Orders In Seconds

Maximize the Efforts of Your Field Sales Team

By <span style="font-weight:bold;color:#F63C47; font-style: italic;">Oscar Guerrero</span>

By Oscar Guerrero

Published August 26, 2016

Field sales agents and DSD teams, they’re truly the lifeblood of any wholesale distribution business. They’re the ones out there on the front lines, tirelessly representing your company, taking orders, closing deals, and generating sales. Their crucial  role cannot be overstated because they serve as the face of your brand to the outside world. The performance of your field sales agents directly impacts not only the experience your customers have but also the overall success of your sales.

On the flip side, we understand that maintaining a field sales team can put a significant strain on your payroll. That’s why it becomes crucial to maximize their potential and ensure that every investment you make counts. When it comes to keeping a field sales team, it’s more than just having a presence in the field; it’s about optimizing their performance and empowering them to truly shine in their role.


a happy field sales team


What Is the Defining Factor of Field Sales?

Easy: it’s the human element. Having eyes on your potential client allows for otherwise impossible interactions. They can pick up on those subtle cues, read between the lines, and truly understand the needs and aspirations of their clients. 

This personal touch creates a level of trust that goes beyond any other sales approach. It’s like having a front-row seat to success, where agents can customize their pitch, address specific concerns, and ultimately close those deals with finesse. 



Tips That Every Field Sales Agent Should Practice

Personalize the Pitch to the Needs of the Client

When you have the inside scoop during an in-person meeting, it’s like having a secret weapon. Use it to your advantage by tailoring your pitch to precisely what resonates with the client. By understanding their pain points, goals, and unique circumstances, you can showcase how your product or service directly addresses their needs. 

This personal touch demonstrates that you’ve taken the time to truly understand their situation, setting you apart from the competition.

Demonstrate How Your Product Will Work In Its Environment

One of the beauties of field sales is the ability to bring your product right into the client’s space. This hands-on approach creates a powerful visual experience that goes beyond words or presentations. 

By showcasing how your product seamlessly fits into their environment and enhances their operations, you provide a tangible demonstration of its value. This immersive experience allows the client to envision the real-world benefits and solidifies their confidence in making a purchase.



Master the Art of Body Language

Pay close attention to your own body language and ensure it conveys confidence, approachability, and enthusiasm. Maintain good posture, make eye contact, and use gestures and facial expressions to emphasize key points. 

Additionally, observe the prospect’s body language for valuable cues. Are they leaning in, showing interest? Or are they displaying signs of discomfort or disengagement? Being attuned to their non-verbal signals allows you to adjust your approach and address any concerns or objections effectively.


Connect with the Prospect

In the field sales game, it’s not just about being a sales rep; it’s about building genuine connections. A good field sales agent can sympathize with the client, understanding their concerns and challenges. However, a great agent takes it a step further and empathizes with them on a deeper level. By putting yourself in their shoes and genuinely caring about their success, you create a bond that goes beyond a simple transaction. This human connection fosters trust, loyalty, and long-term partnerships that extend far beyond the initial sale.


Don’t Overlook the Little Things

When it comes to in-person sales, it’s easy to underestimate the power of the little things. One of these important factors is being punctual and displaying professionalism. Showing up on time for meetings not only shows respect for the prospect’s schedule but also leaves a positive impression. 

Make sure you’re fully prepared with all the necessary materials and information at your fingertips. Throughout the interaction, maintain a professional demeanor, communicate effectively, and conduct yourself in a way that reflects your commitment to excellence. Remember, it’s these small details that can have a big impact and pave the way for a successful and fruitful in-person sales experience.



Are You Equipping Your Sales Team for Success?

Are you providing your sales team with what they need to perform their job effectively? Let’s be honest, the field sales and direct store delivery is no walk in the park. There are numerous variables and challenges that come into play. However, it’s not solely the responsibility of your sales team to navigate these obstacles and deliver exceptional results. As a leader or manager, it’s crucial to ensure that you are equipping your field sales team with the necessary tools and support to maximize their potential and achieve success.


Key Elements for Your Sales Team’s Success

Dynamic Mobile Support

Provide your sales team with the tools they need to thrive on the go. A mobile CRM (Customer Relationship Management) solution becomes their reliable companion, granting instant access to customer data, lead management, and sales opportunities. With a mobile CRM, your team can stay nimble, make informed decisions, and never miss a beat while out in the field.


Streamlined Order Management

Efficient order taking lies at the heart of a thriving sales operation. Streamline your team’s order processes with user-friendly order processing software. This DSD software simplifies order creation, tracking, fulfillment and even offers mobile invoicing and printing. Your team can navigate through the sales pipeline with ease, ensuring accurate product availability, pricing, and delivery details. 

By removing friction from the ordering process, your team can focus on what they do best: closing deals and delivering outstanding customer experiences.



Compelling Sales Collateral

Arm them with captivating sales materials that grab attention and engage prospects. From visually appealing product brochures to multimedia resources like videos and interactive demos, provide your team with the ammunition they need to win over potential customers. These persuasive sales assets not only enable effective communication of key messages but also set your brand apart from the competition.

By starting with these key elements – dynamic mobile support with a mobile CRM, streamlined order management, and compelling sales collateral – you establish a strong foundation for your sales team’s success. Remember, it’s not about taking giant leaps, but about taking that crucial first step in the right direction. 

Investing in your sales team’s skills and capabilities not only enhances their performance but also boosts their confidence and motivation. When they feel supported and equipped, they can effectively navigate the challenges they encounter in the field. 



In Conclusion 

Field sales success is a team effort. With the human element at its core, personalized pitches, product demonstrations, and genuine connections with prospects are essential. Alongside these key factors, providing the necessary resources for your field sales team, such as a sales order taking app or a mobile CRM empowers your team to excel. Remember, by investing in your field sales team and fostering a collaborative environment, you can achieve remarkable results and drive business growth. 

If you would like a personalized free session to see how OIS can help you take your field sales efforts to the next level, click here.

Sales order management software for Sales Managers and Business Owners


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B2B Wholesale Distributors 5 Step Guide to Doubling Your Sales Orders

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This exclusive eBook is packed with real-world, data-driven concepts
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FREE In-Depth Guide for B2B Wholesale Distributors

Double Your Sales Orders in 5 Steps

This exclusive eBook is packed with real-world, data-driven concepts that can help maximize your store visits and double your sales.
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