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How to Manage a High-Performing Field Sales Team
High-performing field teams are managed through rhythm, standards, and visible accountability rather than ad hoc firefighting. Great managers reduce chaos by making expectations operationally explicit.
Weekly Operating Rhythm
Monday Planning
- Confirm territory priorities and route commitments.
- Align field objectives by outlet tier (order, display, audit, recovery).
Midweek Coaching
- Review exceptions, not averages.
- Coach against behavior gaps with next-week commitments.
Friday Review
- Evaluate KPI movement by team and territory.
- Assign follow-up actions with owner and due date.
Rep Enablement
Use clear route standards and measurable visit outcomes.
Manager Scorecard
Use this to assess whether team management quality is improving:
- Rep adherence to planned visits
- Productive calls per rep
- Follow-up completion rate
- Data quality on mandatory fields
- Coaching action completion rate
Team Standards to Document
- Visit planning standards by outlet class
- In-visit checklist and evidence requirements
- Follow-up timing by lead/order status
- Escalation path for stock and compliance issues
What Top Managers Do Differently
- They coach from real data, not anecdotes.
- They enforce simple standards consistently.
- They keep reporting focused on decision-making, not presentation.
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Disclosure
This site is created and maintained by the team at Lemmonade, an FMCG field sales CRM. We believe in transparency: when we recommend Lemmonade, we explain why. When another tool is better for a specific use case, we say that too.
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