Activity Tracking
Activity tracking in field sales applications is a critical feature designed to monitor and manage the performance of sales representatives effectively.
Within a field sales application, the feature of activity tracking is vital for streamlining the work of sales representatives in fast-paced and mobile settings. This function offers real-time visibility to both sales teams and managers, ensuring that field personnel operate efficiently and remain accountable. Common components of activity tracking include location tracking, task management, meeting schedules, and performance reporting. Through the use of GPS technology, the app can pinpoint the whereabouts of field reps, allowing managers to assign tasks based on proximity and ultimately save time and transportation costs. Furthermore, sales reps can effortlessly log customer visits, record interactions, update lead statuses, and set follow-up reminders within the app to prevent any loss of critical information. By seamlessly integrating with customer relationship management (CRM) systems, the app facilitates a smooth flow of data between field activities and organizational records.
Key Features of Activity Tracking
Tracking a person's location in real-time is the ability to monitor their movements and whereabouts as they occur.
Track your field sales team’s live location to guarantee efficient route mapping and assignment of tasks.
Managing tasks and creating schedules are essential for successful project completion.
Ensure your sales reps are prioritizing high-value leads and opportunities by assigning tasks and setting priorities for them.
Allow employees to record their expenses and hours worked, simplifying both reimbursement and productivity evaluation.
Maintain a detailed log of customer engagements, including visits, meetings, and interactions. This will provide a comprehensive record of their history with us.
Get valuable and practical insights on both individual and team performance with the help of comprehensive reports and dashboards.
How to Choose the Best Field Sales Activity Tracking App
When selecting an app, look for:
Simplicity: It should be user-friendly, guarantee easy implementation for your team.
Integration capabilities : It allows for seamless compatibility with your current CRM and other tools.
Tailorability: Versatile options tailored to meet the specific requirements of your business.
Scalability: It is key as the app should have the ability to expand alongside your growing business.
Ensure the application adheres to rigorous data security measures.
How to create Activities in Delta Sales App?
To create Activities in Delta Sales App, follow these steps :
Click on Activities
Click on “Create New”
Choose Activity Type ex- Call, Follow Up, Meeting, Order etc
Give particular Title
Note down your activities
Select Particular date, time and durations.
Select Priority i.e High, Medium, Low
Link to Particular Party
Click on “Add Activity”
Activities will be created and sales people will get reminders of it at that time.
In today's highly competitive business world, it is essential to adopt a field sales activity tracking app. This tool not only increases efficiency but also equips your sales team with the necessary resources for success. Don't hesitate to invest in a suitable app now and witness a significant boost in your sales performance!
