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Field Sales Management

Overcoming the field sales challenges with agile mobile field workforce

Field Sales Management system helps service companies manage their field team effortlessly. Assigning jobs, managing quotes, and time tracking the service technicians on the ground, ensuring error-free data entry are just some of the things that becomes critical if they are not handled with an agile mobile field workforce that saves precious time and money. An effective sales force automation software simplifies and automates the field process and gives you more time to focus on the core functions, besides inculcating a sense of discipline to streamline the field operations.Features like Lead Management, Reports & Analytics, Call management & scheduling, Time & Location tracking etc, provides valuable field insights, ensures effective deployment of field technicians and empowers them to complete their activities on the go, thus saving time while leveraging technology.

Challenges

Customer Info and Location accuracy

Reports and Dashboard

Quick and accurate lead updates

Solutions

Use maps to get precise driving directions to customer location and optimize travel time. The user can update and pin the customer location further.Service history and other details cuts down clarification time and ensures first time fixesCapture instant customer feedback that can be viewed immediately by manage

Rich reporting possibility including leader board, target vs achievement on mobile. Manager view has detailed Dashboard and analytics Attendance, Leave & Expense Management on mobile with manager approval Save time by automatically generating daily activity reports and not filling them manually Measure and improve productivity with the help of data and report

Utilize free time during travel and customer waiting time to update leads directly from mobile. Auto-scheduling & assignment: Field executives are automatically assigned leads based on their availability, priority, specialization and work-load

Benefits

For Field Executive

Update lead information instantly and from anywhere, even when offline

Easy-to-use customization 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

Quicker lead response and appointment management

Real-time info on staff availability, jobs and efficiency through single Dashboard

Audit every activity by location stamp and time stamp

Reduced staff travel time and improved utilization leads to huge costs savings

Track attendance, Leave & Expense Management on mobile/tablet, thus saving time, money and paper

For CXOs

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

Increase Return on Investment (ROI) and boost productivity through proper utilization of resources

Key differentiators

Pioneers in field force
automation for sales
and customer Management

Flexible Pricing model

(Monthly/Annual/Perpetual)

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)

General Flow

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 new Job alert on mobile

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