Field effectiveness can be enhanced by focusing on automating certain tasks which in most cases I have found to be a drain on salesperson’s resources. I have seen that time spent on these activities often take up valuable time leading to salespeople getting frustrated, such tools would increase selling productivity and, at the same time, lower selling costs. 

I have gone ahead and identified certain tasks that help us in achieving the main objective. I will focus on tools that support such tasks by giving screenshots and samples in some of my future articles (also when I have more time to write in detail on that …;-))).

Some of the tasks that can be easily automated are:

• Reducing the amount of time a salesperson devotes to administrative tasks such as the preparation of call reports.
• Tracking sales leads.
• Managing time and territory
• Developing proposals and persuasive presentations


If you want some perspective on how you or  your company needs to enhance their Sales/Client Management Capabilities, please email me at This email address is being protected from spambots. You need JavaScript enabled to view it.

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