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How field sales software can change your sales reps’ lives

May 24, 2018 By Stacey Woods

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Working in the world of B2B sales software means we are often in touch with the field sales reps that use our product. It can be amazing to hear of the impact our field sales software has had on their lives, so for this blog post, we wanted to share some of the feedback we have had from sales reps since switching to mobile automation software as a sales tool.

They can travel light

Those poor sales reps. Carrying telephone-book-sized product catalogs and heavy samples back and forth into every sales meeting. Coping with broken bag straps and sore backs. Well not any more. Now all they need is their tablet or mobile device and they are ready to sell.  All the information they need for their next sales visit can be stored on their mobile CRM app -  including customer history, the latest promotions and more. With their products displayed on their e-catalog software, they’ll have everything they need, without the sore back.

No more tedious manual data entry

Sales reps tell us there is nothing drearier than manually re-entering orders at the end of a long day. Not only is it a waste of their quality family time, giving them no chance to relax at home, it’s not even necessary.

Field sales software allows them to input their orders once, when they are actually with their customer, and then completely forget about them. Their orders are automatically synced with the company’s back-office ERP system and job done!

No more scrambling for customer information

Previously, customer information was kept in different places. Perhaps credit term agreements were stored in paper files in the office, that vital bit of knowledge about a certain customer was in the CEO’s head, or the business had a CRM system, but it wasn’t mobile.

Now, field sales software keeps every detail of every sale and every piece of customer data safely stored within the app. So, whenever you find yourself with a customer, or receive a customer query, you will have all the information immediately to hand, with no need to call anyone to find out

More time for actually selling

Some sales reps told us they used to spend hours with their customers. It just took so long to go through each catalog and product description, to hand write the orders and phone the back-office with questions or to check payment terms. The administration was so time- consuming.

But sales order software has changed the game. The time it takes to choose products and prepare an order has been slashed. There is even the option to pull up a template of a previous order to use instead of starting afresh. Customer queries can be checked online at the click of a button.

All of which means sales reps are free to do more of what they love – selling. They can act as a sales consultant, helping their customers grow their business in a constructive way and building great customer relationships along the way.

They meet their sales quotas

Sales people are competitive by nature. Give them a goal and they want to achieve it. And they know that field sales software will help them reach their quotas. Because the app can be used at trade shows, out in the field or even offline on a plane, (!) they will never miss a sales opportunity again, wherever they find themselves.