🧪 Field Sales Automation Readiness Test (5 Minutes)
Use this quick test to assess where your organization stands today.
Score each statement from:
1 = Not true at all
3 = Partially true
5 = Fully true
📊 Core Execution
Statement | Score |
|---|---|
Field reps can create orders without calling the back office | ☐ |
Orders are captured digitally at the point of execution | ☐ |
Pricing and discounts are always correct in the field | ☐ |
Customer data (history, notes, credit) is available instantly | ☐ |
📦 Inventory & Delivery
Statement | Score |
|---|---|
Field teams see accurate inventory during the day | ☐ |
Truck/van inventory is tracked in real time | ☐ |
Stock shortages are handled immediately (not after the fact) | ☐ |
Returns and adjustments are captured on-site | ☐ |
🚚 Planning & Routes
Statement | Score |
|---|---|
Routes are optimized (not manually planned) | ☐ |
Visit schedules are clear and followed | ☐ |
Managers can adjust plans during the day | ☐ |
Travel time and fuel usage are monitored and improved | ☐ |
📡 Visibility & Control
Statement | Score |
|---|---|
Managers see field activity in real time | ☐ |
Sales performance is visible during the day (not next day) | ☐ |
Exceptions (missed visits, delays, issues) are visible immediately | ☐ |
Field operations can be controlled while they happen | ☐ |
🔄 Data & ERP Alignment
Statement | Score |
|---|---|
Data between field and ERP is always consistent | ☐ |
No manual re-entry is required at the end of the day | ☐ |
Transactions are validated against ERP rules in real time | ☐ |
End-of-day reconciliation is simple and predictable | ☐ |
🧮 Your Score
Add all scores:
Total Score: ____ / 100
📌 Interpretation
0 – 40 → 🚨 Critical Risk
Your operations are largely manual and reactive.
You are likely losing revenue, time, and control daily.41 – 70 → ⚠️ Operational Friction
Some processes are digitized, but execution is inconsistent.
Growth will amplify existing inefficiencies.71 – 85 → 👍 Controlled Operations
You have a solid foundation, but there is room for optimization and automation.86 – 100 → 🚀 Optimized Execution
Your field operations are structured, visible, and scalable.
Focus shifts from fixing to continuous improvement.
🎯 What This Really Means
If your score is below 70, your challenge is not just tooling.
👉 It is execution control
Work happens, but not in a predictable way
Data exists, but not at the right moment
Decisions are made, but too late
⚖️ Decision Shortcut
If your business depends on:
Daily deliveries
Route execution
Mobile inventory
Field invoicing
👉 This is not a CRM problem
👉 This is an execution system problem
🚩 Final Reality Check
Ask yourself honestly:
Can I see what is happening in the field right now?
Can I intervene before problems escalate?
Can I trust my data without reconciliation stress?
If the answer is no → your system is reporting reality, not controlling it.
💡 The Shift
Field sales automation is not about mobility.
It is about:
👉 Making field operations governable
👉 Making execution predictable
👉 Making performance improvable