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.
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.
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.
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 Smart Notes to Collect Data From Field Sales Teams
Sales Managers can use Fieldmobi Smart Notes to effectively collect data from their Field Teams. Fieldmobi Smart Notes is a powerful field team management platform that feels just like a messaging app. Smart Notes converts your messages into searchable and geotagged data. You can view this data on the Fieldmobi dashboard, which offers different views like maps and lists. Additionally, you can analyze the information and, when necessary, export it to Excel.
Managing Your Field Team’s expenses: When a salesperson needs to get reimbursed for an expense, they can simply snap a picture of the bill and attach it to a message in Fieldmobi Smart Notes. In the message, they can also include important details using Smart Tags, like # for keywords, * for categories, and + – for auto-calculating numbers. Here’s an example: “Gas receipt #reimbursement #gas *e +78”Moreover, Smart Notes knows it’s a bill and sorts it into the right category without any extra effort. Since the field sales rep used “Reimbursement” as the keyword, the manager can navigate to the dashboard and filter the messages using that specific keyword.
Recording Leads and Sales: When a salesperson seals a deal, a quick snapshot of the invoice in Fieldmobi Smart Notes does the trick. Just send a message like “sold +500 packs #sale.”When a promising lead appears, capture their visiting card details, the sales rep can add the lead status and send a message like “John Doe, PQR LTD. #lead #Mumbai #Cold” in Fieldmobi Smart Notes. It’s your easy route to staying organized – all your messages become searchable, geo-tagged, and ready for analysis! The manager can use “Lead” as the keyword to filter the message.
Getting Delivery Updates: Smart Notes can also be used to simplify how sales teams handle delivery updates. With Smart Tags like *d to categorize the messages as delivery, reps can provide real-time tracking, attach proof of delivery using images, and share detailed information through audio notes. As the messages are geo-tagged, they capture the precise location, along with the date and time.
Audits and Inspections: With Fieldmobi Smart Notes you can give your sales team the power to effortlessly conduct audits and inspections with Fieldmobi Smart Notes. They can share valuable data from the field on market trends, customer preferences, and store conditions. Smart Notes makes it easy to document visual merchandising and other essential details, keeping your retail operations in check.
Don’t wait any longer! Download the app and get started with Fieldmobi Smart Notes. Fieldmobi Smart Notes is not just an app for sales teams, you can also use it for site inspections! Check out our blog on how Airbnb owners can use the app to their advantage.
Happy Messaging!
Comments