The client in consideration is a leading finance company with Pan-India operations. The finance company has been running its finance business for more than 10 years and are now planning to expand into the global market. To market their financial products, they are now planning to install a robust mobile field force management software with the objective of maximizing utilization of their sales force and to realign the teams to this expansion plan and related goals.
The Business Requirement.
As a leading finance company, and to help them move over to the next level of operations, they were looking to engage the finest sales force automation app to manage their field force successfully. As monthly revenue generation is on main focus, the achievement of set monthly targets actually is a major factor. This factor is critical for players in the financial sector. Increasing their yearly revenue generation is dependent on this factor.
The Solution Implementation.
Presently this finance company monitors its on-field executives using a task management software which cannot be operated through an integrated mobile app. Their Sales Manager faced a problem with assignment of tasks and getting its updates during the executives on field visits, leaving them to work on the field with no effective plan.
The Trinetra iWay mobile app on the other hand helps the Sales Manager with a powerful task management tool to help know the current status of work schedules of the teams on-the-go. Based on this tool the manager can modify and assign tasks to on-field Sales teams which helps to align the redundant schedules of the teams at the end of day for better results.
The executive mobile application assists in eliminating schedule deviations of most high-priority tasks with a powerful calendar notification feature. An effective push notification can make the executive more aware on tasks due.
Benefits of the solution
- Automate, Be Productive, Close More Deals.
- Find, win and retain more customers.
- Quick analysis of self-performance.
- Effective utilization of sales executives.
- Increase in the revenue trend.
- Improved visibility into on-field operations.
- Avoid deviation of high priority schedule completion