Global machine sales and service company provided mobile app for consolidating repeat business.

The Client

The client is a textile machinery sales and service company with wide operations across the globe with regional office in Chennai, Coimbatore. Their main objective was to keep their 80 service technicians updated with regard to customer queries and service history to avoid the pending list of open support from increasing for which they need effective schedule management application with team to team task creations. This will certainly help the 100 sales executives with repeat business and more revenue.

The Business Requirement.

As the client hails from the sales and service industry, they need to address any issue with fast Turn Around Time (TAT) and also complete service on-time with instant positive feedbacks and ratings from customer. This would influence the high customer satisfaction, number of repeat business and increase revenue generation greatly.

The client therefore required an effective two-team communicable mobile app by which the sales team can engage the service teams instantly, to complete the open support tasks quickly. With quick TAT, the sales team can get the customer delighted and close more deals in repeat business which increase the turnover and revenue of the organisation.

The Solution Implementation.

The client, as a leading textile machinery sales and service provider serving markets across the globe, was operating with 180+ sales and service on-field executives at the country level, but without any advanced team management mobility solution to assist them.

Consequently, to strengthen revenue generation by repeat business and orders, the sales and service teams needed to have complete view and insight into the opportunities and support of existing clients related to open services. Therefore, Trinetra provided the company a best-in-class on-field team automation app (GPS enabled) that would help the sales teams to instantly notify the service team on open services, which would influence and support the closure of deals with quick TAT and thus boost the sales forces’ productivity with an effective field force automation app.

The main challenge was to bring agility on the field by providing the important support information and updating the same on-the-go (wherever and whenever required) with real time notification which avoid deviation in open support completion also. With the sales and service person management mobile application solution provided by Trinetra iWay, the client was able to double yearly revenue through repeat business world-wide. They are now unique in the market for providing the best solution to existing customers quickly with schedule management app with schedule notifications, schedule history, self-performance graphical reports, location tracking and real time alerts.

Benefits of the solution

• Maximized revenue generation & productivity
• Improved Customer satisfaction.
• Instant updates on service schedules.
• Effective utilization of sales and service executives.
• Increase in the revenue trend through repeat order business.
• Improved visibility into location, operations and performance.

The Clint

The client is an industrial machine manufacturer with sales and service operations across the county, but concentrating over the southern region with a head office in Karnataka. Active in the markets for more than a decade, the company is planning expansion into markets across the rest of India especially in Delhi, Mumbai, Gujarat, Kolkata, etc. with 300+ on-field executives. The client has plans to implement a strong on-field employee process automation solution to fully utilize their teams and align them towards their goals.

The Business Need

The client is into industrial machine manufacturing, sales and servicing and is planning to implement an on-field service executives task automation solution and an effective on-field executive mobility solution across their company to help them move forward to the next level. The organisation’s focus is in high valued order closure, quick service request closure & customer satisfaction, as the customer plays a major role in increasing brand value. By automating their on-field force system, they wish to address the ad-hoc, planned and recurring support, at the same time service on-time without deviation. With more value additions and a service team management mobility solution, the on-field team can convince customers for repeat business with instant customer feedbacks with ratings in mobile app.

The Solution Implemented

As a leading machinery manufacturing, sales and service company, they are planning to deploy their sales and service teams on Pan-India operations, but they did not have any advanced field force empowerment mobility solution when operating in the regional level. Consequently, as the teams needed to have complete view and insight into the opportunities and for good support of existing customers, Trinetra iWay – Mobile Service Resource Management provided the solution. It has strengthened revenue generation through repeat business from high valued existing customer & signup more AMCs.

To reach the next level, most of the mid and large size schedule plans of the company will be implementing a strong & powerful schedule automation solution at their internal industrial departments. The primary focus of the management of machinery manufacturing industries is on on-field team automation, as on-field executives engage directly with their customers with Schedule related modules with photograph uploads, playing a vital role in high revenue generation. The company adopted the best mobile resource management solution to get executives more engaged and connected to the right person at their client’s end with email notifications and sms notifications on the tasks completed. So, every call could be positive, productive and personal with effective on-field employee management.

Benefits of the solution

• Automate, Be Productive, Close More service requests.
• Improving Customer Satisfaction.
• Quick Analysis of self-sales performance
• More on-field & high priority tasks closure daily
• Improved locations tracking, operations and performance.
• Instant customer feedback of service provided.
• Improvisation in Sales order Achievement

The Client

The client is a reputed company in industrial machines service industry providing services to different types of CNC machines like HMC, VMC, etc. with a Pan-India network and operations with corporate office in Hyderabad. Having been in the field for more than 10 years, they are planning to expand and tap markets across the globe with a best service automation software. In order to best utilize their teams at field, they intend to implement a strong service tasks management solution aligned towards their goals, objectives and mobile service resource management.

The Business Need

As the client was planning to setup international operations with efficient on-field executives for their CNC machine sales and service operations, they were in need to implement service technician monitoring system across their organization to help them move faster forward to the next level in their global CNC machine servicing business. The focus was mainly on service request closure target achievement & CNC machines sales target achievement. As the monthly service and sales target achievement did play a major role in increasing the annual revenue generation, the sales and service teams has to make productive self-plans with best customer management software to convince customers for achieving quick service tasks closure and win repeat business from machine shops with more value additions.

The Solution Implemented

As most of the industrial machines servicing industry deviate from their monthly sales order & service request closure targets, it reflects as deviation in achieving their planned yearly revenue generation too. The root cause of this deviation was the lack of daily self-plans by the on-field Executives and allocation by the Sales & Service Managers of Schedules with a user-friendly task management software. Trinetra iWay – Service force empowerment app has offered a service executive tracking solution to this, by providing an efficient service schedules management mobile app with an Executives Module wherein the on-field Manager can view the current status of both planned and unplanned Schedules of the executives on-the-go & assign jobs to the executives from the mobile app on-the-go.

The Service & Sales Managers, based on the work-loads, can reallocate and balance the work-load amongst on-field executives with an effective schedule management application. This will help the company achieve its monthly service tickets closure and sales targets. Consequently, to plan expansion globally the sales and service teams need to have a complete view and insights into the opportunities and of the support needed by existing clients with productive service team management app. They also need to know what can strengthen revenue generation while achieving monthly targets. By automating the service and sales process, the client was able to increase their revenue via arresting support hours highly, on-table conversion, increasing AMCs from CAT-A customers and repeat business.

Benefits of the solution

• Automate, Be Productive, Close More service requests.
• Quick closure of high priority open supports.
• Instant upload of the photograph of service provided.
• Improving Customer Satisfaction.
• Improved locations tracking, operations and performance.
• High valued repeat orders from existing customers
• Effective utilization of service technicians & sales executives.

The Client

The client has Pan-India operations as a home appliances servicing company with the authorized office in Mumbai, Tamil Nadu. They are planning to expand their market on a global scale and started up branches in UAE, South Africa & Qatar, having been operating in the field in India for more than 10 years with 500+ service technicians. To align their field service teams towards the company’s goal, they are planning to have an on-field service process automation solution implemented throughout the company.

The Business Requirement

As a home appliances servicing company, the client needed an on-field service executives task automation solution to be implemented to support them to go up to the next level development. Automation with a best service management software across the organisation will play an important role in hiking up their revenue generation per year. The company has found that a large number of customers needed an instant solution to the problems faced in using a product, especially so for home appliances. Focusing on the market for the service industry, their aim is to achieve their targets by more monthly closure of open cases with on-field home appliances service experts.

The Solution Implementation

Most companies operating in the home appliances service industry today deviate from achieving their monthly targets aimed at case closures quickly. This in turn reflects a deviation in accomplishing planned targets yearly, aimed at revenue generation. Although the client is providing service to customers with liberal offers, they lack in providing the instant and qualified solution which is the prime factor to increase the customer satisfaction. This becomes a barrier for their revenue growth & market sustainability.

The root cause for their deviation, is the lack of a daily self-plan by the field service executives with a user friendly service task management app. Also there’s a flaw in the scheduling by the service manager to the executives on-the-go, leading to an impasse to efficiently complete the assigned service tasks, on time and with high quality.

This is where Trinetra iWay’s mobility solution for home appliances service industry, with schedule management & location tracking features & other value added features, helped the company to resolve cases and recover relationships to gain customers for life. The service executive tracking software provides a GPS supported mobile application with an Executive module using which service managers can view the current status of planned and unplanned schedules, assigned to the executives on-the-go & assign the jobs to the executives based on the location tracked in their mobile app which results in high closure counts of the service daily.

Consequently, members of the service team also can have a complete view and insight into the support extended to existing clients with impressive graphical reports. This also helps achieving monthly targets of case closure, which then goes to improved revenue generation, as Trinetra iWay supports the executives as a self-performance improvement tool. Having automated their service process, the client increased revenue with qualified support and more case closures daily with quick TAT.

Benefits of the solution

• Automate, Be Productive, Close More service requests.
• Improving Customer Satisfaction.
• Quick Analysis of self-performance
• More service tasks closure daily as a team
• Improved locations tracking, operations and performance.
• Instant customer feedback of service provided.
• Close repeat cases before targeted duration with past history

The Client

The client is a reputed organisation in automobile battery service industry who has PAN-India operations with a corporate office in Bangalore and they are planning to expand their car battery service into the global market. The client has been in this field for more than 10 years and is now making plans for expansion overseas with best service technician team management in all branches. Therefore, they intend to make their team utilization aligned to their goals, by implementing a strong service technician automation solution.

The Business Requirement

As a reputed automobile battery service industry, the client is planning to implement a versatile service tasks automation solution across their company to help them move up to the next level in their business of battery servicing globally. Their focus is on closing open service requests on-time & increase customer satisfaction on a monthly basis. For the service industry, the monthly service requests target achievement plays an important role in increasing revenue generation on yearly basis. The market sees a huge number of customer facing challenges in utilising a product and so they need an instant solution for it which can be achieved with an effective customer management software.

The Solution Implementation

Most companies in the automobile service industry deviate in achieving their monthly planned targets without having an automated and organised solution for their on-field service technicians. This reflects in deviation in achieving the planned yearly revenue generation too, as the customer satisfaction is decreased due to high open service requests. Although the service company offers their customers higher offers, they tend to deviate in providing an instant and qualified solution to them, which becomes a barrier for growth and reputation.

To solve this problem Trinetra iWay Service Technician Management app has provided a service management tool to the client. This tool expedites the service tasks management based on the ETA effectively. By providing the company with a complete service business management solution in addressing the customer needs, it has enhanced the on-field service technician’s productivity distinctly.

Schedule deviation can also be tracked by the tool with comprehensive task deviation reports & self-avoidance of deviation can be done with productive calendar notifications. The real time and quick notifications over service executive monitoring mobile app also assists the technician to be better aware of tasks due. This improves the on-time schedule completion of high priority tasks by automating the service process. This also helps to increase their revenue generation, by qualified support/service closure with quick TAT.

The Benefits of the solution

• Automate, Be Productive, Close More service requests.
• Quick closure of high priority open supports.
• Instant upload of the photograph of service provided.
• Improving Customer Satisfaction.
• Improved locations tracking, operations and performance.
• Quick analysis of self-performance.
• Effective utilization of service technicians.

The Client

The client in consideration is a leading finance company with Pan-India operations with head office in Hyderabad. The finance company has been running its finance business for more than 10 years with customer base of 1000+ and are now planning to expand into the global market by having branches in Tamil Nadu, Dubai, Qatar and Singapore. 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, payment collections team 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 global operations, they were looking to engage the finest sales force automation app to manage their field force and payment collection process successfully. As monthly revenue generation is on main focus, the achievement of set monthly targets actually is a major factor with on-field sales and collection persons monitoring solution. This factor is critical for players in the financial sector. Increasing their yearly revenue generation across the globe is dependent on this factor.

The Solution Implementation.

Presently this finance company monitors its sales and collection executives using a task management software which cannot be operated through an integrated mobile app to handle other prime process like payment due notifications and location of the executive.  Their Manager faced a problem with tasks assignments 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 & collection Manager with a powerful schedule 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. Trinetra helps the manager to know the live location of the executives based on that the effective planning improvisation has been done.

The executive mobile application assists in eliminating schedule deviations of most high-priority tasks with a powerful calendar notification feature. An effective real time push notification can make the executive more aware on payment dues where Trinetra iWay supports as an efficient payment collection app.

Benefits of the solution

• Automate, Be Productive, Collect More Payments.
• Comprehensive scheduling of high priority tasks.
• Improved locations tracking, operations and performance.
• Quick analysis of self-performance.
• Effective utilization of sales and collection executives.
• Increase in the revenue trend & Cash In-flow.
• Avoid deviation of collecting the high valued payment dues

The Client

The client here is a national insurance company with operations on a Pan-India scale with 60+ branches working under the head office located in Bangalore. The company has been running its insurance business for the past ten years and more. Apart from the regular insurance executives they are now planning to expand operations into the global market through private insurance agents also with user-friendly on-field team tracking solution. To meet this goal, they are now planning to implement a capable insurance executive management software to maximize the utilization of their insurance executives and agents to align their teams to this goal.

The Business Requirement.

The client being an insurance company, was looking to implement the best insurance team automation app to manage their insurance teams effectively and to help them move up to the next level up with field executive monitoring application. Since monthly insurance policy signups is their main focus, their monthly target achievement plays a major role for increasing their yearly revenue generation, which is key for the insurance industry. A large number of customers like an instant solution for their challenges on buying an insurance policy and quick customer feedbacks can be received with effective customer management software.

The Solution Implementation.

Many of the major insurance companies monitor their on-field executive on daily basis, usually manually. But there are many deviations in schedule completion which affects the productivity of the insurance business and a dedicated on-field executives and insurance agent management software will be preferable solution. Often the field sales executives provide the customers with policies to achieve the monthly target. They are not focused on the customer’s requirement or pain points which is a barrier to their growth.

The Insurance task management Solution was provided to the client by Trinetra iWay, which serves as an on-field insurance employee’s task management tool. It expedites the schedule management based on the ETA with remarks and real time progress updates. Trinetra iWay’s employee monitoring solution helps to eliminate schedule deviations of high priority tasks with the help of powerful calendar notification, via the executives’ mobile app, with effective push notification making the executive aware of tasks due. The executives can self-validate their performance on the move via the graphical ‘Plan vs Actual’ reports to help them perform well with a clear schedule plan.

With Trinetra iWay – Insurance staffs tracking solution, the Insurance company quickly expanded its market PAN-India with insurance agents also.

Benefits of the solution

• Organize, Be Productive, Close More Insurance policies.
• Find, win and retain more customers through efficient insurance agents.
• Fix the incentive to agent with actual schedule progress
• Effective utilization of Insurance agents & staffs.
• Real time visibility into on-field schedules.
• Reputation in Insurance Industry
• On-time Collection of premiums

The Client

The client is a multimodal textile machine manufacturing company, catering to 5000+ clientele nation-wide, has its head office in Mumbai. The company faced the challenge of managing support and providing on-time service to their end-user clients. Adhering to the committed date is very crucial in the case of their Category-A clients. Another challenge was in the updating of on-field executives on the open support, tickets and services being provided using real-time notifications. Trinetra iWay’s mobile field service management software provides the right data of – when the support was raised, with the EDC, and the impact of open support to the service team by the sales team on the go.

The Business Requirement.

The main focus of the client, who is part of a leading revenue generating industry, as a multimodal textile manufacturer, with a team of sales and service executives working on-field serving customers, was to give the support teams the right data on the open support, based on the updates from the customers during direct visits and the repeat orders business can be focused from existing customers by the sales team. This info impacts the client satisfaction level by closing complex services quickly. So, the client required a mobile app with effective notifications on schedules related to open support and services to provide to the service technicians on-field.

The Solution Implementation.

The Trinetra iWay team recognized that for the client’s need, an automated system with productive service executive scheduling application plays a vital and fundamental role for growth and reputation. As the company operated many service team country-wide, without advanced mobility solution, they badly needed a complete view and insights into the opportunities and support of existing clients, to strengthen revenue generation via repeat business.

With TrinetraiWay’s service team empowerment application, service teams get instantly notified on open services through schedule push notifications which would influence on support closure with quick TAT and boost service force productivity. The main challenge was to bring agility on the field, by providing important support information and updating the same on-the-go, whenever and wherever needed. The executive at field can also add comments, upload photograph and sign in the given field. With the help of Trinetra iWay history with feedbacks in the mobile app, the teams can be informed about past feedbacks on various repeated services done. A solution that ensures the entire tree: Customer Satisfaction, service with quick TAT & prevention of time consumption.

Customer Centric reports with ratings and feedbacks of the completed services supports to identify productive employees and reward their hard work. Now the sales team can achieve the target through more repeat orders and the company implemented the solution to sales team also which boosts up the revenue 3X times with efficient sales and service teams globally.

Benefits of the solution

• Automate, Be Productive, Close More Deals services faster, effectively.
• Sales team wins repeat orders through satisfied existing customers.
• Reward Hard work to improve efficiency
• Quick analysis of self-performance by service persons.
• Improved Customer Satisfactions
• Improved visibility into on-field service operations.
• Avoid deviation in completion of high priority service calls.
• Reputation in Service Industry

The Client

The client is a leading manufacturing company in Bangalore that faced challenges in managing the 400+ on-field sales executives to close new deals/orders/service tickets as per the target planned, which in turn is crucial to high revenue generation.

The Business Need

The company’s objective was to keep their team of sales executives aligned to the sales goals with the help of a user-friendly application with effective schedule management to improve productivity and achieve set targets without deviation.

As one of the highest revenue generators in the industry this manufacturing industry with a huge team of on-field sales executives, faced challenges. Every branch manager had the challenge of manually updating the Daily Sales Report against the report on sales progress and tracking it on a regular basis.

Solution & Implementation

As a leading manufacturer and distributor of home appliances, the client has a vast market all over India. To serve this market they have a large team of sales executives at field and they also recognize the fact that an organized and automated system with productive sales person tracking application plays a vital and fundament role in the company’s growth and their reputation.

The Trinetra iWay salesman monitoring solution enhances and automates the on-field executive’s daily business process to facilitate the sales team to complete quickly the high-value sales calls scheduled and real time location tracking by the managers on-the-go. It can also obtain real-time feedback from customers instantly, based on which the necessary next steps can be taken effectively to increase revenue generation. As the Trinetra software is capable of handling a huge number of data, the application can be used effectively as a mini database. The application can retrieve past sales feedback for the sales team, based on which the pitching can be done efficiently to close the order quickly.

Trinetra iWay has its unique solutions for monitoring the executive’s location and schedules progress efficiently across the Globe.

The effective utilization of Trinetra iWay – Mobile Field Resource Management Software has facilitated our client to increase the Yearly Sales Revenue and Sales Executives Performance with effective target Vs achievement reports and by management of on-field sales executives productively with user friendly schedule management.

Benefits of the solution

• Better Visibility and Future Forecast
• Maximized Productivity through visibility over their work
• Optimum utilization of the manpower employees
• Enhances Customer Relationship.
• Improved sales calls completion percentage
• Comprehensive scheduling of high priority tasks.
• Instant Progress and Completion updates
• Improved tracking of locations, operations and performance

The Client

The client who is a leading manufacturer and distributor of ceiling fans, is facing a challenge in managing on-field executives. The company’s managers are unable to know the current, correct status of tasks assigned to the executives on-field, which is crucial to improving revenue. They need an efficient software application for sales empowerment, to manage the on-field sales executives more effectively, supported with the right data of the tasks and schedules in progress. Using this app, the managers can support their team towards achieving productive task completion.

The Business Need

The company is in one of the highest revenue generating industries, as a ceiling fan maker & distributor. With a team of sales executives on field serving their customers, the executives need to give the right data on the customer related tasks. based on this, sales forecast can be done easily and also strategic plans to achieve the best numbers in sales can be made.

Therefore, the client requested for a software application to effectively manage on-field sales executives. Supported with the right data for schedules and tasks in progress, this will enable the mangers to support their teams in productive task completion.

Solution & Implementation

The client having a global market found their managers finding it difficult to track their executives’ journey plans and to know their job status in real-time. Trinetra provided the client with a user friendly mobile app to manage their sales executives on-the-go and engage with their internal team effectively to achieve better results.

Trintra iWay provides the organized and automated system that plays a vital and fundamental role in meeting the needs of the company’s growth and reputation. The application enhances the visibility of the executives in providing effective sales empowerment via a system where executives complete daily sales calls productively and close it from the customer’s location itself. It can also get other info about the customer in real time, the status like order delivery or pending payments, based on which necessary steps can be taken.

Trinetra iWay is a best-in-class example where customer sales teams collaborate with each other to handle customer responses through a mobility solution – Trinetra iWay’s Mobile Field Resource Management Software and get the on-field executive’s daily business process both improvised and organized.

Benefits of the solution

• Effective Sales Team Management.
• Real-time visibility of the executives on-the-go.
• Instant updates on Sales Calls progress.
• Effective Utilization of assets anywhere.
• Increase in the revenue trend.
• Improved visibility into operations and performance.
• Maximized Productivity and Efficiency
• Enhances Customer Relationship.