Field Sales CRM Solutions: A Comprehensive Checklist of Essential Features

May 4, 2023

A field sales CRM solution can help businesses manage their sales operations more efficiently, improve customer relationships, and increase revenue.

Why Field Sales Visits are Still Crucial in the Hyper Digital Age?

The sales process has undergone a complete transformation, from physical sales to telephonic sales, email-based selling, and now digital sales. As technology has been increasingly adopted by consumers, many tasks can be completed without the need for a physical visit. For instance, digital payment collection, document verification using soft copies, and access to digital product catalogs are now common practices. Despite this, field sales visits remain an indispensable part of the sales process. In-person meetings provide a personal connection between the sales representative and the customer, which can build trust and rapport. Moreover, face-to-face meetings offer an opportunity to better understand the customer's needs and preferences, leading to more effective sales pitches and higher conversion rates. Therefore, even in the age of digital sales, field sales visits should not be overlooked, as they provide a valuable opportunity for businesses to connect with their customers on a deeper level.

Overcoming the Challenges of Managing a Field Workforce

Managing a field workforce can be a challenging task for sales managers. On the one hand, they need to track and monitor the performance of their remote teams, while on the other, they must ensure that they have the right processes and tools in place to enable them to succeed. Unfortunately, many sales managers still operate without a field management solution, which can lead to a range of challenges, including:

  1. Too Much Manual Admin Work: Field teams often must perform manual tasks, such as finding locations, taking notes, and updating information, which can be time-consuming and prone to errors.
  1. Multiple Data Entries: Meeting notes and other data are often updated in CRM systems separately, leading to inconsistencies and duplication of effort.
  1. Unstructured Data Collection: Field teams may use a range of tools, such as WhatsApp, notes apps, notebooks, and emails, to record conversations, resulting in unstructured data that is difficult to analyze.
  1. Poor Visit Planning: Without proper planning, field teams may waste time and resources on unproductive visits.
  1. Inability to Track and Validate Visits: Sales managers may struggle to track and validate field visits, leading to missed opportunities and lost revenue.
  1. Delayed or Unattended Service: Without proper monitoring, service requests may go unanswered or be delayed, leading to customer dissatisfaction.
  1. Limited Performance Tracking of Team Members: Sales managers may struggle to track the performance of their field teams, leading to a lack of accountability and missed opportunities for improvement.

To overcome these challenges, sales managers must invest in a field management solution that can streamline their processes, automate tasks, and provide real-time visibility into their field teams' activities. By doing so, they can improve their team's productivity, enhance customer satisfaction, and drive revenue growth.

Also Read: Benefits of Field Sales CRM For B2B

Boost Your Field Sales with These 13 Essential Features

Here is a checklist of essential features that a field sales CRM solution should have:

To maximize the effectiveness of your field sales team, it's important to provide them with the right tools and technology. Here are the top 8 must-have features to consider for your field management solution:

Mobile-Based Field Management Solution

Equip your sales team with a comprehensive mobile field sales solution to enable them to perform all tasks through a single platform.

Contact Management

A field sales CRM solution should enable businesses to manage their contacts effectively, including storing customer information, tracking communication history, and segmenting customers based on specific criteria.

Pre-Planned Task List

Create a daily task list and route planning for field team members to ensure efficient use of time and resources.

In-App Navigation and Communication

Integrate map navigation and communication apps like Call or WhatsApp within the field sales solution to save time and ensure swift action.

Sales Pipeline Management

A field sales CRM solution should provide a visual representation of the sales pipeline, enabling sales reps to track their progress and prioritize leads.

Location & Route Tracking

Enable managers to validate team member visit locations and track routes to ensure timely visits, better customer experience, and performance tracking.

Sales Reporting

A field sales CRM solution should provide detailed sales reports that enable managers to track the performance of their sales teams, including conversion rates, win/loss ratios, and revenue generated.


Provide a login and checkout feature within the field sales solution to track attendance and ensure accountability.

Dynamic Disposition Interface

Use dynamic content forms with changing dispositions to save time and make sales conversations swift and objective. The system prompts relevant information to capture based on the customer's interest level, Reschedule, Interested, or Not Available.

Dynamic Lead Allocation

Automate lead allocation using pre-defined business rules in the system. For high-velocity sales, real-time lead allocations can be done by seeking any field member's live location and allocating a relevant lead from a nearby area.

Order Management

A field sales CRM solution should include order management features that enable sales reps to manage orders in real-time, including creating and editing orders, tracking inventory, and managing returns.

Automated Workflows

A field sales CRM solution should include automated workflows that enable sales reps to automate repetitive tasks, such as sending follow-up emails, scheduling appointments, and updating customer information.

Analytics and Insights

A field sales CRM solution should provide analytics and insights that enable businesses to identify trends, optimize their sales processes, and make data-driven decisions.

By incorporating these features into your field sales solution, you can streamline your sales processes, improve productivity, and drive revenue growth. With the right technology and tools, your field sales team can be more efficient and effective, delivering better results and improving customer satisfaction.


Assistive CRM is a cutting-edge sales execution solution that streamlines your sales process from lead to order, eliminating manual activities and reducing multiple data entries. By integrating all relevant tools, Assistive CRM provides a unified interface for sales activities with automated data capture and activity logging.

If you're looking for a customized sales solution for your fast-growing organization, consider a free demo with Assistive CRM. With its advanced features and intuitive interface, Assistive CRM can help you streamline your sales process, improve efficiency, and drive revenue growth.