In today’s world, businesses are using field sales versus crm software to streamline and optimize their field processes. This is especially true for field sales and customer service teams who need to access and process information at a fast pace. With mobile field sales applications, field sales teams can save time by automating administrative tasks and facilitating the sharing of customer information across departments.
What are the 3 C’s of effective sales?
A CRM system focuses on customer-centric data like marketing campaigns, customer service requests and performance metrics for the entire team. Using this type of system, the management team can easily see whether or not the sales teams have met or exceeded their quotas and take appropriate actions accordingly. A CRM platform has a variety of apps that support specific business needs and can be accessed from the AppExchange marketplace by Salesforce and third-party developers. These include a check-in tool, a geolocation tracking application, an email-to-voice solution and a document signing app that can be used for e-signatures and remote authentication.
Unlike a CRM platform, a field sales application is specifically designed for critical field business needs such as route optimization and live tracking. For example, if your company offers doorstep banking services, a mobile field sales app would be necessary for scheduling appointments and allocating the correct resources, taking the most efficient route to reach the customer on time, completing all the required KYC checks in the fastest possible time, and ensuring that the correct documents are given to the client.
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