How to Automate Operations via Field Force Tracking?

Are you struggling to manage your field force? Tracking every field employee’s movements and overall sales may feel overwhelming when there is a lack of visibility into the workflow. However, businesses can seamlessly manage their field force by accessing updates on their traveled distance, whether they meet compliance standards, and track overall work efficiency on the field under centralized solutions like Field force tracking .

In addition, sales managers can automate the workflow and sales operations and drive success with streamlined planning, accurate resource allocation, and seamless monitoring through field force automation software. By leveraging this tool, you can eliminate repetitive tasks and constant follow-ups and identify the gaps in your missed opportunities or unachieved sales through real-time insights.

Tools like field employee GPS tracking systems can help organizations optimize operations by automating tasks like tracking leads, sales activities, and more. For example, sales managers can utilize field sales automation tools to manage leads, track progress via a streamlined pipeline, and identify pain points and drawbacks to plan better operations and close more deals effortlessly.

Does that sound interesting? Let's explore more about field force management and how businesses can automate overall field workflows by using field executive tracking .

What is Field Force Management?

Field force management, which is aligned with field force automation software , focuses on practicing tracking and managing varied sales factors to enhance efficiency and achieve better outcomes. In addition, it assists in designing, planning, and executing improved tasks and strategies to attract the right opportunities at the right time.

However, the prime focus of field force automation includes boosting work efficiency, enabling collaboration between diverse teams without having to follow up consistently, and simplifying the offering of accurate information to field employees instantly, especially where there is an urgent need for delivery or similar circumstances.

With the help of field force tracking, field employees can easily focus on closing more deals, swiftly respond to customers, effortlessly convert potential leads into customers through automating tasks, gain insightful reports, and gain a field visibility overview in one streamlined dashboard.

Additionally, field force management helps manage varied field employee schedules, tracking their activities, total distance traveled, fuel usage, and overall idle time taken by each employee. It aids in assigning tasks and generates insights to understand accurate payrolls for the team. Thanks to TrackOlap’s field employee GPS tracking system , all these factors can be monitored at your fingertips.

Lastly, the tool offers real-time access to insightful data like traffic conditions and employee efficiency on the field and enables route planning to avoid time-consuming long traveling hours for employees. All these factors can be tracked when you integrate Geofence features into your system. You can seamlessly tap into these aspects and target ideal leads and destinations to acquire desired goals.

Why Do Businesses Need Field Force Tracking?

TrackOlap believes there’s no one standard solution that fits with every business’s needs. Hence, it offers a range of perks and features to help organizations leverage its functions to track, access insights, and evaluate results to continuously improve field workflow automation through field executive tracking. Let us explore a range of ways that this software can help in your sales operations.

Improved Efficiency: Automation helps optimize field workforce scheduling and route planning, reducing travel time and maximizing the number of appointments or tasks completed in a day.

Saving Cost: Efficient scheduling, route optimization, and reduced manual paperwork can lead to cost savings in terms of fuel, labor, and administrative overhead.

Better Customer Service: Automation allows managers to access customer histories and preferences, which enables them to guide and provide the correct details to employees to offer more personalized and responsive service.

Real-time Updates: Field employees can send updates, reports, and notifications in real-time, keeping managers informed about progress and changes.

Data Accuracy: Workflow automation minimizes manual data entry and reduces the risk of errors in paperwork and record-keeping.

Scalability: Field force automation software adapts seamlessly to changing business needs, allowing organizations to scale their operations efficiently and effectively.

Precision and Compliance: Field employee GPS tracking system ensures accuracy and consistency in every operation, minimizing the risk of compliance violations and establishing a robust framework for businesses to operate within legal parameters

Process Improvement: Automation identifies trends, monitors key performance indicators, and makes data-driven decisions, leading to process improvements

Error Elimination: Automation eliminates expensive errors, streamlines processes, and helps employees complete tasks more efficiently.

Top 7 Ways to Automate Sales Workflow with Field Force Automation Software

According to research, automating field operations or workflow tends to improve sales productivity by around 14.5% and minimize marketing overheads by 12.2%. This means that automating workflow for field operations can result in a 30% increased rate of deal closures and a 14% savings of sales administration time. Isn’t that great?

We know you must wonder how businesses can implement robust sales strategies or automate workflow stress-free. To help you drive growth and efficiency, we are listing a few features of the field tracking system that will help automate sales operations efficiently.

1. Real-Time Location Tracking and Monitoring

By utilizing GPS technology, businesses can monitor the real-time location of field employees, enabling managers to know their exact whereabouts and ensure they are attending meetings on time.

This feature helps improve operational efficiency, reduce fuel consumption, and ensure the safety of field employees. Additionally, managers can set up geofencing alerts to notify them if an employee goes out of the marked zone, ensuring they stay on track and follow the designated route.

2. Task Management and Scheduling

Field force tracking tool allows managers to effectively schedule and dispatch tasks for field employees, ensuring that they are assigned to the right tasks at the right time. Managers can view the schedules of their entire team with one click, send reminders to employees, and monitor their progress in real-time. This feature helps improve productivity, reduce downtime, and ensure timely task completion.

In addition, in a few cases, managers can automate the resource allocation task by pre-scheduling tasks such as weekly allocation tasks. This saves time from scheduling work regularly, and based on overall weekly results or worker efficiency, it seamlessly adjusts the scheduling strategy.

3. Expense Management and Compliance

Field tracking systems assist businesses in tracking and managing expenses incurred during sales trips, ensuring that employees aren't unnecessarily wasting fuel or resources. This means analyzing payrolls or reimbursement processes is simplified. Since it integrates live tracking through the geofence feature, managers can track aspects like

Total distance traveled

Time consumed for each sales trip

Overall fuel usage per day

And more

In addition, the software can help ensure compliance with industry regulations, company policies, and labor laws, providing valuable insights into employee performance and supporting their development.

4. Seamless Communication and Collaboration

Field monitoring software facilitates seamless communication between employees and managers, fostering a collaborative work environment. The software can also provide real-time updates on sales or work status, enabling managers to stay informed and make data-driven decisions.

5. Data Analysis and Reporting

Field tracking systems collect and analyze data on various aspects of field operations, such as:

Live employee’s movements

Fuel usage

Overall work efficiency

Track potential opportunities

Total distance traveled

Average idle time of every employee

Varied route-based conditions

And more

These factors provide valuable insights into employee performance, productivity, and compliance. The software can generate automated reports, reducing the workload of field force managers and enhancing efficiency.

6. Visibility into Predictive Analytics

Field tracking can give complete visibility for predictive analytics to identify future trends and patterns, enabling field force managers to make informed decisions and plan for future strategies for the sales roadmap.

However, this software can analyze data on various aspects of field operations, such as employee performance, customer behavior, and market trends, providing valuable insights into future opportunities and challenges. This feature can also help improve operational efficiency, reduce costs, and increase revenue.

7. Mobile Accessibility

The field monitoring tool offers accessibility on mobile devices, enabling field employees to stay connected and informed while on the go and log in or log out with simple steps. This will allow managers to easily track what employees are doing currently and easily track log-in details for further scheduling or attendance management.

In addition, this tool offers real-time updates on customer data and task schedules, enabling employees to stay productive and efficient. This feature can also help improve response times, ensuring that field operations run smoothly and efficiently.

Optimize Field Operations with TrackOlap

A field force tracking system supports businesses in managing varied aspects, such as prioritizing potential sales opportunities, resource allocation, optimizing routes, strategizing operations for better efficiency, and, through insightful data, closing more deals to generate maximized growth.

In addition, automating field operations is important as it offers managers remote visibility and real-time updates to translate strategies towards improving customer satisfaction, and, lastly, it reduces errors and costs from manual work.

Do you want to know more about the Field tracking tool? Contact our experts to learn about its features in detail.