Automate daily field team’s business process to provide the best solution with a ball-park estimation for on-table sales closures.

Introduction

The client who had a large service field force operating across the country approached us to resolve their challenges and pain points with the help of resourceful field force management software. They needed an application to assist their sales and service executives on the field with updated information to improve their performance and reach the set targets The client which focused on the home appliance segment, like washing machines, has teams of field executives to look after the sales and service of their product portfolio, but working in a competitive market, spread over a large geographical area.

The Problem Outline

Considering the challenges and pain points of the client, the solution should provide a platform to know the overall efforts for their requirements quickly and to address the difficulty faced by the managers related to help on-the-spot ticket closures. The solution will help to take quick action to close the order/call with a quick turnaround time. The client desired to have an automated solution that would convince the customer quickly and estimate quickly the time needed for complex requirements in a competitive market. Executives needed to confirm that the customer is satisfied to close the ticket on the spot and to get support from managers quickly for a quick resolution. Further, the service manager wanted to have a quick analysis of the service request on the go, to derive a solution easily in a working day. The software has to automate the daily field team’s business process to provide the best solution with a ball-park estimation for on-field sales or service ticket closures.

The Solution Summary

We conceived an automated solution based on our Field Force Management software that would help field executives to convince the customer quickly and to have the job estimate quickly done for complex requirements, in a competitive market. The client wanted to quickly improve the consistency of the service calls over their Pan-India operations. We offered a customized and optimized solution field executive management solution that was tweaked to their requirements and addresses their pain points effectively.

They sought to support their field executives instantly helped by their managers with the best solution while on the go. Managers organize a clear structured hierarchy of field force teams with the intelligent mobile field force solution. They are provided an Exclusive Platform to get updated on the schedule summary reports of the teams at the end of the day.
The solution also helps to improve your customer satisfaction and generate more new repeat & referral orders during this critical COVID situation. Make the field executives aware of estimates of requirements requested by customers in past to be prepared for tasks. Managers can manage and monitor all the schedules, tracking the location and progress of the schedules on a real-time basis. A user-friendly solution made specifically for sales and service requirements for the washing machine market.
It is based on domain expertise in field force solutions implemented Pan-India in other instances. The solution offers real-time exception handling of the executives, effective schedule summary reports, and productive schedule management with instant customer support and response.

Outcome / Result

• A distinct platform to get updates on sales/service schedules, plus summary reports of the team with customer feedback.
• Improved customer satisfaction helps to generate more repeat orders
• Makes executives and managers aware of on-field tasks/achievements on the go
• Helps to make self-proactive action plans to achieve better results.
• Effective & user-friendly solution made specifically for client’s requirements.

To understand better TRINETRA’s customized solutions, request a demo and it can be arranged at your convenience. We’ll are only happy to contact you to discuss your requirements, and as soon as we can.
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