How to Choose the Right Field Sales Tracking Software for Your Business

If you are an entrepreneur or a sales professional or a senior executive in an organization, you must have come across the term field sales tracking software. As the name suggests, it’s a technology-based solution that enables businesses to track and analyze the activities and location of their field sales team in real time.

It’s to be noted that the keyword here is ‘field.’ The job description of sales representatives requires them to be on field. It’s different from in-house sales.

A report released by Verified Market Research projects the field sales tracking software market size to grow at a compound annual growth rate of 10.7 percent from USD 2.8 billion in 2023 to USD 7.1 billion by 2031. That’s a whopping 2.5 times growth in just eight years.

The data not only indicates the massive adoption of field sales tracking software and sales tracking apps around the globe but also the competition that will intensify in the future.

Did You Know?

The global market size for field sales tracking software is projected to reach USD 7.1 billion by 2031? Yes, that’s right!

This rapid growth will attract many new entrants in the field sales tracking software market and the space is more likely to become highly crowded.

It’s both a good thing and bad. Good because there will be a surge in innovation, competitive pricing, and feature-rich platforms suited for specific industries. Bad because out of all software and solution providers only a few will deliver the quality, reliability, and support that businesses need. This means that businesses that are looking to buy field sales tracking software need to be more careful as they evaluate the right software for their operations.

In this blog post we will discuss why contemporary businesses need field sales tracking software and how you can handpick the right field sales tracking software for your organization. If you are considering investing in a sales tracking app or a field sales application, this blog post is just for you. So, without further ado, let’s dive right into the blog post and know the advantages of sales tracking software for today’s businesses and the right way to choose the best one for your business. 

Why Do Contemporary Businesses Need Field Sales Tracking Software?

A field sales tracking software is not a micromanagement tool for business owners and top sales officials to constantly keep a watch over their sales representatives. Instead, it’s a tool that can help them monitor and guide their sales team in real-time, know their present locations and redirect them to the right locations, address their requests promptly, and even help the representatives in case of an emergency. There are many reasons for today’s businesses to use field sales tracking software. Here are some of those.

1. Real-Time Visibility Into Sales Team

One of the biggest advantages of a field sales tracking software is it provides real-time visibility into where sales representatives are and what they’re doing. Organizations that use sales tracker and sales tracking apps get live updates, visits, check-ins, routes, everything. Mobile sales tracking software solutions are easily portable and can be used anywhere.

2. Eliminates Guesswork In Performance Reviews

“In sales, results are everything. We need to know where we stand at all times.” The quote by noted entrepreneur Grant Cardone is so apt for field sales tracking software. Field sales performance tracking software shows the actual results and eliminates guesswork in performance reviews. With sophisticated sales tracker, organizations can get all relevant data.

3. Better Planning and Smarter Decisions

Did you know? Field sales teams spend less than 30 percent of their time actually selling? As per a study by Salesforce, field sales teams spend a majority of their time on administrative tasks rather than selling. However, by leveraging a sophisticated sales force tracker, organizations can plan effectively and make smarter decisions. A reliable field sales application helps in identifying patterns and optimizing routes.

4. Accelerates Follow-Ups and Closing of Deals

Quick customer follow-ups can make or break a deal. With a mobile sales tracking tool and built-in CRM integration, sales executives can log visits instantly. For channel businesses, pairing this with an app-based loyalty program improves retention too. Using the right unfiled sales tracker can considerably reduce manual work and help sales representatives reclaim 20 percent of sales capacity.

5. Saves Time with Automation and Smart Reporting

Did You Know? Sales teams that use field sales tracking software reduce reporting time by up to 75 percent. A sales tracking app or field sales application automates check-ins, attendance, and meeting notes. That means no manual end-of-day reports. It frees up more time for selling. It also comes in handy for businesses running a channel loyalty program. Their channel partners along with their in-house sales team can benefit from the automation.

6. Spots Issues Early

“Many sales are lost not because the customer said no, but because the salesperson failed to follow up.” The quote by author Jeffrey Gitomer is an appeal to sales leaders and managers. The real-time dashboards and reports in sales tracking software can help in spotting a wide array of issues such as missed targets, inactive territories, or performance issues early on. It will also help in developing a proactive approach.

7. Builds a Culture of Accountability

“Sales are contingent upon the attitude of the salesman—not the attitude of the prospect.” In field sales, this quote by W. Clement Stone noted businessperson and philanthropist is so relevant. When a business manages to create a culture of accountability in its sales department, it sets itself up for success. A transparent sales tracker helps in building a culture of accountability. When combined with a mobile sales tracking solution and a performance-based loyalty program, it reinforces a healthy, competitive culture that drives results.

How to Choose the Right Field Sales Tracking Software?

With the field sales tracking app and software market size set to grow coupled with the intense competition in the market, the problem will no longer be finding options. But to select the right one that’s best suited to your requirements. In the present age, buyers are spoilt for choices. Fortunately, there are some strategies you can use to handpick the right field sales tracking software from all the others.

1. Assess Your Business Requirements

Why do you need field sales tracking software in the first place? Do you want to track performance of your sales team? Are you looking to optimize daily routes? Before looking for a sales tracker, start by assessing the core needs of your business. Also consider the size of your sales team and the geographical spread they cover. If the size of your sales team and the operating area is small, a lightweight sales tracking app will serve your purpose. If both the factors are big, you may need a heavy-duty, feature-rich field sales application.

2. List the Key Features You Need in Field Sales Tracking Software

Now that you’ve defined your business needs and you have an idea of what type of sales tracking software would be adequate for your business, it’s time to list the key features that will actually support your team in the field. Some of the useful features are:

• GPS tracking and geofencing
• Real-time location sharing
• Check-in/check-out logs
• CRM integration
• Mobile accessibility
• Mobile-first design with offline capability
• Last location battery record 
• Task assignment and scheduling
• Automated and customizable reporting and analytics
• Data protection and security features

3. Use the Internet to Look for Promising Field Sales Tracking Software

Listing the key features will put you in a very good position to leverage the internet and look for the desirable field sales tracking software solutions. Apart from the main search terms, you can add one or more features in the search bar and the results will be highly precise. For instance you can type in the term “best onfield sales tracking software with GPS tracking real-time location sharing and last location battery record.” You can also try various combinations of different keywords to narrow down your search result.

4. Visit Promising Websites, Read Reviews and Case Studies

After pressing the enter button, you will get about a dozen websites on the search engine result page. Some will belong to solutions providers such as LoyaltyXpert while others will be of platforms such G2 and Capterra. In the case of the former, visit the ones that look promising and trustworthy. That would help you to go through various case studies and how the software actually solved different problems of different businesses.

The problems can range anything from poor sales visibility to delayed reporting to low field productivity. Also, visiting platforms such as G2 and Capterra can help you go through genuine user reviews. It can offer valuable insights into the software’s features, pros and cons, usability, reliability, and support quality.

5. Contact Shortlisted Software Providers and Ask for a Free Trial or Demo

After going through some case studies and user reviews, it would be easy for you to shortlist a handful of sales tracking software providers. Contact them and ask for free trials and demo. The trustworthy and reputable software providers won’t shy away from that. This would be your chance to see how the software performs in real-world conditions. Test key features. Involve your sales team and seek their feedback on usability and speed.

6. Integrate with Existing Tools

When it comes to investing in the right sales tracking app, integration is the key. The trial will help you evaluate how well the field sales application integrates with your current systems such as Customer Relationship Management (CRM) systems, Enterprise Resource Planning (ERP) applications, as well as app-based loyalty programs (if you have any). 

7. Choose the Right Pricing Plan

Now that you have tried the software in real world conditions and have integrated with your existing systems, it’s time to make a purchase decision. The software provider may have different pricing tiers such as freemium, basic, pro, as well as the more premium ones. Apart from that, there will be time-based ones such as monthly, quarterly, and annual plans. Here it’s prudent to evaluate the cost against expected return on investment (ROI), productivity and revenue benefits. Choosing the right plan would be easy after that.

Final Word,

If an organization employs field sales staff, it must have a real-time mechanism to track their performance and find out if they face any problems.

Failure to do that can be damaging. Need proof? As per McKinsey, nine out of every twenty companies have little to no real-time tracking. This accounts for considerable productivity losses.

The most effective and cost efficient way to track the progress and performance of field sales staff is by leveraging the right field sales tracking software.

However, to do that you will need to handpick the right onfield sales tracking software for your business. This blog post offers a comprehensive strategy for you to select the best sales tracking software for your business.

At LoyaltyXpert, we understand that success in sales isn’t just about effort. It’s about precision, visibility, and smart decision-making.

That’s why we have engineered our sophisticated field sales tracking software to empower all types and sizes of businesses.

Whether you’re managing a distributed sales team or looking to boost channel partner engagement, LoyaltyXpert’s field sales tracking app helps you maximize every opportunity. To book a free demo, contact our team today.