Top 5 Features To Look For In Field Sales Software

In the fast-paced world of B2B sales, equipping your field team with the right tools can be the difference between closing deals and watching opportunities slip through your fingers. While ease of use, mobile functionality, and automation features are certainly key considerations when choosing B2B field sales software, there's a whole arsenal of additional features waiting to be explored.

This blog dives deep into the world of B2B field sales software, going beyond the essentials to uncover the hidden gems that can truly empower your team.

We'll explore features that can:

• Streamline territory management and route optimization

  Ensure your reps are maximizing their time by visiting the right prospects at the right time.

• Boost collaboration and content management

  Arm your team with the latest sales materials and facilitate seamless communication for a unified sales approach.

• Empower data-driven decision-making:

  Gain valuable insights into customer behavior and sales performance to make informed decisions and close more deals.

• And much more!

Ordering

This one may seem like a no-brainer, but it’s important to consider the organization and efficiency of the platform's ordering system. Ordering should be simple and well guided by order history, top-selling items, and obligatory products. While you’re placing orders and finalizing conversations with customers, having the ability to create and customize deals and offers could also help drive sales.

Sales Enablement

One of the most useful resources in sales are visual representatives. Being able to see the product, see how it can be used, and view detailed product information will provide the customer with a better understanding of what they are looking at and how their prospects will view the products. Not only should content be accessible in the field, but it should also be easy to share for reference even after the rep has left the store.

Easy CRM Integration

The main purpose of utilizing field sales software is to save time and increase efficiency, so it is important to make sure that the integration of your sales tech will be seamless with your CRM of choice. Ensure you can easily merge the software with your ERP systems as well as other CRM platforms.

Route Optimization

The utilization of GPS will continually help your reps get to and from their appointments with the most efficient route possible. Choosing a sales software that offers an in-app route planning feature will make a sales rep's trips easier and more convenient to execute while they are in the field. Planning the route ahead of time will optimize time and provide a clear outline of what a field sales rep's day will look like. Spending less time driving to each call means reps have more time to talk to customers and increase their sales.

Reporting & Analytics

Analyzing data and reports is essential for making decisions and optimizing sales strategies, so your B2B field sales software of choice should provide accurate and in-depth reports. While many standard reports will provide the basic order information needed, customizing your reports to provide key data that your team can use to track performance will further enhance the future of your sales.

Chose a field sales software and team that will work with you and help your business increase efficiency, productivity, and sales!

Click below to view more information about Perenso's field sales platform.