Field Sales Management Software to Boost Your Sales

Introduction

In the sales world, competitors move fast. Often, the difference between winning and losing a client comes down to the tools in your arsenal.

Field reps need software that’s as powerful on the road as it is in the office, delivering prospecting intent data, lead generation, outreach capabilities, and essential property details that get results.

The right field sales software does all of this and more—it’s the engine that keeps your team running on all cylinders, making sales operations and sales processes efficient and the sales pipeline growing.

The wrong tools keep your sales force tangled in admin, hunting for contact details, or flipping between apps just to map routes and find building data. With the right tools, your reps don’t just hit targets—they exceed them with unmatched efficiency and precision. Let’s explore how these tools transform sales operations and drive your bottom line forward.

What is Field Sales Management Software?

Definition and Purpose

“Field sales software” is a solution built for outside sales reps mainly working in “the field.” Since these salespeople spend most of their time out of the office, they need mobile access to all the key information, data, and resources required to make deals happen.

Sales management platforms like Convex provide a centralized platform for managing all aspects of the sales process, including prospecting and lead generation, customer relationship management (CRM), route planning, and performance tracking.

These tools allow reps to access important documents and data, track meetings and appointments, and collaborate with their sales manager from anywhere.

Key Features of Field Sales Management Software

Sales Process Management

One of the main functions of field sales tools is to automate and streamline sales processes, making you more efficient and productive. You can manage sales pipelines and track progress in real-time, so you have a clear view of your sales landscape at any given time. You can also set up custom workflows to suit your sales team’s needs so your processes align with your business goals.

Sales Team Management

Good team management is key to sales success. Sales management software lets you assign tasks and leads to reps based on their strengths and weaknesses. This targeted approach helps each team member perform at their best. The software also lets you track rep performance so you can coach and get feedback. By looking at sales data, you can see trends and areas for improvement and have your team continually improve their skills and results.

Top 10 Field Sales Management Software Tools

When it comes to choosing the right field sales software, numerous options are available in the market. Each tool offers unique features and benefits, such as sales automation, CRM integration, and mobile accessibility. To find the best fit for your business, it’s essential to compare and contrast the top tools, considering factors like ease of use, customization options, and scalability.

1. Convex was built for commercial services sales teams and salespeople prospecting owners and managers of commercial buildings and properties. With tools for prospecting, lead generation, outreach, sales route mapping, sales intelligence, and property intelligence, outside sales reps can make data-driven decisions in the field.

Using Convex effectively only requires 3- 5 minutes – here’s how it works.

• Log in and Check Signals – Log into Convex and review the “Signals” section to find prospects ready to buy, using intent scores to quickly prioritize top leads.
• Search Properties and Contacts – Search for key properties and contacts that match your services. With Convex, get insights like permit history, building details, and ownership info to find the best-fit leads.
• Use Generative AI for Outreach – With two clicks, let our Generative AI draft a personalized email or phone script, using data on decision-makers and property details to make your outreach stand out.
• Manage Pipeline & Follow-ups – Set up follow-up reminders, track leads, and easily manage sales with simple CRM functions. OR, integrate with top CRMs like Salesforce or HubSpot for streamlined sales cycle and pipeline management.

2. HubSpot Sales Hub is a CRM for sales reps who need mobile access to customer data, deal tracking, and automated follow-ups. It is good for in-office and on-the-road sales, although it may be limiting to those prospecting properties and buildings as it doesn’t include a property intelligence interface.

3. Pipedrive is a simple CRM focusing on sales pipeline management and deal tracking with a mobile app to keep field sales reps organized and productive.

4. Freshsales (by Freshworks) is a sales–focused platform with features like lead scoring, email tracking, and multi-channel mobile interactions so reps can manage leads and interactions on the go.

5. Zoho CRM Plus offers mobile access to customer information, tasks, and analytics so field reps can stay connected to real-time data. Zoho offers more options once a lead has been created but may be limited from a prospecting perspective as it’s built around a CRM interface that’s not designed specifically for finding leads.

6. Outfield – Built for field sales teams Outfield has territory management, geo tracking and customer insights all optimised for mobile.

7. Badger Maps – For outside sales Badger Maps has route optimisation and mobile access to customer data perfect for reps who need to navigate efficiently and manage their territory.

8. Map My Customers – For field sales this tool has route planning, lead tracking and activity logging so sales teams can manage contacts and plan visits directly from the app.

9. Salesforce also offers several tools that can help you manage your field sales teams with their Field Sales Connect and field service mobile platforms.

One of the benefits of this space is that all of the tools in the marketplace are great options, so choosing the right one may be a bit of a challenge.

Choosing the Right Field Sales Management Software

Factors to Consider

When selecting field sales management software, consider the following factors:

1. Tailored to your industry and prospective customers: Ensure that the tool you choose is tailored to your business’s needs and the data your sales team requires to perform at the top of their game.

2. Ease of use and implementation: Choose a tool that is intuitive and easy to learn, allowing you to get up and running quickly.

3. Mobile accessibility: Ensure that the software has a mobile interface, app, or is optimized for use on smartphones and tablets, as this will be critical to your reps use in the field.

4. Integration with existing systems: If you already have an effective CRM or other sales tools in place, make sure the new software can integrate seamlessly with them for a streamlined pipeline and data management.

5. Customization options: Look for a tool that allows you to customize workflows, reports, and dashboards to fit your business’s unique processes and needs.

6. Cost vs. features: Consider your budget and pricing options when comparing different tools. If you’re in commercial services, especially HVAC, roofing, solar, and landscaping, make sure things like intent data, buying signals, permit history, property measurement tools, aerial images, and building details like square footage are included.

7. Scalability and flexibility to grow with your business: Since you’re buying these tools with the expectation of accelerated revenue growth and an ROI, make sure you’re considering tools that won’t limit your growth.

The right software should not only meet your current needs but also have the potential to adapt as your business evolves and expands.

Optimizing Sales Performance with Field Sales Software

Once you have the right tools, they need to be fully utilized for the best results.

Boosting Sales Rep Productivity

Hopefully, if you made the right choice, you’ll see significant growth in sales rep productivity. Over the past four years, Comfort Systems USA discovered that by utilizing Convex, their sales representatives reduced onboarding and prospecting times by almost 75%, all while doubling their sales.

They were able to significantly enhance sales rep productivity by creating full sales visibility into their territory, automating administrative tasks, and freeing up time for high-value activities like client meetings and relationship building.

And, while Convex may not be the platform you choose, field sales solutions should offer these types of benefits.

Improving Sales Process Efficiency

However, field sales tools shouldn’t just increase performance; they should also increase efficiency. These solutions include powerful additions like Generative AI and efficient workflows that reduce the guesswork, automatically perform lead research through intent data, eliminate manual data entry, and increase overall productivity through customized workflows that streamline sales.

Customized workflows ensure that your sales processes align perfectly with your prospect’s buying habits, your team’s needs and your businesses goals.

They can also help streamline the sales process by providing easy access to customer data, tracking important interactions, and automating tasks like follow-ups and reminders. This saves time and ensures that no leads or opportunities fall through the cracks.

Sales Analytics and Reporting

Sales Performance Metrics and KPIs

What core metrics does your team need to hit to exceed their quarterly goals? This is the big question when considering sales software. Does the tool you’re considering deliver the key analytics and KPIs necessary for your team to win, or will it “bog” them down?

Outside sales reps require software that allows them to see where they’re wasting time, chasing poor quality leads, and missing sales opportunities- and this is all available with solutions like Convex. In fact, sales teams using Convex experience a 9x median ROI. (*based on estimates with a 95% customer retention rate and 45% profit margin).

Tools that offer key analytics and reporting capabilities allow sales managers and leaders to track key performance indicators (KPIs) such as sales revenue, customer acquisition rates, and individual sales rep productivity.

By analyzing this data, you can identify trends, pinpoint areas for improvement, and make data-driven decisions to optimize your sales strategy and performance (as we talked about in the sales team management section earlier in the article).

Implementation and Onboarding

Ease of Setup and Integration

Before we wrap up, let’s talk about getting your sales software up and running- because that’s where the magic happens. How many tools have we purchased that just sit and burn a hole in our monthly sales and marketing budget?

Implementation and training will vary by tool and team, but it is key to select a platform with an intuitive interface, comprehensive training, and smooth onboarding.

Tools with user-friendly interfaces and a simple setup will get your team up and running fast.

Comprehensive training and support will drive adoption, answer questions and reinforce the decision you made that you chose the right solution- which drives utilization.

Also, looking for solutions that integrate with your existing CRM and sales tools will eliminate the need to build an entirely new tech stack and retrain your team.

But you’ll still need to provide thorough training and ongoing support for existing sales reps to make the transition smooth and get the most out of your new software.

Conclusion

The right sales management software can transform your team if you let it. But it all starts with choosing the right tool that fits your needs today and has the flexibility to grow as you do.

Don’t settle for the “status-quo”—invest in software that frees your reps to do what they do best: sell, connect, and build lasting relationships- and watch how it drives your team’s performance to new heights, positioning your business to compete and lead in the marketplace.

Ready to see how sales software like Convex can accelerate revenue and streamline operations on your team? Schedule a demo today!