Connecting Sales and Services With Field Service Management Software

It is a salesman or marketing person's domain of work to capture leads, crack sales, and convert them to customers. So, when it comes to generating revenue, companies rely on their sales representatives as they directly get to coordinate with the customers. However, there is another workforce that comes in direct contact with the clients/customers and thus can be potentially utilized for generative revenue, that workforce is, field service team.

If provided with the right kind of support, tools or technology then even the field service agents can go beyond their regular installation, maintenance or problem-solving job roles and can help in revenue generation through cross-selling and up-selling. A field service management app is that technology or tool that can make this happen. Before diving down how the app helps in connecting services to sales, first let's understand why field service agents are ideal for sales as well.

1. They have in-depth technical knowledge
2. They understand the customer's requirements in a better way
3. They receive better and warm acceptance from customers as their advice is likely to have more credibility
4. They get extended time to interact with customers.

All these points combined to justify why a field service technician or agent qualifies as a more trusted and responsive advisor to the customer base.

How a field service management mobile app helps a service agent to identify sales opportunities?

Real-time access to product brochures/ tutorials:

The software functions as a centralized database that can be accessed on a real-time basis. All the relevant information related to the company's products and services can be stored on that database. Even the troubleshooting tutorials can be stored there. Thus, the field representative will always be handy with the reference material and thereby can be up-and ready to offer any additional services or suggest new products analysing the requirement of the clients 

Customer details at fingertips

The software categorically stores all the details of customers, including their service history, purchase history etc. This information is necessary to understand the possible requirements of the customers and accordingly new advice can be proposed.

Real-time access to pricing details or quotation

To make a sale, the pricing details need to be at fingertips. Technicians are otherwise not handy with that but the software is ideal as a quotation generator, thus right on client site the field agents can generate the quote for any service or product.

Consistent collaboration across-departments

Since cracking sales is not the usual job profile of field technicians so they may require collaborating with back office, seniors or even sales guys. For that, they also need a real-time collaboration platform. The field sales management mobile app takes care of that requirement as well. 

On-site payment and invoice generation

The last requirement is the on-site payment and invoice generation facility. Some of the field management software comes with the feature and some provide the integration facility. Thus third-party trusted payment gateways can be integrated to do the needful. 

Conclusion

While businesses are incorporating so many practices to increase their customer base or improve sales, they are not utilizing the potential of field service technicians for identifying sales opportunities can be a major setback. Thus, it is wise to explore the potential of a field sales management app and bank upon its advantages.