The Client

The client who is a leading manufacturer and distributor of ceiling fans, is facing a challenge in managing on-field executives. The company’s managers are unable to know the current, correct status of tasks assigned to the executives on-field, which is crucial to improving revenue. They need an efficient software application for sales empowerment, to manage the on-field sales executives more effectively, supported with the right data of the tasks and schedules in progress. Using this app, the managers can support their team towards achieving productive task completion.

The Business Need

The company is in one of the highest revenue generating industries, as a ceiling fan maker & distributor. With a team of sales executives on field serving their customers, the executives need to give the right data on the customer related tasks. based on this, sales forecast can be done easily and also strategic plans to achieve the best numbers in sales can be made.

Therefore, the client requested for a software application to effectively manage on-field sales executives. Supported with the right data for schedules and tasks in progress, this will enable the mangers to support their teams in productive task completion.

Solution & Implementation

The client having a global market found their managers finding it difficult to track their executives’ journey plans and to know their job status in real-time. Trinetra provided the client with a user friendly mobile app to manage their sales executives on-the-go and engage with their internal team effectively to achieve better results.

Trintra iWay provides the organized and automated system that plays a vital and fundamental role in meeting the needs of the company’s growth and reputation. The application enhances the visibility of the executives in providing effective sales empowerment via a system where executives complete daily sales calls productively and close it from the customer’s location itself. It can also get other info about the customer in real time, the status like order delivery or pending payments, based on which necessary steps can be taken.

Trinetra iWay is a best-in-class example where customer sales teams collaborate with each other to handle customer responses through a mobility solution – Trinetra iWay’s Mobile Field Resource Management Software and get the on-field executive’s daily business process both improvised and organized.

Benefits of the solution

• Effective Sales Team Management.
• Real-time visibility of the executives on-the-go.
• Instant updates on Sales Calls progress.
• Effective Utilization of assets anywhere.
• Increase in the revenue trend.
• Improved visibility into operations and performance.
• Maximized Productivity and Efficiency
• Enhances Customer Relationship.