Sales team management has long surpassed the barbaric performance-oriented approach of 10 years ago, gradually moving toward refined management. Everyone knows that good processes lead to good results, and good management requires good tools. Field 365 will provide you with seven weapons for sales team management.

First Weapon: Microblog Daily Report

The daily report is a very important and indispensable part of sales work. For sales personnel, the process of writing a daily report is also a process of summarizing their day's work. The 365 Sales Management Method believes that using daily reports to understand a salesperson's day is a very good approach. The microblog daily report provided by Field 365 breaks the boring and monotonous model of traditional daily reports. You can post a daily report like a microblog, and you can @ the entire company so all members can see your day's work results. Additionally, leaders can comment and give star ratings.

First, for employees, the process of writing a daily report becomes simple; it can be done on a mobile phone. You can finish it on the way home from work, while waiting for the bus or subway, without wasting time in the office or logging into OA after work.

Second, for leaders, they can view employees' daily reports anytime, anywhere. It's easy to see who has written a report and who hasn't. Through supervision, salespeople develop the good habit of writing daily reports.

Finally, this innovative format brings more unexpected benefits.

After Li Xiaobin posted his microblog daily report, his direct supervisor Wang Yong replied below, affirming Li Xiaobin's work and arranging to discuss the issues Li Xiaobin raised. As a leader, Wang Yong also @'d Sales Team 1 when replying, so the entire team could see the report. This not only showcased Li Xiaobin's excellent work but also showed everyone how clearly his report was written. For Li Xiaobin, receiving such feedback from his leader made the report worthwhile, and he will likely work harder and write more detailed reports in the future, creating a positive cycle.

Second Weapon: Visit Registration

Sales personnel visiting customers is routine work. Only by having more contact with customers can they gain more business opportunities or orders. Anyone involved in sales management would not deny this.

As a sales manager, you cannot accompany salespeople on every customer visit. So when you can't accompany them, how do you confirm whether they actually visited customers and what the results were? Field 365's visit registration makes your management process very easy.

Field 365 allows sales personnel to fill in visit records when visiting customers. During the visit, Field 365 records the actual location and compares it with the customer's location to ensure the salesperson genuinely made the visit.

Additionally, companies can customize the specific content required during visits, enabling them to implement their own "Eight-Step Visit" to ensure salespeople complete every step precisely. Recording the total time spent on customer visits also helps assess the approximate effectiveness of the visit.

Third Weapon: Trajectory Tracking

Due to the nature of their work, sales personnel are always out visiting customers, and their work locations are not fixed, making supervision difficult, as is well known. According to experience in the FMCG industry, less than 20% of salespeople visit stores as required by their bosses. 60% to 70% finish their day's work before lunch and submit fake reports to their bosses. Another 10% to 20% complete their work within one hour. To observe salespeople's work during working hours, the best method is to look at their daily movement trajectory.

So how can you supervise salespeople? Field 365 Location Version is a great tool. Simply install the Field 365 client on the salesperson's phone, and you can monitor their location.

Clicking on a point shows the specific time the employee stayed there and the exact location.

Field 365 records historical trajectories. The 365 Sales Management Method suggests that as a business leader, you don't need to check where employees go every day. You can first look at monthly performance. If performance is good, you don't need to worry about their trajectories. If performance is poor, you can log into Field 365 to check whether the employee's laziness caused the poor performance.

Want to see where employees are right now? No problem. Field 365 can do that too. Just select "Locate Now" to see the current positions of all employees.

Of course, if an employee suddenly doesn't want to be located for a while, they can simply turn off their phone. However, the company can still see whether the employee's location reporting status is normal. As shown below, a blue figure indicates normal, a figure with an exclamation mark indicates an anomaly, and a gray figure means no location information at all—clear at a glance.

Please note that Field 365 firmly opposes using our software to monitor family members. All users of our product must sign a location service agreement promising not to monitor non-employees.

Fourth Weapon: Expense Application

Salespeople often incur expenses, such as entertainment expenses, gifts for customers, special display fees or entry fees for supermarkets in the consumer goods industry, and even some expenses that are not convenient to mention openly. In short, there are many types, and expenses sometimes occur suddenly. Often, when a salesperson brings a pile of receipts to the leader for signature and reimbursement, the leader realizes something is wrong. At that point, the salesperson might say, "Didn't I mention it to you on the phone last time?" In reality, the salesperson may not have informed the leader in advance, or only vaguely mentioned it, or the amount mentioned was far less than the actual expense. The leader is in a dilemma whether to sign or not.

In sales expense management, the 365 Sales Management Method emphasizes that expenses must be reported in advance. Since salespeople are not in the office and cannot fill out expense applications, they can do it directly on their mobile phones.

After the salesperson submits the expense application, the leader can approve it immediately on their phone. All processes can be recorded and verified during reimbursement.

Fifth Weapon: Task Assignment

In addition to planned management, sales managers often discover various loopholes in daily work and need to address them promptly. Therefore, they frequently assign various tasks to employees. For example, a certain customer is important and needs a visit; a certain customer's payment hasn't been received and needs to be chased; why hasn't the gift procurement for a certain company been completed yet, etc.

If there are too many tasks, you might forget an urgent task after assigning it, and when you remember again, it may be too late to follow up. Sometimes, a task is assigned to many people at once, and asking each one about the progress is time-consuming and troublesome.

The 365 Management Method emphasizes no blind spots in management. Task assignment can be handled by the software system. You can assign various tasks anytime, anywhere using your mobile phone. Tasks can be pushed directly to the assignee's phone via push notifications.

Employees can report the processing status on their phones anytime, anywhere after receiving the task.

After assigning tasks, you can check the processing status and remind those who haven't completed them yet.

Sixth Weapon: Process Approval

As business scale expands, internal business processes become systematic and complex. Built-in simple workflows cannot meet the actual process needs of enterprises. Therefore, expanding and extending workflows has become urgent.

Custom forms, combined with processes, allow companies to define their own business forms on the web, setting field names and format styles as needed, with high flexibility.

Multi-level process settings allow companies to set multi-level processes for daily attendance items such as outings, business trips, leave requests, item requisitions, work requests, meeting reports, invoice issuance, and expense applications, based on conditions, effectively standardizing business processes.

Usage scenario diagram: Flexibly set the "Leave Request" approval process based on conditions.

After setting up multi-level processes on the web, they sync to mobile in real time. Process approval can break through time and space constraints, allowing you to approve anytime, anywhere, reducing departmental communication costs and improving overall work efficiency.

A standardized process not only perfectly fits your business needs, but process approval also puts mobile office into practice. In short, Field 365's process approval will bring a new and efficient experience to your business management.

Seventh Weapon: Enterprise WeChat

For those in sales, team unity and cohesion are crucial for effective sales activities. Therefore, team members need to maintain constant communication and exchange, which not only facilitates the flow of work information but also enlivens the work atmosphere and enhances collaboration among employees. So what channel can achieve this?

Field 365 advocates refined management of salespeople, with continuously expanding functions. The newly launched "Enterprise WeChat" function adds an instant messaging feature to the mobile client, with a user experience similar to WeChat. You can initiate one-on-one chats and group chats anytime to ensure timely information delivery.

Group chat experience is as smooth as WeChat, with all kinds of information gathered, and communication among group members is unimpeded.

Unlike WeChat, group members can chat with each other without restrictions, and there's no need to add friends.

Additionally, when new employees join or leave, their personal accounts are automatically activated or deactivated, eliminating the need to manually exit and completely avoiding the awkwardness of former employees still seeing messages in the group. Enterprise WeChat can also create groups of any size, no longer limited by WeChat's group member cap. In short, Enterprise WeChat connects all departments, fully achieving effective work information transmission and emotional communication.

With the seven weapons for sales team management provided by Field 365, sales managers can manage their sales teams with exceptional ease and speed.

Field 365: The essential tool for sales team management!

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