Best Field Sales Software
Featured Field Sales Software At A Glance
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Learn More About Field Sales Software
What is Field Sales Software?
Field sales, also known as outside sales, software is designed for employees who meet customers in person at their residences or places of business, engaging in door-to-door sales. It assigns sales personnel logical travel routes that maximize efficiency. These tools can guide team members through sales routes and inform managers of where their employees are at any given time. Field sales software can be used to log successful sales or transactions and monitor the activity of teams on the road.
Key Benefits of Field Sales Software
- Find efficient routes to reach customers
- Log time and distance traveled
- Record transactions
- Locate personnel
Why Use Field Sales Software?
Field sales software plays into the world of greater sales software. While other sales software assigns employees digital territories to be contacted via telephone, email, or video call, field sales software is different in that it provides physical location territories. Field sales software seamlessly connects salespeople to their leads’ front doors. Certain tools can also integrate with or act as CRM software, harvesting contact information and serving as a hub for updates and field notes. Field sales solutions are useful for cold visits, order taking, and relationship selling.
Who Uses Field Sales Software?
Businesses that rely on in-person meetings to establish and maintain customer relationships, especially those whose transactions occur at the customer’s location, are the chief users of field sales software. Within those organizations, the heaviest use is by the salespeople themselves, who use it with their phones or other mobile devices. (Laptop computers, once the key tool of field sales personnel, have fallen out of favor due to weight and inconvenience but are still used.) Field sales managers use this software as well but do not live and die by it the way their teams do.
Field Sales Software Features
There are features that are only valuable to field sales personnel by virtue of their need to be mobile and sometimes disconnected from business resources. Inside salespeople typically don’t need to use a mobile device as a catalog or POS terminal, after all. Field sales software has the following capabilities:
- Create physical sales routes — Plans routes between clients, considering distance, backtracking, and other factors. Provides alternate routes when needed due to traffic, schedule changes, or special requirements.
- Sales rep oversight — Lets managers know where their salespeople are at any time, and how their sales are progressing.
- CRM integration — Updates the CRM system with transaction details and new/changed customer contact information.
- Reporting — Rolls up sales activity and performance into reports for management.
Additional Field Sales Software Features
- Client discovery — Provides alerts, map pins, or other indicators when the salesperson is near another customer’s location.
- Mobile catalog — Facilitates sales within the app itself.
- Presentations — Stores or links to marketing and sales content.
- Offline sync — Does not require an active Wi-Fi or phone network connection to operate.
Potential Issues with Field Sales Software
Most of the issues with field sales software stem not from the software itself but from the devices that run it. These include:
Screen space — This has been a concern with field sales software since businesses started switching from laptops to phones and tablets. There are limits to how much can be displayed on a tiny screen and how easily it can be used. As mobile device makers provide larger screens for little added weight, this issue is rapidly disappearing.
Loss — It is much easier to drop, forget, or otherwise misplace a mobile phone than a laptop computer.
Battery life — Phones and tablets run dry on power quickly when they have to power Wi-Fi, video, and software. Chargers and battery packs solve this problem, but it remains an annoyance that must be dealt with.
