Utilise The Data's Power!

When you can obtain more relevant data, that's when a CRM really shines. Better decisions, faster growth, and timely insights are all produced by cleaner data.

Includes

  • Comprises access control
  • Assign roles and create profiles.
  • Assign roles and create profiles.
  • Product and Service catalogue with images

Particular Fields

You may add an infinite number of custom fields on Leads, Deals, Contacts, Products, and Companies using ProCRM. Create a map of every data point to obtain more pertinent details about your potential customers.

  • Plan visits and easily organise your team's daily responsibilities.
  • Use geo-check-ins and geo-check-outs to verify client visits.
  • With meeting notes and records that include the duration and meeting status , you may gain a greater understanding of what transpired throughout the meeting.
  • Make note-taking and uploading documents easier for the group.

Maintain Communication with Your Field Staff

Know where your field agents are at all times. Seamlessly track their current location and get an overview of their entire day on map!

  • Find out how your team is moving in real time.
  • Examine the everyday actions of your staff.
  • Learn how much was covered over the day, how many meetings were attended, and the total distance travelled!

Assist Your Sales Team in Quickly Closing More Deals

Give your sales representatives easy access to all client and prospect-related data when they're out in the field. To ensure that they are always ahead of the game, assist them in staying on top of meetings and tasks.

Track the Performance of Your Field Sales Team Effortlessly

Never be unaware of what's going on in real time on the ground. With ProCRM, you can easily track the performance of your team and make better decisions by gaining fast insights and reliable data.

FAQs

Agents in field sales leave the office to meet with clients and complete sales. The method by which you can keep an eye on and oversee the job performed by the field force team is called field sales management. It's a means of guaranteeing increased output and revenue from the group members. Insights on the quantity and locations of meetings held, as well as the duration and status of those meetings, are all important components of effective field sales management.

Field Sales Management (FSM) is vital to corporate operations because it directly impacts revenue growth, customer satisfaction, and market penetration.

Field Sales Tracking means the monitoring and tracking of all activities of your field sales teams. Right from the number and locations of the meeting they have scheduled, to the duration and status of every conducted meeting, field sales tracking allows businesses to stay on top of every aspect of the work of its field forces. This way, a business ensures that its field agents are working productively and identify the top-performing agents.

Manage and streamline operations across multiple locations, sales channels, and employees to has improve efficiency and your bottom line.