What is Field Force Automation
Field force automation (FFA) in a CRM, as provided by Meritto (formerly NoPaperForms), refers to the utilization of technology to automate and streamline the operations of a company’s field force. This encompasses a team of employees who operate outside of a conventional office environment, such as salespeople, technicians, service representatives, and other field-based personnel who engage with customers or clients.
FFA in a CRM typically includes features such as:
- Mobile access: allowing field force team members to access and update customer information, schedule appointments, and perform other tasks while on the go.
- GPS tracking: allowing managers to track the location of field force team members and monitor their activities in real time.
- Schedule management: allowing field force team members to schedule and manage appointments, as well as to plan their routes and optimize their time.
- Customer information management: allowing field force team members to access and update customer information, such as contact details, purchase history, and service requests.
- Task management: allowing field force team members to create and manage tasks, such as service requests, and track the progress of those tasks.
Its application in the education industry
For educational institutions, an FFA in a CRM can help in managing their field force, such as the admissions team, by providing them with the tools and information they need to perform their tasks more effectively, such as managing the leads and appointments, tracking the location of the team members and monitoring their activities, and managing lead information while on the go. But that’s not all.
Here are a few more ways how FFA can empower educational institutions:
- Improved lead management: By providing field force team members with mobile access to customer information and lead management tools, FFA can help educational institutions manage leads more effectively, which can increase the chances of converting those leads into students.
Here’s how Meritto’s (formerly NoPaperForms) Mobile App enables educational institutions to unlock their team’s potential while managing admissions on the go.
- Better communication: By providing field force team members with tools for scheduling appointments, sending follow-up emails, and providing personalized communication, FFA can help educational institutions communicate more effectively with leads and potential students.
- Increased efficiency: By automating tasks such as scheduling appointments, managing customer information, and tracking the location of field force team members, FFA can allocate resources more efficiently and focus on more important aspects of the enrollment process.
- Improved forecasting: By providing educational institutions with tools for tracking the progress of leads through the enrollment pipeline, FFA can help them make data-driven decisions about how to allocate resources and improve their lead conversion rates.
- Better reporting: FFA can provide detailed reports on the enrollment process and help them identify areas for improvement, which can help them make data-driven decisions to increase enrollment numbers.
- Increased Productivity: By automating repetitive tasks, FFA can help educational institutions increase the productivity of their enrollment teams. This can result in more time spent on activities that will have a greater impact on enrollment numbers.
Overall, FFA can help educational institutions manage leads more effectively, communicate more effectively with leads and potential students, and increase the efficiency and productivity of their enrollment teams, which can ultimately lead to better enrollment numbers and revenue for the institution.
If you’re looking to enable your counselors and sales representatives to engage leads, access and update their details, and make data-driven decisions while on the move, Meritto’s Mobile App is the right solution.