Create an agile workforce with mobile sales management software
A Field Sales Management system helps any field service management company in managing their field team effortlessly and efficiently. Assigning jobs, managing quotes, time tracking the field service technicians on the ground, ensuring error-free data entry are just some of the features which are critical and can result into problematic situations at your organization if they are not handled with an agile mobile field workforce which can help saving your’s and your field service technicians and manager’s precious time and money. An effective sales force automation software simplifies and automates the field processes and gives you more time to focus on the core functions, besides inculcating a sense of discipline to streamline the field operations.
Use maps to get precise driving directions to customer location and optimize travel time. The user can update and pin the customer location further.
Rich reporting possibility including leader board, target vs achievement on mobile. Manager view has detailed Dashboard and analytics.
Utilize free time during travel and customer waiting time to update leads directly from mobile. Auto-scheduling & assignment: Field executives area can be automatically assigned basis their availability, priority, specialization, and workload.
For Field Technician
Update lead information instantly and from anywhere, even when offline.
Easy-to-use customizable fields with validations prevents data entry errors.
All relevant information to help in lead conversion available in one place.
Auto generation of reports saves time as they do not require manual intervention.
For Field Manager
Track attendance, Leave & Expense Management on mobile/tablet, thus saving time and money.
Quicker lead response and appointment management.
Real-time info on staff availability, jobs and efficiency through single Dashboard.
Analytics and Insights through automated data usage can lead to huge business process improvements.
Excite customers with mobile based automated solution that also simplifies field executives’ work.
Improved savings through better resource utilization.
Pioneers in field force automation for sales and customer Management
Flexible Pricing model
One stop shop solution for Field Service, Field Sales, Order Management & Location / Profile Tracking
Support iOS, Android and Windows
Flexible Hosting options
(Public /Private Cloud/On – premise)
Plug and Play modal
(East to configure and go live)
Customer calls Service Centre
Ticket is quickly logged in as customer details are immediately pulled up and updated – no need to capture duplicate customer info.
Service Centre Dispatcher assigns to Engineer
Automatically assign based on Location Skils, Availabilty and Work-load, Auto-as signment can even be customized to meet the company’s requirements.
Service Technician received Job alert
Extensive details provided on mobile, customer location, driving directions , best route, contact details, past ticket history & resolution, Spare parts required, etc.
Technician visit customer and updates the Job
Any job info can be updated and sync-ed to HQ including spare part request, chat with our technician on resolution, checklist verification and photo capture.
Technician fixes the issue and closes the ticket
Ticket is quickly logged in as customer details are immediately pulled up and updated- no need to capture duplicate customer info.