Don't have PEP UP SALES yet? Contact us for Free Demo +91-7042295970

A Complete Guide to Sales Force Automation Solution

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.


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.

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

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.


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.

Why Do You Need A Sales Management Software For Your Business?

Online sales are expected to reach $6.388 trillion by 2024. With this, it is evident that sale is a never-ending process, and it is essential to be on top of your operations and steps to ensure you get the most out of your leads.

A sales management software is the best solution for business owners and directors who want to make their sales procedures easy, effective, and, most importantly, profitable for their company.

With the rising demand for business management software, you can’t help but wonder what sales management software is. This article will provide you with all the answers you were looking for.

Benefits Of Sales Management Software

The sales software market is one of the fastest-growing industries, with a 14.27 percent growth rate projected from 2020 to 2027. The benefits of sales management tools are significant. Here are just a few of the reasons you should consider using it:

1. Tracks Every Sales Step

When you use field sales management software to manage your business, you won’t have to worry about missing out on critical information. You’ll know what’s going on at all times, and you’ll be able to see what you need to do next to close the sale.

2. Accurate Invoices And Sales Orders 

You may think you’re leaving money on the table by not having an accurate invoice or sales order for each transaction in your business, but this isn’t true!

With a system like this, you can create accurate invoices and sales orders in less than five minutes – no matter how many products or services have been sold.

3. Manages Opportunities In One Place 

With other software systems, tracking which opportunities are most important at any given time can be challenging, especially if they come in from several different sources (like social media).

But with the sales management app, you’ll be able to see all your opportunities in one place, so everyone has constant access to everything they need.

4. Monitoring Sales Performance 

Sales management tools help you track how much your employees sell each month. It will also help you determine which products sell better than others to promote them more.

This way, you can maximize your profits by selling more of what’s selling well and less of what isn’t selling well. The sales management software will also suggest how to improve your sales if they’re not going as well as expected.

5. Increases Revenue And Profits Of The Organizations 

The sales management app allows organizations to increase their revenue and profits by providing valuable information such as customer feedback, order history, stock inventory, etc.

Sales management app also helps organizations understand their customer needs and improve their products accordingly.

6. Reminders Of Payment Collections And Follow-ups

This is one of the most important benefits of using a sales management system. Many companies wait for payments till the last day of the month, which can lead to a loss of revenue.

But with this software, you don’t have to worry about collecting payments from clients because it will remind you when they are due so that they can be collected on time without any hassle.

7. Maintains Notes And Documents

The sales tracking app allows you to maintain notes and documents. It is an excellent way for sales managers to keep track of important information related to the sales process, such as when a customer order was placed, who placed it, and what the order details are.

This information can be beneficial when ordering new inventory or checking customer satisfaction.

Advantages Of Implementing The Sales Management Software In Your Business

1. You Can Easily Track The Overall Health Of Sales

The managers can easily track their team member’s performance, which helps them to decide whether they should promote them or not.

The managers can also use the sales tracking app to analyze their progress to determine what needs to be changed to improve their performance.

2. Fewer Efforts With Better Results

With this software, there are no longer worries about missing out on important information as this program will let you know when something needs your attention. The sales management app helps you save time and effort by not wasting time manually looking for information.

3. Better Customer Experience

The implementation of the sales tracking app will help you improve your performance. You can easily track the overall health of sales and can also understand how each employee is performing.

It makes it easier for you to analyze individual performance and see who is doing well or not. It will also help you to motivate your employees and increase their productivity.

4. Keeps Your Records Up To Date

Another advantage is that it keeps your records up to date at all times so that you do not miss any vital information about your company’s activities and finances at any given time.

You do not have to rely on manual record-keeping anymore because this software automatically does all the work for you so that you do not have to worry about anything else but manage your business effectively.

5. You Can Manage Customer Information Easily

A sales management app helps you keep track of all your customers and their details, including contact information, invoice details, and payment history. You can view reports based on these details and know about the customer’s buying behavior.

Sales management software also helps improve customer satisfaction and increase your business profits by selling more products to existing customers instead of acquiring new ones.

Wrapping Up

In conclusion, we would say that sales management systems are crucial for anyone who wants to grow their small business or semi-large business.

For the budget-conscious, these programs can be purchased in a monthly or annual membership and help develop rapport with buyers by offering access to an in-depth knowledge base.

So before you consider not needing field sales management software, consider all of the benefits you could experience by implementing one into your line of work. The fact is that they will improve your overall productivity and build strong relationships with customers.

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

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.

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

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.

Why Every Small Business Needs A CRM?

Customers are the most critical asset for every business, and therefore, it is crucial to manage them properly. One of the best ways to manage your customers efficiently is getting a reliable CRM.

Customer relationship management is software that businesses from different industries are using, and it plays a vital role in handling customers efficiently. According to Grand View Research, approximately 91% of companies rely on CRM. The use of CRM helps to facilitate the process of tracking customer data.

Small businesses and CRM

Most small businesses are in a growing phase, and therefore, it is prevalent for them to work on tracking the data. However, after a specific time, your small business will need growth. Consequently, it becomes essential to manage your customers efficiently in situations like these.

Customer satisfaction and organizational behavior can only be maintained efficiently if the customer information is tracked. Therefore, it is crucial to arrange the budget and get a CRM. During the Covid-19 pandemic, there has been a massive growth in CRM use.

According to a report by Fortune Business Insight, the CRM market is expected to grow to around $128.97 billion by 2028. When it becomes challenging for businesses to manage their operations, it becomes easier for businesses to invest in a CRM that can allow the growth of their business. As a result, it will help streamline all the tasks, thereby ensuring better customer interaction.

Why Do Small Businesses Need CRM?

Businesses of all sizes switching to CRM must focus on small things. Some of the common benefits that the small businesses can rely on while using the CRM include the following:

1. Brings Business Growth

One of the most prominent benefits of CRM is that it can bring significant business growth. Small businesses need to handle their customer data and communication management, and doing all these is efficient manually when you’re managing a small customer base. However, collecting all the data yourself becomes tough when your customer base expands.

You can handle up to ten clients. When your business starts to expand, you won’t be able to manage them manually. This may bring a halt to your business growth. As a result, including CRM in your business can help you achieve the required goals.

2. Organize Data

Data organization is a highly crucial part of businesses. Irrespective of the size of your business, data is highly important, and CRM can help you manage not only your customers but also the leads.

When everything is aligned in a phase, you will be able to manage data. Data management allows you to communicate with customers. Since you have an idea about the customer’s preferences, you can provide them services accordingly. This will help bring about significant business growth.

3. Stay On The Same Page As Your Team

As much as CRM is essential for managing customers, it is also important for managing your team members. While conducting a business, you must know what your business team members are up to.

Collaboration is highly crucial for small businesses, and it helps them stay updated on what is needed the most. When the team members can collaborate from one platform, it becomes easier to stay updated on relevant information. Therefore, the team members can collaborate and inform accordingly in an emergency.

4. Segment The Contacts

Apart from data organization, contact segmentation is essential for small businesses. Not every customer will positively respond to your content. According to Zendesk, one minor inconvenience can lead to 80% of your customers switching to your competitor. Therefore, data segmentation can be of great help in cases like these.

CRM provides you the benefit of segmenting your contact in one space. You can arrange which customer belongs to what group, and therefore, it becomes easier to collaborate with the customers accordingly.

With CRM, you can align the customers and refer to the products accordingly. Therefore, CRM allows you to make the most of your organization. As a result, you can work on creating a segment of your contacts.

5. Automation

One of the most prominent benefits of CRM in small businesses is that it brings automation. According to Salesforce, 73% of customers want companies to understand their needs, leading to gap dissatisfaction.

Having a CRM will help to automate customer interaction. It will analyze the customers’ habits and interactions and automate the process accordingly. Investing in CRM will help you understand customer behavior.

As a result, it will help you automate the customer’s experience and patterns. Businesses must choose the right CRM for them, which will allow the integration of data as per needs and habits.

6. Allow The Customers To Come Back

Communicating with the customers can be time-consuming, preventing you from getting your things done in time. However, CRM will ensure that you respond to all the customer queries in time.

When you maintain a healthy relationship with your customer, you need to connect with them. When you provide efficient services to your customers, they are likely to return. If they have purchased a particular software from your customers and given them the required support, they will return. This will allow an easy upgrade for the business.

7. Refer To Social Data

The data from social websites is crucial as well. Various CRM tools have numerous features that will allow easy integration of data. It is essential to choose a CRM platform accordingly to help you receive the customer data.

It becomes easier to manage target audiences when you streamline the entire data. As a result, you will be able to create what your customers need the most. You can narrow down the preferences and eventually provide services accordingly.


Implementing the right CRM software is one of the best ways to retain your customers. According to a study by Columbia Business School, including CRM in your business can allow 40% extra growth in business. Customer retention will bring profitable and successful business. It will not allow you to retain the older customers but also help you gain the new ones. Nonetheless, make sure to provide a positive, practical experience to your customers.

How to Boost Sales in Retail Stores?

Covid 19 had changed the entire outlook of the retail stores but shifted a majority of things online. Every business wants people to visit their venture to get a closure look while purchasing stuff.

Everything from an appealing window display, a blackboard with a quote, or the aromatic feel can add value to tempt someone who passes by.

In this article, we have covered some tips and tricks for your reference so that you can scale up your retail sales with a rise in foot traffic to your store.

Does Visual Merchandising help a Business?

Since many people are engaged in promoting their brands on social media platforms, they forget that they can achieve business success through visual merchandising.

The appealing displays of the products show transparent pricing to improve the overall customer experience. It ensures themed displays by providing an edge to the business in landing the customers offline.

Moreover, customizing the shelves is another great technique that excites the customers to a great extent by lighting up the visibility of the brand.

Thus, things should always be combined for better results and real-time monitoring through POS systems and AI techniques.

8 Ways to Increase Retail Sales

Below, we have figured out some of the best ways by which you can maintain your momentum as well as craft a better marketing strategy than you ever did before.

Advertise More

It is always a wise decision to increase your marketing efforts because there is increased competition in every field.

You can advertise more through local newspapers, banners, magazines, or social media to get traffic off the head.

Generate a Buzz

Whenever something significant happens with your business related to marketing or social aspects, send a press release to the media, which is a great way to grab immediate attention.

Furthermore, please don’t leave a chance to get into community and networking events as it offers promotional opportunities for generating a buzz for your business.

Examine your Pricing Strategy

Whenever you make a purchase, make sure that you are covering all the costs and also making a profit at the same time to maintain the stability & growth of the business.

Of course, you can not offer something worthless but remember to provide the right price your customers are willing to pay.

Be Social

The cheapest and the most effective platform to be socially active is social media platforms such as Instagram, Facebook & LinkedIn, where you can interact with a larger audience.

However, if you are ready to spare some time, always attend commercial events and programs for better exposure and personal touch with people.


Your customer will be more interested in the stuff if they find it relevant. Not just products, but they can also be interested in having offers and coupons for a continuous store visit.

You can keep keen attention to customer action with the help of data that you can get about them. This way, you can optimize products to make them feel special.

Give Freebies

Receiving something for free as a sample is one of the best feelings for a customer, even if it is something the least expensive in your store.

So, offer your customers a small freebie such as a cream sachet or a nail polish to increase their chances of visiting your store.

Have Strong Visuals

Strong visuals add depth to the retail store by making the customers overwhelmed. Moreover, it initiates action and allows the users to try them out.

But, it would help if you kept things neat because an organized space helps find things faster.

Have a Loyalty Program

A retailer can get a significant amount of information regarding customers’ preferences, needs, and behavior through loyalty programs.

In the loyalty program, you can further offer a small gift or reward to the customer for being a part of the loyalty program to build trust and relationships.

The Bottom Line

Whatever be the case, always remember that the customer is the heart of your business, and you need something better to get engaged with them.

We hope that these points will be a handful of ideas that will work the best for your marketing strategies and will provide you with fruitful results.

How to Optimize Your Direct to Store Delivery Operations With Van Sales Automation?

Shipping good takes time, which means delivering directly to locations is common among modern e-retailers.

When looking at the bigger picture, getting your products to your customer faster means increased customer satisfaction, loyalty, and ultimately more sales.

Van sales automation can alleviate a lot of the headaches that come with managing deliveries, managing delivery routes, monitoring drivers, and generating reports.

This blog lets you see some tips on optimizing your direct-to-store delivery operations with van sales automation.

What Is Direct To Store Delivery?

Direct to store delivery (DSD) is a model that allows the manufacturers of a product to deliver it straight to the point of sale, i.e., the stores, skipping the wholesale process.

A study published by the Grocery Manufacturer’s Association in 2008 stated that although only 24 percent of in-store merchandise were DSDs, this same 24 percent delivered 52 percent of total profits.

How Is DSD Delivery Different From Distributor-led Delivery?

Unlike distributor-led delivery, direct-to-store delivery is not just about delivering products to stores. It’s more than that.

A DSD delivery process is an end-to-end solution for FMCG companies with a massive network of distributors, wholesalers, retailers, and dealers.

It helps streamline the entire sales cycle and optimize supply chain management from product distribution to inventory and order processing.

The primary difference between distributor-led delivery and direct-to-store delivery is that in the latter model, the FMCG companies sell their products directly to the retailers through their own sales force instead of distributors.

Benefits Of Implementing A Direct Store Delivery Model

The advantages of D2S are apparent. Here are some of the most important:

1. Enables Quick Time To Market

DSD is an efficient way to get products from the manufacturer or supplier onto retail shelves as quickly as possible.

In many cases, manufacturers can fulfill orders and send them directly to the retailer’s distribution center within one day.

Almost 50% of consumers say that digital retailers meet their delivery speed expectations nearly half the time.

2. Higher Gross Margin Percentages

Since products are going directly from the point of origin to their final destination, a direct store delivery model helps reduce overhead costs and avoid extra expenses, such as storage fees.

3. More Personalized Service

You can build strong relationships with retailers with direct store delivery while offering more personalized service and sales support.

Since you’re shipping your products directly to retailers’ doors, you can customize each order based on their needs, preferences, and specifications.

4. Reduces Inventory 

The DSD model allows retailers to manage their inventory better. With this model, they can regularly receive new product shipments based on actual demand from customers.

It allows retailers to stock up on necessary items at optimal levels without worrying about storage costs or excess inventory that may not sell well.

Tips To Optimize Your Direct To Store Delivery Operations With Van Sales Automation

1. Manage Your Complex Supply Chain

Van sales software can simplify your complex supply chain. You can customize the software according to your business needs and access all data from one place.

When you have a centralized database, you will have better control over your business and make better decisions for the future.

2. Gain Real-time Visibility

Automated systems give you real-time insights into all aspects of your business, including customer accounts and inventory levels.

You will be able to track orders in real-time, leading to faster deliveries and increased customer satisfaction. Also, you can quickly identify any problems before they escalate further.

3. Boost Productivity And Efficiency

When you automate repetitive tasks such as managing inventory, calculating tax, processing orders, etc., all employees will be more productive and efficient in their jobs.

It will also free up valuable time that they can spend on more productive tasks such as marketing or developing new products or services for the company.

4. Streamline Your Direct Store Delivery Operations

A big part of van sales automation is streamlining the order processing process by automating it. When customers place an order, they can expect it to be delivered quickly and efficiently.

Orders are sent directly to the warehouse, generating picking lists and processing charges with minimal manual intervention or errors.

Summing Up

The bottom line is that Van Sales Application can help streamline and improve your direct-to-store delivery operations. We recommend you try it out and see how much time, money, and stress you will save.

How To Choose The Right Sales Automation Software For Business Growth?

Sales automation is the tool used for streamlining and optimizing the sales process.

It helps track the progress of leads at each stage in their buyer journey, automates communication across the organization, and encourages collaboration between sales and marketing.

In this post, we’ll cover the essential criteria you need to look for in sales automation software and how to choose the best for your business goals.

How Does Sales Automation Software Help?

Sales automation software allows you to automate repetitive manual tasks like sending emails and making phone calls. It can dramatically increase the productivity of your sales team and reduce the amount of time spent on menial tasks that don’t directly contribute to growth.

More than 60 percent of businesses using automation exceeded their revenue targets. With that in mind, here are some of the factors you should consider when choosing your sales automation platform.

8 Factors To Consider When Choosing The Right Sales Automation Software

1. Automate And Personalize Communication

According to Mckinsey, nearly a third of sales-related tasks can be automated. You can set up a sales automation tool to send automated emails and SMS to your customers.

It is a great way to start a conversation, but it will not be effective unless you personalize the message based on what you know about the customer.

It can include information such as their name, any previous interactions they’ve had with your company, or if they have an upcoming birthday.

2. Ease Of Use

A sales automation program should be as user-friendly as possible. The more buttons and controls it has, the more complicated it will be to use.

Even if you are an experienced web developer, it’s best to stick with tools that have simple drag-and-drop functionality or templates that allow you to create your landing pages without too much effort.

3. Pipeline Management

The average B2B marketer has found that sales automation contributes 10% to their sales pipeline. So, you have to make sure that the sales automation software you choose has a vital pipeline management feature.

The pipeline management feature allows you to keep track of all your leads from the moment they enter your system to become a closed deal.

It would help to see where you’re in the pipeline, which stage of the sales process, and what is required to move to the next step.

4. Lead Management

Leads are the lifeblood of any business, big or small. So how you manage them is vital. Sales automation tools can make this process simple and easier to automate.

They can help you organize contact details, automatically capture visitor activity on your website, record phone conversations, send email campaigns, etc. The right tool will help your team close more leads by streamlining these processes and saving time on manual data entry.

5. Sales Reporting And Analytics

Many sales software platforms come with robust reporting and analytics capabilities. These tools allow you to capture data from all aspects of your business, including leads, pipelines, contacts, accounts, and more.

With this data, you can create custom reports to gain insights into your sales process, identifying improvement opportunities.

6. Customer Support

If you encounter any issues, your sales automation software should have customer support 24/7, 365 days a year. It’s also helpful if they have a live chat or phone support where someone can walk you through problems as they come up instead of waiting.

7. Integration With Other Software Tools

Choosing software that works well with third-party tools such as email marketing, social media marketing, and website analytics tools is good. Some of the most popular integrations include Salesforce, MailChimp, and QuickBooks.

8. Pricing

When selecting a solution, find out what pricing packages they offer.

  • Do they have a free trial or free version?
  • How much does their monthly or annual subscription cost?
  • Is there a limit on how many users can access the system?

Ensure that the software you choose answers all of these questions.

To Wrap Up Things

It’s important to note that the ultimate goal is to improve sales no matter which solution you choose. The best sales automation software should be able to increase your sales and close deals that you have never closed before.

However, not all products are built the same. These are a few things you can look for to narrow down the list of options.

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

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.