You’ve Just Completed a Sales Visit. Now What?

Let me paint the following picture, you’re a sales employee with five visits scheduled for the day. It’s very likely that there’s not much time in between each visit and so you have a busy day planned ahead. It’s also very likely that you’re going to incur a lot of expenses while commuting to these locations, furthermore, some clients may also requisition certain items from you during the visit itself. Imagine remembering all this information combined with having to remember what the outcome of the meeting was to communicate to your supervisor! Between keeping track of all your expenses, client requisition orders and important follow up points, you’ll be lost in a haze of information! This has a detrimental effect on your productivity and also your organisation’s productivity as, given the current scheme of things, you’ll either spend most of your time noting down or hunting for information or not remember all the information accurately. Furthermore, under such unpredictable conditions it’ll be impossible to even draw the “i” from insights, forget drawing actionable ones!

FieldSense to the rescue!

Given the difficulties that you’ve faced, what can you do differently to ensure that you can be more organised and productive? Why, sign up for FieldSense of course (wink, wink)! The FieldSense mobile app will automatically prompt you to submit your meeting outcomes after you’ve checked out of a client visit (for the uninitiated, here’s our article on understanding what checking in and checking out is and why it’s important) and for brownie points, it also automatically prompts you to submit your expenses that are associated with that visit! Furthermore, you’ll be able to take this procedure to the next level once you’ve mastered how to use custom forms (link to video tutorial on how to use custom forms). Imagine being able to instantly submit meeting outcomes while recording important information (specifically data that is important to you that can be completely customised) and being able to submit expenses all while you’re walking/commuting to your next meeting. Done and dusted in a jiffy! 

A bird’s eye view

Isn’t it a sales manager’s dream to know exactly what it is that their employee is doing while they’re working? Well, now that’s possible with FieldSense! Not only will you know where your employee is, courtesy of the basic GPS tracking employed by FieldSense, but you’ll also know about whether your employee is in a meeting. In fact you’ll know the exact moment that he checks into and checks out of a meeting among many other things. However the main, tremendous, benefit that you’ll derive off this whole process is insights! Imagine all your employee’s visit data, their expenses and attendance data being automatically stored, collated and shown to you in a highly informative manner! That’s the definition of actionable insights! All achieved in a paperless and effortless manner! 

In Conclusion

You must be wondering what the cost of using FieldSense is, all these features must logically equate to a huge whole in your pocket right? But no! FieldSense is free for 10 users forever! That’s right, I used both “free” and “forever” in the same sentence and as basic logic follows, if it’s amazing AND free then one must IMMEDIATELY sign up! So here you go, sign up and start witnessing the tremendous gains from using FieldSense right now!