Jonty Lims, Author at Tech Web Space Let’s Make Things Better Thu, 01 Dec 2022 07:46:52 +0000 en-US hourly 1 https://wordpress.org/?v=6.2.2 https://www.techwebspace.com/wp-content/uploads/2015/07/unnamed-150x144.png Jonty Lims, Author at Tech Web Space 32 32 A Complete Guide to Sales Force Automation Solution https://www.techwebspace.com/a-complete-guide-to-sales-force-automation-solution/ Thu, 01 Dec 2022 07:44:26 +0000 https://www.techwebspace.com/?p=61471 Although it may seem counterintuitive for a profession that values personal interaction, sales force automation is crucial to your sales process. Making a sale depends on a number of tasks, such as handling leads, contacting potential clients, tracking task-by-task completion, etc. The...

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Although it may seem counterintuitive for a profession that values personal interaction, sales force automation is crucial to your sales process. Making a sale depends on a number of tasks, such as handling leads, contacting potential clients, tracking task-by-task completion, etc.

The limited resource of time always appears to pass too quickly. Making the most of the time you have doesn’t need to add more hours to the day. That is the main goal of sales force automation.

This blog will help you show the benefits of implementing sales force automation in your business. We’ll also go through some of the most well-liked SFA tools on the market right now. Additionally, talk about where to get the best sales force automation software for your company.

According to a report, only 35% of the time spent by salespeople is actually spent closing deals. The rest of the day is spent on repetitive administrative tasks. Automation tools are essential since productivity is directly impacted by them.

What is Sales Force Automation Software?

Software for automating sales-related tasks is known as sales force automation or SFA. It is comparable to how an electric blender can save a professional chef’s time and effort in the kitchen. By automating time-consuming manual operations like data entry, emailing, and reporting, SFA frees up sales teams’ time.

As a consequence, it assists businesses in the quickening and accelerating the sales cycle and reallocating valuable time to duties that generate income.

In addition, software for customer relationship management frequently includes SFA as a feature. However, many SFA platforms also function as standalone sales tools that may be combined with the CRM system used by your business.

Companies from a variety of industries, including but not limited to utilizing “SFA software,” including:

  • FMCG
  • Dairy
  • Textile / Apparel
  • Pharmaceutical
  • Paints
  • Automotive
  • Medical Devices
  • Cosmetic
  • Electricals

Challenges of Sales Force Automation

All of your plans and initiatives may fail if you don’t have support from the best sales force automation app development company. Let’s analyze a few potential causes for an SFA deployment to go wrong.

Here are some potential causes for your sales force automation program to fall:

Each report must use reliable and clean data in order for it to be actionable. “Dirty data” is a term used in the business intelligence industry to describe data that is unreliable, inconsistent (in terms of format, for instance), or incomplete. It may contain grammatical or typographical errors, incomplete or out-of-date values, or redundant data.

Reports that are deceptive, unsubstantiated, unclear, or mistaken might result from several types of data flaws.

Erroneous reporting:

And it goes without saying that such reports will only lead to bad judgment, unsuccessful marketing initiatives, and maybe even a misalignment of the marketing and sales teams.

Difficulty in marketing ROI calculation:

Businesses use return on investment (ROI) as a performance indicator to assess the profitability or efficacy of investments. Most businesses have separate software platforms for their marketing and sales teams. As a result, they are unable to acquire insights based on data from both systems.

Unable to build a sale forecast:

Sales forecasts are often detailed projections that project what a salesman, team, or organization will sell over the course of a week, month, quarter, or year using data from a previous performance. They are used to predict how much a business will sell over a specific period of time and how much income it will be able to generate from those sales.

Sales forecasts assist managers in budgeting their expenses and modifying their sales tactics to account for changes in revenue, lead flow, and other variables. They may also be used to plan a growth strategy, allocate resources strategically, anticipate problems, and determine whether the team is on pace to meet its short-term objectives.

An effective sales prediction report requires historical data.

CRM reporting isn’t factual:

For you to effectively pursue new opportunities, automate the marketing strategy, and obtain sales data whenever you need it, the best CRM software systems give you access to data on your clients and prospects.

The bulk of CRM solutions, however, provide few options for building sales reports. They only provide a small selection of pre-made reporting options, so you’re out of luck if you’d like to customize your reports or investigate a particular issue.

What Are the Features of Sales Force Automation Tools?

Features for sales process automation are created to support the daily activities of sales teams. They also give managers realistic assessments of how their employees are doing, allowing them to keep improving their sales process.

Some of the most common components found in SFA systems and CRM platforms are listed below:

Lead monitoring for sales:

Track, score, and allocate leads automatically so you can give top priority to the customers who have the best chances of making a purchase.

Manage contacts:

Obtain new contacts, and the database of buyer data will automatically add them. Update important information automatically, such as contact information, prior encounters, and purchase history.

Pipeline administration:

As each opportunity progresses through your pipeline, track it accurately in real-time. Depending on where your leads are in the purchasing cycle, you should schedule follow-ups, create task alerts, and order your efforts.

Management of tasks:

It creates reminders for upcoming tasks, adds them to your calendar instantly, and distributes them to your team.

Analytics & Reporting:

Create reports automatically using the most recent sales information so you can accurately plan for expansion.

Integration of CRM:

To maximize your data and create a more customer-centric sales process, integrate your SFA system with your customer-relationship management system.

Organizing:

Set up meetings with customers and prospective partners without sending several emails. Meetings are quickly added to calendars, and availability is updated, to prevent booking the same appointment twice.

Why Is Sales Force Automation Important?

As efficiency rises, sales automation may lead to a 30% rise in revenue. Your business’s revenue will inevitably rise as a result of optimizing your sales processes.

Let’s analyze a few benefits of sales force automation in more detail now:

Improve your sales cycle:

Businesses can swiftly connect with and respond to consumers thanks to an SFA platform. When their sales crew has other obligations. Shortening the sales cycle allows for greater conversions by removing the time between jobs.

Boost productivity:

Sales representatives get extra hours by leveraging SFA solutions to automate time-consuming tasks, boosting their productivity and enabling them to complete more transactions and achieve higher goals.

Minimized human error:

People make blunders, particularly with regard to tedious, repeated chores. Software, however, is not irritated by performing the same task repeatedly. Automating sales duties lowers the possibility of making expensive or irksome mistakes.

Enhance your customer relationships:

Some individuals may believe that task automation will really damage client connections. However, SFA tools genuinely improve client satisfaction. Customers want prompt replies, and they appreciate them, yet real salesmen are rarely accessible around-the-clock. Sales representatives may interact with clients more deeply thanks to the assistance of SFA software. while also completing additional tasks in the background.

Sales Force Automation Vs CRM

We’ve already discussed CRM software, and you might be asking if your company has to pick between CRM and sales force automation. There is no need to pick between sales force automation and CRM. These two tactics can be used in conjunction to increase sales and profitability.

Using SFA tool software, CRM data may be utilized to track sales changes and opportunities across a broad range of goods and customer profiles. Consequently, sales force automation may assist marketing and customer care teams in identifying and resolving difficulties.

Notwithstanding, there are significant distinctions between CRM and sales force automation.

  • Although time management tools for sales teams are helpful, a CRM’s main goal is data collection based on prior customer contacts. SFA systems automate the process, but a CRM system helps you plan how to approach prospects.
  • The remote access function of a CRM is its key benefit. Although certain solutions can’t automatically update data, sales force automation systems do support mobile devices. Due to the integration of SFA technology with CRM, sales teams now have access to real-time data well after the marketing or customer care teams have amended it.
  • Marketing automation capabilities are already present in a CRM system. Teams may optimize client prospects when used in conjunction with an SFA platform; marketing teams can work together on outbound messages such as drip emails, alerts, etc.

Again, the purpose of comparing the benefits of CRM and SFA is not to persuade you to pick one over another. We advise choosing a CRM automation system since it will enable you to lay the groundwork for a more effective sales approach.

How to Choose the Right SFA Tool for Your Business?

Here are some crucial questions you and your team should address before selecting a sales force automation system for your company:

Which stages of the sales process need the most time?

Where in your sales process does the human error occur the most frequently?

How well-versed in IT is everyone?

Which CRM integration options are available for sales force automation?

What fresh SFA developments are appearing that would benefit your company?

Which SFA system vendors are leading the pack in terms of innovations?

Are you and your group open to testing out a free SFA software trial?

Without using a software platform, you can never really know how easy or effective anything is.

In this regard, you may manage your Leads, Projects, and Sales activity with PepUPSales CRM and SFA. Your sales representatives may interact with clients more successfully by using real-time selling and marketing analytics, which the system is well-equipped to provide even while users are offline.

Additionally, other businesses have benefited from PepUpSales‘ management and application of channel growth. As a result, your business will be fully aware of the activities taking place at each dealer site, and the user-friendly software will enable your sales staff to work efficiently when out in the field.

Wrapping Up!

In conclusion, the appropriate SFA software allows you to comprehend your objectives and the nature of the sales process. There are numerous solutions on the market, and each one has advantages.

Also, the tool you use should be user-friendly, adaptable, and simple to use. You should search for features like lead creation, availability management, lead monitoring and rating, and pipeline management.

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How Does Sales Tracking Software Help To Reduce Costs For Your Business? https://www.techwebspace.com/how-does-sales-tracking-software-help-to-reduce-costs-for-your-business/ Thu, 01 Sep 2022 12:30:31 +0000 https://www.techwebspace.com/?p=59993 You’ve worked so hard on your product or service. You’ve devoted countless hours to it. You’ve overcome myriad obstacles, achieved numerous goals, and had countless successes. But what good is it doing you if you aren’t selling? Without sales, there’s no revenue,...

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You’ve worked so hard on your product or service. You’ve devoted countless hours to it. You’ve overcome myriad obstacles, achieved numerous goals, and had countless successes.

But what good is it doing you if you aren’t selling? Without sales, there’s no revenue, and without revenue, you probably won’t be in business for too long.

It doesn’t matter how good your company is or how successful you are. If you don’t sell anything, you will not be successful at the end of the day. For this reason, sales tracking software is an absolute must for any company that wants to ensure its success in the long term.

In this blog, we’ll see why getting sales tracking software is something you’ll want to do sooner rather than later.

What Is A Sales Tracking Software?

A sales tracking app helps you track your sales team’s performance. It is an integral part of any business because you can make the necessary changes to improve their performance when you know what is happening with your sales team.

Online sales tracking software lets you see which items are selling and which aren’t, who is buying from you, and how much they spend on average.

This information will allow you to tailor your marketing strategy to focus on the products that sell well and reduce expenses on those that don’t sell well.

Moreover, the sales tracking software market is expected to reach more than $80 billion by 2025, which also gives you the ability to track different types of information at once, such as:

  • Customer demographics
  • Sales by product line
  • Sales by region
  • Who the leads are
  • When the lead was contacted
  • What was said during the contract
  • How many times a lead has been contacted
  • How many times a lead has visited your website (and what pages)
  • The type of response you get from your leads
  • How long does it take for each lead to respond to your offer
  • The conversion rate from prospect to customer

Benefits Of A Sales Tracking Software

If you are looking for a way to increase your sales, there are many benefits to using online sales tracking software. It can be an easy way to keep track of your sales, customers, and employees. There are many benefits of using this type of software, which include:

1. Increased Sales 

A good sales tracking system will help you increase your sales by making it easier for your customers to do business with you.

The software will provide them with all the information they need in one convenient place, making it easy for them to place orders or make payments. It saves time and effort, which means more potential customers for you!

2. Better Customer Service

Suppose you have an automated system that tracks customer information such as past orders and payment history. It will be much easier to provide better customer service because you’ll know what they want before they even ask!

You’ll also be able to provide them with any special offers or discounts that might interest them before they even think about buying from someone else!

3. Improve Sales Processes

If you’re in a small business and the sales team is part of your core team, the sales tracker will help you identify areas of improvement for each stage of the process.

48% of companies say improving sales funnel efficiency is a top priority. Suppose you’re running a large enterprise with multiple teams working on various projects. In that case, sales reporting software can help ensure that all resources are allocated appropriately and that nothing falls through the cracks.

4. Improve Management Of Customer Relationships

A sales tracker helps you to track leads from prospecting to closing. It also allows you to optimize your marketing activities by targeting the right leads with appropriate messages at different stages in their buying cycle.

It will improve your ROI (return on investment) from marketing campaigns and increase sales by ensuring that customers are always happy with their experience with your company.

5. Automated Reports And Metric Generation

The sales tracking tool automatically generates reports and metrics, including sales figures, profit margins, gross margin, inventory levels, customer satisfaction scores, etc.

It allows you to see all the crucial data about your business in one place to make informed decisions about how to grow your company.

6. Improved Staff Performance 

A sales tracking system can also help improve staff performance by providing real-time information on performance metrics, such as sales targets or customer satisfaction scores.

It also allows managers to monitor the performance of each employee on their team so they can identify any issues before they become problems for the business as a whole.

7. Seamless Scalability And Backup

The sales tracking software is scalable and can be easily expanded in case of increased business volume. It also offers a backup option that ensures data integrity in case of hardware failure or system crash.

8. Overall Business Cost Reduction

One of the most significant advantages of using sales tracking software is that it can help you save money. By using this software, you’ll be able to avoid paying for additional services, such as hiring an extra employee or outsourcing your accounting needs. Instead, you can use the features built into the program.

Many businesses outsource their accounting needs because they don’t have enough time to keep up with their paperwork. However, if you use a sales tracking tool won’t need to spend extra money on outside services. Instead, you can use the built-in accounting tools provided by these programs.

Wrapping Up

The time and space it takes to input orders and sales, paired with the inevitable errors that come with such things, is frustrating, time-consuming, and, most importantly, costly.

Sales reporting software can help your business reduce costs by automating these processes to a large degree, eliminating extra labor hours, and avoiding costly and easily avoidable mistakes.

By choosing to work with sales activity tracking, your business is setting itself up for success today and tomorrow; don’t delay.

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What Is Field Force Management Software And Why Does It Matter? https://www.techwebspace.com/what-is-field-force-management-software-and-why-does-it-matter/ Tue, 24 May 2022 16:21:05 +0000 https://www.techwebspace.com/?p=57691 In the coming years, artificial intelligence will revolutionize the entire sector. Despite the involvement of machine learning and more, human essence is critical too. The field force management software can be of great help. The FMCG field sales app plays a vital role in...

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In the coming years, artificial intelligence will revolutionize the entire sector. Despite the involvement of machine learning and more, human essence is critical too. The field force management software can be of great help.

The FMCG field sales app plays a vital role in getting customer satisfaction. These solutions are helping to upgrade the field sales order app.

Most businesses across the world are relying on-field sales mobile apps. It is being expected that the FMCG field sales app will become predominant in the coming times. Besides, the global FMCG market is expected to reach up to $15,361.8 billion by 2025.

What Is Field Force Management?

Workforce management is highly crucial to boosting productivity. Employee management is an essential part of workforce management. A field force management software will help to manage the employees.

With the help of field sales applications, employees can check attendance, task allotment, performance and will also help to track employee performance. Moreover, field executives could work efficiently with a mobile field sales app and boost performance.

The involvement of field sales mobile apps in the business will help avoid error or mismanagement. This will also play an essential role in preventing any miscommunication.

What Is The Role Of Field Force Management Software?

Many businesses often commit the mistake of not developing an FMCG field sales app. Even 80% of managers from the Fortune 500 companies suggest that a robust field force management software can ensure business success.

Having a field sales application for business can help in task allocation, attendance management, and performance evaluation. Using field force management software can prove to be highly beneficial. However, it is necessary to understand which field sales mobile app will be the most efficient.

Benefits Of FMCG Field Sales App

Implementing a mobile field sales app can bring significant benefits to the business. Not only is it essential for achieving short-term goals, but long-term goals too. With the help of field sales applications, companies can guide their field sales representatives on how to be productive and optimize the business.

Here are some of the benefits of having field force management software:

1. Know Your Leads

Businesses fail because they don’t know the leads. With the help of field force automation software, you can track the behavior of your lead. You can track the user’s activity. It will also help you determine which websites your customers are visiting and what they are most interested in.

When you understand your customer behavior, you can pitch similar services to the prospects. When you approach the customer with what they want, you will likely receive a positive response for your business.

2. Geo-Live Tracking

One of the most prominent benefits of field sales application is that it helps geo-live tracking. When you have the app, you can track what your team is doing without worrying about anything. With remote tracking, businesses can check how their field sales representatives work.

With geo-live tracking, the field sales mobile app often helps track the distance and places traveled and the people they are meeting. The app provides the benefit of real-time tracking, which helps get a bird’s-eye view of the employee’s performance. You can get regular updates on how your employee performs and eventually bring business changes accordingly.

Furthermore, the field sales application will also help set constant reminders about follow-ups and sales meetings. A strong field force management software will help businesses across different levels. You can also track the cross-country location. If there are any important meetings, you can get a reminder, usually thirty minutes before it. This helps you stay prepared for the meeting.

3. Enable The Field Sales Representatives For Working Offline

Field sales representatives may often work in areas with no internet connection. Therefore, it is prevalent for businesses to become worried about how they work.

Tracking and performing sales activity is extremely crucial. Mostly, field force management software helps regularize a CRM that eventually helps sync the data. As a result, the field sales representatives can also work offline with real-time data availability.

4. Work Actively

One of the most efficient benefits of mobile field sales apps is that they can track the business. With the help of field force management software, you can always work on the go. However, the field force management software is helping to overcome it by direct integration with the CRM.

You can sync your mobile app with the emails, calls, and texts in the mobile phone app. You can research the particular software to determine if the field sales order app is compliant with the device.

5. Know Where Your Sales Representatives Are

With the help of an efficient app, the FMCG companies can now track where the representative is. One of the most prominent benefits is that it helps optimize location mapping. If you are in a particular location, you can have the software and provide recommendations accordingly.

This will also help to reduce travel times. Furthermore, the field sales order app will notify you if a particular customer cancels the order. With the help of the app, you can track your representatives and customers. If any critical meeting is scheduled between customer and representative and gets cancelled, it can be scheduled with another sales representative around the same location.

6. Better Integration

Integration is exceptionally crucial for field sales order apps. It will allow proper integration. An efficient enterprise resource planning software can help to streamline the business. It becomes vital for business intelligence integration as well. As a result, you can optimize the work routine and boost employees’ productivity.

The mobile field sales app helps to digitize the entire order management system. This helps increase the order size, which eventually leads to an increase in revenue. Furthermore, it also plays a vital role in cross-selling and upselling that proves to be efficient, especially when you have promotional and trade offers.

Final Words

Field force management is changing. With real-time data, it is being integrated across wearable technology and IoT. Furthermore, field force management software can help in increasing productivity and customer service. Businesses must train individuals to get maximum results.

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