"Visit sales" and "vehicle sales" are the two main sales models in the traditional supply and marketing industry. Whether the internal logic of CRM tools in this field can match business scenarios has always been an industry topic. Recently, leading domestic SaaS vendor Field 365 launched a "vehicle sales" feature. How will this feature, implemented with SaaS technology, help enterprises solve offline sales efficiency issues?

Vehicle Sales Management: Not an Easy Task

Vehicle sales, also known as on-site sales, refers to a sales method where salespeople and drivers drive with goods to customers for on-site sales and payment collection. Compared to the "visit sales" model, which focuses on store visits, vehicle sales involves not only the management of personnel, customers, and goods, but also the management of vehicles and payments. Due to the advantage of quick cash recovery and the ability to help enterprises expand sales channels, this sales model is widely used in second- and third-tier cities, as well as in counties, townships, and remote areas.

However, due to the low level of informatization in traditional vehicle sales management, the advantages of the vehicle sales model have not been fully realized. Instead, operational efficiency has been eroded by management loopholes.

It is understood that most distributors still use manual order writing in vehicle sales management. The basic process is: outbound order - loading - vehicle sales - payment receipt - inbound. For distributors, as long as goods are sold, cash is recovered; if there is no cash (credit sales), a payment receipt is provided; if goods are not sold, they are returned to inventory. As long as income and expenditure balance, there should be no errors. However, in reality, using this result-based control method to plug management loopholes is just a beautiful vision.

The author has come into contact with many distributors who have encountered management problems that are both frustrating and amusing: salespeople drive out with goods every day, but return at the end of the day without selling a single box. After being criticized by the boss, they verbally promise to do better. The next day, they indeed complete their sales tasks and distribute the goods. But at the end of the month, when settling accounts, the boss cannot collect payments. Upon inquiry, it turns out that the salespeople, fearing punishment, withheld the goods and forged orders. As a result, the products were not sold and faced expiration issues, causing great distress to the boss. This is just a microcosm of vehicle sales management loopholes, not to mention those who drive around all day without visiting customers, those who artificially combine or split orders to defraud promotional gifts, and those who report high prices as low and pocket the difference...

Some distributor bosses have realized the loopholes in vehicle sales management and have implemented a series of management software to improve efficiency, including equipping vehicles with GPS to track vehicle routes, and providing salespeople with mobile devices to manage orders... However, managing vehicle sales from the order result still cannot avoid the drawbacks of the vehicle sales management process. In fact, how to solidify and control the entire vehicle sales process is the core of solving this problem.

When Vehicle Sales Meets "Internet Plus," Offline Sales Efficiency Breaks Through Bottlenecks

The application of mobile internet technology has brought new technological growth points to sales management. This change is transforming enterprise sales management models, shifting from extensive management to refined management.

CRM management systems based on SaaS, represented by Field 365, have already been well demonstrated in "visit sales" management. Currently, many salespeople in the food and beverage industries use "Field 365" on their mobile phones to handle daily attendance, customer maintenance, store visits, and sales reporting. Some promoters and supervisors in the dairy and daily chemical industries also use "Field 365" to report inventory, upload terminal display photos, and report competitor information. Leaders can access first-hand sales data at any time.

Recently, Field 365 launched the "vehicle sales" feature, leveraging the advantages of mobile internet to comprehensively control the vehicle sales process and help enterprises improve vehicle sales efficiency in one go.

In the "vehicle sales" scenario, salespeople initiate a pickup request via mobile phone. After review by the warehouse manager, an outbound order is issued. They then go to the store for on-site sales and use their mobile phones to report customer sales, returns, exchanges, and gifts. After reporting, they print receipts using a portable Bluetooth printer. Customers sign to confirm, and cash or credit sales are both possible. Finally, they return to the warehouse to hand over goods and submit for warehouse manager review. Receipts and cash are handed over to finance for review and reconciliation.

By solidifying the vehicle sales workflow and supervising the process, Field 365 breaks down vehicle sales management issues into standard components that can be freely combined. Users can configure according to actual business needs, with high flexibility and short delivery times, truly helping enterprises improve sales efficiency.

"Innovation is the core driving force of products and also the breakthrough point for enterprise services in solutions," said Dong Yang, Product Director of Field 365. "Field 365 is committed to 'using technology to improve enterprise operational efficiency.' The launch of the 'vehicle sales' feature is a good practice. In the future, Field 365 will help more enterprises improve operational efficiency and achieve the transformation of 'Internet Plus'."

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