Implementing Field Force Software: Simple and Painless (with Right Strategy)

The advancement of technology, smartphones, and mobile applications have significantly transformed the field sales operations over the past five years. 

The Field Sales Software market has grown from USD million to USD million from 2017 to 2022. With a CAGR of this market is estimated to reach USD million in 2029 (Source: Market Watch).

Yet the top management teams of many SMEs hesitate investing in field service software, fearing implementation failures. 

I have listed some challenges that stop SMEs from field sales management software investment. 

  1. Is it a must for the business
  2. Time taken to implement the solution
  3. Post-implementation support
  4. Unsure about the complete benefits
  5. Employee buy-in
  6. Finding the right implementation partner

They are right so. But, in practice, implementing the field sales automation software is simple and seamless, provided the project is handled by the right team with the right strategy. 

Still not convinced? In this post, I have come up with some interesting pointers that might help you experience a seamless and effective field sales implementation journey to take your business to the next level. 

Before getting started, let’s sneak peek at what field sales software is and why businesses should implement one for their business. 

What is field sales software?

Performing all the field sales operations and reporting to the managers on the same day manually consumes much time for executives and managers. This impacts the business’s productivity, sales cycles, time, and RoI. 

Automating the field sales operations with mobile sales app simplifies the woes of the managers and executives. The software eliminates the unnecessary delays in the process and expedites the sales cycle, saving time for both and helping improve the RoI of your business staggeringly. 

Now, it’s time to focus on the core, that is, why implementing field sales software is a breeze for some businesses and a headache for many. 

Why you need a field sales automation software 

It’s a good practice to ask why before investing in any technology, and field sales mobile app isn’t an exception. Of all the factors that impact any business and operations, RoI and customer experience top the list. 

You can meet your business goals and satisfy your customers with manual operations. Yet, what if you can increase your customer experience and RoI multi-fold? Yes, you can, with field force automation software. 

Automation can simplify many processes, improve staff collaboration, and bring transparency to the complete sales cycle. What else do you need? You can safely invest in field force automation.

Time taken to implement the solution

Most companies fear this part. The cost and time taken for software implementation. Unlike other digital transformation solution implementations like IoT, AI, or RPA, deploying a field force software won’t take long. It is just a matter of hours to get the complete setup installed. 

Depending on your requirement, you can implement the app in Cloud (monthly billing) or on-premise (one-time billing).

Also, the cost of implementing the solution is less than what you will get back after deployment.  

Post-implementation support

Many SMEs fear this. No denying the fact that it is critical for the seamless business operations of a company. The answer relies in the vendor you’ve picked for your implementation part. 

I will help you with how to find the best field sales software implementation partner in the upcoming sections. 

Most reputed companies often package their product with post-implementation support and have their support team ready 24/7 to help their clients. 

So, you don’t have to worry about the support after deployment. 

Unsure of the field sales software benefits

If you fear investing in a field sales app because of not having a complete idea about the benefits, I have listed some of the benefits of field sales software.

  • Efficient scheduling and dispatching
  • Streamlined productivity
  • Personalized customer experiences
  • Optimized route planning
  • Improved inventory management
  • Faster deal closures
  • Faster payment processing
  • Real-time data sharing
  • Seamless integration with CRM and other systems

Employee buy-in

Another exciting challenge that can’t be overlooked. Yes, it is a must for any business investing in new technology to get its employees’ consent before signing the project. 

Your field sales team will use the solution; if they are not inspired, there is no point in deploying in one. Why do you need a solution that no one is interested in? It will produce only catastrophic results for your business. 

The key to mitigating the above challenge partially relies on the internal and implementation team. This is why partnering with a best-in-class implementation provider is all-important. 

The internal and external team should interact with the field sales executives and managers to help them realize the unlimited potential of the solution and how it might simplify their day-to-day operations to improve their efficiency. 

Also, you can talk to them about the solution’s reward system, which will help employees perform well for the month or week. 

Interact with the implementation partner to get the employees a free trial of the solution to understand how it works and helps them. This plays a massive role in getting their approval. 

Providing such valuable information helps everyone in the company to understand the solution better and pushes them to make positive decisions. 

So, you don’t have to worry about the employee buy-in challenge. 

Partnering with top fields sales software implementation vendor

The most important and tricky part that most businesses falter. 

Your business is like a sinking tank if you can’t partner with the right vendor for your implementation efforts. 

On one side, you’ll be losing quite some money on the implementation front, and you won’t have their consistent support with respect customer related issues in the future if they don’t have the right experience and talents. 

Tips for finding the reliable implementation partner

  1. Find a full-stack app development company
  2. Check their years of experience
  3. Check their clientele, ask for case studies and references
  4. Interact with their technical talents to understand their abilities
  5. Ask about the knowledge they have with similar clients
  6. Check customer testimonials and feedback online, including on websites and social media
  7. Ask about project cost and implementation time, get a roadmap
  8. Ask for a free trial, and ask your internal team to use the app
  9. Talk openly about post-implementation support, analyze their terms and conditions

With this approach, you can partner with the suitable vendor to implement your solution. 

Summing up

Implementing the field sales app is simple and seamless if you take the right approach. 

The RoI and customer experience always contribute to the faster growth of any company. 

And, field sales automation software can quickly multiply your customer’s experience and skyrocket your RoI. 

Have any queries? Want to know about field sales software? We are experts. 

Want to see how the solution works?


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