3 things your Field Agents should and should NOT be doing to Maximize Success

Field service representatives are the backbone of any delivery or service business. They are often responsible for orders, delivery, and client sales. To ensure success, it’s crucial for field agents to follow certain guidelines. Here’s a condensed guide on 3 things they should do and what to avoid to maximize success.

What Field Agents Should NOT Do:

1. Scheduling Manually!

• Avoid haphazard scheduling for your team; schedule deliveries through a software that provides optimization.
• Delegate tasks efficiently and use automated solutions for seamless coordination.

1. Not Paying Attention To Feedback!

• Prioritize customer feedback; ignoring it limits growth potential.
• Act on both written and verbal feedback for continuous improvement.

1. Not Having A Flexible System!

• Opt for flexible automated systems, like Route Manager, for efficient field data documentation.
• Allow field agents to use smart software on mobile devices for flexibility and convenience.

What Field Agents Should Do:

1. Smarter Task Allocation!

• Understand the best-suited field agents for different customer interactions and tasks, based on historical analytics.
• Prioritize connecting with customers for effective field engagement.

1. Improve Route Planning And Execution!

• Optimize routes to increase the number of deliveries per day.
• Use routing software to plan deliveries strategically.

1. Get Technology On Your Side!

• Utilize handhelds to create a paperless environment, reducing errors and enhancing effectiveness and accuracy.
• Leverage technology for trend analyses and territory maps to perform work efficiently.

Field agents play a vital role in the success of any service company. By adhering to these dos and don’ts, field agents can enhance their effectiveness, contributing to the overall success of the organization. Advantage Route Systems is your trusted technology partner, dedicated to empowering you and your field technicians for maximum effectiveness and productivity. Our comprehensive Route Manager software is designed to streamline your delivery operations seamlessly. Our cutting-edge technology and tailored support is designed to meet your unique delivery business needs. Contact us at 1.209.632.1122 ext. 212 or reply to this email to schedule a demo and embark on a journey towards unparalleled efficiency in your delivery operation.