- What is the size of your company and your field team? Not all field team management solutions are created equally. Some companies offer a massive bunch of software solutions with a wide range of products, which involve the need to train field reps on new tools and environment. These solutions suit for big companies, who can afford to invest heavily in technology and training. If your sales team is not really big, you probably don’t need this type of software. You’d better choose a smaller product size that will meet your specific needs and has certain scalability, so you can customize the solution, when your company grows.
- What features do you need to optimize your company’s business processes?Field team management software can make managing sales teams much easier, while also helping your field reps to perform tasks in a more efficient manner. To choose the right type of software for your field reps without making them overwhelmed by it’s features and capabilities, you simply have to identify things that are is most important for your business and need to be optimized. In other words you should answer the question: what needs improvement in my business? This can be field reps tracking, sales forecasting, order management, performance evaluation and so on. Knowing what is critically important for your business allows you to easily navigate in great variety of features and opportunities that field team management software vendors offer to customers.
- What other type of software the new application needs to be integrated with? To easily incorporate the new field team management solution into your workflow, you should think out how it will integrate with other programs and applications your business already uses. Even a comprehensive solution for field team management needs to communicate with special purpose software, such as, for example, accounting programs. To provide smooth integration and maximize the value of field team management software, look for vendors, who have experience with your specific kinds of integrations.
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