Streamline Your Field Service Sales Team and Win

From the economy to time to technology, your business must be ready with a strategy to navigate what comes its way. When it comes to your sales, it’s even more important to streamline your team in an effort to simplify processes, increase effectiveness and raise productivity.

Tips and Tools PDF

No matter what type of business one finds themselves in, there are many factors that can be working against your success. From the economy to time to technology, your business must be ready with a strategy to navigate what comes its way. And when it comes to your sales, in particular, it’s even more important to streamline your team in an effort to simplify processes, increase effectiveness and raise productivity

1. Simplify Processes 

A process involves the actions you take to achieve a particular end goal and get from point A to point B. Using a mobile selling app can help your field service business simplify its door-to-door selling process. Here, your end goal is to convert home and business owners into customers. A mobile selling app offers: 

• Visual knocking sheets on maps so there’s no need for manual tracking 

• Real-time payment processing, scheduling, and digital contracts so customer sign-up can take place on the spot 

• Money saved in going paperless 

2. Increase Effectiveness 

Understanding the how and why behind your sales team’s performance directly affects your field service business’s success. Using technology to measure your sales results allows you and your team to know where you stand and how you need to move going forward. A dashboard tool can help you do this. Sales dashboards offer both a high level and detailed view of sales activities and metrics. When you know your data, you also know what’s working and what isn’t, and therefore can make the important data-driven decisions that benefit your business.

3. Raise Productivity 

One way to raise productivity in a sales team is to foster a healthy competitive culture. Salespeople are naturally competitive, so leveraging that competitive nature serves the team in helping to build morale as a result of achieving and beating sales goals and serves your business as a whole when your sales team closes more deals and brings in additional customers. 

• View key performance indicators (KPIs) to know what it means to truly be productive 

• Create a sales leaderboard to incentivize productivity 

• Track and measure performance to gauge whether you’re meeting goals

Streamlining involves making your organizational systems more efficient and effective by utilizing faster and simpler working methods. Knowing the right data points and putting the right tools and systems into place will help you to not only streamline your sales team but also to help your business win far into the future.

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