Blog Articles

Efficient time management is one of the essential skills anyone working in the field needs to develop. The ability to prioritize client meetings will go a long way to ensuring you use your time as effectively as possible. Ideally every meeting with a client would be of equal priority, but in reality, you must decide where your time is best spent to get the most from your week and meet targets. Using mapping software the following steps will be a...

According to the Insurance Information Institute, insurance fraud accounts for approximately 10% of the property insurance industry’s incurred losses and loss adjustment expenses each year. These fraudulent claims are most often catastrophe-related property fraud. In these instances, the fraud comes from inflated or opportunistic claims. For example, Hurricane Katrina in 2005 resulted in insurance fraud where claims were made for expensive home appliances that were never purchased or people were making claims for damage that never occurred. This has led...

Maintaining and operating a fleet of vehicles is a major expense for any business, and it can fluctuate significantly based on fuel costs, insurance premiums and much more. So how do you reduce fleet costs? There are many strategies that can reduce the cost and ensure you’re getting the most out of your money. Whether your fleet delivers services or transports goods, using data to make decisions is the best way to keep costs down. Fleet costs fall into several...

Quarter or year end approaching? Find out how much opportunity is within reach of your Field Sales team so that you can maximize short term performance. Running a field sales organisation is often a seasonal business. Sometimes you need to crank your sales performance to achieve an under pressure quarterly or yearly target. But how much can you actually hope to achieve, and how do you go about it? Why Is Analysis Important to your Quarter-End Push for Field Sales?...

Here’s the scenario: You’re an experienced sales analyst. You analyze the field sales team performance using CRM reports, excel sheets, pivot tables, charts, and graphs. It takes a significant amount of time to convert raw data into meaningful findings with actionable outcomes. In spite of this, the Sales Director wants that information yesterday. You can’t get him the reports fast enough but they’re not quite answering the questions he’s asking. You need a new perspective on the data and your...

Let’s face it, territory management is important. Harvard business review confirms it. We have already discussed the reasons why you should be doing it here, here, and here. But there are certain times and areas where it is even more important than others. Let’s examine. Are you selling B2B2C? Sales territory management is typically more important where the sale is the B2B predecessor of a consumer sale. This is because the consumer sale is likely distributed closer to the consumer....

Throughout this blog, we’ve talked a lot about how effective territory management can benefit your sales team and even what to look for in a when searching for the best territory management software out there. But today, I’m going to show you three real examples of our customers who have used our Territory Manager to address key challenges and achieve success in their organizations. After all it's easy to talk about the benefits, but the proof is seeing real results:...