Benefits of Field Force Automation Solution for B2B Field Teams

March 16, 2023

With the advent of technology, there has been a boom in automation solutions for B2B sales teams. The field force automation solution is one such example that can help in transforming field sales reps into high performing units.  

The main challenge that most companies face is scalability. This can be solved by using a cloud-based solution that could scale up or down depending on your requirement. In addition to this, it will also provide you with all the necessary tools required for effective execution of field force activities such as CRM, email marketing and reporting which includes forecasting, forecasting analytics and forecasting dashboards etc.

The field force automation solution from Field Force Intelligence is a cost-effective way to improve performance, reduce costs, and streamline operations. The software provides a single pane of glass for managers to view the entire field force organization. It helps them manage tasks like route planning, job scheduling and more.

Advantages of Field Force Automation Solution for B2B Field Sales Reps

Transforming field sales teams into high performing units can move an organization’s business to the next level.  

Here are some of the main benefits of Field Force Automation Solution for B2B Field Teams:

Better Customer Engagement

Transforming field sales teams into high performing units can move an organization’s business to the next level. The automated solutions offered by reliable & secure field force automation CRM help businesses overcome these challenges and drive better customer engagement with their prospects.

Improved Customer Retention

The biggest benefit of using this automation solution is that it improves customer retention rates by providing real-time analytics and reports which helps in identifying potential opportunities for customer engagement at any given time of day or during off-peak hours like weekends or holidays when prospects have less activity around them. This again helps in reducing churn rate which is one of the biggest challenges faced by most sales executives today.

Align Field Team

With the field force automation software, you can get rid of the bottlenecks and optimize your field force teams.

Maximize Business Efficiency

With this solution, you can schedule jobs with a single click. This will help you increase efficiency and reduce manual errors. You can also create multiple routes with different start times and end times for each job. This will help you maximize your time and minimize the need to drive around looking for salespeople that are not in their assigned area yet.

Reduce Risk of Losing Customers

You will also be able to predict delays in order to avoid them by getting ahead of time and scheduling jobs early enough in advance so that they are not late by default. This will also reduce your risk of losing customers as they might otherwise take longer than expected to return to the office if they do not receive their promised order before leaving home or the office earlier than expected.

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How Field Force Automation Can Change B2B Business?

Field force automation solutions have been in existence for a long time. The market has witnessed the emergence of many vendors, who have come up with various solutions for the sales teams.

However, it is not easy to find the right solution that can address all your requirements. Still, it provides a comprehensive solution that includes the following features:

  • Job scheduling and route optimization
  • Salesforce as the core platform where all sales related data is stored
  • Collaboration tools such as email, chat, and phone call
  • Automated case management with integration with CRM systems

The field force automation solution is a business process automation solution that helps businesses to manage customer interactions in real-time.  


Most of the B2B business field sales teams struggle with getting more leads and increasing business efficiency. Having field force automation software in place for your business takes it to the next level. Assistive is a CRM software that help your business thrive. To know more, book a demo today!