Introduction

Trinetra iWay was approached by a reputed non-banking financial services company to improve the productivity of their field sales teams who are working in territories across the whole country. The NBFC market is a competitive one and the client is seeking ways and means to streamline their on-field operations and business for better productivity.

The Problem Outline

As an NBFC, the client acts as an account aggregator to enable the common man to invest in all kinds of accounts across financial institutions in a common format. Their challenge is in coordinating the sales agent on the field, operating at various territories or zones, so as to maximize productivity and achieve sales targets. As field agents are working in a competitive market, following up on sales leads must be quick and professional to ensure sales/deal closures. The task is tough as more customers are taking to online services to access info and offers to invest or borrow. Existing customer data must be available for field executives at hand to follow up with existing and potential customers. Whenever there is a change in schedule or the planned route, the management wants to update instructions on the go.
Since sales agents are working on the field, it is difficult to track their location and movement without the help of a field force tracking app. The on-field teams are given schedules to finish their tasks and it is essential to check on their adherence periodically, as needed by team leaders and business development managers. Managers need feedback and updates from customers to improve the marketing strategy for the business which usually is a slow process manually.

The Solution Summary

The Trinetra team was able to understand the pain points of the client and customize the field employee tracking app to address them. With the help of our software application, the field sales agent can be updated with information. He or she can be sent notifications and alerts to help with assigned tasks. Reporting by the field executive is made easier with the templates available in the automated sales management application. The mobile app not only provides information to the field executive but also is a facility to give feedback and updates online via the app almost instantly.
The Mobile Field Force Management Software can help to offer updated data with customer-centric information and details to help the field executive with customer relationships. Any change or update in the schedule or route plan for visits or sales calls can be done in real time with the help of the customized mobile field force management application. The field executive can be tracked for time, location, and work status via the app. Generally, communication between the team and the controlling office is greatly facilitated over a secured medium. This team management system helps improve transparency and offers valuable insight for managers. Predictive analytics can be used to optimize scheduling.

Client Testimonial

Trinetra’s customized field force management application has helped us improve the performance of our field agents and remotely supervise their tasks in real-time with an integrated mobile app.
– Marketing Manager

We offer customization for field force management applications as per industry requirements. Please look into our website and send a request online if you like a demo. We’ll arrange one at your convenience. We will be certainly happy to discuss your requirements.