Best Practices and Tips to Optimize Field Force Management

Business growth mostly happens beyond the office boundaries. It usually depends on your field sales executives and remote service providers. 

Although they play an important role in business expansion, it is indeed challenging to manage their activities. The management often encounters challenges in field force management. 

What is the solution? How can you optimize your field service management? 

In this blog post, know more about field force management software and the best practices in the industry to optimize your field team management.

Why Is Optimized Field Force Management Important? 

Whether it is personal or professional, an organized workflow can help you overcome numerous challenges. 

Most of the companies who frequently work with field forces like marketing professionals, service providers, technicians, delivery executives, and more find many challenges in scheduling and dispatching. 

Sometimes, their tasks completion is delayed due to miscommunication and inefficient task details. There are many situations where companies also struggle to track the actual productivity of their remote employees

Optimizing field force management is essential to streamline the end-to-end field force operations. It is important to deploy the best field force tracking software platform to simplify the complete workflows. 

Tips to Optimize Your Field Force Management 

Everyone talks about optimizing field force management, but what are the best practices in the industry to do it? Below are some tips that you can follow: 

• Automate Scheduling and Dispatching 

Scheduling tasks based on employees’ live location can increase their productivity. It will reduce their travelling time and ensure that their tasks are completed within the deadlines. 

A field service management software comes with task management software that helps you schedule assignments and optimize routes for each field executive. 

It provides a dynamic route distance calculator through which you can track the actual time and distance travelled by your field force

• Streamline Communication 

Miscommunication often causes stress among your field employees. Hence, it is critical to streamline team communication. But how exactly can you do it? 

The best field force management software platforms like TrackoField also provide communication tools. It comes with voice and text messaging tools to optimize team coordination. 

What's more? You can use the software to share attachments in different formats, such as JPG, JPEG, PNG, PDF, and others.

• Leverage Real-Time Data Insights 

Having real-time insights is important to make data-driven business decisions. For example, you can track the live location of field executives to know If they are nearest to the client’s site before assigning an ad-hoc task to them. 

A real-time monitoring software provided by field force tracking software allows businesses to gain accurate real-time insights into each field executive. 

Besides live location, the software also provides insights into active task status, battery status, internet connectivity, and orders completed. 

• Enhance Data Analytics

Accurate data allows businesses to identify the bottlenecks quickly and create strategies to improve them on time. With field employee tracking software, an organization can get detailed insights into each activity of remote employees. 

The manager can download auto-generated reports from the software on employees’ performance, attendance, leave patterns, time and route distance covered, and many others. 

TrackoField allows you to download more than 200 auto-generated reports with complete accuracy. Hence, your management can download these reports online and focus on creating well-informed business decisions. 

•  Digitalize Customer Onboarding 

If employees’ onboarding process can be automated then it is also possible to automate the customer onboarding process. All companies need to do is invest in the best field force management software. 

The software allows you to create, manage, and process orders efficiently. You can create custom forms to record customer details and upload their documents within the software. 

What’s more? The manager can provide instant discounts to special customers using this innovative solution. 

• Manage Field Force Expenses 

Every business often encounters challenges in managing the expenses of their field employees. Sometimes they have to deal with fraudulent claims and many other times inaccurate expense calculations become the problem. 

So to overcome this field force management challenge, you must invest in the best field employee tracking app that comes with an expense management tool. This tool automatically calculates the employees’ expenses. Moreover, the software prevents fraudulent claims by enabling a multi-level approval system. 

The Last Words! 

Field force management software is a great solution to optimize the entire field service management. You can streamline your complete business workflows using the software.

Make sure that you choose the best software like TrackoField to optimize your field force management. Its automation tools are simple and easy-to-use without any prior knowledge. Still waiting to book your free trial? Schedule it today!