Category Archives: Field Force Enablement

Field force enablement and technology

Field CRM and Lead Management

  The ‘lead info’ clearly travels a lot of steps before it reaches the sales rep, who actually becomes the face of your company. For any other industry, it might be an area which can be slightly neglected, but when Banking Finance, or Insurance companies are taken into consideration, the most important lever of winning a client is a face to face meeting. Sales reps are the ones who do these meetings and are responsible for converting a lead to a customer. So, are you ready to risk your potential customer? Just imagine the scenarios that could go wrong when Continue Reading →

‘Convincing Demo, Sure Sell’- through team learning

“The fact is, everyone is in sales. Whatever area you work in, you do have clients and you do need to sell.” -Jay Abraham A customer seldom bothers about or even considers the amount of technology or research that must have gone into creating a product and how unique it is. Perils of a Customer Purchase Journey Let’s trace back the journey of a product purchase from a customers’ perspective, you are free to choose any product that comes in your mind, from FMCG, Consumer Durables or Insurance. The chances of a customer choosing your product over the others become Continue Reading →

‘Convincing Demo, Sure Sell’- through team learning with BeatRoute

BeatRoute is an intelligent field execution platform that makes every field team member 10x more effective. It is a one-stop platform that helps you drive more sales through field teams. One of the key use cases that BeatRoute solves is helping the organization communicate and deliver standardized communication to its Field Teams and Customers. A few pillars make BeatRoute’s mechanisms foolproof- Multimedia Content The chances of your product being successful should not be based on the memory of a field force person, rather on solid formats that the field force can refer to, as and when needed. BeatRoute allows you Continue Reading →

GPS Tracking – The Game Changer for Field Force Management

  Technology is essentially changing the way we do our business and why shouldn't it? With the growth of any business that has a field force, it becomes a pressing need to have a closer eye on each activity; robust GPS tracking could be a possibility here. Handling a field force without technology is not only beyond the bounds of possibilities but unintelligent as well. No matter how big or small your team is, managing and monitoring it, effectively, is difficult. And helping them do their job better is undoubtedly a big challenge. One of the key things about managing Continue Reading →

Treading through BFSI the smart way!

The retail banking and consumer financial services (BFSI) involve a lot of hard work on part of the field reps and agents - whether it be attending to customer calls, door to door selling, lead funnel tracking and what not. The ability to nail execution on this aspect is what also becomes an immense differentiator amongst firms - and if you want to win - you have absolutely got to get this right. In BFSI, field sales and marketing comes with its own set of predicaments, not limited to … Capturing relevant leads through multiple sources. Ensure scientific allocation of Continue Reading →

5 Points to Ponder about Sales Force Automation for Secondary and Tertiary Sales

1) Sales Training Automation If you thought you are going to call the field users in a classroom from every far-off territory to train, it’s not going to work. Repeating that for newly joined resources is even more impractical. The software platform that you choose has to come bundled with a mechanism to A) propagate training through the sales network hierarchy itself B) access to multi-media reference material within the mobile app   2) Sensitivity to End User Experience Keep it simple – Make a clear distinction between functionality that is core to your goals and functionality that appears fancy Continue Reading →

Demand-Pull V/S Stock-Push

What's your strategy to drive sales and get the maximum out of your potential product!!   1) Stock-Push with Distributors On one side practitioners continue to focus on stock-push with distributors by offering margins, schemes and promotions. This has worked traditionally on the belief that if your business partners has stake in it, he will go ahead and replenish at existing retailers and find new retailers continuously. Challenge however remains that often a distributor does not have the knowledge base on what is the exact potential of a territory and its demographics. The question is should you consider your distributors Continue Reading →

What’s the right mobile device size for my field force?

Big may be small. Small may be big. Trust me; you are not looking for either. It’s the right size that you are looking for. Selecting the right device size is a critical success factor for your mobility strategy. Let’s start with basics – One size does not fit all If your needs demand two different sizes among two different sets of user groups, take the challenges of supporting two devices rather than purchasing one size. Look closer; and you will realize travelling managers have different needs and feet-on-the street has a different one. Before you get too confused, let’s Continue Reading →