CRM For Field Sales, 0, 2025, England

CRM Systems & Sales Support

The purpose of a CRM system is to act as sales support for the company. It is all about managing the sales process as efficiently as possible. The CRM system, or customer relationship management system, helps you retain your existing customers, but is also used to find new customers, track sales, and manage various sales accounts. All of this is to gain control over what you sell, to whom, and how to sell even more products and services. For the sales department, the different components of the CRM system, such as the prospecting tool, mean having smart sales support, the ability to analyze customer data, and categorize both prospects and customers. For a field salesperson, accessibility and flexibility are two important parameters when using CRM in the field.

Today, there are many different CRM systems on the market. A good tip when choosing a system is to involve the salespeople themselves in evaluating the various systems and their features. Your choice of system depends on your budget, what you want to improve in your current sales, and whether you want the system to be cloud-based (a SaaS solution) or if you prefer to have the system on your own server. Do you want to customize it down to the smallest detail, or is it sufficient that the sales support system is industry-specific?

BusinessWith's comparison service helps you filter for providers that have features such as email campaigns, prospect management, or more advanced options like marketing automation and sales dashboards. Use our smart filtering function to find the system or systems that are best suited for your goals and expectations.

Sales Support Systems

Quick Guide

Sales Support Systems

There are several selection criteria that you should consider when choosing sales support and CRM systems for field sales. At BusinessWith, we recommend that you go through the features you want and think about what you want to achieve with the CRM system. It is also important to find a provider that makes your implementation as smooth as possible and that you can integrate the components you need. What integration capabilities and options are available? Do you need advanced features, such as a sales dashboard or marketing automation? Do you want to integrate your CRM system with your calendar to send out invitations?

User-friendliness is essential for all types of systems, especially for those working in the field. Data security is also incredibly important, as you will have extremely valuable and critical data in your CRM system. How is this data stored? That is a good question to ask the provider you are considering.

Cloud-based CRM systems are becoming increasingly common - this is also something you should consider in your selection process. Do you want everything in the cloud? There are pros and cons to having everything on your own server or everything in the cloud. Be sure to ask your IT department what they think before you start considering your choice of CRM.

Do you want even more tips and advice on CRM systems? BusinessWith's comparison service helps you filter, compare, and choose the CRM system that suits you.

Description of product features

Budget forecast

Based on sales, hours worked and other expenses, the system can predict approximate results. Provides an overview of how salespeople are doing in terms of targets and budget for more insight into the company's future.

Customer signing in the field

The customer and the seller can make digital signatures to conclude new contracts. A feature that adds extra agility on site.

Data transfers

Export and import data from other applications or scan documents and add to the app. This creates the opportunity to save time and more easily manage tasks such as bookkeeping etc.

Interaction tracking

Track past interactions with customers by logging notes and making markers to help you see if the customer has been in contact with salespeople before.

Manage leads

Manage pending sales and get an overview of customers who have been in contact with your business in the past. Analyse who your potential customers are and how much they know about your business.

Personal profiles

Give your employees individual profiles and divide them into teams. Oversee how each employee manages their sales and results.

Territory management

Make geographical boundaries and divide them within the team. Assign specific tasks and keep notes based on location.