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Guide to
effectively manage
rem ote field
salesteams
Overview
Field salesas a function is designed to work off
the premise. Your field salesteam is m ostly
working on the field, visiting custom ers,and
dealing with their requests.In the banking and
finance industry (BFSI),the field salesteam has to
nurture every lead and close as many targets as
possible daily. This requires extensive coordination
and communication between the managers and
the field salesreps,mainly because the
interaction is taking place rem otely, unlike a
direct face-to-face chat.
While the field salesteam is busy running around
to achieve their daily field targets, the sales
manager is tasked with the vital role of managing,
leading, and coaching the team. With the rise in
the rem ote working m odel, finding a balance
between flexibility and performance will be
critical.
This is where salesenablem ent technology and
analytics can play a significant role. Analytics
helps in capturing and m onitoring critical insights
into the performance of your rem ote field sales
team.
Quick byte:
Salesenablement technology and
analytics can play a significant
role in successfullymanaging
remote field salesteams.
1
While som e businesses need
to have a field salesteam due
to their work nature, many
enterprises stand to gain
significant benefits from
having a rem ote field sales
team.
Benefits of
having
rem ote
field sales
team
Vast geographic coverage
With rem ote field salesteams, a company
can cover a large geographic area and
capture m ore market share.If a particular
area shows potential, it can be tapped too by
employing rem ote field salesreps in that
region as per the need. This m odel opens up
the possibilityof engaging newer markets.
For example, in the case of the banking
industry, this could m ean opening a new
branch if a particular area shows demand.
Scaling up becom es easierwith having a
rem ote salesteam.
Access to skilled labor
By recruiting people in different areaswho
work rem otely, companies can widen their
talent pool and get skilled employees from
other regions,bringing diversity into the
talent pool. Especially for field sales,it helps
to have local employees in the network who
are well aware of the location, culture, and
custom er behavior.
2
Reduce costs
This is mainly because the pay
parity differs according to the
region. Human resources are
expensive in cities; however, in the
case of tier 2 and tier 3 cities, and
rural areas,companies can employ
people at competitive salaries.
With rem ote working, companies
not only reduce cost overheads but
are also able to optimize them.
Motivation
A salesrepresentative likes to
work with a certain am ount of
freedom that m otivateshim to do
m ore good work. Field salesreps
are always on the m ove and may
som etim es have to make decisions
on the spot. Enabling your field
salesteams to work rem otely with
decision-making freedom helps
improve their m orale and
m otivatesthem to put their best
foot forward. You get happy and
productive employees
Quick byte:
As per reports, about
half of employees
would trade a raise for
the ability to work from
home.
3
Challenges in
managing a rem ote
field salesteam
Lack of communication
A comm on challenge while managing
rem ote field sales teams is the lack of
in-person interaction. This makes it difficult
to establishcommunication.
Communicating with teams that work
rem otely is tim e-consuming and hence
needs proper planning and schedules.Lack
of communication causes delays,poor
custom er experience, and inadequate
checking of the on-field performance. To
and fro communication in a rem ote setup
needs to be seamless..
Poor accountability
Accountability is another issue comm only
associated with rem ote salesteams. With
daily salestargets looming on their heads,
rem otely working salesteams need to follow
the discipline to becom e m ore accountable
for their tasks.It isn't easy to control their
actions when they are not physically
present.
Inadequate visibility
Companies find it challenging to track,
m onitor, and m easure their field salesteams
performance when they are on the road.
Typically,field salesteams get daily targets,
but it isn't easyto have proper visibility into
how they are spending their tim e in the
absence of a tracking m echanism. Are they
using the right route? Are they idling tim e?
Are they taking long breaks?Monitoring all
these scenarios is critical.
Quick byte:
Lack of visibility into team
performance is the biggest
challenge in managing a remote
field sales team
4
Create open communication
channels
The single m ost factor that will determine the
successof operating rem ote field salesteams is
how seamlessyour communication channels
are.With omnichannel retail gaining
m om entum, your field salesteam needs to be
equipped with technology to ensure no
communication gaps.
It could be team-to-team or team-to-custom er
communication - empowering your field sales
team with a m obile app will ensure they have
all the necessaryinformation at hand. They are
connected even when offline and are not
wasting tim e in back and forth
communication. Virtual m eetups can be a
great way to interact and exchange
information. Companies can leverage several
advanced communication tools for integrated
and seamlesscommunication with their team.
Key strategies to
manage rem ote
field salesteams
Set clear expectations
When your field salesteams are working
rem otely, you need to set clear expectations
and goals. Creating a checklist of tim e-based
goals helps your team and managem ent keep
track of things and evaluate progress.Lack of
planning will translate into poor team
performance. Create a set of m onthly targets
by breaking them into daily deliverablesto
ensure your field salesteam is always
performing and not idling their tim e away.
5
Have robust processes in place
Another essentialingredient to ensure the
success of rem ote field sales is to implem ent
som e processes.Having processes helps to give
some direction and structure to your rem ote
working teams. Having a daily call is just one
way of ensuring that your rem ote field sales
team feelsresponsible and accountable.
Moreover, using templates for recurring tasks
can further simplify routine work. Having a
complete project managem ent and reporting
tool is another way to streamline your rem ote
working am ong teams spread acrossdifferent
tim e zones.
Track time and accountability
Tracking your field salesteam's accountability
also becom es very important in the rem ote
landscape.Without any m echanism to track
your team's daily activity, it becom es difficult to
manage them. You need to introduce a
disciplined tim e-tracking m echanism tied to
your rem ote field salesteam's daily workflow,
along with defining your expectations.Tracking
how your field salesteam is using its tim e on the
field gives you a clear idea as to which areas are
doing good and which are ignored.
Mentor your team
In the absence of face-to-facecommunication
and m eetings, it becom es crucial to keep your
rem ote field salesteam m otivated and spirited.
How can one do that? As a manager, you can
regularly coach and m entor your team m embers
who face the brunt of custom er reactions.There
could be scenarios where your rem ote team
needs guidance and advice.How they handle
custom er response and request needs constant
fine-tuning. Also,as a manager, you need to
understand your team m ember's personality
and try to shape into productive output.
Employee engagem ent has a significant role in
ensuring the performance of your rem ote field
salesteam. You need to celebrate victories,
reprimand them on their flaws,and engage
them to work in teams by creating an
environm ent of help and support.
Establish transparency and
culture of trust
Last but very important is to have an open
dialogue with your rem ote field salesteam. You
need to be transparent with your field sales
team so that they clearlyunderstand what is
expected of them. Along with that, you also
need to trust your rem ote salesreps,which will
boost their confidence and improve their
performance.
Your rem ote field salesteam is your company's
face to the custom er. Trust them, but also make
them accountable!
Quick byte:
Coaching and mentoring your
remote field salesteam helps to
boost their morale and
productivity.
6
Conclusion
When it com es to managing rem ote field salesteams, it is
essential to focus on building relationships. In a virtual setup, a
lot depends on when and how you communicate with each
other. You have to empower your field salesteams with the right
tools to ensure communication happens seamlessly.And lastly,
you have to create an environm ent of giving honest feedback
and m entoring support to your teams. Choose the right field
salesmanagem ent software that will help you stay at the top of
your gam e!
7
Interested in a Demo? Reach out to
our sales team for a quick
walkthrough or simply check out our
complete offering at www.dista.ai
How Dista
can help
Dista's field salesmanagem ent software is an
excellent way for your field salesteams to
collaborate and perform together. Powered
with Google fram ework, Dista's field sales
managem ent solution offers a great product
to transform and scalecompanies with their
rem ote working landscape. Dista's
user-friendly interface allows teams to connect
and operate acrossdifferent geographies.
Embedded with intelligent algorithms and
powerful reporting dashboards,Dista is the
right tool for managing your rem ote field sales
operations sm oothly and at a click!
contact@dista.ai
www.dista.ai

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Guide to Effectively Manage Remote Field Sales Teams

  • 1. Guide to effectively manage rem ote field salesteams
  • 2. Overview Field salesas a function is designed to work off the premise. Your field salesteam is m ostly working on the field, visiting custom ers,and dealing with their requests.In the banking and finance industry (BFSI),the field salesteam has to nurture every lead and close as many targets as possible daily. This requires extensive coordination and communication between the managers and the field salesreps,mainly because the interaction is taking place rem otely, unlike a direct face-to-face chat. While the field salesteam is busy running around to achieve their daily field targets, the sales manager is tasked with the vital role of managing, leading, and coaching the team. With the rise in the rem ote working m odel, finding a balance between flexibility and performance will be critical. This is where salesenablem ent technology and analytics can play a significant role. Analytics helps in capturing and m onitoring critical insights into the performance of your rem ote field sales team. Quick byte: Salesenablement technology and analytics can play a significant role in successfullymanaging remote field salesteams. 1
  • 3. While som e businesses need to have a field salesteam due to their work nature, many enterprises stand to gain significant benefits from having a rem ote field sales team. Benefits of having rem ote field sales team Vast geographic coverage With rem ote field salesteams, a company can cover a large geographic area and capture m ore market share.If a particular area shows potential, it can be tapped too by employing rem ote field salesreps in that region as per the need. This m odel opens up the possibilityof engaging newer markets. For example, in the case of the banking industry, this could m ean opening a new branch if a particular area shows demand. Scaling up becom es easierwith having a rem ote salesteam. Access to skilled labor By recruiting people in different areaswho work rem otely, companies can widen their talent pool and get skilled employees from other regions,bringing diversity into the talent pool. Especially for field sales,it helps to have local employees in the network who are well aware of the location, culture, and custom er behavior. 2
  • 4. Reduce costs This is mainly because the pay parity differs according to the region. Human resources are expensive in cities; however, in the case of tier 2 and tier 3 cities, and rural areas,companies can employ people at competitive salaries. With rem ote working, companies not only reduce cost overheads but are also able to optimize them. Motivation A salesrepresentative likes to work with a certain am ount of freedom that m otivateshim to do m ore good work. Field salesreps are always on the m ove and may som etim es have to make decisions on the spot. Enabling your field salesteams to work rem otely with decision-making freedom helps improve their m orale and m otivatesthem to put their best foot forward. You get happy and productive employees Quick byte: As per reports, about half of employees would trade a raise for the ability to work from home. 3
  • 5. Challenges in managing a rem ote field salesteam Lack of communication A comm on challenge while managing rem ote field sales teams is the lack of in-person interaction. This makes it difficult to establishcommunication. Communicating with teams that work rem otely is tim e-consuming and hence needs proper planning and schedules.Lack of communication causes delays,poor custom er experience, and inadequate checking of the on-field performance. To and fro communication in a rem ote setup needs to be seamless.. Poor accountability Accountability is another issue comm only associated with rem ote salesteams. With daily salestargets looming on their heads, rem otely working salesteams need to follow the discipline to becom e m ore accountable for their tasks.It isn't easy to control their actions when they are not physically present. Inadequate visibility Companies find it challenging to track, m onitor, and m easure their field salesteams performance when they are on the road. Typically,field salesteams get daily targets, but it isn't easyto have proper visibility into how they are spending their tim e in the absence of a tracking m echanism. Are they using the right route? Are they idling tim e? Are they taking long breaks?Monitoring all these scenarios is critical. Quick byte: Lack of visibility into team performance is the biggest challenge in managing a remote field sales team 4
  • 6. Create open communication channels The single m ost factor that will determine the successof operating rem ote field salesteams is how seamlessyour communication channels are.With omnichannel retail gaining m om entum, your field salesteam needs to be equipped with technology to ensure no communication gaps. It could be team-to-team or team-to-custom er communication - empowering your field sales team with a m obile app will ensure they have all the necessaryinformation at hand. They are connected even when offline and are not wasting tim e in back and forth communication. Virtual m eetups can be a great way to interact and exchange information. Companies can leverage several advanced communication tools for integrated and seamlesscommunication with their team. Key strategies to manage rem ote field salesteams Set clear expectations When your field salesteams are working rem otely, you need to set clear expectations and goals. Creating a checklist of tim e-based goals helps your team and managem ent keep track of things and evaluate progress.Lack of planning will translate into poor team performance. Create a set of m onthly targets by breaking them into daily deliverablesto ensure your field salesteam is always performing and not idling their tim e away. 5
  • 7. Have robust processes in place Another essentialingredient to ensure the success of rem ote field sales is to implem ent som e processes.Having processes helps to give some direction and structure to your rem ote working teams. Having a daily call is just one way of ensuring that your rem ote field sales team feelsresponsible and accountable. Moreover, using templates for recurring tasks can further simplify routine work. Having a complete project managem ent and reporting tool is another way to streamline your rem ote working am ong teams spread acrossdifferent tim e zones. Track time and accountability Tracking your field salesteam's accountability also becom es very important in the rem ote landscape.Without any m echanism to track your team's daily activity, it becom es difficult to manage them. You need to introduce a disciplined tim e-tracking m echanism tied to your rem ote field salesteam's daily workflow, along with defining your expectations.Tracking how your field salesteam is using its tim e on the field gives you a clear idea as to which areas are doing good and which are ignored. Mentor your team In the absence of face-to-facecommunication and m eetings, it becom es crucial to keep your rem ote field salesteam m otivated and spirited. How can one do that? As a manager, you can regularly coach and m entor your team m embers who face the brunt of custom er reactions.There could be scenarios where your rem ote team needs guidance and advice.How they handle custom er response and request needs constant fine-tuning. Also,as a manager, you need to understand your team m ember's personality and try to shape into productive output. Employee engagem ent has a significant role in ensuring the performance of your rem ote field salesteam. You need to celebrate victories, reprimand them on their flaws,and engage them to work in teams by creating an environm ent of help and support. Establish transparency and culture of trust Last but very important is to have an open dialogue with your rem ote field salesteam. You need to be transparent with your field sales team so that they clearlyunderstand what is expected of them. Along with that, you also need to trust your rem ote salesreps,which will boost their confidence and improve their performance. Your rem ote field salesteam is your company's face to the custom er. Trust them, but also make them accountable! Quick byte: Coaching and mentoring your remote field salesteam helps to boost their morale and productivity. 6
  • 8. Conclusion When it com es to managing rem ote field salesteams, it is essential to focus on building relationships. In a virtual setup, a lot depends on when and how you communicate with each other. You have to empower your field salesteams with the right tools to ensure communication happens seamlessly.And lastly, you have to create an environm ent of giving honest feedback and m entoring support to your teams. Choose the right field salesmanagem ent software that will help you stay at the top of your gam e! 7
  • 9. Interested in a Demo? Reach out to our sales team for a quick walkthrough or simply check out our complete offering at www.dista.ai How Dista can help Dista's field salesmanagem ent software is an excellent way for your field salesteams to collaborate and perform together. Powered with Google fram ework, Dista's field sales managem ent solution offers a great product to transform and scalecompanies with their rem ote working landscape. Dista's user-friendly interface allows teams to connect and operate acrossdifferent geographies. Embedded with intelligent algorithms and powerful reporting dashboards,Dista is the right tool for managing your rem ote field sales operations sm oothly and at a click! contact@dista.ai www.dista.ai