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It’s essential to keep track of your employees, whether they work in the office or the field. However, field employees are much harder to monitor, especially the ones performing sales tasks. As a result, most businesses have to use employee tracking software to effectively manage their salesforce.
The software offers several features to streamline field operations, boost employee efficiency and cut operational costs. But you can’t use a field employee tracking system blindly. First, you have to identify the requirements of your workforce. Then you can select the best sales employee monitoring app to manage your field salesmen and their activities.
On that note, we bring you the following article. Dive in to learn how to use an employee tracking system to boost sales. Check the top 5 industry experts-approved tips.
5 Tips by Industry Experts For Using Employee Tracking System To Boost Sales
Sales jobs depend on efficient customer service. You can only improve your company’s sales output by building a strong rapport with your customers. However, this is only possible by fast service, personalised order prices, no delays and good client feedback. Let’s take a look at how an employee tracking system can help you streamline sales operations.
Make informed decisions with real-time visibility of sales agents
An employee tracking system provides the precise location of field sales employees using GPS technology. It can locate the exact address of employees with geocoordinates and also show what the employees are doing. Complete visibility of sales agents ensures they remain vigilant while working and strive to do their best. Here is what employee tracking software allows managers to do:
- Track sales employees even when offline or out of service area.
- View the network and battery status of employees’ devices
- Check their availability status – active, inactive, travelling, etc
- Monitor staff’s task status in real time – completed, pending and rescheduled.
- View the total value of orders and expenses on the app dashboard.
- Check the activity status of employees – available, occupied, and travelling.
- Send instant alerts and reminders to employees.
Schedule tasks and track progress in real time
It’s not practical to rely on manual task allocation methods in today’s time. Ask yourself, do you want to keep contacting your sales agents by text or calls for every update and ask them about their location or availability before assigning them tasks? No, right?
That’s why you need to use an employee tracking system like TrackoField. It comes with a task management module that can greatly benefit your sales business. Using it, you can
- Allocate tasks to employees based on their availability and proximity to a client.
- Upload tasks in bulk and use calendar scheduling to assign them weeks or months in advance.
- Give the option of self-allocation or rescheduling of tasks to employees.
- Modify tasks on the go or assign them ad-hoc in case of urgent needs.
- Upload voice notes, images or documents to explain tasks to employees thoroughly.
- Create custom forms with custom fields to get employee feedback or other details.
- Use an inbuilt barcode scanner to authenticate PoD.
Manage sales orders efficiently
Placing orders is essential for a sales business. In this day and age, customers demand timely service and quick resolutions. That’s why sales and after-sales tracking software emphasises efficient order management and good customer service. Using the software, managers can:
- Create custom order categories and adjust prices and discounts as per customer needs.
- Maintain an exhaustive product list.
- Quickly approve orders and track their progress in real time.
- Use custom forms and fields to modify order data or create new customers.
Plus, an employee tracking system is easy to use and lets salesmen quickly place orders. Thus, efficient order management can boost customer service through faster order delivery, reduce turnaround time, and improve FTFR rates.
Use data analysis to generate insightful reports
An employee tracking system logs all the data and archives it for later usage. Managers can use this data for historical data analysis or generate various useful reports to study employee productivity. The software lets you create:
- Distance travelled reports to know the daily distance covered by sales staff.
- Target vs achievement reports to track performance.
- Stoppage reports reveal how long an employee halted at every site.
- Verify the actual vs designated working hours to review productivity.
Managers can also spot hidden patterns and identify trends while analysing the data.
Simplify sales executives’ attendance & leave management
Due to the precise location tracking feature of an employee tracking system, it can also record the accurate attendance of sales employees. Managers can set up geofences around a site to ensure that staff can only log in once they are present at the task site.
Field staff monitoring software also records the punch-ins with exact time stamps and geocoordinates. Managers can demand visual proof for additional security. These measures prevent proxy attendance and reduce time theft.
Field sales executives’ leave can also be managed easily. Managers can create any number of leave categories (sick, maternity, casual, comp-off, unpaid, etc). The employees can just request leave using their mobile sales employee monitoring app.
Read Blog: What is Field Employee Tracking Software?
Conclusion
So far you have learnt how best to use an employee tracking system to improve your organisation’s sales output. We have covered 5 main tips approved by industry experts. Stick to them and you’ll transform your business in no time.
With top software like TrackoField, you can accomplish even more things. For instance, it lets you manage field sales agents’ expenses and calculate their payroll as well. So if you wish to boost your sales and streamline field operations, be sure to get in touch with the TrackoField staff.
