5 CRM Field Management Tricks Instilling Intelligent Team Operations? - kaptureCRM

5 CRM FIELD MANAGEMENT TRICKS INSTILLING INTELLIGENT TEAM OPERATIONS?

Most employers’ finds it hard to keep employees’ productive right under their finger point, managing outside activity much more hard. Here CRM Field Management transforms into a much conflicting challenge.

Taking field employee input as only source of information could instantly put your business under stress and threat of under performance. Henceforth, managing field teams becomes a hard challenge.

Still, Field Teams are Quintessential. But Why?

Most IT and software vendors still depend on direct client interaction as their central revenue source. And most clients prefer businesses to visit at their location. All business requires field personnel’s with complete set of soft-skills and solid product knowledge.

In short, a firm Hand Shake could still beat a perfectly optimized landing pages at completing a Deal.

Even when you are handling hardware products, you may have to attend individual dealers or distributors. If you are an FMCG manufacturer, your representative may be required to frequently visit multiple store owners.

All these processes require maintaining a complete on-field team.

Transit Paths and Guidance Problems

Every employer having a field team is concerned about two central issues.
1. Are my field employees taking too much leisure time?
2. Are they following most efficient paths?

Each of these issues seem to be coming from opposite corners having diverse appeal. But they also have similar solution.

Having an integrated CRM software, gives you necessary tools to solve both these issues at easiest way.

A GPS integrated tool shows precise location for each sales personnel. You can also follow and track location through each passing spot.

Every city has numerous side paths and shortcuts, which could significantly shorten transit paths. CRM software lets you read direct location and transit paths for an outside employee. If you find that your employee could reach destination through an easier path, that’s also directly updated.

Passing Information at Cross roads

Upon arrival on a location, one may need to access immediate information. Instead of trying to pass-on critical information through unclear phone channels, you can directly communicate with sales personnel.

While incorrect data could potentially cost a customer, a CRM helps you readily manage your customer database.
It allows you to potentially access most in-depth information from client’s location, enabling you easily call for help.

False Claims and Missed Meetings

Every sales meetings and client meet-ups are potential opportunities. If anyone decides not to attend a meeting at team’s expense, you obtain immediate updates through CRM tracking.

An integrated CRM gives you track of each employee, even availing exact location of each employee. Through CRM software, you can open-up you towards a central theme for making best client organizations.