Many companies in FMCG, NBFC, and pharma rely on field sales. They work day and night to strengthen their sales strategy outside of the company. But let me tell you, you cannot make effective strategies without proper visibility. When you aren't able to see where your salesperson is, you can't assign them the most important tasks in the field. You may lose the time-sensitive meetings and eventually lose the leads. To solve these problems, a Sales Employee Tracking App works by your side.

We can also refer to a sales employee tracking app as a Sales Force Automation (SFA) app. This app lets you and your field salesperson automate many repetitive tasks digitally. These tasks may include reporting daily call reports, sample inventory handling, order management, meeting history reporting, and many more.

Therefore, we will come to know so much more about this powerful application in this article. We will also mention one recommended provider of this tool. So, let's discover all its features and advantages, starting with the basics.

What is a Sales Employee Tracking App?

A Sales Employee Tracking App is a software application designed to monitor and manage the activities and performance of the field sales team. The primary objective of this tool is to provide real-time visibility into sales team metrics, such as calls made, emails sent, and meetings scheduled. This allows managers to track the performance of their sales team and make data-driven decisions to optimise the sales funnel. It worked differently for different roles.

For managers:

• Tracking calls and messages received by salespeople on their mobile devices to analyse overall productivity.
• Recording meeting history for lead analysis.
• Implementing geo-fencing to reduce falsified meeting logs.
• Providing complete geo-reporting based on the location history of sales reps.

For salespeople:

• Creating automated day plans for field agents.
• Displaying an assigned meeting dashboard.
• Through not-missed client interaction, the mobile SFA app creates opportunities for upselling and cross-selling.

So, a sales employee tracking app solves the challenges of both managers and sales reps.

Why is a Sales Employee Tracking App Important?

Every business owner dreams of having a well-functioning team that brings in a steady stream of new customers. After all, that's how companies grow, right? Whether it's the company managers, the HR department, or the business owners themselves, someone needs to guide and analyse the work of the employees to ensure optimal performance. It's relatively hard to keep an eye on the work hours and activities of the staff working out of the office. However, things get tricky when employees have jobs that require frequent travel.

It can be quite a hassle, don't you think? You wouldn't want to spend your time constantly checking WhatsApp group updates to keep track of the sales team's progress. Nor would you want to make countless phone calls just to keep an eye on people. Who has the time for that these days, right?

That's where tools like the SFA app come in handy. It provides a centralised platform where you can manage your on-ground team effortlessly. You can start with a blank canvas and bring your field operations to life. With its comprehensive set of features, this app can help businesses save time, streamline field operations, and improve customer satisfaction. This is why a sales force automation app is important.

Further, let us find some cool features of a sales employee tracking app that bring immense benefits to your business.

Attractive Features & Benefits of the SFA App You Can't Ignore

Although your goals and competition will determine the right sales employee tracking app, here are some of the key features that the Best Mobile SFA App must have. Let us look at those features.

Activity Logging and Attendance Tracking

Having real-time GPS tracking is a fantastic feature that makes your employees visible wherever they are. They can check in by just logging in to their application. With this mobile SFA app, you can easily keep track of the routes they take and the distance they cover.

Moreover, for attendance and leave tracking, this employee tracking application is a game-changer. It marks attendance by check-in and check-out through the app, capturing their location. Additionally, it allows you to monitor the number of hours they work and even capture their leave requests. This way, you can make informed decisions about distributing workloads to improve productivity.

Remotely Manage Clients

Customer management is a powerful feature in SFA that helps organise and maintain vital customer information. It tracks all contact details, the purpose of the contact, and any follow-up that may be required. This ensures that sales efforts are consistent and eliminates the risk of irritating customers. As a result, the company can build and maintain strong customer relationships.

Expense and Reimbursement Claims

SFA can keep track of business expenses made by field sales employees. Higher management can later approve or reject these expenses. Any type of approval or rejection of expenses will be notified to the user. Additionally, the tool allows salespeople to attach the details or receipts of the expense to make reimbursement approval easy.

Visits & Meetings Summary Reports

SFA allows managers to access full meeting summaries, file notes, and task updates. Also, managers can use the meeting remark feature to highlight key points in each meeting. These reports allow for detailed decision-making by capturing the most important facts about each meeting. Further, this is useful for compliance reporting, competitive intelligence analysis, and strategic planning.

Document Storage and Management

The sales employee tracking app enables field staff to upload and download the necessary files on their app. This gives them access to key documents at all times, allowing them to better plan their next move. Furthermore, managers can access critical information via the sales tracking app even if they are not present at the workplace. Therefore, the app empowers both managers and sales staff.

GPS Tracking: Geo-Tagging and Geo-Fencing

GPS tracking is a useful feature that provides a real-time view of your employees' location. Geo-tagging also enables managers to assign visits to salespeople in advance. It allows you to see where your teams are and how much time they spend at each destination. Additionally, it prevents your team from logging tasks or meetings from the wrong location, helping to avoid false meeting logs.

Integration with CRM, Payroll, and Other Tools

The SFA app should enable integration with other essential apps. For example, it should support payroll or bookkeeping integration to pay fairly and disburse incentives transparently. Other key integrations include CRM, e-mail, chat, and calendar. The software should also be compatible with other existing software used by your company to eliminate silos that hinder progress.

Field Sales Rep Visibility and Accountability

Sales managers can use GPS tracking to monitor their team's locations in real time, ensuring they are where they need to be. Tracking their movements helps managers effectively assign tasks and set accountability. Additionally, field sales rep visibility empowers managers to be held accountable for their actions.

Employee Performance Reports

Assessing employees is necessary for a growing business. The key to this assessment lies in conducting performance checks. But how can you achieve this? It's quite simple. By gathering enough data on an employee's past performance, you can make a transparent decision. That's where a field sales tool comes in handy. It generates a comprehensive analytics report for each employee through the app. This report is based on the employee's reporting data, making it a valuable resource that lightens the workload for the evaluation team and minimises any potential discrepancies.

Clear Communication and Goals

GPS tracking for sales reps can serve as a motivational tool by providing tangible evidence of their efforts and achievements. Sales reps can easily track their progress, set goals based on their performance data, and strive to exceed expectations. This transparency and recognition can boost morale, leading to increased motivation and, ultimately, improved sales performance.

Custom Alerts and Notifications

With the SFA app, you can receive all the important activity notifications on your phone via push notification, so you can stay aware of your small lead decisions and business transactions without constantly checking reports. Get notified in real-time as it happens, whether it's a sales visit, attendance, or anything else.

NYGGS SFA App: Best Sales Employee Tracking App for Field Sales

NYGGS SFA Software uses workflows to automate task creation and simplify follow-up with prospects. It has all the above-said features that allow you to close more deals with set workflows. Also, this mobile SFA app offers much more advanced analysis of your prospects, so you can do more in less time. Below, we mention what sets this software apart as the best app in India for field sales.

• Offline Mode SFA App: To make it much simpler to report visits in areas with poor connectivity. As the user gets online, this app synchronises the visits to the cloud automatically.
• Cloud-Based SFA System: To give you access anywhere, from any device.
• Route History: This feature records the 90-day history of each route and visits by your field sales team.

Conclusion

In conclusion, a Sales Employee Tracking App is essential for companies in the FMCG, NBFC, and Pharma industries to improve visibility and optimise the performance of their field sales teams. This app automates repetitive tasks, provides real-time GPS tracking, enables remote client management and expense tracking, and generates comprehensive reports for better decision-making. Lastly, we recommend the NYGGS SFA app, as it offers advanced features like offline mode, a cloud-based system, and route history.