Transforming field sales with mobile POS technology: Tips for planning your solution

Sales teams face a unique challenge today. They are required to perform a variety of tasks out in the field, while still remaining productive. Leaving sales reps to perform their tasks through the use of manual efforts leaves them open to data entry errors and the risks of lost time and productivity. In addition, the tasks that need to be completed today are complex, especially when there is more than one back-end system that needs to be updated with all the pertinent information to ensure maximum accuracy company-wide. Microsoft Dynamics ERP users need to provide customers with accurate inventory information and delivery times, especially  when their field teams are on site with their customers.

Beyond errors, wasted time and reduced productivity, companies face many other risks from sales-related activities, including losing orders or delaying shipment time due to misplaced purchase orders, long delivery times due to incorrect or missing information, inaccurate inventory counts, misuse of a sales personnel's time and inaccuracies with accepted payments and those that are due. In addition, sales reps often lack the appropriate answers to even the most basic questions that pertain to inventory levels, pricing, billing or shipment status.

What Can Be Done?

Technology today has made the increase in productivity, accuracy and effectiveness out in the field much easier. Businesses can use a mobile point of sale (POS) solution with tablets and mobile phones to help automate the sales process and improve the accuracy of the data a sales rep can share with customers.  With improved accuracy, a business that relies on Microsoft Dynamics ERP can see increased productivity for its team in the field.

When the sales process is automated, it gives field reps all the information they need to have a ...