Field Sales Tracking and Management

Field Sales Management

Track your Field Sales Efficiency

Your field forces attend numerous meetings in a day to increase their chances of closing deals. Help them stay organized and productive with Kylas.

SCHEDULE DEMO Right Arrow

Gain visibility on all your field sales operations

Keep track of your team's customer visits with geo check-in and check-out. Gain visibility into the location, duration and status of each meeting.

 
field sales operations

Seamlessly Assign Prospects

With the help of Kylas Routing Engine, you can automatically assign the right prospects to the right sales rep based on their availability, zip code, product, etc. In addition, Kylas instant in-app notification will keep your field agents updated on any new lead. Plus, with the help of Kylas caller, they will be able to follow up while they are on the go.

 
Seamlessly Assign Prospects

Help your sales team close more
deals on-the-go

With the help of the Kylas Mobile App, sales reps can easily access all customers and prospect-related information. Help them stay on top of meetings, tasks, notes, and reminders on the field.

 
sales team close more deals

Benefits of Field Sales CRM

Productivity Dashboard - Kylas Sales CRM

Helps you monitor your field
forces effectively

Workflow Automation - Kylas Sales CRM

Enables you to get better
insights on your sales reps’
performance

Task Management - Kylas Sales CRM

Help your sales team stay on
top of their meetings and tasks
while they are on the go

Collaborate with the Power of Notes and Comments in Kylas Sales CRM

Ensures improved
salesforce productivity and
efficiency

Collaborate with the Power of Notes and Comments in Kylas Sales CRM

Positively impacts overall
sales performance

Collaborate with the Power of Notes and Comments in Kylas Sales CRM

Enables sales rep to access
customer details and sales
materials on the field.

FAQs

What is Field Sales Management?

Field sales agents go out of office to meet clients and close deals. Field Sales Management is the process by which you can monitor and manage the work done by the field force team. It is a way to ensure productivity and higher sales from the team members. Robust field sales management involves getting insights into the number of meetings conducted, their locations, and even monitoring meeting durations, and statuses.

Why Field Sales Management is important in business?

Field Sales is crucial for any business that depends heavily on relationship building and repeat business. That’s why managing it efficiently is important for businesses across the globe. Through robust field sales management, a business can optimize the work of its field sales teams, and thereby boost its own sales. It enhances performance by providing field teams with access to all relevant customer data and other sales materials while they are on the field. They can manage and conduct their tasks and meetings on-the-go. Field sales management also allows a business to monitor its field forces effectively and get detailed and real-time insights about the performance of field sales agents.

What is Field Sales Tracking?

Field Sales Tracking means the monitoring and tracking of all activities of your field sales teams. Right from the number and locations of the meeting they have scheduled, to the duration and status of every conducted meeting, field sales tracking allows businesses to stay on top of every aspect of the work of its field forces. This way, a business ensures that its field agents are working productively and identify the top-performing agents.

What are the Benefits of Kylas Field Sales CRM?

Kylas has robust features that are directed towards ensuring effective field sales management and tracking for your business. It helps your field agents stay organized while conducting numerous daily meetings and events. Kylas Field Sales CRM also enables you to keep track of your agent's locations with Geo check-in and check-out and optimize their bandwidth. It also helps your field teams access all relevant customer data and other sales materials while they are on the field. They can manage and conduct their tasks and meetings on-the-go and ensures improved salesforce productivity and efficiency. With Kylas, you can monitor your field forces effectively and get detailed and real-time insights about their performance. Kylas also positively impacts the overall sales performance of your field teams and boosts the profitability of businesses.

Kylas mnemonic Kylas mnemonic Kylas mnemonic