and objectives, propelling them towards the achievement of their sales goals. Remember, a well-crafted strategy is the compass that guides your team toward success in the competitive world of field sales.

Crafting an Effective Sales Compensation Plan for Field Sales Teams

When it comes to designing a sales compensation plan for field sales teams, there is no one-size-fits-all solution. The ideal plan will vary depending on the specific needs of the company and the team. However, certain key principles can guide you in creating a strong sales compensation plan for your field sales teams. Let's explore these essential factors:

Align with Company Goals:

A successful sales compensation plan should align closely with the overall goals of the company. It should incentivize and reward salespeople for activities that contribute to the company's success, such as generating new leads or fostering customer retention.

Tailor to Sales Types:

If your company offers different types of products or services, consider customizing the compensation plan for each specific sales category. This ensures that salespeople are appropriately rewarded based on the unique demands and profitability of each sales area.

Account for Experience Levels:

Take into account the experience levels of your sales team when designing the compensation plan. Seasoned salespeople may have a track record of generating higher sales and may require compensation at a higher rate to reflect their expertise.

Consider Competitive Landscape:

To attract and retain top talent, it's important to factor in the competitive landscape. If other companies in your industry offer more lucrative compensation packages, you may need to provide a competitive plan to remain competitive in the talent market.

Once you've considered these factors, you can focus on the specific details of your sales compensation plan:

  • Base Salary: Determine the fixed amount of money that salespeople will earn regardless of their performance. This provides stability and a sense of security.
  • Commission Rate: Establish the percentage of sales that salespeople will earn as a bonus. This incentivizes them to strive for higher sales numbers and rewards their achievements.
  • Performance Goals: Set clear and measurable criteria that salespeople must meet to earn their commission. These goals should align with the company's objectives and encourage sales excellence.
  • Payout Schedule: Decide on the frequency with which salespeople will receive their commission payments. This should strike a balance between motivating timely performance and managing your company's cash flow.

In addition to these considerations, here are some extra tips for designing an effective sales compensation plan:

  • Ensure Fairness and Transparency: The plan should be fair and transparent, creating a sense of equity among sales team members. This fosters motivation and a positive team culture.
  • Embrace Flexibility: Adaptability is key. Design a compensation plan that can flexibly respond to changes in the market or business environment. This flexibility helps to keep your plan relevant and competitive.
  • Seek Sales Team Feedback: Gathering feedback from your sales team is invaluable. By involving them in the process, you can ensure that the compensation plan is fair, motivating, and resonates with their needs.

By combining these tips with a thoughtful approach, you can design a sales compensation plan that strikes the right balance between incentivizing your field sales teams and aligning with your company's overall goals. Remember, an effective compensation plan empowers your sales team to achieve greater success and drive your business forward.

Boost Field Sales Performance with Activity-Based KPIs

When it comes to measuring the performance of field sales teams, activity-based KPIs (key performance indicators) can provide valuable insights by tracking their activities. This approach offers a more comprehensive view than simply focusing on sales figures, allowing teams to identify areas for improvement and drive better results. Let's explore some common activity-based KPIs used to measure the performance of field sales teams:

  • Number of leads generated: This KPI measures the team's ability to generate new leads, highlighting their prospecting and customer identification skills.
  • Number of appointments booked: This KPI tracks the team's success in securing appointments with potential customers, reflecting their lead qualification and conversion capabilities.
  • Number of opportunities closed: This KPI measures the team's effectiveness in closing deals and converting opportunities into revenue, providing a clear indicator of their sales performance.
  • Average deal size: This KPI assesses the average value of closed deals, revealing the team's ability to sell high-value products or services.
  • Customer satisfaction: This KPI gauges the level of satisfaction among the team's customers, reflecting their commitment to delivering excellent customer service.

By monitoring and analyzing these activity-based KPIs, field sales teams can pinpoint areas for improvement. For instance, if lead generation is low, the team may need to refine their prospecting skills. If appointment bookings are lacking, improving lead qualification techniques could be beneficial. Similarly, if deal closures are below expectations, focusing on enhancing sales skills might be necessary.

Activity-based KPIs serve as a powerful tool for enhancing field sales team performance. By leveraging these KPIs, teams can identify areas for improvement and adjust their approach accordingly. This can lead to increased sales, enhanced customer satisfaction, and overall success for the sales team.

To maximize the effectiveness of activity-based KPIs, consider the following tips:

  • Choose relevant KPIs: Select KPIs that align with the team's specific goals and objectives, ensuring they provide meaningful insights into the team's performance.
  • Set realistic goals: It's important to set achievable goals for the chosen KPIs. Setting overly ambitious targets can demotivate the team and hinder their progress.
  • Regularly track KPIs: Consistently monitoring and tracking KPIs allows the team to stay informed about their performance, enabling timely adjustments as needed.
  • Leverage data for improvement: Utilize the data gathered from the KPIs to drive performance improvements. This may involve modifying the team's approach, providing additional training, or refining the sales process.

By incorporating these strategies, field sales teams can leverage activity-based KPIs to elevate their performance, achieve their goals, and drive greater success.

Streamline Field Sales Operations with Automated Administrative Tasks

Efficiently managing tedious administrative tasks is crucial for field sales teams to maximize their productivity. Fortunately, there are several effective ways to automate these tasks and streamline operations. Consider the following ideas:

  • Utilize CRM software: Implementing CRM (Customer Relationship Management) software can automate various tasks such as lead management, contact management, and opportunity tracking. By automating these processes, field sales representatives can allocate more time to nurturing relationships with customers and prospects.
  • Leverage task management software: Task management software enables field sales teams to track and prioritize their tasks, ensuring timely completion. This eliminates the need for manual information retrieval and minimizes the risk of overlooking important responsibilities.
  • Harness email automation: Email automation tools empower field sales teams to send automated emails to leads and customers. This allows for consistent communication and relationship nurturing without the need for manual email drafting and sending.
  • Adopt document management software: Document management software provides a centralized platform for storing and organizing important documents. By eliminating the hassle of manual document handling, field sales teams can save time and mitigate the risk of losing crucial files.
  • Implement expense management software: Expense management software simplifies expense tracking and reimbursement processes for field sales teams. By automating expense management, teams can save time and reduce the likelihood of errors in expense reporting.

By automating these tedious administrative tasks, field sales teams can significantly enhance their efficiency and dedicate more time to customer and prospect interactions. This can lead to increased sales and heightened customer satisfaction.

Consider the following additional tips for successfully automating administrative tasks in field sales:

  • Choose the right tools: Select automation tools that align with the team's specific needs and are user-friendly. It's important to assess their relevance and ease of implementation.
  • Start with small steps: Begin the automation journey by focusing on the most time-consuming or error-prone tasks. This gradual approach ensures a smoother transition and allows the team to adjust to the new tools and processes.
  • Seek feedback: Once you've implemented automation, actively seek feedback from the field sales team. Their insights will help identify areas for improvement and refine the automation process.
  • Stay up-to-date: As the team's needs evolve, ensure that the automation tools are regularly updated to meet new requirements. This guarantees that the team can consistently leverage the tools to their full potential.

By following these recommendations, field sales teams can effectively automate administrative tasks, optimize their workflows, and concentrate on high-value activities that drive success.

7. How can Vtiger Field Sales Add-On help you

“A survey conducted by Innoppl Technologies revealed that 65% of sales representatives who use mobile CRM software achieve their sales quotas, compared to only 22% of those who do not use mobile CRM.”

Here are some additional benefits of using Vtiger One for field sales:

  • Increased visibility: Vtiger One provides a single view of all sales data, which helps managers to track performance and identify opportunities.
  • Improved efficiency: Vtiger One automates many tasks that field sales reps typically have to do, freeing them up to focus on more important activities.
  • Better customer service: Vtiger One makes it easy for field sales reps to communicate with customers and resolve issues, which helps to improve customer satisfaction.
  • Increased productivity: Vtiger One helps field sales reps to be more productive by providing them with the tools they need to close deals faster.
  • Ready-made solutions: Vtiger One offers a variety of ready-made solutions that you can use to get started quickly.
  • Flexible platform: Vtiger One is a flexible platform you can customize to meet your needs.
  • Scalable solution: Vtiger One is a scalable solution that can grow with your business.
  • Easy to use: Vtiger One is easy to use and navigate, even for users without CRM experience.

Higher Adoption

“A study by Harvard Business Review found that companies that effectively use CRM systems see an average of 11% improvement in customer satisfaction.”

The new field sales app has an easy-to-use interface tailored specifically for sales reps. This means that reps can quickly and easily find the information they need without spending time navigating through complex menus or entering data.

The app also provides a single view of all the information a rep needs, including leads, opportunities, and customer data. This eliminates the need for reps to manually switch between multiple applications or enter data into different systems.

No Data Entry

The app also automates many tasks that reps typically have to do at the end of the day, such as entering call notes and updating customer records. This frees reps to focus on more important tasks, such as building relationships with customers and prospects.


The app also allows reps to communicate with dealers across multiple channels, including WhatsApp and phone. This gives reps the flexibility to communicate in the most convenient way for the dealer.

Overall, the new field sales app is designed to be easy to use and to save reps time. This will lead to increased app adoption and improved results for the sales team.

Increased Effectiveness & Efficiency

“Salesforce states that businesses using CRM software experience an average increase of 29% in sales team efficiency.”

The new field sales app will help supervisors to be more effective and efficient by making it easy to:

  • Set up beats: Supervisors can easily create and manage beats, which are geographic areas that are assigned to field sales reps. This helps to ensure that reps are covering the right territory and not overlapping each other.
  • Schedule recurring routes: Supervisors can easily schedule recurring routes for reps, which helps to ensure that reps are visiting their customers regularly.
  • Join on a beat: Supervisors can easily join a beat, which allows them to see what reps are doing in the field and to provide support if needed.
  • Manage leaves: Supervisors can easily manage leaves, which allows them to ensure that reps are not scheduled to work when they are on leave.

The new field sales app will also help field sales reps to save time by automating many of the tasks that they typically have to do, such as:

  • Data entry: The app automatically enters data into the CRM system, which saves reps time and reduces the risk of errors.
  • Reporting: The app generates reports that reps can use to track their progress and identify improvement areas.
  • Communication: The app allows reps to communicate with each other and with supervisors, which helps to improve collaboration and coordination.

Overall, the new field sales app will help supervisors be more effective and efficient, and help field sales reps save time. This will lead to increased productivity and improved results for the sales team.

Better Data Visibility & Insights to Help Management Take Proactive Actions

“A study by Nucleus Research found that CRM applications deliver an average return on investment (ROI) of $8.71 for every dollar spent.”

Vtiger One offers a variety of features that help management to gain better visibility into their sales data and to take proactive actions. For example, Beat Analytics shows high-performing and poor-performing outlets, which can help management to identify areas where they need to focus their attention.

Vtiger One also offers out-of-the-box insights, such as order analytics and beat analytics. These insights provide management with valuable information that they can use to make informed decisions.

In addition, Vtiger One allows management to create custom reports and to use the Insights Designer to create custom insights. This gives management the flexibility to get the information they need in the way that they need it.

Overall, Vtiger One provides management with the tools they need to gain better visibility into their sales data and to take proactive actions. This can help to improve sales performance and to achieve business goals.

Shorter TTM due to ready capabilities

Vtiger One offers a variety of ready capabilities that can help you to shorten your time to market (TTM). For example, the FSA Add-on and the CPQ Add-on provide you with the basic capabilities to roll out the solution quickly.

In addition, Vtiger One's VTAP platform makes it easy to develop advanced features. For example, you can use VTAP and APIs to integrate stock with DMS.

Vtiger One also has ready connectors with communication systems (Emails, SMS, Phone), collaboration systems (MS Teams, Google Meet, Zoom), Accounting systems & more. This means you can easily connect Vtiger One with your existing systems and processes.

Overall, Vtiger One offers a variety of features that can help you to shorten your TTM and get your field sales solution up and running quickly.


Vtiger One is a highly customizable platform allowing you to tailor the solution to meet your needs. The Admin Console gives you the power to:

  • Set up access controls: You can define who has access to what data and what actions they can take.
  • Create approval rules: You can define who needs to approve certain actions, such as creating a new lead or closing a deal.
  • Set assignment rules: You can define which field sales rep should be assigned to a lead or opportunity based on certain criteria, such as location or industry.

In addition, Vtiger One's Visual Process Designer allows you to create automation flows for tasks such as reminders, leave approvals, and more. This low-code platform makes it easy to create complex automation flows without writing any code.

Overall, Vtiger One offers a high degree of customizability that allows you to tailor the solution to meet your specific needs. If you are looking for a field sales solution to help you improve your sales performance, Vtiger One is a great option.

8. Next Steps

We would love to show you the Vtiger Field Sales Add-on in action along with all the other exciting features of Vtiger One CRM.

Please write into us at [email protected] or book a demo by scheduling an appointment.