StayinFront Field Coaching is a cloud-based solution designed for life sciences organizations to streamline and enhance the field coaching process for sales teams. Integrated with the StayinFront CRM platform, it allows sales managers to conduct, document, and track coaching evaluations and field activity reports (CFARs) directly within the system. The platform supports customizable surveys for flexible evaluations, enables real-time recording and storage of coaching data, and eliminates the need for separate spreadsheets or documents. Feedback, personnel development plans, and business opportunity actions can be automatically routed to sales representatives and human resources, ensuring immediate follow-up and continuous team development. The mobile-friendly interface allows managers to capture and communicate information on-the-spot while in the field, supporting a more engaged and effective sales force.

Key Features

Customizable Coaching Evaluations Flexible survey tools for tailored field coaching.

• Create and modify evaluation forms to fit organizational needs
• Adapt surveys for different roles or objectives

Integrated Data Recording and Storage Centralized documentation within the CRM.

• Record, store, and access all coaching data and history
• Eliminate the need for external spreadsheets or documents

Real-Time Feedback and Action Routing Immediate communication of coaching outcomes.

• Automatically send feedback and development plans to reps and HR
• Enable prompt follow-up on coaching actions

Mobile-Friendly Platform On-the-go access and usability for field managers.

• Capture and communicate information while in the field
• User-friendly interface for efficient evaluations

Benefits

Improved Coaching Efficiency Streamlines the field coaching process.

• Reduces administrative burden with integrated tools
• Ensures all coaching data is easily accessible and organized

Enhanced Team Development Supports continuous improvement and engagement.

• Provides timely feedback and actionable development plans
• Facilitates ongoing personnel growth and performance tracking

Regulatory and Process Compliance Ensures consistent documentation and reporting.

• Maintains audit-ready records within the CRM
• Standardizes coaching practices across teams

Actionable Insights Enables data-driven management decisions.

• Tracks coaching history and outcomes for each rep
• Identifies trends and areas for improvement