How Skynamo Can Help Your Field Sales Team During the COVID-19 Economy

By: | Category: ERP

Does your business have sales teams in the field or at home selling products to existing customers? Skynamo’s field sales app eliminates admin for field sales teams, so they can engage with more customers, spend more time with them and sell more.

View live sales activity. Eliminate call reports. Watch sales soar.

Skynamo, the mobile-first field sales platform for Sage X3, increases sales rep productivity and effectiveness by digitizing paper-based processes, automating administrative tasks, and enabling easy access to customer and product information in the field. GPS technology provides managers with a real-time view of sales activity and sales rep effectiveness in the field, so they can coach their reps remotely. Field sales teams using Skynamo typically double – and in some cases triple – the number of customers they visit per week and increase revenue by up to 20% in the first year.

Integrating Skynamo with Sage X3 provides field sales agents with the latest product and customer information and order history while on the road or onsite at a customer. Skynamo’s integration capability streamlines the ordering process and improves order accuracy, order fulfillment and time to invoice for field sales teams on the road.

New COVID-19 Safety Features

Skynamo now has new COVID-19 features that support contact tracking and tracing and cultivate culture of compliance.

  • New specialized virus reporting and screening tools designed for field agents and face-to-face sales executives
  • The COVID-19 Daily Clock-In empowers high-performing field agents and business owners to do what they do best – customer engagement
  • Mobile, accessible, tracking-enabled Skynamo can be customized to fit all business requirements

For most organizations, personal contact is essential to achieving sales goals. According to research undertaken by Xant, companies with field agents have a closing rate that’s around 30.2% higher than those who rely on calls or emails and the deals are usually 130.2% larger. This makes field sales a critical investment for companies looking for stability in the current market and economy.

Sage X3 Tips

The data presents a real challenge. Meeting face-to-face is the competitive advantage necessary in the current economy to stave off competitors vying for the same customers who now have tighter budgets and are looking to cut costs. However, business owners should not risk the health and safety of an organization’s people.

The COVID-19 Daily Clock-in Screening Form ensures that businesses that require field sales teams to visit customers regularly for relationship management and research are able to protect their employees and remain aligned with occupational health and safety guidelines and best practice.

“There are stringent new regulations for doing business and it’s important for companies to feel that they are doing everything they can to protect their employees and their customers,” says Sam Clarke, Founder & CEO of Skynamo. “Employees also want to get back to work and regain a semblance of normal life. However, this is offset by the Corona virus and the risks that it poses to field sales agents. We recognized the value of providing customized COVID-19 check lists in Skynamo to provide both a company’s customers and employees with an extra level of protection and security.”

“The field sales agents log into the app from the moment that they start the day and it asks a series of questions, that can be customized, that pertain to the virus,” says Clarke. “These include things like temperature, general health, a cough – the basic checklist for the symptoms of the disease. Most companies take these details down when the employee enters the building – their temperature is taken and they’re asked a series of questions. For those in the field, this isn’t possible which is where the app comes in.”

The teams take their temperature and details remotely and provide these to their managers using an accessible digital record. They also complete a different list once they’ve seen a customer. They can answer customized questions around whether the customer was ill, or how well the company adhered to social distancing, for example. This not only ensures detailed record-keeping, but it also ensures that legal procedures are tightly followed in the event that the agent does get ill and needs to apply for worker’s compensation.

“The application gives the business a detailed record of field agent movements and this information can be used to track the illness if someone gets sick,” adds Clarke. “For those high performing, active field sales managers and business owners, it’s an effective tool for returning to work in the business as ‘newsual.’”

Throughout the lockdown, Skynamo has been running webinars for organizations across the manufacturing, wholesale, and distribution sectors to support their COVID-19 strategies and planning. Email us to view a recording of the last webinar.

Currently focused on scale and growth, in spite of current market conditions, Skynamo has also developed free consultations for managers and business owners to help them define sales within the pandemic era.