Sales is one of the primary operations in any business. It involves meeting prospective clients, pitching them your products or services, and creating orders in case of successful sales. The process involves significant number crunching.

Businesses can have hundreds or thousands of clients, salesmen, or products to sell. Plus, salesmen work remotely and travel a lot. As such, an automated solution is necessary to handle the day-to-day tasks of field sales executives and monitor their activities.

Sales employee monitoring apps like TrackoField can help you effectively track your field staff. The app also aids in managing orders, assigning tasks, and recording attendance.

But one underrated benefit of any sales staff monitoring software is its data analytics capability. The software stores substantial customer and employee data on a secure cloud server. This data can be used to study trends, gain insights, and make informed decisions.

Let’s study in detail how sales employee monitoring apps assist in data-driven decision-making.

Modules of Sales Employee Monitoring Apps How They Help Make Data-Driven Decisions

Let’s take a look at some of the key modules in a sales employee monitoring platform and how they can be leveraged to make data-driven decisions to boost employee productivity.

• Ensure employee visibility with real-time tracking.

The first step in managing field sales executives is knowing their whereabouts. Sales employee monitoring apps are equipped with integrated map and GPS tracking technologies. This allows managers to view the exact location of their employee at all times.

You can know where your employees are and what they’re doing. Yes, that’s right! Employees’ locations are displayed on the map-based dashboard along with their current availability and task status. This allows you to:

• Check how many tasks are pending, completed, or rescheduled.
• View if your staff is idle, travelling, occupied, or offline.
• Track the total order and expense value per employee.
• Monitor your workforce’s activity in real time.
• Assist employees and send aid in case of emergency.
• Ensure a seamless flow of information between employees.
• Communicate efficiently with your field sales executives.
• Monitor all the established geofences and get instant reports of breaches.

Additionally, you can also view the battery and network status of your employees’ devices. All this data can be used to make informed decisions about task allocation and managing the workflow. You can readily assign or adjust the daily schedules after reviewing all employee variables like availability, expertise, and locations.

• Optimised Task Management and Staff Scheduling

Planning the tasks of employees is one of the primary objectives of a field service manager. But it can be difficult to do if the workforce size is large. That’s why most sales employee monitoring apps are equipped with a task management module. 

Plus, the software can leverage employee and customer data to optimise task scheduling and staff dispatching. Wondering how? Well, the task management module lets you:

• Automatically assign tasks to employees who are available and nearest to the customer site.
• Calculate the shortest and least congested route for employees to reach the task site.
• Set up a geofence around the task site to ensure employees reach the right location at the right time.
• Allow employees to self-allocate or modify tasks on the go.
• Upload bulk tasks, use pre-defined task parameters, and schedule tasks in advance.

In this context, employee tracking software uses the staff data to make economical and sophisticated decisions. This minimises resource wastage and task overlap and prevents over- or underutilisation of the workforce.

• Efficient Sales Order Processing

Processing sales orders and maintaining the product inventory are two of the core functions of sales employee monitoring apps. Here, data-driven decisions play a huge role, as every order has to be created keeping customer demands in mind. Take a look at what you can do with an efficient order management module:

• Create orders quickly and log specific details like location, quantity, and customer names.
• Create custom forms for employees or clients and add custom fields to accommodate all information.
• Modify order prices and discounts as per specific client requirements.
• Automatically calculate delivery charges based on distance to customer site from warehouse.
• Provide real-time visibility of orders and delivery agents to customers. 
• Calculate the distance covered by salesmen and per-order miles travelled to identify resource wastage issues.
• Maintain an exhaustive and updated product inventory.

All in all, the sales employee tracking software streamlines order processing from sales pitching to delivery. Plus, all the data insights, like distance to customer site, employees’ capacity, order price, and availability, can be factored while processing orders. 

• Reports and Analytics

Finally, we come to the data analysis feature. Field employee time tracking software like TrackoField offers various reports to analyse field operations. These reports can be manually or automatically compiled using the employee data. Plus, you can even perform historical data analysis to identify hidden patterns, flag discrepancies, and spot trends. Here are a few reports sales employee monitoring apps can generate along with their uses.

• Stoppage reports to check the number and duration of stops an employee takes during this day.
• Target vs. achievement reports to check whether executives are meeting their sales quota or not.
• Expense reports to spot patterns of overspending or unnecessary spending by employees.
• Distance travelled reports to check how many miles employees travel. This can be used to verify their fuel expenses and scrutinise their productivity.
• Employee productivity reports.
• Assigned vs. completed work hours reports to manage employees’ attendance.
• Route playback to review employees’ travelling patterns is in line with guidelines.
• Top performers reports.
• Unreachable reports to inspect when, where, and for how long an employee remained offline.

Conclusion

We have covered various modules of sales employee monitoring apps. All of them help to make data-driven decisions in some capacity or other. However, managers can manually assign tasks and track employees too. They can sort orders in particular categories, use pre-defined templates, and filter reports as needed.

The sales tracking system automates and optimises most field operations, like task and order management. And as a result, it:

• Boosts employee productivity
• Cuts operations costs
• Minimises downtime
• Spots trends to future-proof your business
• Improves customer service

On this note, wrap this article and suggest you choose TrackoField. It’s one of the best sales employee monitoring apps in the industry. You can make informed decisions and generate various insightful reports to manage your employees. Get in touch with TrackoField staff to know more!