Let’s take a minute for field sales managers.
They do a hell of a lot of heavy lifting: mapping sales territory, juggling targets, managing field sales teams, ensuring hot leads turn into revenue engines…. they’ve got to do all this very, very quickly.
Because 50% of them believe the competition has increased since last year. However, if it doesn’t happen in the right way, they’re screwed.
That’s why the most effective field sales management is grounded in relevance – and that starts with live location tracking, real-time field sales insights, and data management with CRM.
But here’s a catch: While all the CRMs quietly resolve clean, complete, and up-to-date data management, LystCRM goes beyond it (Hold your curiosity, please, we’ll disclose).
This kind of precision builds trust, highlights real value, and moves closing deals faster – and, we’ll explain how LystCRM sits at the root of them all.
We bet – like others, you’ll think about switching to LysCRM, very soon! So let’s get going to know 👇
Why CRM is Needed in Your Field Sales Management
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We all know – managing a field team and scaling sales performance and revenue is itself a grind. Now throw in the joy of manual tracking field teams’ attendance, check-ins/outs, or copying meeting notes in spreadsheets.
Eww, does it not look like just a data entry? And, there’s more.
- Poor data = Poor targeting = Poor result: When data management is done manually, mistakes creep in. And, if there’s more duplicate, outdated, or missing data – forget building purposeful sales pipelines and adjusting field tasks rightfully.
- Burnout goes up, performance drops: When your team is stuck in the chaos – updating sheets, sending reports, fixing errors – instead of selling, exhaustion kicks in. Motivation dips, performance goes down, and your sales targets start slipping away.
If this sounds familiar, one thing is clear, and you may agree: if manual processes are the villain, CRM automation is your reluctant hero. Here’s what you can actually do with it:
- Cleaner, up-to-date records: With intuitive reports that sync live data directly to the CRM, explore performance and spot patterns on individual territories in real time. When clean insights are minimized to specific regions and individual reps, it leaves maximum impact on sales.
- Faster lead routing: Reps can get notified and start working leads at the minute they’re assigned with location, time, and clear visibility on past interactions. The service calls would be prioritized without delay – ensure the right reps are aligned from the start.
- Higher productivity for all: Instead of yelling at your reps over calls for updates or asking them to toggle between tabs for accurate inputs – you all can focus on selling without burnout at all.
- Custom workflow environment: No where one size fits at all – and therefore, your field force management shouldn’t be restricted by any means. By using CRM, a range of custom features and functions, and the capacity to extend workflow capability to third party apps become smooth.
So yes, with CRM, you save time and energy to improvise your sales motion – ultimately revenue.
But a quick thought – the difference lies in choosing the right tool – And, that’s us, LystCRM (Highly customizable, Mobile CRM, powered with Lystloc’s location tracking for your on the go team).
What Makes LystCRM Really Good (Apart From Others)
Every other CRM in the market offers basic common features – automation, lead and contact management, and an intuitive dashboard and report. The goal is simple – understanding buyers’ perspective, building seamless sales pipelines, managing high velocity of sales – all to ensure right actions happen at the right time.
But LystCRM leads with something extra (What you may not know till now) – flexibility, transparency, and control without backend intervention (That often other fail).
Here’s how LystCRM delivers more value (You can also check it by just booking your demo):
Design CRM the way your field team works: if your team relies on CRM, your tool should too. Forget restrictions, unnecessary fields, or useless modules. Just build and use modules as you go.
Here’s how you can do it:
- Easily tailor your CRM to match your business processes by creating completely new modules from scratch – so you can manage unique data types without relying on external tools.
- Capture exactly the information you need by adding personalized form fields, ensuring no critical detail is ever missed during data entry.
- Modify existing modules with additional fields to adapt quickly to evolving business requirements without disrupting your current setup.
- Establish connections between related modules (like Leads and Orders) to track relationships and dependencies in one place, reducing back-and-forth navigation.
- Rename modules to align CRM terminology with your business language, making it easier for teams to adopt and navigate the system effortlessly.
- Organize records more efficiently by tagging and categorizing them, enabling faster filtering, targeted actions, and smarter data segmentation.
- Create personalized views and save frequently used filters as views so you can quickly access the exact data set you need without repeating the same search process every time.
- Filter records based on specific field types (like date, dropdown, or status) to refine your searches and pinpoint the right information faster and more accurately.
Seamless CRM sync: LystCRM is powered with Lystloc’s location tracking capabilities. Whenever a record would be updated on Lystloc (like route history with distance, attendance, leaves, check-in/out, client visits, and field sales reports, etc.), see it reflected instantly in your CRM. No extra tool is required.
Build roles with full flexibility: Sometimes you want to restrict access to modules, and other times you want to share it all within your team members. With LystCRM, you handle role based access on requirements and secure sensitive information without needing a backend dependency.
Track activity history: If a tool locks you into the restriction of accessing the full timeline of updates, changes, and activities linked to every record, or takes you away to the log of every import and export – Run Fast to LystCRM – you’ll never lose sight of what happened and when.
Use multiple data sources, no BS: Seamlessly pull in and unify data from different sources and auto-generate reports. Get a complete, real-time picture to redefine what’s working, who’s lagging, and where to focus – improving customer satisfaction and making them your all time advocate.
Utilize custom modules, fields & forms to design your CRM & match your workflow
Map the field the way you want your sales reps navigating on the field.
Track & import activity history in the CRM & make your whole process accountable.
Manage leads for better engagement & lead routing strategically.
How Top Sales Pros Use LystCRM Today
Now, let’s talk real world. Because while CRM automation (Of course, LystCRM) sounds great, your reps can actually make it work to build more effective sales.
Here’s how the best pros getting it done:
- The field rep’s shortcut: Meet Sales Rep Ridha. Ridha walks into a retail outlet, checks in using Lystloc, and with the business card reader, instantly logs customer details – no typing, no errors. She then uses custom modules in LystCRM to take order preferences, collect feedback, capture in-store display photos, and update stock availability – all in one go. No paperwork, no “I’ll do it later.” Everything’s captured in real-time, helping Ridha close faster.
- The field manager’s secret weapon: Say hello to Manager Sameer. He handles a large territory and needs instant visibility on outlet visits and rep performance. With Lystloc’s real-time location tracking and LystCRM’s dynamic reports (In a single ops dashboard), Sameer easily spots inactive outlets, reviews visit history, and assigns priority follow-ups – keeping his team productive and targets on track.
- The RevOps’ power play: He’s gearing up for a product rollout across multiple zones. No more juggling messy spreadsheets – Rahul taps into LystCRM’s enriched customer profiles, maps outlet density, auto-generates visit plans, and sets role based permissions for the team. It’s clean, it’s streamlined, and fast. No scope for missing opportunities.
This isn’t a hypothetical example at all! LystCRM allows you to do it all for your hardworking field sales workforce. And, this is how modern field sales teams win more, with less effort and more precision.
Let’s Wrap It Up!
Hey – turns out a more satisfying and smooth sales process when you’re not constantly micromanaging or missing data at all.
When you help your sales reps to provide a clear visibility on detailed customer interactions and guide them on who should be where and when without mess – selling will be a far, far easier result.
Don’t force any of them to spend on manual intervention – be it on assigning leads, capturing real time data, or digging through strategic reports. Customize and automate everything, simple (Remember LystCRM).
