3 ways to improve your field sales performance

Sales reps that travel a lot and spend most of their day in the field need to be super-efficient, prepared for every situation they face with clients and prospects.

Some of the challenges sales reps regularly face include:

• Missed appointments due to heavy traffic or sudden road closure
• Under-utilized time when meetings are cancelled
• Ensuring traveling expenditure (mileage) is in check and under company limits

Dynamics 365 combined with productivity solutions can help sales representatives to improve their productivity and performance. Here are our top three tips that can help sales and service personnel to be productive and enhance their on-field sales performance.

#1 Plan the appointments before heading out

“By failing to prepare, you are preparing to fail.” – Benjamin Franklin

Planning is crucial when travelling, whether you are going on a trip or scheduling sales meetings. Nowadays, sales professions can turn to many appointment planning apps to help plan their day or week before heading out. A seller with a good plan can reach more customers in less time.

If an appointment is postponed or cancelled, a planning tool can quickly find nearby customers and schedule an impromptu meeting. With everything planned, sales reps can hit the road with confidence and close more deals.

#2 Be prepared for the unknown with traffic updates

“Expect the best, plan for the worst, and prepare to be surprised.” – Denis Waitley