In the dynamic world of field sales, the pressure to meet and exceed sales targets is a constant challenge. Leveraging the right tools and strategies is the key to overcoming this challenge and driving business growth. 

One such tool that has proven to be a game-changer is an outside sales Customer Relationship Management (CRM) solution

This blog post delves into how an outside sales CRM, like Beest, can optimize sales rates for field agencies and serve as a powerful tool in your business.

Understanding Customer Relationship Management (CRM)

Customer Relationship Management, commonly known as CRM, is a technological system designed to manage and enhance your company’s relationships and interactions with potential and existing clients. 

The primary objective of CRM is straightforward: to bolster business relationships and, in turn, facilitate the growth of your business. 

A well-implemented CRM system aids companies in maintaining a strong connection with buyers, streamlining processes, and boosting profitability.

CRM operates by gathering client data from various sources within your organization. This data encompasses a wide range of information, including buyer preferences, purchase history, and feedback. 

Once collected, this data is meticulously analyzed and presented comprehensibly, providing valuable insights into your customer’s needs, desires, and behaviors.

This comprehensive understanding of your clients allows you to customize your services and interactions to align with each customer’s unique needs and expectations. 

This level of personalization can significantly enhance customer satisfaction and loyalty, leading to increased client retention and, ultimately, higher profitability.

CRM is more than just technological software; it’s a strategic approach to managing customer relationships. 

By providing a 360-degree view of your customers, CRM empowers you to deliver personalized experiences that meet buyer expectations, build customer loyalty, and drive business growth.

Common CRM Tools Useful in Field Sales

  • Beest: An all-in-one field sales management software that offers smart CRM solutions – from video teaching for outside reps to route optimization to real-time analytics.
  • Salesforce: This software offers a wide range of features, including contact and lead management, forecasting, workflow automation, and advanced analytics. 
  • HubSpot CRM: Known for its user-friendly interface and comprehensive features. This software offers contact and deal management, email tracking, meeting scheduling, and more. 
  • Zoho CRM: This software offers a range of features, including lead and contact management, pipeline management, purchase control, and sales analytics.
  • Pipedrive: This software offers features like sales pipeline management, email tracking, and customizable workflows. 
  • Microsoft Dynamics 365 Sales: This CRM sale tool offers robust features like contact and lead management, sales insights, and customer service capabilities. 
  • Freshsales: This software offers lead scoring, email tracking, user behavior tracking, deal management, and more. 

Advantages of an Outside Sales CRM Solution in Field Sales

Field Sales CRM solutions, like Beest, offer a plethora of benefits that can significantly enhance the performance of outside sales agencies. Let’s delve into these benefits.

1. Enhanced Qualification of Sales Reps through Video Teaching

CRM tools like Beest cater to this need by incorporating a comprehensive video teaching feature. This feature is designed to enhance representatives’ skills and knowledge through instructional videos.

Specific CRM Features Involved

  • Effective sales techniques: These videos provide reps with proven strategies and techniques to close deals effectively.
  • Product knowledge: Detailed product videos ensure that outside sale reps understand the product or service they are selling inside and out.
  • Objection-handling strategies: These videos teach reps how to handle common objections they may encounter during the transaction process.
  • Customer engagement approaches: Videos provide strategies for engaging customers effectively and building strong relationships.

Benefits to Field Sales Reps and Managers

  • Continuous Learning: Sales reps can continually improve their skills and knowledge, staying up-to-date with the latest techniques and strategies.
  • Improved Sales Performance: With better knowledge and skills, reps can perform at their best, leading to increased outside sale rates.
  • Consistent Training: Managers can ensure that all reps receive the same high-quality training, leading to consistency across the team.
  • Efficient Onboarding: New reps can quickly get up to speed by accessing the video teaching feature, reducing the time needed for onboarding.
  • Feedback-Driven Improvement: Leaders can use feedback from outside sale reps to improve the training content continually.

Real-Life Examples and Applications

Consider a field rep new to selling a particular product. By accessing the product knowledge videos in the CRM tool, they can quickly learn about the product’s features, benefits, and unique selling points

They can also watch videos on effective techniques and objection-handling strategies, equipping them with the skills they need to sell the product effectively.

Meanwhile, the sales manager can monitor the rep’s progress, provide feedback on their learning, and use their feedback to improve the training content. 

This ensures that the outside rep is well-prepared to sell the product, leading to increased sales rates and improved performance for the entire team.

2. Customizable Sales Presentations Aligned with Customer Responses

One of the key features of CRM solution providers like is the provision of ready-made presentations that can be tailored based on the responses of potential customers. 

This feature is designed to enhance the effectiveness of sales pitches, making each interaction highly relevant and impactful.

Benefits to Field Sales Representatives and Managers

  • Personalized Sales Approach: The ability to tailor presentations based on customer responses allows outside representatives to deliver a personalized approach, increasing the likelihood of a successful sale.
  • Simplified Onboarding: For new outside representatives, having access to ready-made presentations simplifies the onboarding process, enabling them to quickly understand the product offerings and strategies.
  • Consistent Messaging and Branding: Using standardized presentations ensures consistency in messaging and branding across the crew, enhancing the overall effectiveness of the team efforts.
  • Valuable Insights for Coaching: For leaders, the ability to review and analyze the presentations used by their outside representatives provides valuable insights for coaching and improvement.
  • Efficient Resource Utilization: By reducing the time and effort required to create individual presentations, representatives can focus more on engaging with potential customers.

Real-Life Examples and Applications

Consider a field representative selling solar panels. Using, they have access to a ready-made presentation that outlines the benefits of solar energy, the cost savings for the customer, and the environmental impact.

During the sales pitch, the customer mentions that they are rparticularly interested in reducing their carbon footprint. The outside sale professional or leader can then tailor the presentation to focus more on the environmental benefits of solar energy, making the pitch more relevant and engaging for the customer.

Similarly, a manager can review the presentations used by their team after a day in the field. They notice that presentations focusing on cost savings tend to have a higher success rate. 

Using this insight, they can coach their team to focus more on this aspect during their sales pitches, improving the overall sales rates.

The ability to tailor sales presentations based on customer responses is a powerful feature of CRM tools, enabling field agencies to deliver personalized and effective sales pitches.

3. Streamlining Sales Targeting through Sales Stats

CRM solutions incorporate a key feature known as sales statistics or sales analytics. This feature collects, analyzes, and presents data related to customer behavior, trends, and potential leads. 

It provides insights into customer spending patterns and preferences, enabling outside teams to identify and target leads effectively.

Benefits to Field Sales Reps and Managers

  • Improved Lead Targeting: Outside reps and leaders can focus on potential customers more likely to make purchases, improving their efficiency and success rate.
  • Effective Resource Allocation: Sales leaders can allocate resources more effectively, directing more outside sale professionals to areas with high sales potential.
  • Performance Evaluation: Sales statistics provide valuable data for evaluating the performance of individual reps, leaders, and the team.
  • Enhanced Collaboration: Sales teams can share insights and strategies based on sales statistics, fostering collaboration and continuous improvement.
  • Informed Decision-Making: Based on reliable data, leaders can make informed decisions about strategies and initiatives.

Real-Life Examples and Applications

Consider a field agency selling home security systems. By leveraging sales statistics from their CRM solution, they can identify neighborhoods with a high incidence of break-ins and target their sales efforts in those areas. 

This strategic targeting increases their chances of making sales, as residents in these areas are more likely to be interested in their product.

Furthermore, the manager can use sales statistics to evaluate their reps’ performance. For example, the manager can assign more leads if a rep consistently achieves high sales rates in a particular area. 

Conversely, if a rep struggles in a certain area, the manager can provide additional training or assign them to a different area where they might be more successful.

In addition, the team can use the sales statistics to identify successful strategies. For example, if they notice that sales rates are higher when they demonstrate the security system in action, they can incorporate this tactic into their standard sales pitch.

Overall, the use of sales statistics in CRM solutions enables field agencies to target their efforts more effectively, leading to higher sales rates and improved performance.

4. Real-Time Data Verification for Smooth Sales Closure

One of the key features of CRM tools, like Beest, is real-time data verification. During a sale’s closing stage, data input accuracy becomes crucial. CRM tools offer real-time verification of this input data, ensuring its accuracy and completeness

This feature is designed to detect incorrect or incomplete data, prompting reps to correct it immediately.

Benefits to Field Sales Reps and Managers

  • Accuracy and Efficiency: Real-time data verification ensures that the data entered is accurate, reducing the chances of errors that could delay or derail the sales process.
  • Increased Sales Rates: By ensuring more closed deals go through without hitches caused by inaccurate data, this feature contributes to boosting sales rates.
  • Improved Customer Experience: The ability to correct errors on the spot leads to a smoother sales process, which can enhance the customer’s experience and increase the likelihood of successful transactions.
  • Time-Saving: This feature eliminates the need for time-consuming manual data verification after the sales interaction, allowing reps and leaders to focus more on selling and less on administrative tasks.

Real-Life Examples and Applications

Consider a field sales rep closing a deal with a customer. As they input the customer’s information into the CRM tool, they accidentally mistype the customer’s email address. 

With real-time data verification, the CRM tool immediately flags the error. The rep or leader can then correct the mistake on the spot, ensuring the accuracy of the customer’s information, and proceed with the sale without delay.

In another scenario, a sales manager reviews their team’s sales at the end of the day. With real-time data verification, they can trust that the data they are looking at is accurate and complete, allowing them to make informed decisions about their strategies and plans.

In both scenarios, the CRM tool’s real-time data verification feature helps streamline the sales process, improve the customer experience, and ultimately increase rates.

5. Seamless Card Payments for Immediate Sales Completion

A key feature of CRM solutions, particularly in field sales, is the ability to facilitate seamless card payments. 

This feature is crucial in providing customers with a convenient and efficient payment option. A prime example is Beest, which enables buyers to make payments with their cards in real time.

Benefits for Field Sales Representatives and Managers

  • Efficiency: Real-time card payments eliminate the need for manual processing or follow-ups, saving time for both sales reps and customers.
  • Convenience: This feature provides a hassle-free payment option for customers, enhancing their buying experience.
  • Security: Real-time card payments are secure, reducing the risk of fraud or payment disputes.
  • Immediate Sales Completion: With instant payment confirmation, sales reps or leaders can close deals on the spot, improving their sales productivity.
  • Minimized Lost Opportunities: The immediate completion of sales ensures that the company captures the sale, reducing the risk of lost opportunities due to delayed or failed payments.

Real-Life Examples and Applications

Consider an outside sales representative who has just successfully pitched a product to a potential customer. The customer is ready to make a purchase, but they only have their credit card with them. 

With Beest’s real-time card payment feature, the sales representative can process the customer’s card payment on the spot using the app. The transaction is completed within seconds, and the sale is secured immediately.

In another scenario, a field sales manager can monitor the sales transactions in real-time, providing immediate insights into their team’s sales performance. 

This real-time information can be crucial for making quick decisions, such as reallocating resources or adjusting sales strategies.

In essence, the seamless card payment feature of CRM solutions like Beest streamlines the payment process and plays a pivotal role in enhancing the overall effectiveness of outside sales operations.

6. Buyer Verification via SMS and E-Signatures

CRM solutions like Beest offer additional features to solidify sales further and enhance trust between the buyer and the seller. One such feature is buyer verification via SMS and e-signatures.

The verification feature allows buyers to confirm their purchase and commitment by responding with an SMS or providing an e-signature via their mobile devices. 

This feature is integrated into the CRM system and is triggered at the end of the sales process, providing an extra layer of security and assurance.

Benefits to Field Sales Reps and Managers

  • Enhanced Trust: The additional verification step strengthens the buyer-seller relationship by providing an extra layer of security, enhancing trust, and increasing the likelihood of repeat business.
  • Improved Sales Rates: This feature can contribute to improved sales rates by solidifying the process.
  • Reduced Fraud: The verification process can help reduce fraud by ensuring that the buyer is indeed the person they claim to be.
  • Increased Efficiency: This feature can increase efficiency and speed up sales by automating the verification process.

Real-Life Examples and Applications

Consider a field sales rep selling home security systems. After a successful sales pitch, the customer decides to purchase a system. 

To confirm the sale and the customer’s commitment, the sales rep uses the Beest app to request an e-signature or an SMS confirmation. 

The customer provides their e-signature or sends an SMS verifying their purchase. This verification process solidifies the sale and gives the potential lead peace of mind, knowing their purchase has been securely confirmed.

7. Gamification for Sales Rep Motivation

Motivating sales representatives to perform at their best consistently is a challenge many field sales agencies face. 

To address this, CRM solutions incorporate gamification elements to incentivize and motivate sales representatives.

CRM solutions incorporate various gamification features to engage and motivate sales representatives. These include:

  • Friendly Competition: The CRM system can create a competitive environment where sales representatives can compare their performance with their peers. 
  • Leaderboards: Leaderboards rank sales representatives based on their performance. 
  • Rewards and Recognition: The CRM system can offer rewards and recognition for achieving certain milestones or exceeding sales targets. 
  • Achievement Tracking: The CRM system can track and display each sales representative’s achievements, providing a sense of progress and accomplishment.

Benefits for Field Sales Representatives and Managers

  • Increased Motivation: Gamification can boost sales representatives’ motivation by making their work more engaging and fun.
  • Improved Performance: The competitive nature of gamification can drive sales representatives to improve their performance.
  • Enhanced Engagement: Gamification can increase engagement by providing a sense of achievement and recognition.
  • Better Team Culture: The friendly competition fostered by gamification can enhance team culture and camaraderie.
  • Performance Tracking: For managers, gamification provides a clear view of each sales representative’s performance, helping them identify top performers and areas for improvement.

Real-Life Examples and Applications

In real-life applications, gamification in CRM can take many forms. For instance, a sales team might have a leaderboard that ranks sales representatives based on their monthly sales. 

The top performer might receive a badge or other form of recognition, providing a sense of achievement and motivating others to strive for the top spot.

Another example could be a point system where sales representatives earn points for each sale they make. These points could be redeemed for rewards, further incentivizing sales teams to improve their performance.

CRM solutions can help field sales agencies achieve higher sales rates and overall success by making the process more engaging and rewarding.

Additional Strategies to Guarantee Success in Field Sales

While a CRM solution like Beest provides a multitude of benefits, it’s equally important to consider other strategies to ensure success in field sales. 

Here are some key strategies that can complement a CRM solution:

1. Building Relationships: The Foundation of Successful Sales

Building strong relationships with potential leads is a cornerstone of successful field sales. This involves:

  • Understanding Customer Needs: Sales teams should strive to understand each customer’s unique needs and preferences. This understanding allows them to tailor their sales approach and offer solutions that meet client needs.
  • Providing Excellent Customer Service: Providing top-notch customer service can help build trust and loyalty, which can lead to repeat business and referrals.
  • Maintaining Regular Communication: Regular communication keeps your brand at the top of the customer’s mind and allows you to promptly address any issues or concerns.
  • Personalizing Customer Interactions: The sales team can personalize their interactions with each potential lead by leveraging the insights gained from understanding client needs and preferences.
  • Creating Value for Customers: This could involve providing expert advice, sharing helpful content, or helping clients find solutions to their problems. 

2. Continuous Learning: Staying Ahead of the Curve

The field sales landscape is constantly evolving, with new techniques, strategies, and technologies emerging regularly. Sales teams should be open to the following:

  • Learning New Techniques and Strategies: Regular training and professional development can help sales teams stay current and competitive.
  • Adapting to Changes in the Market: Sales reps should be aware of changes in the market and be ready to adapt their sales approach accordingly.
  • Embracing Technological Advancements: Sales teams should be open to embracing new technologies that can streamline their process, provide valuable insights, and enhance their interactions with buyers.
  • Participating in Industry Events and Webinars: This can provide fresh perspectives and innovative ideas that can be applied to their sales strategies. 

3. Time Management: Maximizing Productivity

Effective time management is crucial in field sales. Sales reps should:

  • Prioritize Tasks: Not all tasks are equally important. Sales reps should prioritize tasks based on their impact on sales and customer relationships.
  • Plan Their Schedules: A well-planned schedule can help sales reps manage their time effectively and ensure they have enough time for all their tasks.
  • Leverage Efficient Route Planning: Sales reps can leverage technology, like GPS and route planning tools, to plan the most efficient routes for their clients. 
  • Set Time Boundaries: Sales reps should set specific time boundaries for different tasks. This can help prevent overruns and ensure all tasks are completed within time.

4. Leveraging Technology: Harnessing the Power of Modern Tools

Apart from CRM, other sale tools and technologies like AI and analytics can provide valuable insights and streamline processes. These technologies can:

  • Provide Insights: AI and analytics can analyze large amounts of data to provide insights into buyer behavior, market trends, and sales performance.
  • Streamline the Sales Process: Technologies like automated email marketing, chatbots, and virtual assistants can automate routine tasks, freeing time for sales reps to focus on selling.
  • Predictive Analytics: AI and analytics can also be used for predictive analysis, helping sales reps to forecast future sales trends, identify potential high-value clients, and anticipate buyer needs before they arise. 
  • Integration with Other Business Tools: Many modern technologies can integrate with other business tools, creating a seamless workflow.

5. Setting Realistic Goals: Driving Motivation and Direction

Setting achievable goals can motivate sales reps and give them a clear direction. The goals should be:

  • Specific: Goals should be clear and well-defined so sales reps know exactly what to do.
  • Measurable: Goals should be measurable, so sales reps can track their progress and adjust their efforts.
  • Achievable: Goals should be challenging but achievable. Unrealistic goals can demotivate sales reps.
  • Relevant: Goals should be relevant to the sales rep’s role and the company’s objectives.
  • Time-Bound: Goals should have a deadline to create a sense of urgency and motivate sales reps to take action.

Final Thoughts on Leveraging Field Sales CRM Solutions

The outside sales CRM solution, exemplified by field sales software like, provides a comprehensive set of tools and features that empower sales agencies to excel in their field.

By leveraging the power of field sales CRM solutions, representatives and managers can optimize their sales rates and outsmart their competition. Such tools offer integrated features that enable sales reps to engage with potential leads more effectively, close deals efficiently, and maximize sales conversions. 

So, ready to revolutionize your strategies and skyrocket your sales rates? Visit today and take advantage of their smart and innovative CRM solutions.

Embrace the transformative power of field sales CRM solutions and unlock unprecedented sales success!

Frequently Asked Questions

What is a CRM solution and how does it benefit field sales?

A CRM (Customer Relationship Management) solution is a tool that helps manage interactions with potential and existing clients. It can greatly benefit field sales by streamlining processes, improving customer relationships, providing valuable insights, and boosting sales rates.

How does a CRM solution like Beest enhance the qualification of sales reps?

Beest enhances the qualification of sales reps through its video teaching feature. This tool provides instructional videos covering effective sales techniques, product knowledge, objection-handling strategies, and customer engagement approaches, enabling sales reps to enhance their skills and knowledge.

How does Beest streamline sales targeting?

Beest streamlines sales targeting by leveraging sales statistics. This allows sales team leaders to direct their reps to addresses where potential leads are more likely to purchase, enhancing the agency’s sales rates.

What is the role of real-time data verification in Beest?

Real-time data verification in Beest ensures data accuracy and completeness during a sale’s closing stage. This feature allows for immediate correction of any incorrect data, eliminating delays and potential sales losses.

How does Beest facilitate seamless card payments?

Beest enables buyers to make card payments in real-time, facilitating immediate sales completion. This streamlined payment process ensures that the company captures the sale, minimizing the risk of lost opportunities and leading to higher revenues.

How does Beest verify buyers?

Beest offers additional buyer verification options. Buyers can respond with an SMS or provide an e-signature via their mobile devices, verifying their purchase and confirming their commitment.

What is the purpose of gamification in Beest?

Gamification in Beest is designed to incentivize and motivate sales reps. By introducing elements of friendly competition, leaderboards, rewards, and recognition, Beest creates a sense of achievement and fosters a positive sales culture.

Categories: Field sales


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