On-the-go Expenses Approval simplifies reimbursement calculations.

The mobile field force solution that is mobile app enabled, is provided to help field executives on-the-go to start and complete the day with mobile attendance, scheduling of tasks, also helps effective self-pre-plan but with no violation to company rules or policy.

Executive who make business trips or travel extensively, incur expenses while executing the tasks assigned or as per schedule. It is good to simplify travel expense reporting process as it will save time and divert more focus on the tasks. Nevertheless, the mobile application provided by Trinetra iWay’s mobile resources management system help executives on-the-go to get their expenses approved through the app It also helps the accountants or managers be able to calculate the expenses for reimbursement easily and thus quickly release the same to the executives on-field.

Reimbursing expenses may get stuck because of delays in –  Filing the report for expenses; Approval of expenses and report; Processing of reimbursement & its calculation.  This is when automation is fast remedy and the field force automation software with reimbursement module can get process finished easily.

Mobile applications by Trinetra iWay have useful features built into it to facilitate the company’s sales or service processes on a daily basis, improving efficiency during business hours on working days, even during travel or on-field visits. Using the application, team managers can customise the travel and expense management system based on the company’s policy. They can set limits and prevent overspending and expense frauds too. The app can be used to submit a receipt for an expense if required so and attach a photo (copy) if need be. Executive don’t have to get back to their office desk or hotel room at the end of the day to record their entries of expenses incurred.

Trinetra’s field sales & service management solution is a web-based platform, that can be, integrated with a mobile app, which can be customised and seamlessly merged with any existing system application installed by the organisation, such as, CRM, ERP, etc. Get to know more about solutions offered by Trinetra iWay by visiting our website. If you leave an enquiry online, we will contact you as soon as we can.

Trinetra iWay has enriched its portal application with Stock Details Report. Based on this feature Logistics Managers can provide more accurate improvised delivery plans to achieve order deliveries effectively within the due time set, which also improves greatly the customer satisfaction.

The stock detail report is associated with the inventory control and the feature shows you what is in stock right now (as updated) including details of location and cost which is all shown in the template. This will in turn help in scheduling delivery plans to ensure timely action and also help chart the dispatch scheduling of orders.

Scheduling the on-field executive’s work according to the availability of other resources is very crucial to the efficiency and profitability of the operations. This Scheduling process is automated to a great extent in a Field Force Automation Software, like the one provided by Trinetra iWay and it reduces the time and effort of Managers or Administrators, to a great extent eliminating any manual process.

The versatile software also adopts mobile and web technologies meeting industry-leading standards and is greatly customisable to the client’s requirements for use on the portal. Easy integration to the mobile app gives a great advantage to the on-field executives who are planning order deliveries as the dashboard will provide them with updated information and allow them to register inputs on-the-go.

Trinetra’s field sales & service management solution is hosted on the internet and is supported by a mobile application. The system can be customised effectively and seamlessly merged with the client’s existing system or software application, already installed by them, such as, CRM, ERP, etc. To know more about field workforce solutions offered by Trinetra iWay, just visit our website. If you leave an enquiry online, we will contact you for further discussion on your requirement.

Companies work to increase the performance and productivity of the on-field sales and service teams in as many ways possible. Trinetra’s field sales & service management solution has now enriched its portal application. The on-field executive’s schedule deviation reports when generated based on this application, allows the managers to provide to productive teams their plans for future schedules by which the daily sales visit of the team would be improved by 30%. This software has empowered the teams in field operations to achieve more efficiency and productivity.

Trinetra’s mobile resources management software endows the mobile workforce with integration to mobile apps suitably installed on a mobile device or phone, besides the desktop version. The receiver must have the app installed and ready for use on-the-go. Managers can use push notifications to act as an engagement tool, to support the field executive’s schedule in real-time and can be enriched with data from the owner’s system.

The mobile application integrated with the solution is enhanced with a features to assign the schedules to the on field sales or service executives on the move, to help in effective sales calls closure.

Trinetra’s field sales & service management solution is a web-based platform, supported by a customisable mobile app, which can be integrated seamlessly with existing applications installed by the enterprise, such as, CRM, ERP, etc. To learn more about the solutions offered by Trinetra iWay please visit our website. just leave us an enquiry and we will get in touch with you.

Mobile apps are proving to be one of the best ways of providing a positive customer engagement and user experience. The mobile app loaded on a portable device or phone is most convenient to access from anywhere at any time by the customers.

Therefore, Trinetra iWay now introduces a customer mobile application, for those interested enterprises with after-sales and service teams operating on the field. Through the mobile application the customer can update their challenges, issues or difficulties instantly. Receiving inputs through the app the managers can schedule or assign the service jobs with quick turnaround time, effectively to the right person at the right place. With instant updates on schedules, the service technicians can complete the service tasks quickly. Mobile app integration provides on-the-go Schedule assignment for service executives and helps to adhere to on-time services.

Thus the software application improves the productivity of field staff and offers customer satisfaction. Complaints or issues of the customer will be raised as customer tickets that will be updated automatically on the field service management system for better supervision and follow up.

The system offers managers the options to view the team’s task management details on the Dashboard in real-time, with milestone-wise notifications automatically generated. The app has interactive map and helps the service executives to start and complete the day fruitfully with effective pre-plans without cost escalation. To gather more information about the unique solutions offered by Trinetra iWay, please go through our website. If you leave us an enquiry here online, we will surely get in touch with you as soon as possible.

Managers can forecast sales target achievements using the software which they can use to improve team schedule plans and also improvise on it.

 Managers who are given sales targets and strategies have to plan proactively to drive their sales teams forward, which is a daunting task given the competitive market and the prevailing economic scenario.

They need to forecast the sales targets to be achieved as a team and for that they need to get instant updates from their sales executives and also feedback from the customers. They also prefer to get instant feedback with photographs and customer ratings.

All this is possible only if they manage all the information and data through a capable software that is accessible by stakeholders and always live, preferably with mobile application support.

 The right software solution to prophesy your sales achievement.

The right sales force management solution should help marketing managers to know instantly the customer feedback and also the sales executives’ performance, with schedule history reports. They can get crucial feedback supported with photographs and ratings. The mobile sales team management software helps managers to forecast the sales target achievements that are based on customer feedback and other parameters. Trinetra provides an exclusive platform to achieve targets at 100%, which ensures also high level of customer satisfaction. The sales force management app also provides update data on daily schedules and target achievements that is crucial for decision-making.

Timely Insights help informed decision-making.

Mobile Sales Force Management software by Trinetra puts managers and their enterprises at an advantage by digitizing data and hosting it centrally, making it accessible any time by the key people at the job. Managers can gain more insight in ongoing tasks with a customisable mobile based
Sales Force Automation App that go into planning schedules. The sales representatives while they are at the customer’s place can input new customer information or prospective product enquiries and enter new business orders using the app. Managers get to know in real-time the status of all pending tasks against a customer, like order deliveries, pending payments, etc. which can be shared across the teams.

CONCLUSION

• A tailor made solution made specifically for your sales teams and product profile, aimed at customer satisfaction, is a great advantage for all stakeholders involved.
• Data driven approach for timely forecast on the order conversions will drive up sales and performance.
• Domain expertise in field force solutions is proven as many projects have been implemented PAN-India and Middle East.
• Expectation based monitoring and productive schedule management with graphical Target Vs Achievement reports helps to forecast sales achievements.

To find more information about the unique Fieldforce Management solutions offered by Trinetra iWay, please go through our website. If you leave us an enquiry here online, or request for a free demo and we will surely get in touch with you as soon as possible.

• Implemented with a 13,000 active device count in 15+ countries
• Ensuring 100% Customer Satisfaction level
• Improve executive’s management and visibility by 60%
• Improve schedule management by 70%
• Improve productivity and benefits by 90%
• Streamline your sales target achievement with clear forecast

The air-conditioning (HVAC) service industry is a fast growing industry and the Service Manager has the unenviable task to, not only keep up with the multitude of tasks, but also providing customer satisfaction in line with company’s reputation and process.

So, Service Managers usually are on the lookout for a software solution to support them in maintaining and leading a team of field service executives who attend to service calls over extensive geographic areas.

 A Proven Tool for Field Service Management.

Field Service Managers always wish to be updated and get feedback from customers along with their photographs and ratings for the database. The managers also strive to arrest the repeated service requests from their customers, by aiming to close service tickets in quick Turn Around Time. The Service Manager should be able to plan the schedules in advance, to close the service ticket quickly, with the best service management solution in hand.

Main objectives of Service Managers using a service management software are given below:

• To quickly improve productivity by providing good customer experience.
• To have an all-in-one solution to effectively satisfy customers, to retain them.
• To get instant customer feedback with photograph, after sales visit, supported by mobile app

 The Advantages of a CRM centric software.

Trintra iWay offers an Exclusive Platform to achieve the 100% results and a qualified solution to close service tickets raised. The managers can make schedules based on the skill-set of the service executive and he level of the complaint or service ticket raised.

The Instant customer feedback ensures very high satisfaction level of the customer

The software makes service managers aware of the daily scheduled visits and progress of service tickets raised, which are assigned to on-field service staff.

This tailor-made solution made specific for your customer satisfaction goals has a data-driven approach for timely forecast of closure and the count of service ticket closures. The application uses expectation based monitoring and productive schedule management with comprehensive task progress reports.

Digitalize and optimize your operations.

As with any automated software you achieve significant leverage in the management of operations and your field force at work on-field. Owing to the domain expertise gained in implementing field force solutions, this software solution has been implemented PAN-India and the Middle East, making it a proven solution used by clients hailing from various industry verticals.

 Conclusion

Skill-set based schedule management and task allocation improves service ticket closure efficiency, with quicker turnaround time (TAT).

The efficient Trinetra iWay mobile field force solution supports the Service Manager in his task to filter out service technicians based on their product-based skill-set, to allocate the right task to the right person. 

Takeaways:

• Over 15 countries have implemented it with 13000+ mobile app users
• Ensuring 100% customer satisfaction level
• Improved executives’ management and visibility by 60%
• Improve schedule management by 70%
• Improve productivity and benefits by 90%
• Streamline your service ticket closure with clear forecast
• Improve time management by 60%

Contact us today to get a free demo of our robust and scalable field service management software with mobile app support. More info on our website (https://www.trinetraiway.com/).

Trinetra iWay enhanced with the productive feature of assigning the schedules to on-field executives, by managers on-the-go, via the mobile app by which effective sales calls closure can be improved.

When Managers are unable to know the availability of the executives on the field and not know the current location of the executive nor the schedule progress updates, they are unable to allocate the high-priority schedules to the executives at the field.  This may lead to delay in the sales calls closure or lead to loss of repeat orders.

Here is why implementing the Trinetra Field Force Management solution is relevant. The software can help the Sales managers to know the executive’s location, with the status of whether available or engaged of the executives, and to know better with the real-time updates of the schedules with current progress visibility. The solution will help managers and supervisors to allocate the right job to the right person on-the-go, using just a customized integrated app.

Advantages of a field force management solution.

The major advantages of the mobile resources management software include:

• Quickly improves productivity by providing effective schedule plans to the team in real-time.
• Uses a user-friendly application to allocate jobs on-the-go by managers to executives
• Accommodates the unplanned jobs with the planned jobs to the executives on-field.
• An Exclusive Platform to improve the schedule progress of the team at the end of the day.
• Real time updates on the progress of the schedules allocated on-the-go by executives.
• Makes your sales/service managers aware of the team’s daily schedule visits instantly (updated).

A proven tool in the hands of Managers.The field force automation software has intrinsic benefits besides being able to integrate with the existing ERP. It is a robust solution made specifically for Branch Managers and field sales supervisors to improve schedule management.

The Takeaways of the software application are –

• A data driven approach for timely forecast on order conversions that helps management.
• The domain expertise in field force solutions as seen implemented PAN-India and in Middle East, is an advantage for all stakeholders.
• Expectation based monitoring and productive schedule management with availability status of the executives improves efficiency and productivity overall.

Conclusion

Skill-set based schedule management and task allocation helps to put the right man on the right job. The efficient Trinetra iWay mobile field force solution supports the Manager in his task to filter out executives based on their product-based skill-set and draw the schedules.

The capable mobility solution enhanced with this feature of assigning the schedules to on-field executives by managers on-the-go, using the integrated and customized mobile app results in greatly improving effective sales calls closure.

 Contact us to get a free demo of our robust and scalable field force management software with mobile app support. More information is on our website (https://www.trinetraiway.com/).

Highlights:

• Over 15 countries have implemented it with 13000+ mobile app users
• Ensuring 100% customer satisfaction level
• Improved executives’ management and visibility by 60%
• Improve schedule management by 70%
• Improve productivity and benefits by 90%
• Streamline your sales calls closure with clear forecast
• Improve time management by 60%

Using an enhanced dashboard with schedules’ progress summary in graphical representation, management is helped to take quick action to increase target achievement of dealers.

 The Sales Managers of companies and enterprises would like to monitor and keep a watch on the progress of schedules assigned to their on-field teams to improve productivity and achieve targets for dealers. However, executives need to draw up self-improvement plans to perform better and achieve more easily the forecasted targets set by managers. This is when a field sales force management software solution can play a critical role in developing schedules and plans for self-development of field sales executives.

Need to Monitor and Support the Sales Team.

Most companies have not drawn any self-improvement plans for target achievement by their field sales teams. Managers are unable to find the location of the executives on-the-go nor get updates on the percentage of achievement made.

A web-based sales executive management solution can help the managers to provide instant support to sales executives on the field to close high priority schedules, besides to know the current level of achievement, that will help to draw self-improvement plans for field executives.

Focus on digitally supporting Field Executives

The focus of a capable Sales Team Management solution software is to quickly improve productivity by self-improvement plans for executives who are on-the-go. The user-friendly application helps to know the current updates of the progress made on the schedules using an enhanced dashboard. It displays schedules’ progress summary in graphical representation which helps management to take quick action to increase target achievement of dealers. The application has a feature to accommodate the unplanned jobs along with the planned jobs for the executives which adds flexibility and scalability to the software solution.

Advantages of the Field Sales Management solution

• Exclusive Software Platform to improve the ‘schedule progress’ of the team at the end of the day
• Real-time updates on the progress of the schedules can be allocated on-the-go
• Make sales managers instantly aware of the team’s daily schedule visits
• A robust solution made specifically for sales managers to improve schedule management
• Data driven approach for timely forecast based on the order conversions recorded
• Expectation based monitoring and productive schedule management with availability status of the executives
• Instant customer feedbacks with ratings and photograph to plan the next steps on closure of order
• Proven domain expertise in field force solutions, as implemented PAN-India market and in the Middle East.

Contact the TRINETRA team and request for a free demo to know more about our robust and scalable field force management software with mobile app support. For more info go through our website (https://www.trinetraiway.com/).

 Highlights:

• 15+ countries implemented with 13000 active device count
• Ensuring 100% Customer Satisfaction level
• Improves on executive’s management and visibility by 60%
• Improves schedule management by 70%
• Improves productivity and benefits by 90%
• Streamlines the ‘sales progress’ updates on-the-go
• Enhances the executive’s self-improvement plans

Informative solution history with remarks got from Trinetra iWay mobile application helps the technicians to conclude the right root cause & close the current service ticket quickly.

 The Service Team Manager of companies aim to improve productivity quickly, by doing self-analysis of the past history by the technician on-the-go. So, there is a need to have a user-friendly application to know the current updates on the service progress to help them on. The service personnel attending the call wants to communicate with their managers easily and quickly from the client’s or customer’s place to obtain an instant solution to the issue. The need to mitigate their pain points lies in the adoption of a pukka online Service Team Management software application, which Trinetra is capable of providing and customizing.

A capable application to monitor and support Service Team Tasks

Trinetra provides an Exclusive Platform to improve the count of service jobs attended by the field service team at the end of the day with quality solution in support which provides Real time updates on the progress of the service jobs allocated on-the-go by team members.

The web-based field service management software makes service managers aware of the team’s daily service visits/calls instantly and location with immediate customer feedback via the app. It helps to prioritize schedules and assess performance and achievements of the reams on field complimented by plans and reports.

System focuses on mitigating pain points of Field Executives

Delays in visiting the client place for service by the executive can be mitigated with the help of the service management system. It will help the executive unable to complete the service with a qualified solution and quickly. The solution will help us to allocate the right job to the right person on-the-go.

The system enables managers to know the current location of the executive with the service task progress updates against the schedule. The software solution would help service technicians to provide instant support to executives on closing high priority schedules. The solution will help executives to know their current status of achievement to have self-improvement plans

Advantages of the Field Sales Management solution

• Exclusive Platform to improve the count of service jobs by the team at the end of the day with quality solution
• Real time updates on the progress of the service jobs allocated on-the-go
• Make your service managers aware of the team’s daily service visits instantly with customer feedback

Contact our team and request for a free demo to know more about our robust and scalable field force management software with mobile app support. For more information, go over Trinetra’s website (https://www.trinetraiway.com/).

Highlights:

• 15+ countries implemented with 13,000 active license count
• Ensuring 100% Customer Satisfaction level
• Improve technician management and visibility by 60%
• Improves service schedule management by 70%
• Improves productivity and benefits by 90%
• Improves the technician’s self-analysis on solution history

A Powerful Mobile Field Force Solution enhances On-Field executives to be aware of dues in advance, to collect payments on-time, which increases cash in-flow by 90%.

Companies and managers are turning more to innovative systems and technology, to not just solve their business pain points, but to also recover from a crisis situation. The recent disruption caused by the COVID-19 pandemic has caused both difficulties and stagnation to many businesses and enterprises across the world. Similarly, Sales Managers managing with a team of field sales executives with goals and targets to achieve need help to move on.

Trintera’s mobile field force management solution, a software application, is a boon for sales and service management, as it empowers managers and companies to efficiently manage operations, or recover lost ground and also can push up team performance. This could be critical to the growth of the business and enterprise in a competitive market that’s struggling to regain normality this year.

The system is capable of improving sales during the critical business situation and encourages the executives with rewards based on the effectiveness of the schedules. The efficient mobility solution also helps to automate the complete sales process. Via a mobile app, managers can send bulk notifications and updates to a focused zone using the software to push sales.

The solution enhances On-Field Executives work to become aware of not only sales data but also collection dues in advance to help collect payments on time which can increase cash in-flow by 90%. This software application has been used in Industrial Switches Manufacturing Industry, People Protection Equipment manufacturing and CNC machine manufacturing.

Trinetra’s field sales team management solution is a web-based platform, supported by a customizable mobile app, which can be integrated with existing applications installed by the company or enterprise, such as, CRM, ERP, etc.

Solution Addresses Pain Points of Sales Managers:

• To have quick analysis on the dealer schedule summary at the end of the day
• To have quick updates on the over-time schedules done by the on-field executives
• To know the quick updates on the actual hours spent against the planned hours
• To generate the details of the travel history of the executives at the end of the day
• Provides a solution to know the overall summary of the schedules with progress updates at specified intervals.
• Addresses the pain points of multiple departments of the organization
• Helps to take immediate action steps and to improve the schedule quality in future for the team
• The solution supports the field executive team to increase the monthly order closures.

Platform to Monitor and support Sales Teams:

Trinetra’s application provides a unique platform to improve the sales performance by the field sales team at the end of the day. The software becomes an exclusive platform to get updated schedule summary reports of the team at the end of the day on a daily basis. The system improves customer satisfaction and helps generate more repeat order. The sales executives are made aware of on-field tasks and achievements on-the go and helps them to take self-action plans to achieve 100% results.

Advantages of the Field Sales Management solution:

• Manage and Monitor all the schedules, tracking with location and the progress of the schedules on a real time basis
• User-friendly solution made specific for your product marketing
• Domain expertise in field force solutions implemented Pan-India and Middle East
• Real time exception handling of the executives, with effective customer summary reports, productive schedule management and instant customer feedbacks

Contact the Trinetra team and request for a free demo to know more about our robust and scalable field force management software with mobile app support.

To learn more about the solutions offered by Trinetra iWay please visit our website. just leave us an enquiry and we will get in touch with you.

Highlights:

• 15+ countries implemented with 13000 active mobile app users
• Improve the sales order closure %
• Improve executive’s management and visibility by 60%
• Improve schedule management by 70%
• Improve productivity and benefits by 90%
• Organized and Professional Management of your team
• Improve time management by 40%
• Improve repeat order business by 90%