Customize Your Workflow with Assistive CRM: Unlocking Sales Potential and Enhancing Productivity

July 4, 2023

In the ever-changing landscape of 2023, automation has revolutionized decision-making and supply chains across industries. To keep pace with market trends and consumer preferences, real-time data and efficient communication are crucial for field forces. However, the burden of collecting field data and managing communication can hinder productivity. That's where CRM software comes in, automating tasks to save time and boost productivity. In fact, research by Salesforce reveals that CRM implementation leads to an average productivity increase of 30%.

But how exactly has CRM software transformed field forces in different industries? This blog explores the advantages of CRM and its impact on productivity.

Advantages of Sales CRM for Business Productivity Enhancement

  1. Better Customer Service: CRM provides field force teams with access to valuable customer data, enabling them to deliver personalized and superior service, resulting in increased customer satisfaction.
  1. Improved Sales: With CRM, field force teams gain insights into customer preferences and buying behavior, empowering them to identify potential sales opportunities and close deals faster, leading to increased sales and revenue.
  1. Real-time Reporting: CRM allows field force teams to report their activities in real-time, providing back-office teams with timely information to track performance and make data-driven decisions.
  1. Enhanced Productivity: CRM equips field force teams with customer data, product information, and sales tools, enabling them to work more efficiently and effectively, ultimately increasing productivity and achieving better outcomes.
  1. Streamlined Business Processes: CRM automates essential business processes such as lead management, sales forecasting, and customer service, saving time and enhancing overall efficiency. This streamlines operations and allows businesses to focus on core activities, accelerating goal achievement.

Salesperson Challenges and the Benefits of CRM Software Across Different


One of the challenges that salespeople in the banking industry face is managing a wide range of customer accounts and transactions. CRM software can help by providing a central database where all customer information is stored, making it easier to track and manage interactions with clients. Additionally, CRM software often includes features such as lead management, which can help salespeople prioritize and track potential sales opportunities.

Real Estate

Salespeople in the real estate industry face challenges such as managing a large number of properties and clients, as well as keeping track of important documents and deadlines. CRM software can help by providing a centralized platform where salespeople can store all property and client information, including documents, schedules, and communication history. This allows them to efficiently manage their sales pipeline and provide better customer service.


Salespeople in the healthcare industry often work with a wide range of healthcare providers, such as hospitals, clinics, and pharmacies. They may also need to keep track of complex product information and compliance requirements. CRM software can help by providing a platform to manage and organize provider contacts, product information, and compliance documents. This makes it easier for salespeople to access the information they need and ensure that they are meeting the specific needs of each healthcare provider.


Salespeople in the construction industry face challenges such as managing a large number of ongoing projects, tracking sales leads, and coordinating with various stakeholders such as contractors and architects. CRM software can help by providing a centralized platform where salespeople can store and track information on projects, leads, and contacts. This allows them to effectively manage their sales pipeline and collaborate with other team members to ensure smooth project execution.

Overall, CRM software can benefit salespeople across different industries by providing a centralized platform to manage customer information, track sales opportunities, and improve collaboration with team members. This leads to better customer service, increased sales productivity, and improved overall efficiency in sales processes.


Salespeople in the fintech industry face challenges such as staying up to date with constantly evolving technologies and regulatory changes. CRM software can help by providing a platform to track customer interactions, manage leads, and analyze sales data. This enables salespeople to stay organized and identify trends or opportunities to better serve their clients.


Salespeople in the finance industry often work with complex financial products and need to stay knowledgeable about market trends and regulations. CRM software can help by providing a centralized database to track customer information, investment preferences, and communication history. This allows salespeople to personalize their approach and provide tailored recommendations to clients, leading to improved customer satisfaction and increased sales.


Salespeople in the education industry face challenges such as managing leads and staying connected with students and educational institutions. CRM software can help by providing a platform to track student inquiries, manage enrollment processes, and analyze conversion rates. This enables salespeople to effectively manage their sales pipeline and optimize their efforts to attract and retain students.


Salespeople in the hospitality, restaurant, and catering industry often deal with time-sensitive orders and the need for efficient customer relationship management. CRM software can help by providing a platform for streamlined order processing, managing customer preferences, and tracking sales and inventory. This allows salespeople to provide better customer service and maintain strong relationships with their clients.


Salespeople in the transportation industry face challenges such as managing a wide network of clients, tracking shipments, and providing real-time updates. CRM software can help by providing a platform for managing customer information, monitoring shipments, and facilitating communication with clients. This enables salespeople to provide better logistics solutions and ensure a smooth customer experience.


Salespeople in the agriculture industry often work with farmers and distributors and need to track product availability, pricing, and contracts. CRM software can help by providing a platform to manage product catalogs, track customer orders, and analyze sales data. This allows salespeople to effectively manage their sales pipeline and make data-driven decisions to optimize their sales strategies.


Salespeople in the chemical industry often need to manage complex product portfolios, comply with safety regulations, and track customer interactions. CRM software can help by providing a platform to manage product information, track customer orders, and ensure compliance with safety regulations. This enables salespeople to streamline their sales processes and provide accurate and timely information to their clients.

Food & Beverages

Salespeople in the food and beverages industry face challenges such as managing a diverse product range, tracking customer preferences, and navigating food safety regulations. CRM software can help by providing a platform to manage product catalogs, track customer orders, and capture customer preferences. This allows salespeople to tailor their offerings and provide personalized recommendations to their clients, enhancing customer satisfaction and loyalty.

Also Read: Maximizing Sales Efficiency: The Benefits of Using a Sales CRM Software

Fundamental Features in Sales CRM Software to Boost Productivity

The fundamental features of sales CRM software are designed to boost productivity by streamlining sales processes, improving customer relationship management, and providing valuable insights for data-driven decision-making.

Contact & Account Management

A sales CRM software should have the capability to manage and organize contacts and accounts. This includes storing contact details, keeping track of interactions, assigning tasks, and viewing account history. This feature helps salespeople stay organized and facilitate better customer relationship management.

Partner Relationship Management (PRM)

PRM features in a CRM software are essential for businesses that work closely with partners and channel sales. It allows for managing partner relationships, tracking partner performance, and providing necessary resources and support to partners. This feature helps streamline partner collaboration and improves overall partner management.

Opportunity & Pipeline Management

A CRM software should provide the ability to track and manage sales opportunities through different stages of the sales pipeline. This includes features such as lead qualification, pipeline forecasting, and sales stage tracking. This functionality helps salespeople prioritize and focus on high-value opportunities, increasing productivity and closing rates.

Task / Activity Management

The CRM software should offer task and activity management capabilities to help salespeople stay organized and track important actions. This includes setting reminders, assigning tasks to team members, and tracking task completion. With this feature, salespeople can efficiently manage their daily activities and ensure that nothing falls through the cracks.

Territory & Quota Management

A sales CRM should support territory and quota management to help sales teams optimize their coverage and meet their targets. This includes features such as territory assignment, tracking sales activity by territory, and setting and monitoring sales quotas. These functionalities give sales managers better visibility and control over sales territories, leading to improved productivity and performance.

Product & Price List Management

CRM software with product and price list management capabilities allows salespeople to access and update product information, track pricing, and manage product catalogs. This helps them provide accurate and up-to-date product information to customers, increasing efficiency and ensuring consistent pricing across the sales team.

Customer Contract Management

CRM software should provide the ability to manage customer contracts and agreements. This includes features such as contract creation, tracking contract status, and alerts for contract renewals. Having this functionality in a CRM system streamlines contract management processes, reduces administrative tasks, and ensures contract compliance.

Lead Management

A CRM software should offer lead management features to help salespeople capture, track, and nurture leads effectively. This includes lead scoring, lead assignment, lead qualification, and lead nurturing capabilities. These features help sales teams focus on the most valuable leads, improve conversion rates, and increase productivity.

Customer Support

A CRM system with customer support features enables sales teams to handle customer inquiries, issues, and requests efficiently. This can include functionalities such as ticket creation, ticket tracking, and customer communication history. Having a unified system for customer support helps sales teams provide timely and effective support, leading to higher customer satisfaction.

Case Management

Case management features in CRM software allow sales teams to track and resolve customer issues and complaints. This includes features such as case creation, case assignment, case resolution tracking, and case escalation. Having this functionality helps salespeople address customer concerns promptly, enhancing customer relationships and loyalty.

Customer Support Portal

A CRM software with a customer support portal provides customers with a self-service platform to access information, submit support tickets, and find answers to common questions. This reduces the workload on sales teams while simultaneously improving the customer support experience.

Call Center Features

CRM software with call center features enables sales teams to make, receive, and track phone calls directly from within the CRM system. This includes call logging, call recording, and call analytics. These features improve call management and provide insights into customer conversations, leading to better sales performance.

Support Analytics

A CRM system should offer analytical capabilities to track and analyze support metrics such as response time, resolution time, and customer satisfaction. This helps sales teams identify areas for improvement and make data-driven decisions to enhance the overall support experience.

Reporting & Analytics

A critical feature of CRM software is its ability to generate reports and provide actionable insights. This includes features such as pre-built reports, customizable dashboards, and data visualization. These functionalities help sales teams monitor performance, identify trends, and make informed business decisions based on real-time data.

How Assistive CRM Can Help Businesses?

Whether you're looking to automate manual sales processes, collect data from field salespeople, or send instant analytical reports, Assistive CRM has got you covered. So, say goodbye to tedious and time-consuming sales tasks, and say hello to Assistive CRM - your ultimate sales productivity booster!

Assistive CRM offers sales CRM software designed to be particularly useful for field force teams who engage in high-velocity sales processes. The mobile user interface of Assistive CRM provides a smooth and effortless experience for data input, allowing sales teams to quickly and seamlessly record important information while on the go. With advanced location and time-aware features, the CRM system enables sales teams to operate with greater efficiency and productivity, allowing them to focus on more critical tasks and close more deals. The software also offers customer, opportunity, time, location, and context-sensitive assists to help sales teams close more deals in less time.

Assistive CRM software can help businesses automate their manual sales processes, collect data from field salespeople, and send analytical reports. The software can also help businesses improve their digital transformation and sales capabilities by providing key account managers with real-time results across the region.

Assistive CRM has been a bane to its customers since they have incorporated it in their procedures and according to customer testimonials, the CRM software has helped businesses improve their sales reports, track customer visits, and manage field sales operations with ease. The software is praised for its flexibility, speed, and endless configurability options that meet the unique business requirements of each customer.

Assistive CRM software offers infinite configurability, mobile user experience, and context-sensitive assists making it a powerful tool for field sales teams looking to streamline their workflows and improve their sales capabilities.

This might look twisted to understand so let us get a deep look into what Assistive CRM is and how it can benefit your organization.

How can Assistive CRM Help Field Force?

Assistive CRM offers several features that can greatly benefit the field force and enhance their performance and productivity. Let's explore each feature in detail:

Assists: Assists is a feature offered by Assistive CRM that serves as a salesperson's best assistant. Assistive CRM leverages machine learning, peer analysis, contextual understanding, and location awareness to support salespeople in effectively prioritizing and executing the most relevant activities for each deal at the optimal time. This intelligent assistance ensures that salespeople can focus their efforts on the activities that are most likely to lead to successful outcomes, maximizing their efficiency and driving sales success. Assistive CRM helps drive more sales by reducing the time spent on manual tracking and providing actionable insights. It addresses the challenge faced by salespeople in managing multiple active customers and deals at different stages of the sales lifecycle. The Assists feature brings the most relevant actionable items to the salesperson's attention, streamlining their workflow and allowing them to focus on the most important tasks.

Infinitely Configurable: Assistive CRM is highly customizable. It allows businesses to create custom modules and fields to track the data relevant to their field force operations. This flexibility ensures that the CRM system can be tailored to the specific needs and processes of the field force, enabling better data management and more accurate reporting.

Field-First: Assistive CRM is designed with the field force in mind. It provides a mobile-friendly interface and native mobile apps, ensuring that field representatives can access vital information, update records, and perform tasks while on the go. Real-time synchronization allows for seamless collaboration between the field force and the central office, enhancing communication and enabling timely decision-making.   

Additional Features: Assistive CRM includes additional features that are beneficial for the field force. For example, email integration allows field representatives to manage their communication efficiently. Calendar and meeting management features help them stay organized and keep track of their appointments. Document management capabilities allow for easy access to important files and resources while in the field.

Field Force Management: Assistive CRM offers robust field force management capabilities. It allows businesses to track the location, activities, and schedules of field representatives in real time. This feature helps optimize route planning, assign tasks more effectively, and ensure that the right field representative is assigned to the right job. It also enables managers to monitor performance, analyze data, and make informed decisions to improve field force operations.


In conclusion, Assistive CRM is a powerful tool that can unlock your sales potential and enhance productivity by customizing your workflow. With its diverse range of features, including Assists, Infinitely Configurable options, Field-First capabilities, Everything Else integrations, and Field Force Management functionalities, Assistive CRM provides a comprehensive solution for optimizing sales processes and maximizing the performance of your field force.