6 Factors for Choosing Field Force Management Software

Confused about the many field force management software in the market? Here are the 6 things to look for when investing.

Without automated solutions, increasing employee productivity and maintaining visibility is tough. Field force management software can address these challenges with ease.

Field force automation tools give you visibility and awareness of every field activity. This will improve your services, which in turn improves customer retention. So, you must choose the best one for your organization, right?

If you are wondering what to look for in a potent software, you’re in the right place! Here, you will learn what to look for in a field of team management software.

Key Factors to Consider When Choosing Field Force Management Software

Instead of searching for one-size-fits-all software, managers need solutions tailored to their needs. This includes industry relevance, key features, support, and scalability. Let’s cover everything in this section!

1. Industry

Every team of field executives serves a unique purpose. Marketing teams will need different features from service teams. The best software should seamlessly cater to all these requirements.

• Sales and Marketing: 

A sales employee monitoring app needs to offer an immaculate and fool-proof attendance management tool. You will also need task management and documentation for simple sales completion.

• Operations:

For a team of field operations executives, assigning meetings and getting proofs of attendance are important. You will also need insightful reports to track progress and productivity in real-time.

• Construction: 

You will need spectacular attendance and leave management to avoid staff leakage on the field. A team of construction executives also needs workforce management solution that can track their tasks effortlessly.

• Retail:

Managers managing a team of field executives for retail need simple documentation and precise log-in and log-out time reports. For these teams, performance analysis is a necessity.

• Healthcare: 

Live employee tracking is one of the biggest requirements for a team of healthcare workers. After all, in case of emergencies, it is important to know where everyone is and where the closest executive is.

• Security Services: 

With field force management software for security services, you can keep live tabs on where your guards are. Moreover, you can also use the platform to authorize client meetings and record visiting records.

• Field Research: 

A tracking software for employees will help you keep records of where all the executives have visited for research. You can also collect all information digitally for record-keeping. This way you can automate field research with field force management software.

2. Essential Features

Let us discuss some essential features that you cannot negate while looking for live location-tracking software for field executives. Of course, you can choose the features that are most important for your team and keep the rest optional.

• Employee Tracking

Live location tracking systems are crucial to keeping tabs on what your executives are doing and where they are. Real-time employee tracking also plays a role in attendance, task, and overall productivity management.

• Task Management

Tasks should be easily assignable – be it one at a time or in bulk. The task management tool should offer flexibility for both managers and executives to work to their best capabilities, but at their own pace.

• Attendance Management

The most important thing about any attendance management software is that it should be fool-proof. Only marking attendance from anywhere will not do. Leave management is also a must for simple operations.

• Easy Communication

No team can function without good communication. Therefore, your field force management software should make communication simple and comprehensible on one platform. In-built chatboxes work like a charm for most teams.

• Performance Reports

You should always analyze productivity and use the trends to get even better. A good platform will help you do just that with insightful reports about employee performance, engagement, profits, and much more.

• Document Management

Carrying paper documents in the field is not only obsolete but also increases the pressure on executives to carry them safely. Digital documentation does not only save all documents from the team but also offers form customization.

• Live Network Status

To make attendance and tracking super authentic, some software can calculate the executives’ device’s battery and network status in real-time.

3. Ease of Use

Sure, you find field force management software that provides you with everything you needed. But does that cut it if the software is not user-friendly and easy to use? Sure it doesn’t, right?

Your workforce management software of choice should have the smallest learning curve possible. It should also have a super user-friendly interface so that anyone with even a base-level understanding of technology can use it.

4. Customer Support

If your software suddenly stops responding, you should have enough support to get it back running, right? Whatever software you end up choosing, make sure that the software provider also provides adequate support and robustness in case of emergencies.

However, the software itself should be speedy and robust enough to not cause issues frequently.

5. Upgrades

The only way to scale and grow is if all components of your team are committed to growing – including your software. While choosing the right workforce management software for your team, make sure that the provider is growth-centric.

You don’t want to get stuck with software that does not upgrade but has possession of all your data!

6. Customisation

Not many software can offer exactly what your team needs. Therefore, the field employee management software you use should have maximum customization options. What it means is that the software has a huge package of features you can choose from and get customized to match your team’s requirements.

What are the Benefits of Implementing Field Force Management Software?

There are a lot of benefits to implementing the best field force management software. Here are some:

1. Real time Visibility

By using the employee tracking software, you will gain visibility into many aspects of the field operations. You get visibility into the task status and bandwidth through task management software. The geo-coded attendance marking feature ensures correct timesheet data. This is essential for reducing idling, buddy punching, or time theft.

And not to forget real-time GPS tracking that updates the workforce’s location and activities on time. With this level of visibility, it also becomes easy to calculate each employee’s productivity level.

2. Increase in Productivity

There will be an increase in the productivity level of employees due to the automation of repetitive tasks. The software shares employees’ tasks, job sites, schedules, and meetings. They don’t have to waste time deciding the order of jobs.

Also, its inclusive order management solutions digitalize order placement, which benefits employees like sales reps or MRs. Additionally, the field force automation tool optimizes task allocation and service scheduling. This way, employees can ace at their jobs.

3. Improvement in Decision Making

Field team management software extracts, processes, and generates useful data through reports. Reports like target vs. achievement make it easy to judge each employee’s contribution. You also get distance traveled reports, which ensures the correct amount is reimbursed.

4. Cost and Time-Saving

By choosing field force management software correctly, you can reduce the cost of field operations and the time taken to complete tasks. By optimizing job delegation and sequencing, you can reduce fuel costs and overtime.

5. Better Customer Retention and Satisfaction

Field force management software can enhance customer satisfaction with great ease. Its service scheduling feature ensures that technicians reach locations on time. It even sends upcoming meeting reminders. This is vital for making sure there is no missed client.

Parting Words

Choosing the right field employee tracking software is not a piece of cake. After all, your entire team’s productivity depends on this software. If it works perfectly, so will your team. If it doesn’t, your team will suffer, too.

After reading this blog, you should have a good sense of your team’s minimal requirements. So, what are you waiting for? Search for spectacular field force management software such as TrackoField that offers all the features mentioned in this blog.

Frequently Asked Questions

• Common Pitfalls to Avoid When Choosing a Field Force Management Software Solution

  Some common mistakes made while choosing the software are:
  - Ignoring Scalability
  - Overlooking Customization
  - Neglecting User Experience
  - Skipping Integration Checks
  - Focusing Only on Cost.

• Final Steps to Choose the Best Field Employee Tracking Software

  The final few steps are:
  - Evaluate Features
  - Check Reviews and References from other users' experiences.
  - Request a Demo functionality firsthand.
  - Assess Support Services
  - Compare Pricing Plans