Powerful Mobile Field Force Solution enables Managers to be aware of the team’s schedule progress and workout a secondary plan on the go to achieve a 100% daily visit target.
Trinetra iWay was approached by a company manufacturing, selling, installing, and servicing Elevators and Lifts with the need for improving coordination among their on-field teams with their managers. The client has a large team of field sales executives operating across the country and wanted an efficient mobile field force solution for their job scheduling process by the sales managers on the move.
The Problem Outline
Our Trinetra iWay executives discussed with the client to help identify their problems and the pain points involved, to derive a suitable solution. The solution has to satisfy field force managers with the best support in addressing the challenges. They are unable to know the current location of the field sales executives and so are unable to allocate the daily schedules to the field executives based on their availability.
No user-friendly solution was available to automate the job scheduling process. But Field Sales Executives had to meet the customers on time as the count of customer visits had to be improved on a daily basis. The solution has to automate the complete sales closure process for the sales team operating in a highly competitive market scenario.
The Solution Summary
The field force management solution we customized and provided now helps to manage and monitor all the job schedules, tracking with location data, on a real-time basis. The solution now helps to increase the daily customer visit counts. This solution is a highly flexible application, easy to customize and modify, as per the client’s requirements. It helps to improve the executives’ performance and to reach the customer place on time for visits with advance planning.
It’s now easy to know your executive’s current location with their work status, of whether available or engaged. It makes managers aware of the direct visits with updates on a real-time basis, even while they are on the go. It helps them to schedule the customer visit with purpose and planned hours for each field executive. The field executives can meet the customers on time and the count of customer visits would be increased on daily basis. It also helps to increase customer satisfaction. The objective is to automate the complete sales closure process, operating in a highly competitive market.
The solution runs on a highly integrated platform, to know quickly the schedules and customer feedback with ratings & photos. Make field force managers aware of the direct visits by updates on a real-time basis while on the go. The application helps to manage and monitor all the schedules, know the progress of the schedules, tracking executive with location and on a real-time basis. The highly flexible application comes with an internal KPIs set-up, based on their internal business rules. A Cloud computing solution with a web-based application that makes it easy for monitoring, from anywhere and at any time.
“After adopting the field sales management app, our field sales managers have automated many tasks. Earlier they had difficulties, not having flexibility in scheduling calls or tasks and were unable to reschedule within the working day. Now, even field executives can take initiatives by themselves, using the application to increase their results.” – Senior Sales Manager
Find out more about customized solutions from TRINETRA iWay for field service management/field sales management on this website. Please make a request online for a demo. We will arrange it at your convenience and our team will be happy to discuss your requirements.