What is off-site sales?
Why is on-site sales critical to success in some industries?
How does CRM help in field sales?
How does Vtiger Field Sales Add-On help field sales teams?
In today’s competitive business environment, personalized and engaging customer communications are critical to success. Field sales are essential in several industries, allowing companies to tailor their offerings to individual needs and delivering exceptional customer service.
Field sales professionals are the backbone of industries buy special number list like apparel, durable goods, and consumer packaged goods (CPG). It takes a complex, well-organized order-ship-return chain to get these chip packages into stores and update them. Disabled tools, manual entry, and updating order data over the phone lead to incorrect orders, lost revenue, supply chain issues, and dissatisfaction at all levels of the supply chain.
In this blog post, we'll explore the concept of field sales, its impact on different industries, the challenges field sales teams face, and how Vtiger's field sales add-on is revolutionizing the field sales experience.
What is off-site sales?
Field selling is a direct selling method in which sales representatives or agents physically visit customers to introduce products or services, answer inquiries, and close sales transactions. This personalized approach allows companies to build stronger relationships with customers and tailor their sales offerings to individual preferences.
Field sales representatives often work outside of a traditional office environment, traveling to various locations to connect with potential customers. The personal interactions of field sales help build trust and credibility, making it a preferred method in many industries.
Why is on-site sales critical to success in some industries?
Field sales can transform industries where personalized interactions and relationship building are critical to closing deals. Here are a few industries where field sales are thriving:
B2B Sales: In complex B2B sales, it is vital to understand the unique needs and challenges of customers. Field sales allow reps to personally engage decision makers, build rapport, and solve specific problems, resulting in higher success rates.
Healthcare: In the healthcare industry, trust and empathy are vital. On-site sales representatives can demonstrate medical products or devices, answer questions from healthcare professionals, and offer customized solutions.
Pharmaceutical: In the pharmaceutical sector, field sales representatives can provide healthcare professionals with detailed product information, address specific medical needs, and gain valuable feedback, building trust and reliability.
Real Estate: Buying a property is a big decision; customers value personal interaction with real estate agents. On-site sales agents can show properties, understand buyer preferences, and provide valuable information.
Manufacturing: Manufacturing companies often deal with complex products and solutions. Field sales agents can explain technical details, conduct product demonstrations, and respond directly to customer inquiries, helping to build strong relationships.
Consumer Packaged Goods: Field sales are critical to the sale and stocking of consumer packaged goods at retail locations due to the personalized approach they offer. Field sales representatives can visit retail locations, assess product placement and visibility, replenish stock, and resolve issues. This direct interaction with retail owners or managers helps ensure optimal product positioning, timely replenishment, and the establishment of strong business relationships, resulting in increased sales and brand awareness at the point of purchase.
How does CRM help in field sales?
A CRM system is a game changer for field sales teams. It enables sales representatives and managers to streamline operations, increase productivity, and provide exceptional customer service. Key benefits of using a CRM in field sales include:
Centralized Data: CRM collects all customer information in one place, ensuring that field sales representatives can access accurate data when interacting with customers.
Real-time Updates : Sales managers can receive real-time updates on field sales, track progress, and offer instant support.
Automated reporting: CRM systems automate data entry, creating detailed reports that help analyze sales performance and identify areas for improvement.
Enhanced Collaboration: Field sales representatives can seamlessly collaborate with managers and peers through a unified platform.
Beat Planning: CRMs help sales managers create optimized plans and routes, ensuring efficient field operations.
Data Analysis : Analytical tools in CRM enable managers to gain valuable insights into customer preferences and sales trends, helping them make better decisions.
How does Vtiger Field Sales Add-On help field sales teams?
The Vtiger Field Sales Add-On is a powerful extension of the Vtiger One CRM platform and is specifically designed to meet the unique needs of field sales teams. It offers a range of features that simplify planning, tracking and reporting, empowering both sales reps and managers.
Some of the key features of the Vtiger Field Sales add-on include:
Real-Time Tracking: Tracking the location of sales representatives in real time allows sales managers to monitor their teams and make timely decisions.
Beat Plan: The Beat Plan feature helps optimize routes by allowing managers to set start and end locations, apply filters, and create fixed or flexible routes.
Insights: This feature provides comprehensive analytics including order analytics, visit analytics, route analytics, and trip reports to help sales managers evaluate sales performance and identify growth opportunities.
Mobile App for Field Sales: Field sales representatives benefit from a dedicated mobile app that makes it easy to take orders, track payments, record headquarters and distributor visits, conduct audits and create surveys.
Dealer App: The Dealer App allows dealers to create and track quotes, orders and cases, streamlining communication with sales representatives.
The Vtiger Field Sales Add-On gives organizations a huge advantage over tools that are designed to only manage beats or track field sales. The add-on integrates natively with other capabilities offered by Vtiger CRM to provide a comprehensive tool that solves several problems. Let's dive into some of them.
Here are some additional benefits of using Vtiger One for field sales:
Increased Visibility: Vtiger One provides a single view of all sales data, helping managers track performance and identify opportunities.
Improved Efficiency: Vtiger One automates many of the tasks that field sales representatives typically have to perform, freeing them up to focus on more important activities.
Better Customer Service: Vtiger One enables field sales representatives to communicate with customers and resolve issues, which helps improve customer satisfaction.
Increased Productivity: Vtiger One helps sales reps be more productive by giving them 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 that you can customize according to your needs.
Scalable Solution: Vtiger One is a scalable solution that can grow with your business.
Ease of Use: Vtiger One is easy to use and navigate even for users with no CRM experience.
Highest acceptance
The new field sales app features an easy-to-use interface designed specifically for sales reps. This means that sales reps can quickly and easily find the information they need without having to waste time browsing through complex menus or entering data.
The app also provides a single view of all the information a representative needs, including leads, opportunities, and customer data. This eliminates the need for representatives to manually switch between multiple applications or enter data into different systems.
No data entry
The app also automates many of the tasks that sales reps typically have to do at the end of the day, such as entering call notes and updating customer records. This allows sales reps to focus on more important tasks, such as building relationships with customers and prospects.
Communication
The app also allows reps to communicate with dealers via multiple channels, including WhatsApp and phone. This gives reps the ability to communicate in the way that is most convenient for the dealer.
Overall, the new field sales app is designed to be easy to use and save reps time. This will lead to greater adoption of the app and improved sales team results.
Improving efficiency and effectiveness
The new field sales app will help supervisors work more efficiently and effectively by making it easier to:
Set up beats: Managers can easily create and manage beats, which are geographic areas assigned to field sales reps. This helps ensure that reps cover the correct territory and do not overlap.
Schedule Recurring Routes: Managers can easily schedule recurring routes for representatives, helping to ensure that representatives visit their customers regularly.
Join the Beat: Supervisors can easily join the beat, allowing them to see what field reps are doing and provide support as needed.
Leave Management: Managers can easily manage leaves, allowing them to ensure that reps are not scheduled to work while they are on leave.
The new field sales app will also help sales reps save time by automating many of the tasks they would normally have to perform, such as:
Data entry: The application automatically enters data into the CRM system, which saves time on repetition and reduces the risk of errors.
Reporting: The app creates reports that sales reps can use to track their progress and identify areas of improvement.
Communication: The app allows representatives to communicate with each other and with managers, which helps improve collaboration and coordination.
Overall, the new field sales app will help supervisors work more efficiently and productively, and field sales representatives save time. This will lead to increased productivity and improved sales team results.
Improved data visibility and analytics to help management take proactive action
Vtiger One offers a variety of features that help management better see their sales data and take proactive action. For example, Beat Analytics shows high-performing and low-performing outlets, which can help management identify areas where they should focus their attention.
Vtiger One also offers out-of-the-box solutions such as order analytics and strike analytics. These insights provide management with valuable information that they can use to make informed decisions.
Additionally, Vtiger One allows management to create custom reports and use Insights Designer to create custom insights. This gives management the flexibility to get the information they need, the way they need it.
Overall, Vtiger One provides management with the tools they need to better understand their sales data and take proactive actions. This can help improve sales performance and achieve business goals.
Shorter TTM with ready-made capabilities
Vtiger One offers many out-of-the-box capabilities to help you reduce your time to market (TTM). For example, the FSA add-on and CPQ add-on provide basic capabilities to quickly deploy your solution.
In addition, the Vtiger One VTAP platform makes it easy to develop advanced features. For example, you can use VTAP and API to integrate stocks with DMS.
Vtiger One also has ready-made connectors to communication systems (email, SMS, phone), collaboration systems (MS Teams, Google Meet, Zoom), accounting systems and many more. This means you can easily connect Vtiger One to your existing systems and processes.
Overall, Vtiger One offers a lot of features that can help you reduce TTM time and quickly launch your field sales solution.
Customizability
Vtiger One is a customizable platform that allows you to tailor the solution to your needs. The admin console allows you to:
Set up access control: You can determine who has access to what data and what actions they can perform.
Create approval rules: You can determine who must approve certain actions, such as creating a new lead or closing a deal.
Set Assignment Rules: You can determine which sales rep should be assigned to a lead or opportunity based on certain criteria, such as location or industry.
Additionally, Vtiger One's visual process designer lets you create automation flows for tasks like reminders, approvals, and more. This low-code platform makes it easy to create complex automation flows without writing code.
Overall, Vtiger One offers a high degree of customization that allows you to tailor the solution to your needs. If you are looking for a field sales solution that will help you improve your sales efficiency, Vtiger One is a great option.
If you want a more in-depth and comprehensive dive into on-site selling, check out our in-depth guide, On-Site Selling: The Complete Guide .
