Mobile Sales Force Automation - How companies doubled its sales volume with wireless technologies

Introduction

In countless vertical business markets, mobile professionals are roaming far from their corporate campuses with laptops and cellular phones in tow. The increasing ubiquity of Wi-Fi hotspots and high-speed cellular networks, in part, has made these road warriors depend on real-time access to email, calendars and other corporate information systems.

Similarly, Sales force workers equipped with mobile devices such as Tablet PCs and ruggedized handhelds can be found in retail stores, on construction sites, in manufacturing plants, on service calls and everywhere else business is being done. Mobility gives them the tools they need for order-entry, shipment tracking and business intelligence reports. The use of mobile devices increases accuracy and eliminates redundancy, so there?s no need to carry around a stack of manuals.

Throughout business locations such as factories, offices, hospitals and other facilities a new breed of mobile worker, often referred as corridor warrior are seen armed with lightweight, handheld devices linked to wireless local area network (WLANs). The real-time communications and information access made possible through these complete mobile solutions is redefining the ways professionals perform at their jobs and consequently the costs of doing business.

These solutions are helping to raise the standards that both businesses and their workers are held to. This White Paper will discuss how the benefits of mobile solutions, are empowering Enterprises and their employees to improve revenue, engage in industry best practices and offer the best practices possible with its new features, functions and capabilities.

Obstacles in traditional SFA

A firm that has mobile sales force has been facing a lot of obstacles in recent times. They must continue realigning as the market changes. Earlier SFA Applications served the basic needs of field workers such as access to emails, contact management, calendaring and scheduling. Even though these features remain the dominant in SFA, the portfolio of capabilities has started to expand. A firm must adjust the pace of rebuilding the mobile force to match expected obstacles. The common anticipated obstacles are

• Focus ? Wasting time, money and resources on uninterested prospects. Instead of focusing on best prospects, sales force spends time on all the prospects.
• Access ? The Sales person often are not able to satisfy customer needs as they do not have access to the information that are sitting elsewhere in a database back at the office.

This led to the expansion of Mobile Sales Force Automation.

Expansion in Portfolio of Capabilities

• Quick Access to Information ? Imagine having outdated and inadequate information when you are in a sales call. Sales people should have critical facts and figures on the field that help them to close a deal. By providing the sales people with quick access and communicate information to and from the field allows the sales people to get the most from the time they spend with the customer.
• Shortened Sales Cycle ? Sales people can access current product information, check inventory and quote prices during a customer meeting which gives an outlook that they are very responsive. During the sales call customer can be informed about their accounts receivable status and credit standing with the push of a button. By using their mobile device the sales professionals can remove tedious tasks and reduce the delay in sending accurate information about customer meetings. Remote order entry capability also eliminates manual input of data into ERP. With these sales cycles are shortened, accurate information is gathered, customer is satisfied and revenue is increased.
• Sync Capability ? Synchronization provides a simple method of sharing data and merging new and updated information between offline users and the Mobile Server. When the offline user comes online he should be able to retrieve the updated information from backend server through mobile server and the information in his mobile device should be updated with the backend server. This ensures timeliness and accuracy of the information. The changes made outside the wireless coverage should be reliably conveyed to the backend. This ensures the sales professionals have most recently updated information and at the same time they need not reenter data again and again into the database. For Example, the corporate network of a major banking industry is designed to provide sales professional with reliable real-time access to their server. In a customer?s place network coverage is not stable always, it gets lost. They need to use their mobile device and enter data as they interact with customer and then make that data available to the server as soon as the connection returns.
• Always On Sometimes Connected ? During sales call, sales professionals are in consistent time constraint. They need to deliver their messages efficiently as well as effectively so that they don?t waste the face time with the prospects. The required boot of the laptop can waste a considerable amount of time in front of the prospect, which makes it less optimal. In such cases, sales professionals needs a mobile device which can help them access critical information in a small screen. ?Always On capability is a must and the sales professionals can connect sometime to retrieve information.? An efficient and powerful search capability is an important requirement.
• Security ? With the growing functionalities in today?s SFA security plays a very important role. The primary security requirement is that all users should authenticate themselves as a verified user into the corporate systems. This ensures the sales professional accessing into critical information is an authorized user. And also an insecure connection or a lost device can cause a loss to company?s proprietary data, in turn lowers competitive advantage. Mobility devices should have strong encryption capabilities for application data as it is transmitted over a network using a standard communication. A strong encryption system such as Triple AES (Advanced Encryption Standard) or DES (Data Encryption Standard) is necessary in ensuring the application data on the device is protected. In case of any lost or stolen devices, they should have the ability to remotely disable it.

SFA Mobile applications open up new frontiers

Recent advances in both wired and wireless Internet access solutions have spurred faster growth of mobile sales force population in the last couple of years, with hosted applications promising to open up new frontiers. The following features emerged into SFA applications, assures companies to maximize its capability to effectively and efficiently manage mobile users and devices.

• Policy-based Management ? Can provide a way to allocate network resources, primarily network bandwidth and security (firewalls), according to defined business policies. Users can be defined as individuals, groups, communities, and have specific management capabilities applied to them. This can be easily changed, and can be tied to a directory.
• Broad functionality ? Can function with a wide variety of applications and data requirements. Most of the applications have the needed interfaces to allow customization and additions.
• Directory integration ? Can interface with already defined directory structure and policies so a stand-alone or duplicate directory is not needed.
• Scalability ? Can provide management for a large number of users with a large number of devices.
• Single console for all network/application/device/security ? can provide a single console from which it can define, control, deploy and maintain all aspects of the device, application, network and security.
• Web-based console ? can be managed from a web-based console from any standard browser, allowing management from local or remote locations, and on a variety of devices.
• Support for diversity in devices, platforms, and networks ? supports a variety of devices, connections and platforms, and will continue to expand on the device types and OS flavors.
• Security components ? Provides at least a minimum set of security capabilities within the product. Can be integrated with higher-level security tools.
• Bandwidth aware ? can adjust for whatever bandwidth is available for the particular connection (e.g., delivering massive file updates on a slow connection).
• Dashboard ? can provide a management dashboard of information on processes, users, devices, performance, etc.
• Backend management integration ? can integrate effectively with other back-end management infrastructure already deployed within the organization without needing to retrain existing staff already familiar with the application.

Emerging trends in Mobile Capabilities

Today, an assortment of technology is used by sales professionals, ranging from laptop computers to consumer-grade personal digital assistants (PDAs) to beepers and cell phones. These top features provide a solution for everything a sales professional may need while out of the office.

• Integration ? Ability to integrate with enterprise-level business applications.
• Operating System ? Defining a standardized OS environment has greatly eased deployment of devices. Much like the PC desktop environment, the ability to deploy a single platform to all users means allowing a uniform distribution of SW, and a consolidated support requirement. Can support Familiar Microsoft Windows Mobile-based operating system.
• Deployment platform ? Companies ultimately deploy applications on one of two major platforms: Microsoft .Net, or Java. However, many organizations will deploy both. Can run in either environment (e.g., running a JVM on a Windows Mobile device supporting .Net).
• Third party application availability ? Many application vendors now offer mobile extensions to their application suites, providing a convenient means of extending applications to a mobile sales professional. However, not all vendors provide such capability, nor do they support all platforms. Third party middleware extensions provide needed functionality when not available within the application.
• Asset Management ? Deploying devices to users is only part of the challenge. The greater part of the challenge is managing the deployed assets. Devices deployed in enterprise settings provide the appropriate tools to mange the devices adequately, even when used with a third party asset management application.
• Connectivity ? Companies are relying on the notion of the ?real time enterprise? which requires up-to-date data acquisition of business activity information, as well as empowering employees with the data necessary to make the proper decisions. Mobile devices offer connectivity, even if not immediately used with the expansion of WiFi deployments within companies, as well as in public places. Can also allow a choice of radio connectivity options.
• Battery Life ? Battery life varies greatly depending on usage factor but the bottom line for most users is, can mobile devices get the user through the workday without a recharge? Most consumer PDA devices are challenged to provide a full day?s operation when using a wireless connection (WiFi). Can provide sufficient powerful batteries to provide at least one day?s operation, and allow full recharge overnight. Further, can provide field replaceable battery, as most batteries will only withstand about 300 charge/discharge cycles.
• Data Capture ? Data capture options provide linear and two-dimensional scanning or imaging.
• Voice telephony ? Voice telephony for push-to-talk (PTT), peer-to-peer (P2P), private branch exchange (PBX), one-to-one or one-to-many communications.

Future Technology Accelerators

Tablet PC

Tablet PCs combine the touch screen and handwriting features of the PDA with the computing power of a notebook computer in a compact and light weight design. End-user experiences the same look and feel in the office as in the field. Other advances in battery life and wireless capabilities are also eagerly anticipated.

Voice

Emerging technologies that allow natural text to speech dictation will allow easier data capture by both sales professionals and other members of the sales channel. Such services can run on mobile devices or via telephone services to a central server. Such solutions will tie directly into sales and marketing applications and can help increase the amount of useful data that can be captured in the field.

Extending into Field Analytics

As wireless networks improve, our ability to access information throughout the enterprise increases. Through integration of analytics into a mobile environment, we bring the sales professional in closer contact with the home office and help them to better highlight customer needs. We will be able to better measure and predict behavior and the interactions with the customer and, in turn, support changes in the business landscape, such as product launches and formulary changes.

RFID [Spell out] ? Radio Frequency Identification

An RFID system comprises three main elements: electronic tags, tag readers and software to store collected data.

The tags, which consist of a silicon chip and an antenna, provide each individual object to which they are attached with a unique identifier. When scanned, the tag transmits a wireless signal to the reader, which in turn sends the data to a database. The reader can also write information to the tag if required.

RFID technology is becoming prevalent in logistics where the movement of mobile tags, for example on pallets of consumer goods, is read by static readers, say, in goods in/out bays of a warehouse. However, for Sales Force Applications, this concept is reversed: the tags are static and the readers are mobile, i.e. carried by the sales professional. Tags can be attached, say, to a fixed location for proof of attendance, or to a specific item of machinery to be checked.

Top 5 reasons to make SFA MOBILE

• Company conducts business in a national or global market.
• Sales professionals spend more than 25% of the time out of office.
• Business depends on quick and informed decisions from people who are frequently on the road.
• Sales professionals need to have quick access to information and provide quick answers to the customers when they are on the call.
• Nimbleness is a competitive advantage for the sales professional.

Sample Case Study

Challenge

A famous Banking company needed a robust tool for managing sales leads and opportunities with visibility of the sales pipeline. The company desired a web-based, customizable solution that would be a good fit with that company?s mobility offerings to their sales professionals. It also desired a low-risk solution that could scale as the company grews. They also wanted their sales professionals to have up-to-date information about the leads they handle.

Solution

They selected ZSL?s middleware technology for its wireless capabilities, ease of deployment, configuration and customization. Through ZSL?s middleware technology the sales professionals were able to wirelessly access the provisioning functionalities such as sales order management systems and hosted prospect database. In addition, they were impressed with ZyPrism?s ability to synchronize data?s with reliable real-time access.

Results

Because of availability of data at real-time sales professionals were able to respond to customers at a quicker rate, shorten the sales cycle, increased their productivity and greater revenue generated. Because leads are pushed via alerts directly to sales professional?s Mobiles, sales professionals started experiencing faster response times to people who register interest via the web or its sales call center.

Conclusion

By providing quick access to information to sales professionals available at back-end data and applications helps them to shorten the sales cycle, gather accurate information, improves customer satisfaction and increase revenue. Sales professionals become more responsive to customers through expansion of capabilities in SFA.

With Synchronization feature in SFA sales professionals are equipped with real time and updated information, which in turn helps them to provide customers with up-to-date prices and inventory available. Remote order entry capabilities reduce the burden of entering the data again in the database residing at the server and help them to close the sale quickly and efficiently.

Business productivity and customer satisfaction can be achieved when mobile and wireless solutions are used wisely. Mobile solutions have truly come of age and can literally transform business to newer heights. Now is the time to evaluate how becoming more mobile sales professionals can be more productive. Its time to craft your mobile strategy otherwise your competitors are likely to go mobile giving them the competitive advantage.

Expansion in the capabilities of Sales force automation applications holds great promise for improving the efficiency of mobile sales professional and reducing the overall cost of sales. The enterprise network should be properly equipped to provide reliability, security, bandwidth, adequate remote connectivity and management controls. Mobility can give all the business advantages with these capabilities.

 

John Solomon is with ZSL. ZSL realizes that salespeople are mobile by definition. ZSL uses technology to make sales team more focused and successful. ZSL?s solution is customized in such a way that sales professionals get the direction they need and managers get the information they need. The bottom line is increased profits.

ZSL is an ISO 9001 certified provider of Onshore, Offshore & Near shore technology services. ZSL offers substantial cost savings and enhanced performance associated with a secure and effectively managed global development model. For over 10 years, ZSL has been partnering with a loyal following of clients seeking to leverage our proven delivery methodology, as well as 24/7 access to the very best technical resources and development tools available anywhere.http://www.zslinc.com

Top Ten Benefits of Sales Force Automation (SFA)

SFA saves you time & money
The advent of automated sales force technology allows businesses to subscribe to already built, on-demand, customizable services without the high fees for maintenance and other costs associated with the large, daunting process and time involved in creating a large, corporate version of sales force automation.

SFA allows you to concentrate more on your business
The architecture of sales force automation allows for a decrease in total ownership cost, risk reduction, less wasted time, and the ability to concentrate on business and management instead of technology. This means that you have more time and energy to give to the success of your business.

Contract management comes with SFA
Essentially, it allows companies to manage a contract's lifespan by shortening approval cycles for contracts, renewing contracts sooner, and reducing administrative costs. This Sales Force Automation component improves tracking and management of contract information, such as terms, conditions, and evaluations.

SFA is easy to use
Sales force automation is easy and intuitive. It makes jobs easier for users like professional sales representatives by giving them quick access to data (online, offline, mobile devices) links to tools like Microsoft Outlook and Office.

SFA offers real-time analytics & reports
Sales force automation offers a comprehensive analytics program that allows you to track ROI on marketing campaigns, traffic levels, lead conversion ratios, content effectiveness, and more. Users can access information to evaluate their company's past performance and point out its strengths and weaknesses with the intent to repair those deficiencies. It allows you to customize reports based on the data processed by the analytics program. All the information you get is in real-time and fresh, so that you never have to handle or see old data unless you want to.

Up-to-date information via SFA
Sales representatives get more time to sale and convert leads as they can avoid the hassle of administration and other similar duties. Because the information they have access to is always current, the leads are more qualified and easier to sell. The don't have to go through lines of other sales reps to find what they're looking for; all they have to do is get on the computer and access their company's central database to get the information they need, wherever they are.

SFA mobile capabilities
Sales force automation is now available with mobile capacities. This means that the application is compatible with any mobile device, such as a laptop or cell phone. Thus sales representatives or marketers have access to the information they need any time, any where, both offline and online.

Broad range of uses for SFA
Sales force automations can work for any company, from the largest corporation to the smallest boutique. It offers a number of uses, from sales management, analytics and forecasting to product information, workflow and integration.

SFA is Customizable
The sales force automation application is completely customizable, down to the color of bar graph you want on your analytics report. Many websites, like Salesforce.com, offer to work with you to develop the unique application you want.

SFA is Understandable
Unlike many CRM programs that abound on the web, sales force automation is a relatively simple program to implement and is easily understandable for the majority of users.

Salesforce.com is the world's first on-demand application service and a giant in the field of CRM. With over 24,000 customers, over 500,000 subscribers, and a 97% customer satisfaction rate, Salesforce.com continues to lead their field. To find out more about them, please visit www.salesforce.com .

Management Features of Sales Force Automation

 Sales force automation, or SFA, is a term that refers at its most basic to automating critical sales functions like lead and account management. Sales force automation uses software to automate sales tasks like order processing, lead generation, information sharing, contact management, customer management, and employee evaluation.

It also keeps track of customer preferences, buying habits, demographics, and performance management. Sales force automation tools improve field sales productivity and open whole new realms of possibility for companies. With an on-demand architecture that allows effective sales force management and CRM, managing sales information is easy on even the largest scales. Essentially, customers and sales employees can manage and share any type of information.

There are a number of benefits and features that come with sales force automation technology, and these features comprise the backbone of the SFA system. They include:

Lead management

Lead management allows companies to keep better track of leads by ensuring they don't get cold. This can reduce or eliminate the need for manual routing and lead assignment duplication, clearly defines opportunity assignments, and is able to automatically assign leads to the correct individual based on territory, product expertise or user-defined rules. Thus SFA allows for automatic load leveling across sales territories, and better relationships between team members.

For example, with automatic lead management, you can set security controls that ensure teams or partners can access only their own leads, increase lead conversion rates and improve sales response times.

Opportunity management

Opportunity management allows sales teams to work better as units by standardizing sales methods and systems, identifying bottlenecks, and tracking deal closures. It also allows employees to focus their resources on strengthening key partnerships and dominating key competitors instead of competing with each other. More organized sales teams allow managers to delegate tasks and set up automatic reminder emails for themselves and their team.

Most importantly, the opportunity management feature allows companies to centrally track custom information like partner and customer communications and milestones while simultaneously monitoring myriad sales processes like sales channels, service effectiveness or product lines.

Account management

An account management system ensures that your company is able to attain full knowledge of your customer accounts. Accurate knowledge of customer account equals better collaboration amongst your sales teams and retains lasting customer relationships. Additionally, account management allows a company to defines and evaluate all those involved with the account, from the project manager to the executive sponsor.

With account management, you can set up online access to all customer account information, like organization charts and current partners-across the entire company. No one is left in the dark and everyone knows the account status and history.

Territory Management

On-demand, advanced territory management capabilities allow you to adjust to rapid changes within your company. An easy point-and-click interface ensures your company can automatically route accounts and opportunities to the correct territories.

A solid territory management system also decreases lag time in lead assignments by ensuring a lead never gets cold; lead assignments are easily queued and automatically sent to the correct territory. In essence, territory management allows companies to easily monitor, set up, gather, transfer, assign, re-assign, and change accounts across territories.

Contract Management

Contract management is another integral feature in sales force automation. Essentially, it allows companies to manage a contract's lifespan by shortening approval cycles for contracts, renewing contracts sooner, and reducing administrative costs.

This SFA feature improves tracking and management of contract information, such as value, conditions, terms, evaluations, and more.

Traditionally, most companies have had to build, buy and sustain an IT software system all on their own; however, this leads to extremely high maintenance fees and myriad other costs. Today, the advent of automated sales force technology allows businesses to subscribe to already built, on-demand, customizable services that provide everything a traditional IT software does and more.

The architecture of sales force automation allows for a decrease in the total cost of ownership, reduction of risk factors, a decrease in wasted time, and a new focus on business and management rather than technology.
Diane Newsom writes for salesforce.com ? A pioneer in rel="nofollow" href="http://www.salesforce.com">SFAsoftware. Visit their site for more information on sales force automation.

How to Increase Sales with Automation Improvements

How to Increase Sales with Automation Improvements

 by: Diana Barnum

How popular is online shopping? And is there room for improvement? Lets check out some pros and cons of automated shopping and see.

Digital carts offer convenience for people around the globe 24 hours a day. Yet an estimated 4 percent of shoppers make purchases, up from 3.5 percent in 2003, reported by DoubleClick, an online marketing company.

And approximately 30 percent of shopping carts are abandoned, according to recent surveys by BizRate.com, a shopping search engine.

The main reasons for shopping cart abandonment are*:

• High shipping prices (72%)

• Comparison shopping or browsing (61%)

• Changed mind (56%)

• Saving items for later purchase (51%)

• Total cost of items is too high (43%)

• Checkout process is too long (41%)

• Checkout requires too much personal information (35%)

• Site requires registration before purchase (34%)

• Site is unstable or unreliable (31%)

• Checkout process is confusing (27%)

To decrease shopping cart abandonment and increase sales, simple minor improvements in automation can be highly effective. Here are some tips that work best for clients and workers alike of OhioHelp.net, an Ohio-based company that specializes in helping businesses worldwide with their marketing, public relations and freelance writing services.

TOP TIPS FROM OHIOHELP.NET

1. Calculate all handling charges and fees in with your price whenever possible, so that you can offer no-cost shipping. And check for specials like Flat Rate packages with Priority Shipping.

2. Dont have people pre-register, fill out lengthy forms, wait for email confirmation, find their password / user ID and figure out how to log in again and continue to fill out more detailed forms and click through a half-dozen pages. Ugh! People want to shop, buy and go. Period.

3. On EVERY page of your site, shopping cart, receipt and Thank You or other automated reply, list complete contact information. Include a specific person to follow up with, business phone number and postal address (no P.O. Box) and a direct email address like diana@ohiohelp.net (i.e. not info@ohiohelp.net). Then if the Internet connection fails, the site goes down or any number of other technical issues occurs, the shopper immediately has concrete information for follow up.

4. Set your product order numbers at one (1). In other words, when someone clicks a purchase button, have the cart say one (1) item purchased when they preview their cart instead of zero, making them select 1 again.

5. Include a no-cost gift in the shopping cart, with the receipt or in the Thank You email, especially with large purchases. Let your customers know you appreciate their business. And ask for referrals!

6. Test special product and package prices with offers on a Thank You page or with a Thank You email.

7. Accept multiple payment options when possible; credit cards, faxed and telephone orders, print checks, money orders, echecks and 3rd party solutions like Paypal. Note: many businesses use American Express.

8. Choose a progressive shopping cart software solution like ProfitAuto at http://presssuccess.com/AutoPilot for a variety of services, pricing packages and options for company growth. ProfitAuto manages not only the cart but also your leads, contacts and shoppers with automated Thank You follow up. It also has autoresponders for pre-sale and after-sale communications, digital tracking and delivery solutions, importing / exporting of lists and autoresponder series, electronic coupons, affiliate programs and more.

NO-COST TRIAL AND INFORMATION

For a 30-day no-cost trial of ProfitAuto, sign up online at http://presssuccess.com/AutoPilot . And download ebooks with loads of information to help with your business from the Freebies section of the OhioHelp.net bookstore at http://www.presssuccess.com/bookstore

So tweak your checkout process. Make your clients and your company happy. And ring up more sales. To learn more top tips and receive them on a regular basis at no charge in your email, sign up at http://ohiohelp.net today or email diana@ohiohelp.net.

* From research (Fall, 2001) by Vividence Corporation, specializing in Customer Experience Management (CEM) products and services.

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You have permission to publish this article electronically or in print, free of charge, as long as the bylines are included. A courtesy copy of your publication would be appreciated - send to: diana@ohiohelp.net

Diana Barnum, president of http://movingaheadcommunications.com and CEO of http://ohiohelp.net. For more help with marketing, public relations and writing, email diana@ohiohelp.net or call: (614) 529-9459.

Mortgage Lead Generation Software

U.S. mortgage companies are in a fiercely competitive market and often have difficulty attracting new customers. The more clients they can lure, the more promising their business prospects become. To succeed in attracting new clients, companies need to concentrate on making their endeavor more time-bound.

The mantra for them to succeed and to come out with flying colors is to streamline their organization as far as their functional aspect is concerned. In doing so, most of the companies find themselves racing against time.

A good time management technique in relation to the company?s business philosophy can really help. Against this backdrop, good mortgage leads can boost their effort and are an integral part of the burgeoning mortgage business.

Good mortgage lead generation software minimizes the speculation on the marketing process and puts companies in a position to spare valuable resources and concentrate on other vital spheres of the business. Companies can take recourse to mortgage lead data from a standard database or can resort to vigorous marketing campaigns and can produce the required leads to suit their convenience.

Another important lead channel can be created through telemarketing. It can be an appropriate tool to furnish an unhindered and inevitable flow of leads. This helps loan officers to close down on prospective clients rather than wasting precious time in locating prospective borrowers.

Soft ware incorporated in systems dealing with lead distribution aims at making the end user consisting of salespersons more competent. It enables the end user to choose precisely the sort of lead design that they would like to obtain.

Mortgage Loan Software provides detailed information on Mortgage Software, Mortgage Loan Software, Mortgage Banking Software, Mortgage Broker Software and more. Mortgage Loan Software is affiliated with Real Estate Investment Software.