Have you ever thought about how businesses manage field employees and customers in a nice way? How do they keep track of tasks and make better quality of their service?
Managing both field employees and customer relationships is a big thing to do. Businesses need good tools to take care of these tasks in an easy way. Field force automation and customer relationship management (CRM) systems are two such tools. Joining up these systems will help to save time, lessen costs, and also give better satisfaction to customers.
This article will tell you what field force automation is, its features, and also how businesses benefit by integrating it with CRM systems.
What Is Meant By Field Force Automation?
Field Force means employees who work from outside the office, for eg. sales representatives and delivery agents, etc. Managing field employees using manual ways takes up lots of time and can also lead to errors.
Field force automation uses technology to make the management of field employees. And thus, the field force automation solution helps businesses to save time, make better efficiency, and also lessen operational costs.
A few popular field force automation solution options are TrackoField, Zoho FSM, and Salesforce Field Service, etc. These tools help managers to take care of large teams and make sure operations go on in a nice way.
What Features Does A Field Force Automation Software Offer To Businesses?
Field force automation solution comes with many features which can help businesses to manage their field teams in a nice way. And, here are three important features:
Track Employees On A Live Basis
Using a field force automation solution, managers can track the location of their field employees and also know what they are doing, all on a real time basis. Field employee tracking software helps to make sure that tasks are completed on time and resources are used in a nice way.
Manage And Give Tasks Easily
Easy task allocation is a good feature field force automation solution. Managers can give tasks to employees on the basis of their location, skills, and other factors. Employees get updates on the software only, thus lessening confusion and delays. The remote employee monitoring software also tracks the progress of tasks, thus helping managers to monitor progress and make any adjustments.
Joins Up With Other Systems
Many field service management software can join up with other systems, like CRM software. Integration helps businesses to manage customer data and field operations all using one platform only. For eg., customer requests logged in the CRM system will get sent to field employees all by itself through the field force automation tool.
These features make field force automation software an important tool for modern businesses who want to make their operations simpler.
How Do Businesses Benefit from Integrating Field Force Automation with CRM Systems?
Joining field force automation with CRM systems gives many benefits to businesses. Here are five benefits given in detail below:
All Data In One Place
When field force automation joins up with CRM systems, employee and customer data are stored in one place only. This makes access to data fast and easy. Managers now don't need to use different tools to check employee progress or details about customers, etc This streamlined approach saves lots of time and also lessens the chances of errors which can happen when you do stuff manually.
More Coordinated Tasks
One connected system makes the process for assignments of tasks and makes them easy to track. Customer requests submitted in the CRM system will be sent to field employees using the field force automation system all by itself. This makes sure tasks are given faster and employees know their jobs are all clear.
Better Services To Customers
Businesses which integrate field force automation and CRM systems will give a really good experience to customers. Field employees will be able to go through the history and preferences of customers using such an integrated system. This helps them to reach out to customer needs in a better way.
Lessen Costs And Expenses
Joining up lessens the need to do work using manual processes, thus helping businesses in saving money. When data flows between field force automation and CRM systems easily, then there is no need to fill in or transfer data in manual ways. This lessens paperwork and the risk of errors which can sometimes lead to extra costs.
Give Quality Reports
Combining field force automation and CRM systems makes better reporting capabilities. Businesses get access to quality data about many factors. These reports help managers to find out if there are areas where better work can be done and make better decisions. And this way they can take action about them. Tools like TrackoField make integration easy and give great analytics for better decision making.
Conclusion
Managing field employees and customers is very easy using modern tools like field force automation and CRM systems. Joining up these two systems gives many benefits, for eg. better task coordination, less costs, and make better service also.
So if you want a tool which gives both field force automation and CRM features, then TrackoField is a good choice. It's easy integration feature makes sure your business goes on in a nice way.
Source: How Can Businesses Integrate Field Force Automation With CRM Systems?
