From Chaos to Clarity, Streamline Workflow with Field Force Automation Software

Does your company heavily rely on field services as an essential part of your regular operations? If yes, you may often struggle with managing field employees' efficiency and cluttered operations, and dealing with unexpected challenges may be part of your day. What if we told you that product managers can keep track of field employees, get access to real-time insights, and leverage them to optimize sales operations under one platform? Yes, you heard it right! TrackOlap's field force automation software is your ultimate solution.

Identify bottlenecks, gaps in inefficiencies, and missed opportunities and streamline field workflow by selecting the correct set of tools at your workplace. Often, managers complain about following the tedious process of follow-ups to access updates on-field activities, but through field sales software , you can track your team's movements anytime, anywhere.

Irrespective of the industry you cater to and business size, user-friendly software helps track employee attendance through an automated clock-in process, enables optimizing routes for seamless fleet management, and more.

Sounds interesting? In this blog, we will guide you to an ideal method to streamline workflow for your field employees and achieve improved results by utilizing field sales operation software.

What is FIeld Workflow Management?

Whether you offer products or services, your field employees need the correct direction to boost sales and conversion rates. This is only possible through making informed decisions, tracking varied activities, and analyzing different aspects with data-driven reports.

However, you must be wondering if we already manage field force workflow, then how can a field force automation software impact our business? This centralized software enables product managers to simplify tasks like resource allocation, optimize routes through GPS tracking to ensure employees meet with compliance, utilize routes with significant sales opportunities, and track employee's movements in real-time ( ideal for service-oriented companies like monitoring delivery status).

Irrespective of your business size, you can keep an eye on every activity of your business operation to boost efficiency, reduce errors, and target more leads. In addition, as per the Verified Market Research, field service or product-oriented businesses can expect to increase revenue by $7.59 billion by 2030. So, ensure you begin optimizing the field workflow at the right time with the right actions.

Why does streamlining workflow for field operations matter?

To improve work efficiency and reduce cost, your organization must consider optimizing workflow and bridging the gap between missed opportunities and cluttered business procedures.

Improves Work Efficiency

There are a few tasks that employees tend to miss out on due to lack of clarity. Depending on your business strategies or operational decisions, there is a high chance that your employees may consume more time on fewer sales opportunities. For instance, there is a high possibility that your employees may miss out on specific routes with the potential for lead generation.

Meanwhile, when a company utilizes real-time analysis and tracking movements, managers can consider improving workflow for efficiency, employee performance, and increased sales rates.

Customer Satisfaction

Business operations success does not happen overnight. The primary goal of streamlining business workflow is to satisfy consumers and offer a competitive advantage. When your employees take less time to complete specific tasks, it results in faster delivery, better results, and ultimately, high efficiency.

When you know what your employees are missing out on, why there is a gap in sales rates, and why there is a drop in operational efficiency, you can seamlessly strategize to fill the gap and ultimately improve workflow to boost customer satisfaction. How? By implementing GPS tracking of employees , extracting real-time data, and revolving your strategies around these aspects.

Why Field Sales Operation Software?

While field operation management is an integral part of most businesses, it can get challenging for managers to optimize resource allocation, spread out employees at the right location, and simultaneously get instant updates to ensure employees do not exceed the idle time limit.

Reduces Overall Cost

Businesses can optimize business operation costs by accessing centralized field sales operation software. For instance, by tracking live location , relying on data-driven analysis for varied aspects like fuel usage, accurate compensation, or an optimized payroll system is possible.

In addition, by understanding the availability and strengths of every employee, optimize resource allocation and assign tasks to employees strategically to avoid unnecessary compensation during the off-season.

Geofence Optimization

When you consider implementing varied geographical locations to manage your field operations, tracking updates of every employee's activities through diverse locations in the most straightforward method may feel next to impossible. By utilizing GPS tracking of employees' solutions, you get access to live track, an intuitive map view to understand each employee's direction, and coordinate with them in case there are any emergency deliveries or other emergencies in real-time.

In addition, TrackOlap's software supports mobile access, which means employees can log in and log out through a simple process that automates the process of monitoring the attendance of every team member with access to a centralized dashboard.

Get Alerts on Unusualities

Product managers can set customized parameters to ensure seamless business workflow management . Whether tracking ideal time, stoppage details, time spent on a particular task, or other aspects, you will get notified instantly when employees fail to meet the regulations.

These factors enable tracking unusualities on the field and boost efficiency hassle-free. Whether at the workplace, traveling, or home, these instant notifications keep you connected to business operations and help you take the right actions at the right time.

Enhanced Communication and Coordination

With a straightforward tracking method, you can communicate with field employees to understand a few challenges like missed appointments, late arrivals, missed sales opportunities, or even long waiting times.

In such scenarios, product managers can leverage live tracking data and redirect field employees to their tasks with automated processes to reduce wasted time and enhance efficiency and overall success.

Strategies to Optimize Workflows for Field Force

Every business needs to optimize field operations to meet customer expectations and stay ahead of the competition. Thankfully, robust solutions like field sales software help companies quickly track movements and identify bottlenecks.

Integrate its advanced features with robust strategies to leverage increased business growth effortlessly.

1. Optimize the Resource Allocation Process

Break the chain of assigning tasks regularly, micromanagement, and investing time in constant follow-ups across the day. Instead, invest your time to strategize accurate plans for increased sales, customer satisfaction, and more.

A field force automation software like TrackOlap allows managers to optimize the process of resource allocation by pre-assigning tasks to save you and your employees time. Plan and assign tasks to each employee every week to seamlessly understand the efficiency with better analysis.

2. Make your Field Employees Feel Connected

Field employees may feel disconnected from co-workers as they travel the entire day to complete their tasks. So ensure that your field team members don't feel isolated and as connected as your other members.

The next question arises: how can we collaborate with field employees to make them involved and connected? Don't worry; we've got you covered. Consider a few factors:

Use TrackOlap's tracking feature to stay in touch with them when needed.

Resolve problems immediately whenever they need support

Conduct meetings regularly to understand their challenges

3. Adapt Flexible Workflow

When managing field operations, having an adaptive solution is essential as it allows you to direct your employees with suitable guidance from a distance. Access insightful data and take accurate actions to meet sudden challenges.

Consider data flow to access the right insights anytime and anywhere

Establish standard complaisance regulations for your employee's safety

Foster seamless collaboration between field personnel and back-office

Manage workflow with the standardized approval process

Access varied details by integrating robust software

4. Analyze Field Operations in Real-Time

By accessing real-time data and analytic reports, businesses can leverage more efficiency, achieve more sales, and make the right decisions at the right time. Understand the gaps in your current business operations, and streamline the process with accurate strategies, optimized resource allocation, and live tracking routes.

In addition, utilizing field force automation software, integrate its features with email alerts or receive notifications on your mobile or other preferred devices to ensure keeping records over field operations 24/7. Optimize varied data flow to analyze different factors to improve your sales strategies and enhance employee efficiency, revenue, and workflow.

Guess what? Converting real-time data into detailed reports with TackOlap doesn't feel like a task; within a few steps, you are good to go with your evaluation phase.

5. Leverage Performance Analysis to Offer Customized Support to Field Workers

To ensure your field employees meet the business goals, conduct regular meetings and provide interactive training sessions to keep them updated. According to the research, 37% of employees leave jobs when they feel they are not valued enough.

Leverage analytic reports through field sales operation software to understand every employee's efficiency and the reason behind gaps in your sales or unachieved goals. However, consider offering personalized, timely feedback or training sessions to determine their challenges and offer them a custom roadmap to support effectively completing tasks.

Extract separate performance reports for each employee.

Find the insights about your team member's weaknesses and strengths.

Provide each member with positive and constructive feedback that directs them towards improved performance.

Conduct training programs that help employees improve their skills and fill the gaps in their performance.

Optimizing field workflow isn't always about tracking location or identifying opportunities. As a manager, it is your job to ensure that allocated tasks are completed by employees accurately. If not, understand their pain points and re-align your business operations to boost work efficiency by utilizing insights from field sales software.

Streamline Workflow for Field Employees with TrackOlap

Irrespective of your business size and offerings, optimizing workflow is no longer nerve-wracking. Implement a few strategies with robust field force automation software features to keep your business operations clutter-free, boost efficiency, improve sales results, and more.

If you want to know more about Live Tracking software, contact our experts today or ask for a demo now !