Fleet Management Blog

4 Ways Fleet Management Software Can Improve your Sales Team’s Performance

You rely on your sales team to keep revenue coming in. Effective and efficient sales teams bring success to your entire organization, and the performance of your sales team is largely dependent upon them having the right tools and resources necessary to perform their work efficiently. With centralized fleet management software, your organization can eliminate a lot of manual processes that enable your sales staff to focus on closing more deals and increasing revenue.

Below are four ways to improve your sales team’s performance:

1. Standardize and simplify your quoting process

• Fleet management software enables you to produce uniform quotes quickly and accurately
  • Standard verbiage, descriptions of work, terms & conditions
  • Template options for different types of quotes
• Create quotes more quickly, even copy them for other bidders – less time doing administrative work allows for more time to pursue the next sale
• Simplified quotations make it easy for customers to see every detail of a job quote – less time needed for a sales person to clarify line items and terms
• Increases efficiency and minimizes time spent on repetitive administrative tasks – leaving more time to speak with prospective customers

2. Centralize your data in your software system

• Review information such as customer records, job site data and payment history – giving your sellers key insights for more informed decision-making
• See real-time availability of your resources to avoid possible down rent situations
• Reduce amount of clutter – with all your data stored in your centralized system, sales personnel are less likely to get bogged down sorting through paper work or looking through different systems to find the information they need
• Ensure your accounting department has access to the quoted information
  • Invoicing the customer can be done quickly and accurately, and you will receive your payment faster

3. Implement an electronic signature (e-signature) tool

• Speed up the sales process and close deals more quickly with an e-signature integration that provides your sales team the ability to obtain e-signatures on quote documents
• Increase efficiency by obtaining signatures immediately – no need to wait for documents to be faxed or mailed. No need for your sales staff to retrieve information

4. Utilize a mobile fleet management app

• Stay connected while you’re out of the office
• Eliminate duplicate entry – once information is entered it flows through the system in real-time and is available for future use in making business decisions, or as data for reports
• Perform all your sales related activities from the road or job site
  • Quote and close deals
  • See up-to-the minute resource availability
  • Review customer confirmations

For a more in-depth consultation regarding how your company can improve your sales team’s performance by using fleet management software, please contact us to get in touch with an analyst.