Mobile Sales Force Automation Software |

Category: Mobile Sales Force Automation Software

A Complete Guide to Sales Force Automation Solution

Posted on October 17, 2022April 15, 2024 by PepUpSales

Although it may seem counterintuitive for a profession that values personal interaction, sales force automation is crucial to your sales process. Making a sale depends on a number of tasks, such as handling leads, contacting potential clients, tracking task-by-task completion, etc.

The limited resource of time always appears to pass too quickly. Making the most of the time you have doesn’t need to add more hours to the day. That is the main goal of sales force automation.

This blog will help you show the benefits of implementing sales force automation solution in your business. We’ll also go through some of the most well-liked SFA tools on the market right now. Additionally, talk about where to get the best sales force automation software for your company.

According to a report, only 35% of the time spent by salespeople is actually spent closing deals. The rest of the day is spent on repetitive administrative tasks. Automation tools are essential since productivity is directly impacted by them.

What is Sales Force Automation Software?

Software for automating sales-related tasks is known as sales force automation or SFA. It is comparable to how an electric blender can save a professional chef’s time and effort in the kitchen. By automating time-consuming manual operations like data entry, emailing, and reporting, SFA frees up sales teams’ time.

As a consequence, it assists businesses in the quickening and accelerating the sales cycle and reallocating valuable time to duties that generate income.

In addition, software for customer relationship management frequently includes SFA as a feature. However, many SFA platforms also function as standalone sales tools that may be combined with the CRM system used by your business.

Companies from a variety of industries, including but not limited to utilizing “SFA software,” including:

FMCG
Dairy
Textile / Apparel
Pharmaceutical
Paints
Automotive
Medical Devices
Cosmetic
Electricals

Challenges of Sales Force Automation

All of your plans and initiatives may fail if you don’t have support from the best sales force automation app development company. Let’s analyze a few potential causes for an SFA deployment to go wrong.

Here are some potential causes for your sales force automation program to fall:

Erroneous reporting:

Each report must use reliable and clean data in order for it to be actionable. “Dirty data” is a term used in the business intelligence industry to describe data that is unreliable, inconsistent (in terms of format, for instance), or incomplete. It may contain grammatical or typographical errors, incomplete or out-of-date values, or redundant data.

Reports that are deceptive, unsubstantiated, unclear, or mistaken might result from several types of data flaws.

And it goes without saying that such reports will only lead to bad judgment, unsuccessful marketing initiatives, and maybe even a misalignment of the marketing and sales teams.

Difficulty in marketing ROI calculation:

Businesses use return on investment (ROI) as a performance indicator to assess the profitability or efficacy of investments. Most businesses have separate software platforms for their marketing and sales teams. As a result, they are unable to acquire insights based on data from both systems.

Unable to build a sale forecast:

Sales forecasts are often detailed projections that project what a salesman, team, or organization will sell over the course of a week, month, quarter, or year using data from a previous performance. They are used to predict how much a business will sell over a specific period of time and how much income it will be able to generate from those sales.

Sales forecasts assist managers in budgeting their expenses and modifying their sales tactics to account for changes in revenue, lead flow, and other variables. They may also be used to plan a growth strategy, allocate resources strategically, anticipate problems, and determine whether the team is on pace to meet its short-term objectives.

An effective sales prediction report requires historical data.

CRM reporting isn’t factual:

For you to effectively pursue new opportunities, automate the marketing strategy, and obtain sales data whenever you need it, the best CRM software systems give you access to data on your clients and prospects.

The bulk of CRM solutions, however, provide few options for building sales reports. They only provide a small selection of pre-made reporting options, so you’re out of luck if you’d like to customize your reports or investigate a particular issue.

What Are the Features of Sales Force Automation Tools?

Features for sales process automation are created to support the daily activities of sales teams. They also give managers realistic assessments of how their employees are doing, allowing them to keep improving their sales process.

Some of the most common components found in SFA systems and CRM platforms are listed below:

Lead monitoring for sales:

Track, score, and allocate leads automatically so you can give top priority to the customers who have the best chances of making a purchase.

Manage contacts:

Obtain new contacts, and the database of buyer data will automatically add them. Update important information automatically, such as contact information, prior encounters, and purchase history.

Pipeline administration:

As each opportunity progresses through your pipeline, track it accurately in real-time. Depending on where your leads are in the purchasing cycle, you should schedule follow-ups, create task alerts, and order your efforts.

Management of tasks:

It creates reminders for upcoming tasks, adds them to your calendar instantly, and distributes them to your team.

Analytics & Reporting:

Create reports automatically using the most recent sales information so you can accurately plan for expansion.

Integration of CRM:

To maximize your data and create a more customer-centric sales process, integrate your SFA system with your customer-relationship management system.

Organizing:

Set up meetings with customers and prospective partners without sending several emails. Meetings are quickly added to calendars, and availability is updated, to prevent booking the same appointment twice.

Why Is Sales Force Automation Important?

As efficiency rises, sales automation may lead to a 30% rise in revenue. Your business’s revenue will inevitably rise as a result of optimizing your sales processes.

Let’s analyze a few benefits of sales force automation in more detail now:

Improve your sales cycle:

Businesses can swiftly connect with and respond to consumers thanks to an SFA platform. When their sales crew has other obligations. Shortening the sales cycle allows for greater conversions by removing the time between jobs.

Boost productivity:

Sales representatives get extra hours by leveraging SFA solutions to automate time-consuming tasks, boosting their productivity and enabling them to complete more transactions and achieve higher goals.

Minimized human error:

People make blunders, particularly with regard to tedious, repeated chores. Software, however, is not irritated by performing the same task repeatedly. Automating sales duties lowers the possibility of making expensive or irksome mistakes.

Enhance your customer relationships:

Some individuals may believe that task automation will really damage client connections. However, SFA tools genuinely improve client satisfaction. Customers want prompt replies, and they appreciate them, yet real salesmen are rarely accessible around-the-clock. Sales representatives may interact with clients more deeply thanks to the assistance of SFA software. while also completing additional tasks in the background.

Sales Force Automation Vs CRM

We’ve already discussed CRM software, and you might be asking if your company has to pick between CRM and sales force automation. There is no need to pick between sales force automation and CRM. These two tactics can be used in conjunction to increase sales and profitability.

Using SFA tool software, CRM data may be utilized to track sales changes and opportunities across a broad range of goods and customer profiles. Consequently, sales force automation may assist marketing and customer care teams in identifying and resolving difficulties.

Notwithstanding, there are significant distinctions between CRM and sales force automation.

Although time management tools for sales teams are helpful, a CRM’s main goal is data collection based on prior customer contacts. SFA systems automate the process, but a CRM system helps you plan how to approach prospects.

The remote access function of a CRM is its key benefit. Although certain solutions can’t automatically update data, sales force automation systems do support mobile devices. Due to the integration of SFA technology with CRM, sales teams now have access to real-time data well after the marketing or customer care teams have amended it.

Marketing automation capabilities are already present in a CRM system. Teams may optimize client prospects when used in conjunction with an SFA platform; marketing teams can work together on outbound messages such as drip emails, alerts, etc.

Again, the purpose of comparing the benefits of CRM and SFA is not to persuade you to pick one over another. We advise choosing a CRM automation system since it will enable you to lay the groundwork for a more effective sales approach.

How to Choose the Right SFA Tool for Your Business?

Here are some crucial questions you and your team should address before selecting a sales force automation system for your company:

Which stages of the sales process need the most time?

Where in your sales process does the human error occur the most frequently?

How well-versed in IT is everyone?

Which CRM integration options are available for sales force automation?

What fresh SFA developments are appearing that would benefit your company?

Which SFA system vendors are leading the pack in terms of innovations?

Are you and your group open to testing out a free SFA software trial?

Without using a software platform, you can never really know how easy or effective anything is.

In this regard, you may manage your Leads, Projects, and Sales activity with PepUpSales CRM and SFA. Your sales representatives may interact with clients more successfully by using real-time selling and marketing analytics, which the system is well-equipped to provide even while users are offline.

Additionally, other businesses have benefited from PepUpSales management and the application of channel growth. As a result, your business will be fully aware of the activities taking place at each dealer site, and the user-friendly software will enable your sales staff to work efficiently when out in the field.

Wrapping Up!

In conclusion, the appropriate SFA software allows you to comprehend your objectives and the nature of the sales process. There are numerous solutions on the market, and each one has advantages.

Also, the tool you use should be user-friendly, adaptable, and simple to use. You should search for features like lead creation, availability management, lead monitoring and rating, and pipeline management.

Category: Mobile Sales Force Automation Software

Why Should You Choose Sales Force Automation For Building Materials & Construction Company?

Posted on July 18, 2022April 15, 2024 by PepUpSales

The construction companies have their own challenges and struggles, just like the industries of other sectors. But, their challenges are somewhat unique and restricted to themselves.

Inability to meet deadlines has major consequences
Interruption of work because of inclement weather
Management of hazard waster
Enforcing safety norms

Teamed with daily tasks to keep your construction business running, you can say that you have a lot of data to collect, organize, assess and share but very less time to do so. You have ways to simplify your job through SFA solutions for construction companies.

But first, you should find out what Salesforce Automation or SFA is?

According to Grand View Research, the worldwide Sales Force automation software market was valued at $7.29 billion in 2019, which will rise at a CAGR of 8.3 by 2027.

Sales Force Automation is software technology to automate your construction business operations such as account management, client management, administrative management, business process management, employee tracking, customer management, sales forecast, lead tracking, and so much more.

It mechanizes the business processes that handle sales quotations and performance assessment in customer management. An SFA connects all construction business operations in an organized manner and helps in consistent data flow.

It proves to be a significant part of an effective business. The smooth implementation helps it become an irreplaceable resource. The best part is that the SFA software is customizable per your business needs.

How Does It Affect The Construction And Building Companies?

Construction SFA software provides a 360-degree vision of the complete construction ecosystem tasks and varied approaches to stakeholders. Allows the construction teams to access the contact and data, regardless of where they are, in addition to the construction location. Some reasons why you should use Sales Force Automation software for building materials and construction companies are given below:

SFA Is A Boon For The Construction Industry

Integrating a full-scale virtual revolution may be challenging for all. Some construction businesses to date follow traditional methods like spreadsheets to track customer data. But, most information is lost or tough to the site, making smart employees lose time re-doing work.

SFA works miraculously for the construction sector as it helps you eliminate such complexities. It helps them enhance efficiency and digitize all operations. All your client data can be successfully managed in one place.

Key Benefits Of SFA For Construction Companies

1. Effectively centralize your data

Data-driven judgments have become more critical than ever. You can never differentiate between ahead, back up, and down when the data is unorganized. Remember, information is the soul of all technical solutions, and no business operations can work accurately and timely without it. Hence, a comprehensive view of your entire construction business is critical. It will help you make way ahead in a more clear and certain way.

The data obsessions procedure leads to a centralized consumer point of view and helps you make the most of your data investment. That’s what Sales force automation CRM does for building material and construction companies. Using this amazing platform, you get a central place to handle all the company’s relationship data. According to Hubspot, 40% of teams use CRM to automate scheduling.

2. Enhance efficiency from bidding to the end of the project

In construction companies, modern SFA systems add great value and vehemently boost productivity. Building material and construction companies need a system to streamline operations, reduce redundancy and foster efficient CRM software.

Sales force automation solutions help to advance your sales team and take the Sales cloud to a new level. It lets companies actively pick and enrich their prospects, customers, and accounts. So, companies can boost sales by fostering all incoming prospects till they are fully educated about the services and prepared to buy.

When you have a business deal in progress, it is vital to keep the pipeline updated and perform a check on sales actions in Salesforce. This helps the rest of the team put less effort and time into researching. Thus, SFA for the construction sector offers a unique platform to organize bids, assignments, and other jobs. And they perform this by focusing on a cross-organization alliance, full exposure, and integration.

3. Better exposure and knowledge

Though it may seem tough, sales cycle exposure is easy to acquire through a few easy steps. Nurturing interaction and deep bonding across teams lead to better understanding and accountability, with effective internal processes and greater success. This is where AI-based automated Salesforce can help you.

It allows you to gain better visibility in several ways. Salesforce automation for construction companies offers details of sales proceeds. It provides a centralized evaluation of all operations because of its extraordinary abilities like activity recording, accounting insights, and opportunity understanding.

Without getting in touch with sales or waiting for reports, department members from different construction fields can acquire real-time information. It automates several sales duties, reducing the workload of people. So, with one platform, you can derive real-time project analysis, reports, and insights, and assess profitability.

4. More scalability for progress

Because of the scale resource flexibility and the limit to where customers can expand their Cloud use, Salesforce is an affordable remedy, especially for new construction startups and SMBs. Salesforce automation service providers charge you for the service you use. You can customize the sales force automation app as per your specific business’s needs as it grows.

This involves major integration that works in support of other software and systems. It doesn’t just track the progress of your building locations by gathering data in one location but also offers sales representatives complete relational mapping. All in All, Salesforce for building material and construction companies helps teams to develop and maintain more successful business and clientele relations.

According to McKinsey, over 30% of sales-related transactions are automated with SFA.

Processes You Can Digitize Using Sales Force Automation

Automated cost allocation using ERPs
Service reports and invoice integration
Simple and complicated system integrations with industry-related solutions
Geo-location scheduling for effective technician travel
Regular procedure automation for precise scoping and billing
Repair and maintenance management
Tracking labor and service time and predicting efficiency
Automating technician task procedure
Service routing depends on skills

Construction teams multitask a lot. Hence, they may often encounter mistakes, redundancies, and issues impacting customer service quality. Concerning sales force automation for construction companies, it doesn’t facilitate the sales process but also allows businesses to grow their customers and employees better.

Conclusion

A sales force automation system is critical for construction businesses with sales and customer relationship management. You can eliminate thousands of wasted working hours and boost productivity. So, if you need your business to stand in the cut-throat competition, SFA is your answer!

Conventional CRM obstructs your ability to be flexible and grow according to the evolution in the industry’s landscape. Construction companies need the benefit of automated digital collaborations to allow on-site implementation. Team it with back-office information to deliver better customer interaction solutions. Salesforce automation for construction and building material companies has helped several construction companies digitize their work. Integrate suitable SFA software into your construction business to save hundreds of hours for your sales team. It helps manage past interactions, sort email and scheduling, monitor responses, and handle customer contacts.

Category: Mobile Sales Force Automation Software

How Does Sales Tracking Software Help To Reduce Costs For Your Business?

Posted on June 21, 2022April 15, 2024 by PepUpSales

You’ve worked so hard on your product or service. You’ve devoted countless hours to it. You’ve overcome myriad obstacles, achieved numerous goals, and had countless successes.

But what good is it doing you if you aren’t selling? Without sales, there’s no revenue, and without revenue, you probably won’t be in business for too long.

It doesn’t matter how good your company is or how successful you are. If you don’t sell anything, you will not be successful at the end of the day. For this reason, sales tracking software is an absolute must for any company that wants to ensure its success in the long term.

In this blog, we’ll see why getting sales tracking software is something you’ll want to do sooner rather than later.

What Is A Sales Tracking Software?

A sales tracking app helps you track your sales team’s performance. It is an integral part of any business because you can make the necessary changes to improve their performance when you know what is happening with your sales team.

Online sales tracking software lets you see which items are selling and which aren’t, who is buying from you, and how much they spend on average.

This information will allow you to tailor your marketing strategy to focus on the products that sell well and reduce expenses on those that don’t sell well.

Moreover, the sales tracking software market is expected to reach more than $80 billion by 2025, which also gives you the ability to track different types of information at once, such as:

Customer demographics
Sales by product line
Sales by region
Who the leads are
When the lead was contacted
What was said during the contact
How many times a lead has been contacted
How many times a lead has visited your website (and what pages)
The type of response you get from your leads
How long does it take for each lead to respond to your offer
The conversion rate from prospect to customer

Benefits Of A Sales Tracking Software

If you are looking for a way to increase your sales, there are many benefits to using online sales tracking software. It can be an easy way to keep track of your sales, customers, and employees. There are many benefits of using this type of software, which include:

1. Increased Sales

A good sales tracking system will help you increase your sales by making it easier for your customers to do business with you.

The software will provide them with all the information they need in one convenient place, making it easy for them to place orders or make payments. It saves time and effort, which means more potential customers for you!

2. Better Customer Service

Suppose you have an automated system that tracks customer information such as past orders and payment history. It will be much easier to provide better customer service because you’ll know what they want before they even ask!

You’ll also be able to provide them with any special offers or discounts that might interest them before they even think about buying from someone else!

3. Improve Sales Processes

If you’re in a small business and the sales team is part of your core team, the sales tracker will help you identify areas of improvement for each stage of the process.

48% of companies say improving sales funnel efficiency is a top priority. Suppose you’re running a large enterprise with multiple teams working on various projects. In that case, sales reporting software can help ensure that all resources are allocated appropriately and that nothing falls through the cracks.

4. Improve Management Of Customer Relationships

A sales tracker helps you to track leads from prospecting to closing. It also allows you to optimize your marketing activities by targeting the right leads with appropriate messages at different stages in their buying cycle.

It will improve your ROI (return on investment) from marketing campaigns and increase sales by ensuring that customers are always happy with their experience with your company.

5. Automated Reports And Metric Generation

The sales tracking tool automatically generates reports and metrics, including sales figures, profit margins, gross margin, inventory levels, customer satisfaction scores, etc.

It allows you to see all the crucial data about your business in one place to make informed decisions about how to grow your company.

6. Improved Staff Performance

A sales tracking system can also help improve staff performance by providing real-time information on performance metrics, such as sales targets or customer satisfaction scores.

It also allows managers to monitor the performance of each employee on their team so they can identify any issues before they become problems for the business as a whole.

7. Seamless Scalability And Backup

The sales tracking software is scalable and can be easily expanded in case of increased business volume. It also offers a backup option that ensures data integrity in case of hardware failure or system crash.

8. Overall Business Cost Reduction

One of the most significant advantages of using sales tracking software is that it can help you save money. By using this software, you’ll be able to avoid paying for additional services, such as hiring an extra employee or outsourcing your accounting needs. Instead, you can use the features built into the program.

Many businesses outsource their accounting needs because they don’t have enough time to keep up with their paperwork. However, if you use a sales tracking tool won’t need to spend extra money on outside services. Instead, you can use the built-in accounting tools provided by these programs.

Wrapping Up

The time and space it takes to input orders and sales, paired with the inevitable errors that come with such things, is frustrating, time-consuming, and, most importantly, costly.

Sales reporting software can help your business reduce costs by automating these processes to a large degree, eliminating extra labor hours, and avoiding costly and easily avoidable mistakes.

By choosing to work with sales activity tracking, your business is setting itself up for success today and tomorrow; don’t delay.

Category: Mobile Sales Force Automation Software

How is PepUpSales Sales Force Automation Software Helping Businesses to Increase Customer Happiness?

Posted on June 13, 2022April 15, 2024 by PepUpSales

If you’re in a business looking to grow, you must know how to convert leads into customers.

What will make the difference between successful and failed campaigns? One of the critical things that come down to is your sales pipeline.

That way, your resources are used properly and promptly. That’s where sales force automation software comes into this.

Sales force automation software works as a bridge between external and internal communication, which helps gain customer trust and improve customer satisfaction.

This blog post will discuss how PepUpSales Sales Force Automation software helps businesses increase customer happiness.

What Is a Sales Force Automation System?

A sales force automation system is software that helps businesses manage their sales processes more efficiently and effectively. You can use the software to automate tasks like lead management and customer relationship management (CRM).

As the name suggests, sales force automation is about automating the sales process. It includes automating tasks like prospecting, lead generation, managing leads, closing deals, and many other tasks related to the sales cycle.

Here are some examples of how you can use a CRM sales force automation system:

Automatically schedule your appointments with customers.
Schedule follow-up emails after each call or email exchange with a customer.
Automatically send follow-up emails to prospects who didn’t respond to your initial outreach.
Create templates for prospecting emails so you can quickly send customized messages to leads.

Importance of Sales Force Automation Software

One of the most critical aspects of business is sales. Without sales, you cannot generate revenue and grow your business. It is essential to have a proper sales force automation system in place.

The global sales force automation software market is expected to grow at an annual rate of 11.05% between 2020 and 2027. Sales force automation software helps you manage your sales team and performance more efficiently.

It also helps you streamline your company’s workflow and ensure that every employee performs their tasks on time and as per the expectations set by the management.

5 Ways PepUpSales Sales Force Automation Software Helps Improve Business

PepUpSales Sales force automation software can help you increase sales, reduce costs and improve customer service. Some of the benefits of sales force automation solutions include:

Increased Lead Conversion Rates

PepUpSales Sales force automation solutions can track which leads are most likely to convert into customers and then focus your sales team on reaching out to those leads first. It means that you’re not wasting time with unqualified or problematic leads, which will increase your conversion rate.

Improved Customer Service

With PepUpSales SFA, automated reminders, emails, and other alerts are sent directly to customers when needed. Businesses can provide better customer service while saving time and resources otherwise spent on these tasks manually by employees.

Increase Revenue Through Better Forecasting And Planning

For instance, sales force automation tool like PepUpSales provide forecasting tools that allow you to predict future revenue based on historical data and industry benchmarks. It helps companies set realistic goals and plan accordingly, so they don’t overspend or underperform in any given quarter or year.

Easier Tracking Of Activity Levels

PepUpSales Sales force automation software allows businesses to track their activity levels and see how they stack up against past performance. It can help them adjust their strategies accordingly to increase revenue without adding more employees or resources to the team.

Quick Responses

When you use sales force automation solutions like PepUpSales, it’s easy to respond quickly to customer inquiries or requests because all the relevant information is readily available. Over 30% of sales-related tasks can be automated. It can help you close deals faster while maintaining good client relationships.

PepUpSales Sales Force Automation Software: Features

1. Sales Management

A good SFA software like PepUpSales will allow you to manage your sales team effectively. You can keep track of their performance, monitor their activities, and easily communicate with them. You can also use it to set goals for each member and check their progress as they achieve them.

2. Order Management

PepUpSales sales force automation system can be used to manage orders. You can use it to create, edit and delete orders. Also, it helps track the status of order delivery and allows the users to know about their business performance by monitoring the sales figures.

3. Location Tracking

The sales force automation tool helps automatically track salespeople’s location in real-time. It follows their whereabouts using GPS technology and provides alerts if they are not present at their assigned locations. This feature is beneficial for companies that have an extensive branch network.

4. Salesman Attendance

SFA software helps monitor employees’ attendance accurately by calculating their working hours according to their daily shifts. Employees must enter their operating hours, leaves taken, etc., into their profiles before they start working to track these details while on leave or duty efficiently.

5. Sales/Damage Returns

The sales force automation tool allows you to track the sales and returns of products in your business. You can also use this feature to manage customer returns, damaged goods, and other sales-related issues.

6. Beat/Route Planner

PepUpSales sales force marketing automation helps you plan routes for your sales team to reach their target customers on time without any hassle or delay. You can also use this feature to record the distances traveled by your team members to determine the average distance per day or week by each member.

7. Discount & Schemes

SFA app allows you to set up discounts and schemes for different groups of customers according to their needs and requirements. You can also use this feature to set up various schemes like cash discounts, quantity discounts, etc. It will help you attract more customers to your store.

8. Sales Productivity

SFA software allows you to manage your sales team in real-time, making them more productive while working in the field. You can see which salesman has closed a deal or not and his current goals for the day/week/month/year.

Wrapping Up

Sales Force Automation CRM is gradually helping businesses to increase the customer happiness index. SFA solutions help companies play their influential sales roles effectively in a suitable way by eliminating manual effort and reducing the complexity of the integration process.

Sales force automation software like PepUpSales helps make life easier for a business owner, but it falls on the business to decide what function is most critical. The above article provides some helpful tips in this regard.

Category: Mobile Sales Force Automation Software

What Is Field Force Management Software And Why Does It Matter?

Posted on March 22, 2022April 15, 2024 by PepUpSales

In the coming years, artificial intelligence will revolutionize the entire sector. Despite the involvement of machine learning and more, human essence is critical too. The field force management software can be of great help.

The field force management software plays a vital role in getting customer satisfaction. These solutions are helping to upgrade the field sales order app.

Most businesses across the world are relying on on-field sales mobile apps. It is expected that the FMCG field sales app will become predominant in the coming times. Besides, the global FMCG market is expected to reach up to $15,361.8 billion by 2025.

What Is Field Force Management?

Workforce management is highly crucial to boosting productivity. Employee management is an essential part of workforce management. A field force management software will help to manage the employees.

With the help of field sales applications, employees can check attendance, task allotment, and performance and will also help to track employee performance. Moreover, field executives could work efficiently with a mobile field sales app and boost performance.

The involvement of field sales mobile apps in the business will help avoid errors or mismanagement. This will also play an essential role in preventing any miscommunication.

What Is The Role Of Field Force Management Software?

Many businesses often commit the mistake of not developing an FMCG field force sales app. Even 80% of managers from Fortune 500 companies suggest that robust field force management software can ensure business success.

Having a field sales application for business can help in task allocation, attendance management, and performance evaluation. Using field force management software can prove to be highly beneficial. However, it is necessary to understand which field sales mobile app will be the most efficient.

Benefits Of FMCG Field Sales App

Implementing a mobile field sales tracking app can bring significant benefits to the business. Not only is it essential for achieving short-term goals, but long-term goals too. With the help of field sales applications, companies can guide their field sales representatives on how to be productive and optimize the business.

Here are some of the benefits of having field force management software:

1. Know Your Leads

Businesses fail because they don’t know the leads. With the help of field force automation software, you can track the behavior of your lead. You can track the user’s activity. It will also help you determine which websites your customers are visiting and what they are most interested in.

When you understand your customer behavior, you can pitch similar services to the prospects. When you approach the customer with what they want, you will likely receive a positive response for your business.

2. Geo-Live Tracking

One of the most prominent benefits of field sales application is that it helps geo-live tracking. When you have the app, you can track what your team is doing without worrying about anything. With remote tracking, businesses can check how their field sales representatives work.

With geo-live tracking, the field sales mobile app often helps track the distance and places traveled and the people they are meeting. The app provides the benefit of real-time tracking, which helps get a bird’s-eye view of the employee’s performance. You can get regular updates on how your employee performs and eventually bring business changes accordingly.

Furthermore, the field sales application will also help set constant reminders about follow-ups and sales meetings. A strong field force management software will help businesses across different levels. You can also track the cross-country location. If there are any important meetings, you can get a reminder, usually thirty minutes before it. This helps you stay prepared for the meeting.

3. Enable The Field Sales Representatives To Working Offline

Field sales representatives may often work in areas with no internet connection. Therefore, it is prevalent for businesses to become worried about how they work.

Tracking and performing sales activity is extremely crucial. Mostly, field force management software helps regularize a CRM that eventually helps sync the data. As a result, the field sales representatives can also work offline with real-time data availability.

4. Work Actively

One of the most efficient benefits of mobile field sales apps is that they can track the business. With the help of field force management software, you can always work on the go.

You can sync your mobile app with the emails, calls, and texts in the mobile phone app. You can research the particular software to determine if the field sales order app is compliant with the device.

5. Know Where Your Sales Representatives Are

With the help of an efficient app, FMCG companies can now track where the representative is. One of the most prominent benefits is that it helps optimize location mapping. If you are in a particular location, you can have the software and provide recommendations accordingly.

This will also help to reduce travel times. Furthermore, the field sales order app will notify you if a particular customer cancels the order. With the help of the app, you can track your representatives and customers. If any critical meeting is scheduled between customer and representative and gets canceled, it can be scheduled with another sales representative around the same location.

6. Better Integration

Integration is exceptionally crucial for field sales order apps. It will allow proper integration. An efficient enterprise resource planning software can help to streamline the business. It becomes vital for business intelligence integration as well. As a result, you can optimize the work routine and boost employees’ productivity.

The customer sales representatives offer benefits of the entire service. It can help to track customer calls and get accurate answers.

Final Words

Field force management is changing. With real-time data, it is being integrated across wearable technology and IoT. Furthermore, field sales management app can help in increasing productivity and customer service. Businesses must train individuals to get maximum results.

Category: Mobile Sales Force Automation Software

What Are The Benefits Of Mobile Field Sales Application For FMCG Companies?

Posted on March 14, 2022February 21, 2024 by PepUpSales

The FMCG sector in India is significantly growing. It is expected that by 2026, the market capital of FMCG will be around $220 million. Furthermore, reports by Nielsen show that the Indian FMCG sector has grown significantly from the first quarter of January to March.

Over the years, the face of sales has changed significantly. Companies send their field sales agents to connect with their clients, but they have to keep a manual record of everything. With the coming in of mobile field sales apps, things have changed.

How Is The Mobile Field Sales App Helping?

The evolution in SFA technology has brought about significant improvements in the mobile field sales app. Companies are now using these field sales mobile apps to execute all major marketing and on-field operations.

The main purpose of the mobile field sales application is to ensure the organization of all details from the ground level. Today, businesses need real results, and a reliable mobile field sales app offers them.

The field force management software revolutionizes the industry as it digitizes and automates the workflow. Therefore, the sales representative can connect real-time and manage every transaction from their phones during the field visit b

Benefits Of FMCG Field Sales App

Having a field sales app for the FMCG business can be extremely helpful as it helps to streamline the entire business activity. Some of the common benefits of having an FMCG field sales app include the following:

1. Aligned Ground Execution

Failing to align the execution process is one of the main reasons many businesses fail to achieve their goals. Having a mobile field sales app helps monitor and track the company’s sales. Furthermore, it also helps to track the on-field activities.

When companies have real-time data of on-field activity, they can align their strategies better. Having an efficient mobile field sales app for the business is highly beneficial. Nonetheless, it is necessary to determine that the FMCG field sales app aligns with business goals. It helps to increase revenue by completing the small targets.

2. Solves Problems With AI Assistance

Having a field sales order app has become extremely crucial for business. One of the main purposes of the system is to generate numerous charts and reports. While this may seem easy, doing it manually can be time-consuming.

The new-age field sales order app can track all the details, thereby assisting the GTM strategy. With the help of these apps, the companies can be aware of the potential problems or shortcomings they face in field execution. Depending on their reports, the sales manager can act accordingly to solve the problem.

3. Better Customer Relationship Management

Irrespective of the field you’re operating in, customer relationship management is extremely crucial, especially for business growth. The field sales application helps you understand customer behavior.

Times are changing, and people don’t want to buy any product randomly. Before purchasing any product, they want to know how the particular purchase will add value. Apart from the quality of products, the customers also want quality service.

Opting or developing customer relationship management can often turn out to be a gigantic task. However, the field force automation software is helping to overcome it by direct integration with the CRM. You can easily get new customers with proper relationship management via different channels such as B2B, HoReCa, and more.

The mobile field sales app helps streamline the entire business process. It also aids lead management and customer relationship management. When you interact with your customers, you get to know them. Hence, this is one of the best ways to win your customer’s trust.

4. Improvement In Sales Behavior

It is how you approach your customer that decides whether you win over them or not. The field sales mobile app plays a vital role in improving sales behavior. All these new apps follow the latest technologies and ways to improve behavior.

One of the most prominent ways these field sales order apps help to improve behavior is gamification. When the sales representative behaves efficiently, they are awarded points and medals. This practice is extremely crucial as the companies get to analyze the employee’s behavior. It also helps to understand where the employee lacks and what steps can be given to improve it.

5. Digitization Of Sales

One of the significant benefits of the field sales order app is that it helps automate everything. Data entry, physical attendance, and all such things are no longer needed. As long as you have an app, things can work efficiently.

The sales management software has helped automate and digitize the entire sector. Moreover, it reduces the need for manual interference in tasks. The FMCG companies can benefit the most from it to reach a wider target audience. Besides, retailers, sales representatives, and distributors can collaborate in real-time to automate the entire business activity.

6. Better Planning And Execution

Following up is one of the most monotonous and hectic tasks. It is crucial to keep a tab on the clients to ensure reliability. What if they aren’t? It’s a total waste of time. However, with the help of mobile field sales apps, everything can be aligned as per the client’s demands. The sales representative will need to connect with the customer, and the app will manage the other things. This will help in an increase in revenue generation too.

7. Increase In Revenue

The mobile field sales app helps to digitize the entire order management system. This helps increase the order size, which eventually leads to an increase in revenue. Furthermore, it also plays a vital role in cross-selling and upselling that proves to be efficient, especially when you have promotional and trade offers.

Summing Up

It is extremely crucial to have a reliable and efficient mobile field sales application. There are too many of them available in the market, which is why you must research to understand what you need. It will help to promote growth and meet business goals. This will help to overcome any challenges, especially in the FMCG market.

Category: Mobile Sales Force Automation Software

How Does Sales Force Automation Help To Improve Salesperson Productivity And Marketing Efforts?

Posted on December 30, 2021March 6, 2023 by PepUpSales

The State of Marketing Automation Survey Report suggests, 75% of marketers currently use at least one automation tool, i.e., sales force automation software. SFA tools focus on automating repetitive and administrative tasks of sales teams to increase productivity. The lead management system software completes non-revenue generating tasks regularly, while the sales team works on an important task: selling.

As per Salesforce, 67% of global marketing leaders use sales and marketing automation software. Are you wondering how this modern method can improve your sales productivity and marketing efforts? Let’s find out!

1. Automate The Sales Process

SFA software can do a task better than humans with zero errors. Not just does it save manual labor, but it allows the sales teams to improve their productivity.

Salesman tracking software automates various important parts of the sales process, including:

Lead generation
Automated workflows
Autofill data entry
Reports generation
Research on new leads
Auto-population of directories
Voicemails
Call logging
Call routing
Lead prioritization
Appointment scheduling

Businesses can focus on revenue-generating tasks and boost productivity with an automated sales process.

2. Up-selling and Cross-Selling

Businesses are more likely to lose their loyal customers due to the high competition. That is why companies need sales force automation software to boost their sales.

Up-selling encourages customers to purchase a higher-end product, while cross-selling encourages customers to buy complementary items. Both are important for any business. When done properly, they provide maximum value to customers. Thus, it leads to an increase in revenue without the expenses of multiple marketing channels.

3. Salesperson Activity Tracking to Boost Productivity

The field sales tracking app can track the sales-related activities of field employees. No matter where they are, the app tracks their activities remotely. It also helps the sales managers in the following ways:

Track call logs: Check all call and message logs of the salespeople and analyze their overall productivity.
Record meeting history: Check regular meeting recordings to keep track of the work progress.
Geo-reporting: Find out the salespeople’s current location anytime. Based on that, check the status of the tasks that were assigned to them.
Automated work plans: Assign the salesperson different activities to boost productivity.

According to Leadsquared, salespeople spend only 35% of their time on direct sales activities. So, to aid them, sales force automation software features GPS tracking, sales dashboard, automated day planning, real-time alerts, report generation, and several other collaboration tools. Utilize these features to make the salespeople focus more on sales activities.

How To Drive More Sales with SFA?

You must take advantage of every sales opportunity you get in the way. Utilize secondary sales tracking to find better insights about what to improve in your marketing strategies. Further, you can focus on the following to enhance marketing efforts:

Maximize sales opportunities: You can utilize sales force automation software to generate more leads. You no longer need to rely on aggregate lists of consumers. Instead, you can provide more information to the sales team. This reduces the workload of the salesperson while improving productivity.
Find the best deals: Consumer requirements change every day. Hence, you can use a salesperson tracking app to monitor the best deals and generate more profits. It enables you to find out the not-so-profitable deals and ignore them. Also, it educates your sales team about identifying the best deals for your business.
Quick response to inquiries: You should track all customer transactions to analyze customer demand. The SFA tool enables you to respond to your consumer queries on time. This offers you better chances of driving more return sales.

The main advantage of automating the sales process is: Businesses can create an ultimate marketing plan. But, how can you create the perfect digital marketing plan? Let’s find out!

1. Tracking Competitors to Develop Strong Marketing Strategies

For any company, growth and success have no limits. It is necessary to stay focused on the end goals in today’s competitive era. It’s also essential to monitor and track the activities of your competitors. According to HubSpot, 75% of marketers have confirmed how digital marketing campaigns have directly impacted business revenue.

Do you aim to cater to a strong digital customer base? You should prioritize the marketing challenges with prominent strategies, tactics, and methods. Use SFA secondary sales tracking features to track your competitors in the following ways:

Following latest trends: Digital marketing trends keep on changing with time. It’s important to track your competitors’ digital marketing strategies and success rates. Based on that, you can custom-plan your digital marketing strategies.
Identify, plan, & implement: According to Salesforce, 78% of marketers have changed marketing metrics due to the changing digital marketing dynamics. While tracking competitor activities, the SFA suggests customer referral rates and customer acquisition costs to the salespeople. This helps identify profitable strategies and plan the activities accordingly to boost business profitability

2. Manage the Sales Pipeline: Reduce Manual Efforts

Businesses can utilize salesman tracking software to track and monitor the regular activities of salespeople.

Moreover, it sends alerts to salespeople when a prospect moves to the next level in the sales pipeline. This simplifies the complex process of monitoring team members’ regular activities. Thus, the team works together for the same goal with a clear vision. Besides, as the sales managers don’t have to monitor the team, they can focus on other essential activities.

Summing Up

The sales force automation software is designed to provide businesses with every tool to improve sales and productivity. It includes tools for activity tracking, alerts monitoring, sales process automation, sales opportunity tracking, marketing strategy analysis, and dynamic sales pipeline management.

Sales teams can use SFA tools to get the repetitive tasks done on time, making them more productive. Moreover, it comes with more insights available to the sales team and managers. Thus, it can help improve performance and boost productivity.

Category: Mobile Sales Force Automation Software

Sales Force Automation Software: Expectations vs Reality

Posted on December 27, 2021March 28, 2023 by PepUpSales

According to Hubspot, over 40% of sales leaders leveraging sales automation expect to exceed their quotas this year. Additionally, 61% of businesses using sales automation exceeded their revenue targets in 2020.

These stats make a strong case for salesforce crm automation (SFA). However, there’s an enormous gap between what sales managers expect from SFA solutions and what they actually get.

Let’s bust some myths regarding SFA tools, so you can set realistic expectations.

What Is Sales Automation Software and Its Importance?

Sales force automation software is a tool that streamlines your sales process. It automates several redundant tasks, like sending emails, managing sales pipelines, scheduling appointments, data entry, and more.

Leverage smart sales forecasts to predict future demand and opportunities
Enable sales reps to respond to incoming calls and queries quickly
Reduce resource wastage and cut down operational expenses
Boost employee performance, engagement, and retention
Get more sales and improve your bottom line

Sales Management Software Expectations vs Reality

Sales force automation tools have many benefits. They automate mundane tasks, generate accurate forecasts, reduce costs, and transform your business into an efficient sales-generating machine.

But is it really a fairy tale, or should you expect bottlenecks? Here’s what reality looks like.

Expectation 1: SFA Software Is the Only Software I Need

When looking for a sales management solution, managers often search for all-in-one solutions that fix all their sales issues. They expect to get a one-stop system that creates sales forecasts, manages pipelines, creates landing pages, manages customer relationships, and more.

Reality: While the sales management software you implement is the backbone of your sales, hardly any solution will cover all your requirements. And that’s okay. Even though several multi-functional SFA tools are available, it’s impossible to find a system that takes care of all your sales management requirements.

HubSpot is a great example. HubSpot CRM + SFA is one of the most feature-rich SFA systems with built-in CRM capabilities. But it lacks some key SFA features like order management and distributor management, despite being a combination of two tools.

Therefore, sales managers should stop chasing the perfect all-in-one solution and instead add a combination of tools to their tech arsenal.

Expectation 2: Implement SFA Software and Start Using it Immediately

You’ll come across some SFA vendors claiming to offer out-of-the-box and ready-to-use sales force automation software. Such solutions are a fantasy.

Reality: Though some sales force automation tools may have plug-and-play functionality, the usability of most solutions will depend on your current marketing technology stack. A few tools require minimal configuration, but some degree of manual work is still needed. If you’re expecting to just log in, press a few buttons, and start getting sales, you’re setting yourself up for disappointment.

Also, if you use other tools, you’ll need to integrate the sales management software with them. To reduce the set-up time, evaluate your integrations carefully and find a sales management system that integrates seamlessly with your current tech stack.

Training is another cause for the delay. When you implement new software, you’ll need to train your employees to use it, which could take a few weeks.

So, when adopting a new sales tool, expect some disruption in daily operations. It’s crucial to plan the implementation and transition properly.

Expectation 3: I’ll See the Future with Sales Forecasts

Sales forecasting is a key feature of sales force automation systems. Sales forecasts can help you predict future trends and capitalize upon upcoming opportunities. With sales forecasts, you can see the future.

Reality: Sales forecasts aren’t always so accurate. Upland Software surveyed over 200 companies and found that sales forecasts are less than 75% accurate. And they’re entirely worthless if the margins to measure success and failure are less than 25%.

Does that mean you shouldn’t use sales forecasting? No. But it certainly means sales managers shouldn’t be overly optimistic about the forecasts.

This brings us to another myth about sales automation and forecasting — technologies like Artificial Intelligence (AI) and Machine Learning (ML) generate accurate forecasts. They have become buzzwords in the sales and marketing space.

AI and ML can surely increase your forecasting accuracy and help you make better decisions. But sales managers must understand that these tools learn from what you feed them. The work they do, including the forecasts they generate, depends entirely on the data you enter into them.

So, while sales forecasts and technologies like AI can enhance your sales process, don’t expect groundbreaking changes.

Expectation 4: There’ll be so much Free Time

Probably the biggest fantasy associated with sales force automation applications is the abundance of free time. SFA systems streamline mundane tasks like sales forecasting, appointment scheduling, and data entry, saving reps hours daily. That doesn’t essentially mean there’ll be more free time.

Reality: SFA automates administrative tasks, so sales reps can invest that time in revenue-generating activities. Sales managers shouldn’t expect their teams to be self-sufficient. The agents will still need sales training to become proficient sellers.

Once they’re on board, they’ll need months of assistance to become productive. And once they start contributing to company goals, they’ll need constant recognition from you to keep performing. In fact, 76% of employees quit due to lack of appreciation, according to Lifeworks.

So, after implementing SFA software, a lot of free time is a myth.

Final Word

Sales automation tools are a mandatory addition to every sales team. These solutions streamline various administrative processes, enabling sales teams to be efficient and productive. However, a sales force management app isn’t a magic bullet, and it has its limitations. To leverage it properly and generate value, you need to understand its true capabilities.

Category: Mobile Sales Force Automation Software | Visual Merchandising

Visual Merchandising Techniques: 9 Ways To Boost Sales In Retail Store

Posted on November 11, 2021April 26, 2023 by PepUpSales

Customers are also referred to as the driving force of a business. Customers have the power to make or break a brand. So to attract/retain customers, a business must engage effectively with them.

Visual merchandising is one of the several techniques used to attract and retain customers. In simple terms, it’s an aesthetic display of products to attract people. The main goal of visual merchandising is to make their products desirable and convert visitors into customers in the process.

From using display lights to arranging products in an organized manner, businesses use several visual merchandising techniques. Extravagant visual merchandising techniques include having a themed store or using aesthetic glass display panels to display products.

But why is visual merchandising so important? The main reason is that it is an effective way of grabbing the attention of people. It helps businesses engage with their customers effectively. Humans, in general, love things that are appealing to the eye. This is why visual merchandising is used. Furthermore, it helps in creating a good first impression on people. As per crowdriff, 65% of people prefer good pictures rather than descriptions of products.

Visual merchandising can also be used to increase the value of a product. Some businesses/stores position their least selling appealingly. This is because it helps in selling the products relatively easily.

Now let’s take a look at the 9 of the best visual merchandising techniques.

9 Visual Merchandising Techniques To Help You Boost Sales

Here are some of the most influential visual merchandising techniques:

1. Product Placement is Key

When a customer walks into a store, they expect to see the visually appealing placement of products. You can place your products vertically or horizontally; that doesn’t matter. But, making it look good does. It helps in highlighting certain products as well. If done well, it can be a game-changer.

2. Themed Displays is the New Trend

Having themed displays can really help in making a business stand out. It helps in attracting and retaining customers. If enough emphasis is laid on understanding the customers, then making changes accordingly with the theme in mind can help boost a business. It can also help customers understand and connect with your brand.

3. Window Displays

One of the most employed visual merchandising products is displaying the best/newest products near windows or entrances. If done well, customers will have an incredible first impression of the brand.

To effectively display your products, keep your windows clean and well-lit. These small variables make all the difference in the world, so pay attention to them.

4. Signages Should Be Easy To Read

This is among the most important visual merchandising techniques. Even if a display is beautiful, but the signage doesn’t convey the message, it’s no use.

Make sure your sentences are not long and don’t use complicated words. The best way to make attractive signages is to follow the 5-second rule. This means your customers should be able to read the sign within 5 seconds.

5. Sometimes, The Fewer The Better

You don’t always have to place all your products together in a visually appealing manner. It could be overkill, which is why sometimes, only a few well-chosen products can do the trick. Too many products can lead to colors clashing, which could defeat the purpose. Make sure you place your best products rather than all.

6. Customized Interiors

Things done differently are always an attention-grabber. It can even apply to the way the interiors are done. By bringing a different element into the store will grab the attention of a lot of people. For example, using customized shelves can help in making the store look different from the rest. This positively affects retention rates.

7. Using Brand-Themed Props

Using props has always been a great way to grab people’s attention and is used by many theatre artists. But there is no reason as to why brands can’t do that. In fact, using brand-themed props can help in making your store stand out. For example, a toy store with inflatable cartoon characters will attract more customers than a toy store without one.

8. Sales Team

As per Iqmetrix, 73% of the customers expect the sales team to know the products displayed.

Every sales team representative must be well-versed in the products on display. This way, they can help customers know more about the products. This increases the chances of turning visitors into customers. Without adequate knowledge, even the most elegant display cannot turn most visitors into customers.

9. Music Helps

Playing music that goes with the theme of the brand/store helps in setting a tone/mood for customers. It’s a simple way of keeping the customer engaged and interested, similar to good lighting. But make sure you play music following the theme of your store. If it doesn’t match the theme, it can be overwhelming. Also, ensure the music isn’t too loud; this can annoy customers.

Final Word

It is quite evident that visual merchandising is an important variable if you want to attract more customers. Without effective visual merchandising techniques, your store may not get the recognition it deserves.

The main thing you should keep in mind is never to overdo it. That can defeat the purpose, so make sure you follow all the tips mentioned appropriately to get the outcomes.

Category: Mobile Sales Force Automation Software

Top 10 Benefits Of Salesforce CRM

Posted on November 11, 2021December 20, 2022 by PepUpSales

Regardless of which business/industry you’re from, your customers are the main variable for success. Without customers, the probability of a business surviving is slim to none.

With that fact in mind, businesses nowadays have started to lay more emphasis on customer satisfaction. Moreover, they’ve begun to use Salesforce CRM to improve customer satisfaction. Salesforce CRM is software that helps businesses boost their customer satisfaction levels. It does that by collecting data and assisting companies in understanding their customers’ needs.

The popularity of Salesforce CRM seems to be on a path of steady growth, and for a good reason. As per Springengage’s reports, businesses that use Salesforce CRM saw a whopping 25% increase in their average revenue.

Today we’ll take a look at a few benefits that businesses reap when they use Salesforce CRM.

Benefits Of Using Salesforce CRM

Here are some of the main benefits of using Salesforce CRM

1. Improved Customer Engagement

If you want to improve your customer experience, then you must first understand your customers. With Salesforce CRM, you can do just that. The customer service features present in this software are par excellent. They’ll help you understand your customers better and help you provide seamless customer service.

2. Efficient Data Organization

Businesses collect customer information for several reasons. But it is also essential to keep all of that data organized. Every collected data, such as names, contact numbers, addresses, and much more, should be organized appropriately.

With the number of unique features available on Salesforce CRM, you can efficiently organize your data and make it easily accessible as well. The best part is you can store a huge amount of data without hassle.

3. Time Management

The value of time can never be undermined, and businesses that take this seriously tend to thrive better than the rest. With Salesforce CRM and the variety of features it offers, companies can save a lot of time.

Salesforce CRM also helps in optimizing the workflow. This implies that several business operations can be automated, and the employees can take care of the more important operations.

4. Improved Customer Engagement

Be it attracting new customers or retaining the current ones, a good engagement strategy is important. Salesforce CRM can help you with that. It enables you to convert a visitor into a customer and helps you with their retention.

It does that by understanding their preferences and needs while making customized marketing campaigns or by sending them e-letters, and much more. Improved customer engagement means improved customer satisfaction. According to Springengage, with Salesforce CRM, businesses saw a 35% increase in customer satisfaction levels.

5. Automated Marketing Campaigns

Marketing Cloud, a marketing tool in Salesforce CRM, can help businesses automate their marketing campaigns. It also provides you with a wide array of tools for social media marketing, e-mail marketing, lead nurturing, and it’ll also help you make personalized marketing campaigns.

6. Improved Accessibility

Almost everything is on the cloud these days, and that is the case with Salesforce CRM. It’s cloud-based software, and it can be from anywhere if you have an internet connection and a Salesforce account. It’s a great tool to help marketing and sales teams out. It can help managers interact with their employees efficiently and keep all of their stored data safe.

7. Analytic Tools

As we know, businesses collect data and a lot of it. Analyzing that data is an important task as it helps in understanding the needs of their customers. But analyzing huge amounts of data is impossible, and even if it could be done, it would be time-consuming.

But that problems can be solved with Salesforce Einstein Analytics. These tools can collect data, organize it, and analyze it. This tends to save a lot of time and work. Furthermore, it also reduces the risk of man-made errors.

8. Data Synchronization

Salesforce CRM also boasts data synchronization features. If your business makes use of other applications, then it can be integrated into Salesforce. This helps in storing your business data and details in one place.

9. Track Customer Activity

With the Sales Cloud feature, a business can monitor the activity of their customer. It helps them understand buying patterns, shopping details, and much more. With that data, you can understand what your customers require and further improve customer satisfaction.

10. Improved Pipeline Management

With Salesforce, you have the option of knowing at which stage your leads are at. With this information, you can take actions accordingly to close sales and understand the customer requirement for future interactions.

Final Word

It is quite impossible to deny how helpful Salesforce can be to businesses with this information at hand. It helps businesses take care of their more valued asset, their customers. It also comes as no surprise that several small and big companies use Salesforce CRM to boost their customer service.

Additionally, if you want to improve your business’s customer service, then Salesforce CRM is the way to go.