OctaSales enables field team management processes to be carried out in a digital environment, enabling businesses to achieve financial gain success on a single platform. Here’s how:
Companies are divided into departments to increase the viability of their operations. These departments include marketing, human resources, and sales. The division of labor helps companies establish a more efficient structure by dividing the work that needs to be done.
Field teams are one of these departments. They perform tasks such as visiting customers in the field, communicating with potential customers, and gathering information from the field. Field teams are the company’s face in the physical world and are critical to the company’s operations. Thereby, field team management is essential in all kinds of companies.
Field teams were also the department that felt the pains of digital transformation, which became inevitable due to the pandemic, at the same time. Teams that needed to transfer the physical meetings they were used to into video conferencing applications had difficulties in this transformation.
Thanks to the distant channel management business model, all field team operations can be digitized. With OctaSales, you can manage your field team on a single platform.
Characteristics of Effective Field Teams
The field teams, who will execute meetings in the field, are the face of your company. For them to do a more effective job and impress your customers, they both must coordinate inside and interdepartmental.
Field teams must align their processes. Sharing the results of any meeting with the team members ensures coordination.
Knowing which personnel will meet with whom and when prevents conflict between team members and enables them to work more efficiently. Being able to access the information about what was discussed with a customer who has been interviewed before allows other members to access this information and make effective plans.
Sharing the information from the interviews among the departments increases the efficiency of other departments as well. Field teams are the main information gatherers from the customers since they are the first step of customer relations.
Other departments could use this information to create better strategies. For example, marketing teams with this information can design effective marketing strategies focused on the target audience.
Manage Your Field Team with OctaSales
Manage Your Field Team with OctaSalesField teams need to have a high level of intra-team and inter-departmental coordination. OctaSales can provide this with a “Distant Channel Management” approach.
OctaSales provides:
- better communication between your field team,
- better communication between departments,
- better control of team leaders and managers on the whole team,
- suggestions about future strategies.
Through video conferencing, field teams can carry out all their meetings on a single SaaS platform. They have an opportunity to share their past and planned future meetings with their superiors in the company.
The personnel that plans the meeting, enters this meeting plan into the system and sends it to the team leader for approval. Alternatively, the meeting plans created by the managers can be shared with the staff and their tasks can be distributed without the need for an extra communication path.
In this way, the team leader or manager has control over the plans of his entire team. The leader can get information about all operations through the planning calendar.
Managers, who can see the schedule of the meetings on a single platform, access valuable data on how the interviews went by examining the reports of the past interviews, with the numerical data they encountered.
In OctaSales’s planning module, the actions to be taken appear as a reminder on the user’s screen during the call and ensure that no details are skipped.
For example, the notification system can remind that the staff has 5 digital calls the next day, or that they have a call 1 hour later. The information of the customer to be interviewed is shared with the user and the user can have a more effective conversation.
OctaSales, which analyzes your interviews through artificial intelligence thanks to its reporting module, offers you suggestions that can be very valuable for your business. For example, it informs you that one of your campaigns has been more successful than the others, and gives you a recommendation to continue with that campaign.
Field Team Management in a Single Platform
OctaSales not only provides you with all these features but also allows you to access them all on one platform with an easy-to-use interface.
The distant channel management business model allows you to manage your field team on a single platform. By following all your field operations on it, you can have control over everything without the need for extra applications and tools.
With OctaSales, the pioneer of the remote channel management model, you can go one step further in digital transformation.
You can book a demo meeting with our product team to discover and embrace the privileges of OctaSales and how the distant channel management model transforms your business!
