3 ways to improve your field sales performance

December 17 2021

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

About Sam Kumar

Inogic is a leading Dynamics 365 CRM ISV since 2007 and a Gold Partner with its exclusive focus on providing innovative apps and services on Dynamics 365 CRM and Power Platform. Its flagship product Maplytics™a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it our latest Gamifics365- Gamification app for Dynamics 365 CRM to engage, motivate and increase user adoption, or App Integrations like MailChimp Integration, Subscription and Recurring Billing ManagementQuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneClick2ExportClick2UndoAlerts4DynamicsLead Assignment and Distribution AutomationUser Adoption Monitor or simply visual representation of data using Visualization Apps Kanban BoardMap My Relationships. Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com.

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