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