Without workforce management software, managing a team of field executives is a difficult task. Pulling productivity is difficult without software to help with tasks like task management, attendance management, and live personnel tracking.
With the correct field force management software, you can enhance customer retention by 42% and SLA performance by 44%. As a result, you’ll have to pick the greatest one for your company, right?
You’ve come to the right place if you’re wondering what to look for in a good field force management software. You’ll find all the information you need to make an informed decision about workforce management software right here.
Look for These Features in Field Force Management Software
Managers need workforce management software that matches their team’s needs rather than seeking for a one-size-fits-all solution. So, let’s talk about everything in this section, from industry and features to support and scalability!
1. Business Niche
Yes, each group of field executives has a distinct mission to fulfil. The features that marketing professionals will require from workforce management software will differ significantly from those that service executives would require. All of your criteria will be met with the greatest software.
- Sales and Marketing: A salesman tracking programme must include a flawless and error-free attendance management system. For basic sales completion, you’ll additionally require task management and documentation.
- Construction: To limit personnel leaks on the field, you’ll require exceptional attendance and leave management. A group of construction executives will also require workforce management software that allows them to easily track their responsibilities.
- Healthcare: One of the most important requirements for a team of healthcare workers is live personnel tracking. After all, it’s critical to know where everyone is and who the closest executive is in case of an emergency. The healthcare industry can make major uses
- Security Services: Field force management software for security services allows you to keep track of your guards in real time. You may also use the programme to authorise client meetings and keep track of visitor information.
- Field Research: Using personnel monitoring software, you can keep track of where all of your executives have gone for research. For record-keeping purposes, you can also collect all information digitally.
2. Primary Offerings
Let’s take a look at some key things to look for while looking for live location tracking software for field executives:
- Employee Monitoring: It’s critical to maintain track of what your executives are doing and where they are by using live location tracking tools. Attendance, task, and general productivity management can all benefit from real-time staff tracking.
- Task Management: Tasks should be simple to assign, whether one by one or in mass. Both managers and executives should be able to work to their full potential, but at their own pace, using the task management tool.
- Attendance Control: The most crucial feature of any attendance control software is that it must be error-free. It will not suffice to just indicate attendance from any location. For simple businesses, leave management is also required.
- Easy Communication: Without effective communication, no team can function. As a result, your field force management software should make communication on a single platform straightforward and understandable. For most teams, built-in chatboxes are ideal because they allow easy communication.
- Performance Reports: Analyze productivity on a regular basis and use patterns to improve. With detailed reports on employee performance, engagement, revenues, and much more, a solid salesforce management software may help you achieve just that.
- Document Management: Carrying paper documents in the field is not only inconvenient, but it also puts a strain on executives to transport them safely. Not only does digital documentation store all of the team’s documents, but it also allows for form and field customisation for executives’ ease on field.
- Two Apps: The greatest field executive tracking software comes in two apps. One has the characteristics that field executives require, while the other has the ones that their supervisors require. This division makes everything on both apps look cleaner and distinguishes work roles.
3. Usability
Sure, you can discover field force management software that meets all of your requirements. Is that enough if the software isn’t user-friendly and simple to operate? Isn’t it obvious that it doesn’t?
The learning curve for your personnel management software should be as short as feasible. It should also have a very user-friendly interface, so that it can be used by anyone with even a little understanding of technology.
4. Customer Service
Shouldn’t you be able to get your software back up and running if it suddenly stops responding? Whatever programme you choose, be sure the provider also offers enough support and robustness in the event of an emergency. The software, on the other hand, should be fast and stable enough to avoid frequent problems.
6. Improvements
The only way to scale and grow is for all members of your team, including your software, to be committed to doing so. If you’re looking for workforce management software for your team, ensure sure the source is focused on growth. You don’t want to be trapped with software that won’t upgrade but still has access to all of your information!
7. Personalization
There isn’t much software out there that can provide exactly what your team requires. As a result, the field force management software you employ should allow you the most customisation. What this implies is that the programme comes with a large number of features from which you may select and configure to meet the needs of your team.
Parting Thoughts
It’s not easy to pick the correct workforce management software. After all, the efficiency of your entire staff is dependent on this programme. If it performs flawlessly, your team will as well. If it doesn’t, your team will be harmed as well.
You should have a decent idea of your team’s minimum requirements after reading this blog. So, what do you have to lose? Look for a fantastic field force management software, such as TrackoField, that has all of the capabilities described in this article.
