How to Manage Your Field Force Efficiently?

When choosing the Best Field Force Management Software for your business, ensure that you check the features and functionalities carefully.

Field force management is critical to enhance business efficiency. Businesses seeking to manage field force can invest in Field Force Management Software. Read on to find out its meaning and features in detail.

Field force management software is an innovative solution to manage business efficiently. The software not only improves workforce productivity but also ensures better management. Many industries such as retail, construction, manufacturing, FMCG, and more implement the software to optimize their end-to-end field operations. Above all, the best field force management software enables businesses to allocate resources more efficiently. 

But how exactly does it help you optimize field force management? Let’s find out in the upcoming section!  

Key Features of Field Force Management Software

Unlike old-school days, it is now easier to manage field force. All you need to do is select the right field force management system and implement that in your business. It is an all-in-one software solution that operates through various automation tools. Some of them are as follows: 

Order Management Software 

The first feature that can help you optimize field force management is order management software. It is a great tool that you can use to create, manage, and process orders while on the go. 

To illustrate, suppose one of your clients is impressed by your software. They want to book it immediately. This is where the order management system is beneficial. Your field employee can create an order immediately while on the client's site through the software. 

Other features of order management software include: 

  • Ad-hoc task allocation
  • Distance and duration breakup reports
  • Inventory management 
  • Selective product listing 
  • Custom pricing and discounts 

Task Management Software 

With the task management system of field force management software, you can optimize the task management process of your organization. You can assign, monitor, and manage tasks more efficiently. Let's understand it this way: Suppose you want to assign tasks to your field force for a particular week. You can simply do the calendar scheduling for the entire week for each field employee. 

Simply put, employee task management software enables businesses to assign tasks in bulk on a daily, monthly, or weekly basis. Furthermore, it provides target vs. achievement reports for each employee. 

Expense Management Software

Another automation tool that optimizes field force management is expense management software. It enables you to streamline employee claims and reimbursement processes. You can also ensure transparency by putting an expense cap on employee expenditures. 

Moreover, it is easy to categorize the expenses into different categories such as food, travel, stationary, and more. Above all, you can create a hierarchy-based reimbursement approval system. Through this feature, the claim requested by the employees will go through the entire management in the hierarchy for approval. 

Attendance and Leave Management Software 

The field force management software also streamlines employee attendance and leaves. It helps businesses combat the challenge of fraudulent and proxy attendance marking. How? It enables companies to set biometric and geo-verified attendance marking systems. Additionally, you can link tasks of your remote workforce to the attendance. 

Talking leave management software is an ideal solution for managing the absenteeism of employees. You can create custom leave categories based on your company leave policy. Thereafter, an employee can apply and the manager can approve using the software. 

Voice and Text Messaging Tool 

You can optimize team communication with field force management software. It provides voice and text messaging support to streamline team coordination. The best part? You can also share the attachments in different formats, including PDF, PNG, JPEG, and more. 

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