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A lot of UK field sales teams are running on a CRM that was never actually built for the field: pipeline stages that get updated in batches on a Friday, no mobile access to customer history, and managers who only find out a territory is under-served once the numbers are already down.
This checklist covers the ten things worth checking before assuming your current setup, or a new vendor’s demo, is actually field-ready. It works alongside our CRM vs SFA and field-sales pipeline guides.
What’s in the checklist
- Are all leads, accounts and opportunities recorded in one place?
- Are follow-up tasks assigned automatically?
- Can managers view pipeline value and activity in real time?
- Can representatives access customer history on mobile?
- Are sales visits planned by location and priority?
- Is sales forecasting based on live pipeline activity?
- Can the system identify inactive accounts?
- Are sales and finance/order data connected?
- Can managers measure activity without manual daily reporting?
- Is data access controlled by role and territory?
Is your field sales setup truly field-ready?
Download the free 10-point Field Sales Automation Checklist to assess CRM data, mobile access, pipeline visibility, territory planning and reporting. Then request a free field sales setup review from Blue Lotus 360.
No sign-up needed to download. The review is requested separately.
