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How Effective Is Sales Force Automation Software In Managing The Beat Plans?

  • March 2020

Beat planning plays an important role in deciding the efficiency of field team operations. Also referred to as Permanent Journey Plan, an effective beat plan can have a huge impact on the meeting the overall business goals at a better pace. Businesses with bigger field force team are the ones that have a higher risk of ineffective beat planning. Here is where a sales force automation software comes to picture. With the installation of sales force automation tool, sales teams can better plan and organize an effective beat plan. Let us first look at the benefits that businesses get upon having a sales team with a well-organized beat plan:

  • Better productivity
  • Cost optimization
  • Better relationship management
  • More business
  • Motivated employees

Let us now see how a sales force automation software can help businesses achieve the above-mentioned benefits through effective beat planning.

Beat Planning With Insights

The sales force automation software enables the sales team to have instant access to data like previous meetings, time taken to travel, meet and close the deal. This insight helps the sales team to plan their beat plan accordingly. The sales force automation also gives instant access to lead details like their location, business requirements and follows up. The sales representative can make use the past data to organize a beat plan that enables covering more deals in one go.

Location Based Beat Planning

Sales force automation software enables map based beat planning. The sales team have a quick glance the leads they could cover upon choosing a particular route. This enables the sales team to create a better beat plan that makes efficient use of time. So, with a sales force automation software installed on their Internet enables devices, sales teams can seamlessly select a route, map the leads and create beats even if they aren't aware of the route.

Instant Update of Beat Plan

Even while the sales representatives on their field, the sales force automation app enables the sales managers to update the beat plan of the respective sales representative in real time. The field force tracking feature of the sales force automation app enables the managers to have a real-time update of the location of individual representative. Thus, they can assign new hot leads to the representative within the vicinity of new leads. End of the day, the organized beat plan help the representatives cover more leads in less time.

So, what are waiting for! Get a customized sales force automation software for your sales team to help them create an effective and efficient beat plan that yields better results.

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