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Discover the most popular emerging best practices in sales!
Hear from sales thought leaders from across the country!
Get your hands on our reports, checklists, and more!
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A Better Demo for a Better Sales Team
After 3 Months, Veloxy customers:
• Double their Sales Productivity
• Pay for their Annual Salesforce
• Double Pipeline & Revenue
- Pricing
Veloxy
Field Sales Software that doubles your productivity, pipeline and revenue. It’s easy, fast, and powered by AI and Salesforce.
Veloxy Lite
Turn your Outlook or Gmail into a salesenhanced, revenue-generating inbox today. It has email tracking, analytics and more.
- SolutionsROLESUSESWHY VELOXYCOMPARISONS
- ResourcesFOCUSLEARN
Discover the most popular emerging best practices in sales!
Hear from sales thought leaders from across the country!
Get your hands on our reports, checklists, and more!
- Get a Demo
A Better Demo for a Better Sales Team
After 3 Months, Veloxy customers:
• Double their Sales Productivity
• Pay for their Annual Salesforce
• Double Pipeline & Revenue
- Pricing
Veloxy
Field Sales Software that doubles your productivity, pipeline and revenue. It’s easy, fast, and powered by AI and Salesforce.
Veloxy Lite
Turn your Outlook or Gmail into a salesenhanced, revenue-generating inbox today. It has email tracking, analytics and more.
How much time does your sales team spend on administrative tasks instead of closing deals? According to the National Association of Sales Professionals, sales representatives spend just 35% of their time selling, while the rest is eaten up by tasks that could be automated.
This is where field sales automation comes into play, helping teams boost efficiency and focus on what truly matters. Today I want to get into how automation can enhance your sales team’s performance, from improving data accuracy to increasing productivity and offering key features to look for in the best solutions.
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While Veloxy can’t automate your business travel, it can automate the things that are taking up your free time on nights & weekends!
Understanding Field Sales Automation
Field sales automation is becoming more important for companies that rely on sales teams working outside of the office. By reducing manual tasks and improving efficiency, automation is helping teams meet their goals faster.
There are three primary reasons why field sales automation is valuable:
Enhancing the accuracy of data and reporting
Reducing Manual Tasks for Field Sales Representatives
I find that one of the most significant benefits of field sales automation is the reduction of manual tasks. Field sales representatives often spend too much time on administrative work, such as data entry, scheduling, and reporting.
Automation tools can handle these tasks, freeing up the team to focus on selling. The shift not only increases productivity but also helps prevent burnout among sales staff.
Streamlining Processes Through Salesforce Automation
Salesforce automation takes the benefits of automation even further by simplifying and organizing complex processes. It can handle everything from lead management to follow-ups, ensuring that no opportunities are missed.
Automation tools can also prioritize tasks, allowing field sales representatives to focus on the most critical actions at any given time. By streamlining these processes, your sales teams can work more efficiently and close deals faster.
Need a shortcut to success for your field sales team? Schedule your free demo NOW!
Enhancing the Accuracy of Data and Reporting
Another key advantage of field sales automation is the improvement in data accuracy. We all know that manual data entry is prone to errors, which can lead to incorrect forecasts and missed opportunities.
Automation tools ensure that data is captured accurately and in real-time, providing sales managers with the information they need to make informed decisions. Accurate reporting also allows teams to track their progress and adjust their strategies as needed.
Key Features to Look for in Field Sales Software
When choosing field sales software, I think it’s really important to consider the features that will make the biggest impact on your team’s efficiency. The right tools can help streamline daily tasks and improve overall performance. There are three primary features that you should prioritize:
Mobile Accessibility
For my field sales representatives, being able to access their tools on the go is a necessity. Mobile accessibility allows them to stay connected, update information, and manage their tasks no matter where they are.
The feature ensures that they don’t waste valuable time returning to the office just to update their data. With everything at their fingertips, sales reps can respond to client needs more quickly, leading to better customer satisfaction and increased sales.
Integration With CRM Systems
A key feature to look for in field sales software is integration with your company’s CRM system (we integrate with Salesforce, see below). It allows seamless data sharing between the field and the office.
When your field sales representatives can access up-to-date customer information, they are better prepared for meetings and follow-ups. Integration also helps in reducing errors, as data doesn’t need to be entered multiple times. It not only saves time but also ensures that everyone is working with the same accurate information.
Customizable Reporting Tools
I’m a big fan of customizable reporting tools. Every company has different metrics that matter most to them.
The ability to tailor reports to focus on these metrics means you get the insights you need without sifting through unnecessary data. Sales managers can quickly assess performance, track progress, and make informed decisions. For field sales reps, these tools provide clear feedback on how they’re doing and where they can improve.
How to Successfully Implement Field Sales Automation
Implementing field sales automation can be a game-changer for your team, but it requires careful planning and execution. There are three main steps to consider when bringing in new sales technology: