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3 ways to improve your field sales performance

by Sam Kumar
VP | Dynamics 365 | Power Platform, Inogic

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

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About Sam Kumar

Inogic is one the leading Microsoft Gold ISV Partners with an exclusive focus on providing innovative apps and development services on Dynamics 365 CRM/Power Platform. Its flagship Dynamics 365 CRM maps integration app Maplytics™, a 5-star rated Preferred App on Microsoft AppSource, is changing the way locational intelligence is leveraged with features like Radius Search, Territory Management, Route Optimization, Auto-scheduling, et al.

Inogic is renowned for its 15+ Microsoft Preferred Co-sell ready Productivity Apps on Microsoft AppSource. From the latest WhatsApp Business integration with Dynamics 365 CRM, Document Management in Dynamics 365 CRM/CE with Attach2Dynamics and SharePoint Security Sync, Sales enablement using Lead Assignment and Distribution Automation, Alerts4Dynamics, and Business Process Checklist, improving productivity with Click2Clone, Click2Export, and Undo2Restore, user adoption and motivation with User Adoption Monitor and Gamifics365, popular Visualization Apps Kanban Board, Map My Relationships and Integrations like MailChimp Integration, Subscription & Recurring Billing Management, to QuickBooks ...

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