Top 3 Challenges Faced by Sales Managers and How to Tackle Them

Sales managers are no strangers to challenges that can impede the smooth operation of their teams. In this blog, we’ll talk about the top three challenges faced by sales managers and look into how Fieldmobi Smart Notes can help overcome these obstacles.

1. 

   Lack of Field Team Visibility: Sales managers often find themselves grappling with a familiar headache – the challenge of having limited insight into the activities and performance of their field sales team. When real-time visibility is lacking, extending timely support and assessing the overall effectiveness of the team become daunting tasks. The absence of knowledge about on-field sales reps’ activities makes it tricky for managers to gain insights and make informed decisions. Without access to real-time field visibility or even with limited visibility, the success of the organization may be at stake.
   

2. Data Disorganization Woes: The ongoing challenge of disorganized sales data from the field poses a significant hurdle to effective decision-making and strategic planning for sales managers. The absence of a structured approach to data organization can lead to missed opportunities and hamper the overall efficiency of the team. Surprisingly, some teams still share updates through group chats, adding to the chaos. With access to well-organized data, sales managers can experience a smoother and more efficient workflow, making decision-making a breeze.
   

3. Access to Insufficient Data: Sales managers face challenges when operating without access to competitors’ data, inspection reports, and store audits. Getting these reports is tough because the managers don’t have the right software. They end up using group chats to collect this data, but important information gets lost in the group chat’s chaos. Having this data at their disposal enables them to make informed decisions and strategize effectively. Access to such information can significantly ease their workflow and enhance their strategic planning capabilities.
   

How Sales Managers Can Use Fieldmobi ERP Starter Pack to Collect Data From Field Sales Teams

Today, Fieldmobi offers a powerful tool– the ERP Starter Pack. It’s designed for small and growing sales teams who need structured, real-time data from the field without the hassle of juggling multiple tools or sifting through endless group chats.

The Fieldmobi ERP Starter Pack is a mobile-first, frontline-focused platform that helps sales managers centralize field activities, track team performance, and make faster, data-driven decisions. Here's how:

• Track Attendance and Field Activities in Real Time

  Sales managers can use the Workforce Management application to track field reps’ attendance, daily check-ins, and work summaries. Each team member can log their start/end times, share updates on meetings, and mark activity status directly through the mobile app. No more guessing who’s doing what – managers get real-time visibility with geo-tagged logs and live dashboards.

  
  

• Capture Sales and Lead Updates On the Go

  Through the Sales Orders and Customer Reporting modules, field reps can instantly update lead information, sales order status, or customer feedback while they're still on the move. Managers can customize forms so salespeople can quickly enter relevant data like order quantity, client notes, or follow-up needs—without having to rely on separate CRMs or chat threads.
  

• Monitor Deliveries and Reimbursements Seamlessly

  Use the Service Management application to track delivery status, proof of delivery, and payment milestones using Order Milestones – all from one dashboard. If your team manages deliveries or field expenses, you can also enable them to upload receipts or attach supporting documents using pre-configured mobile forms, ensuring every submission is standardized and easy to approve.
  

• Run Audits and Inspections Without Paperwork

  Whether it's a store visit, a customer meeting, or an outlet inspection, Sales reps can capture photos, scan barcodes, select from dropdowns, and even record voice notes. All reports are automatically saved, geo-tagged, and visible to managers in structured formats for easier analysis.

  
  

• Simplify Communication Without Losing Data

  Fieldmobi replaces messy group chats with structured messaging. Field reps can send real-time updates linked to specific tasks, customers, or orders, which get automatically organized and stored against the relevant records. Sales managers can filter by activity, region, or customer, and never miss a critical update again.
  

Don’t wait any longer! The Fieldmobi ERP Starter Pack transforms how sales teams collect and use field data—making it searchable, trackable, and actionable. It’s everything a growing sales team needs to operate like a pro.

Get started today with Fieldmobi and take the chaos out of field sales.