Track to gain better visibility of your field- based workforce

Introduction

A reputed company wanted to improve the managing, scheduling, and tracking of their field executives in Service/Repair tasks for the company’s customer base. Trinetra was approached to solve these problems and pain points with a proper software solution. This is possible as we have a customizable field force management solution at hand.

The Problem Outline

A discussion with the client helped to identify the pain points of the client.

• To manage and streamline field executives’ attendance and schedules.
• Lack of visibility slowed down operations of sales and service personnel
• Management does not have a real-time tracking mechanism
• Can’t trigger alerts like non-compliance alerts via the web, or mobile to stakeholders in field

The Solution Summary

The interaction with the client found the requirement for a web-based solution capable of automating the schedules of each field executive. By providing a customizable field force management system accessible on both mobile apps and desktops the application helps to automate the process to manage and monitor all activities at the field in real-time, along with the location and progress of the schedules. Thus a significant reduction of personnel due to automation is possible for the client by implementing this employee tracking system.

Managers for service/repairs are helped by automation. The monitoring system with GPS tech (location tracking) also offers enhanced safety for the field force. It enables immediate alerts on non-compliance. Multiple alerts across Web Dashboards and Mobile can be enabled in the software. This web-based application stores all information online in a centralized hub accessible by stakeholders with authority or credentials.

The software can be customized for various report generation and easy visibility for all stakeholders. The software’s geo-fencing feature can also be used to set geographical boundaries for tasks and attendance. There The portal enables stakeholders to access and track relevant data for quickly delivering and sharing info. The system can also be integrated with HR and Finance departments if required, to help in daily reports or analytics, for more visibility.

Results:

• Transparent communication with/between stakeholders.
• All data is stored securely and accessible always.
• Get accurate, updated information on task/work status.
• Predictive analytics help optimize the scheduling of tasks/visits
• Mobile app integration for convenience and safety.
• Better time management and lesser manpower are required.
• Updation and reports are done online promptly and remotely.

Customization of field employee management applications can be done as per client requirements. Send a request online for a demo arranged at your convenience.

Introduction

The client is a reliable service provider of after-sales service, deploying teams of field service executives and technicians with Pan-India operations, attending to domestic appliances and consumer electronics products of reputed brands, on contractual basis. They approached Trinetra to solve their problems of coordination and productivity with an appropriate software application

The Problem Outline

After having a talk with the client’s field service managers, our team identified their pain points.

• Lacked visibility and delay in tasks of the field service executive
• Wanted to monitor, alter and streamline field executive’s schedules in real-time
• Management needed a real-time tracking mobile app with location, for planning
• They needed to trigger messages and alerts via the web app and mobile app
• Needed to automate tasks to get more out of smaller field service team

 The Solution Summary

The interaction brought out their requirement for a web-based solution that is capable of automating the schedules of all field service executives. This is made possible by a scalable, customizable field force management system that is accessible on both mobile apps and web apps. Users are registered and given credentials to use the app.

This customizable application helps to automate tasks to manage and monitor field activities in real-time, with data on the location and status of schedules, as assigned to the field service staff. This monitoring system enabled with GPS tech (location tracking) also enhances the safety factor for all stakeholders. The web-based app also stores all information online in a centralized platform, accessible by stakeholders with authorization or credentials. The improved response to customer service calls positively increases customer satisfaction.

A substantial reduction of service personnel is possible with automation, as assigned tasks are done in lesser time and effort. The field employee tracking system helps manage the service/repairs schedules on a daily basis. It enables immediate alerts on non-compliance or deviation. Multiple alerts can be triggered across the Web Dashboards and mobile apps.

The software offers various kinds of report generation for managers to get easy visibility over field operations and activity. The software has a geofencing feature that is used to set geographical boundaries to help assign tasks and track attendance. The software can be integrated with HR and Finance departments if required, to generate daily reports for more visibility and analysis for planning.

Results

• Transparent communication made between users
• All data is accessible at all times and stored securely
• Avail accurate, updated info on work status.
• Predictive analytics aids in optimizing, and scheduling service tasks
• Mobile app support for convenience, safety, and efficiency
• Better time management helps reduce manpower requirement
• Updated reports are done online, both promptly and remotely

 

Customization of field employee management software can be done as per requirements. Send a request online for a demo to be arranged at your convenience.

Introduction

The customer who approached us runs a chain of service centers to cater to customer service of various home appliances sold under their company’s brand names. This service division of the company caters to after-sales service by employing teams of field service executives and technicians who visit homes or businesses as per service calls received. Having a Pan-India operation, the task of attending and coordinating service calls is a challenge. They approached Trinetra for a solution to track their field executives who are deployed at field.

The Problem Outline

A discussion with the client’s Service Managers yielded their challenges and pain points:

• A lack of visibility in the operations as continual monitoring in Salesman Activity Tracking was not done.
• There was the need to track attendance management and streamline the service task schedules
• Managers were not able to get instant feedback from the on-field service teams for Order Management
• The needed to access data while working on-field and also enter data inputs simultaneously.
• Identified the need for application to communicate, trigger messages and alerts across web dashboard and Mobile app.

The Solution Summary

The solution provided is a web-based solution that is capable of monitoring service acitvities and automating the schedules of all field service executives. This field force management system is accessible on both mobile devices and web applications. Registered users are given credentials to access the app. The GPS-enabled application is specifically designed to track the location of field service executives and technicians in real-time. The software is integrated with a mobile application to coordinate activities and sync relevant data like work orders, feedback forms, etc.

Results

• By implementing the Field Service Management application, the company saw significant improvements in the productivity of the field service teams. Managers were able to monitor performance and streamline tasks in real-time.
• The app not only facilitated management communication between stakeholders but also provided access to data securely at all times.
• Accurate data updates and predictive analytics helped optimize and in the scheduling of on-site service tasks.
• Mobile app support for field executives helped efficiency, safety, and better time management, helping to reduce manpower costs.
• Timely updated reports online helped in tracking attendance, work orders, location, inventory status, feedback, etc.

Trinetra offers customization of field service tracking software and it can be done as per requirements. those interested can send a request online for a demo. it can be arranged at a mutually convenient time.

 

Influential mobile field force solution supports service manager to allocate the right schedule to the right technician, based on skill-set, location, and availability, to proactively improve adherence and on-time customer ticket closures.

Introduction

Trinetra was approached by a company catering to the textile industry, for coming up with a solution with regard to addressing pain points faced by their technicians working on their field service teams. Their service technicians on the field are not monitored properly and didn’t maintain their service visits according to the schedule they planned. Their problems have a solution in the Mobile Field Force Tracking Software of Trinetra iWay. With a supporting mobile app for the field force management system the right field technicians can answer service calls as per schedule, and Trinetra can customize the system for the client.

The Problem Outline

Following a discussion with the client, the Trinetra team identified their pain points and analyzed the factors involved. Managers were unable to know the precise location of their technicians. Field service managers found that the Planned Vs Actual Duration for ticket closures is not adhered to.

The managers were unable to get feedback from the Customers after the service ticket is closed. All this would affect the daily performance of tasks and the achievement of service targets. Another factor was they were unable to allocate the service schedules to the technicians based on their location and skill-set, ie. to allocate the right technician to the right job, Trinetra can resolve all this with the customized solution- Mobile Field Force Tracking Software.

The Solution Summary

The Trinetra iWay team customized the field force management software to help service managers receive instant customer feedback with the photograph, via the field service management app. The solution also helps to improve the field service technician’s adherence to the planned duration for direct service visits besides monitoring using GPS to know the current location and schedule of the service technician individually. It helps to develop the right schedule for the right technician, based on skill-set, location, and availability,

The supporting mobile app helps to satisfy the customer with the best quality service by addressing the prime challenges faced by the field service teams. The solution helps service executives to visit the sites on time and to ascertain the count of service ticket closures, that are needed to be increased on daily basis. The software solution also helps to automate the complete support process in a highly competitive market that has also seen disruption and turbulence in recent times.

The field force tracking software is built on a tightly integrated platform, to know the schedules and customer feedback with ratings & photographs. It helps to know a technician’s current location with the status – available or engaged. It makes your field service managers aware of the direct visit with updates on a real-time basis and on the go. They can manage and monitor all the schedules online, tracking with location and progress of the schedules on a real-time basis. Trinetra’s highly flexible application can be customized and modified based on needs and requirements. As a cloud computing solution with web-based applications, this makes it easy for monitoring from anywhere and at any time with the support of the mobile application.

Client testimonials

 “The Trinetra field service management system supported by the mobile app has helped our company to automate several tasks and streamline our service delivery. The application provides us with good insight and visibility of the performance of our field force. It helps them to become more efficient and in improving customer satisfaction”. – Head of Service.

 To be acquainted with TRINETRA’s customized solutions for field service, make the request for a demo online. We will arrange it at your convenience and our team will be happy to discuss what your requirements are. Browse for more information and details of Trinetra iWay software applications and also related modules via this website.

 

Introduction

Our client, a pharmaceutical sales and distribution company, serving customers nationwide, faced challenges in managing their sales teams spread across various regions. To streamline their pharmacy operations and improve productivity, they sought a sales force management software solution. They specifically needed a mobile app integrated with a web-hosted software to not only enhance the executives’ daily customer meeting counts but also manage product sales, service history, and customer payments information effectively.

The Problem Outline

After getting a briefing from the Field Sales Manager of the pharma company, their challenges and pain points were identified to get the right perspective of their requirements,

• To schedule each customer visit with purpose and planned hours.
• To close the customer support on-time and the count of open tickets need to be reduced on daily basis
• To know your sales person’s current location with the status of whether available or engaged.
• Make field sales team aware of the new revenue opportunities by open tickets and communicate to sales team quickly, to get more repeat business from existing customers
• Manage and Monitor all the sales in the daily tracking with location and progress of the schedules on the real time basis
• To manage product sales, service history, and customer payments information in real-time.

 

The Solution Summary

Our field sales force management software offers a convenient and accessible solution for managing sales teams in the pharmacy business. It utilizes Cloud computing and a web-based application, allowing effortless management of field sales executives from any location and at any time. This comprehensive software monitors sales activities and automates the schedules of all field sales representatives, helps manage product sales, service history, and customer payments information online.

 

Our field sales management system is designed for both mobile devices and web applications, ensuring flexibility and ease of use. It empowers executives to increase their daily meeting counts by effectively managing medical product sales, maintaining customer history, and tracking payment information. Additionally, the software enables users to identify new revenue opportunities by analyzing customer data and identifying potential missed opportunities.

Registered users with appropriate credentials can securely access our GPS-enabled application, specifically designed to track the real-time location of field sales executives. The software seamlessly integrates with a mobile application, enabling efficient coordination of activities and synchronization of relevant data such as sales orders and feedback forms.

Results

• The implementation of the Field Sales Management application led to significant enhancements in the productivity of the field sales teams. Sales Managers were able to monitor sales performance and streamline field tasks in real-time, resulting in improved efficiency.
• The utilization of accurate data updates and predictive analytics aided in optimizing task planning and scheduling.
• The support of a mobile app for field executives resulted in increased efficiency, enhanced safety, improved time management, and reduced manpower costs.
• The application not only facilitated communication between stakeholders but also ensured secure access to data online at any time.
• The availability of timely updated reports online enabled the tracking of attendance, work orders, location, inventory status, feedback, and other relevant information.

Trinetra iWay provides customisation of field employee management software and as per requirements, it can be customised. Anyone interested can please submit an online request asking for a demo which will be organized at a convenient time and date.

Introduction:

Our client, a prominent retail chain with a nationwide presence, has been a major player in the retail business for decades. With a commitment to offering the best products and customer experiences, they have consistently expanded their operations. However, they faced significant challenges in managing their extensive workforce and delivering consistent customer experiences across all their stores.

The Problem Outline:

The retail industry is highly competitive, and we found the client was grappling with several pressing issues:

• Inefficient Workforce Management:  Coordinating tasks, communicating changes, and tracking performance across their team across numerous stores had become an arduous task. This inefficiency resulted in operational bottlenecks and the potential for revenue loss.
• Timely Merchandising: Timely product placement and merchandising are paramount in attracting and retaining customers. Delays in these activities lead to poor product visibility and missed sales opportunities.
• Data Insights: Despite having access to vast amounts of data, the client was struggling to derive meaningful insights. This hindered store managers to make informed decisions for process improvements and optimizing their operations.
• Real-time Issue Resolution: Addressing critical issues in real-time and streamlining troubleshooting was a challenge. Ensuring that field executives were on time to address these issues and monitoring the time consumption of executives in resolving them were crucial aspects of their operational woes.

The Solution Summary:

To address these challenges, our client embarked on a transformational journey with a comprehensive field force management solution. This solution aimed to streamline their operations, optimize their workforce, and harness the power of data-driven decision-making.

Efficient Workforce Management: The field force management system provided a centralized platform for task coordination, real-time communication, and performance tracking. This significantly improved workforce management across the chain of retail stores, reduced operational inefficiencies and minimized the potential for revenue loss.

Timely Merchandising: The solution included tools for automated scheduling and task assignment for executives, ensuring that delivery, product placement and merchandising activities were executed promptly. This boosted product visibility and enhanced sales opportunities.

Data Insights: With advanced analytics and reporting capabilities, the client was able to extract meaningful insights from the executive-level data collected. These insights empowered them to make data-driven decisions and drive continuous improvements across their retail chain.

Real-time Issue Resolution: The field force management system enabled real-time tracking of critical issues. Field executives could receive alerts, respond promptly, and resolve issues efficiently. The time consumption of executives in issue resolution was monitored, ensuring optimal resource utilization.

Results:

The implementation of the field force management solution yielded significant results:

• The client experienced a substantial improvement in operational efficiency, leading to cost savings and enhanced productivity.
• Timely merchandising and streamlined operations led to a consistent customer experience across all stores, resulting in increased customer satisfaction.
• Field executive resources were optimized, reducing idle time and ensuring they were addressing critical issues promptly.

Customization of the field force management software for retail industry can be done as per the client’s requirements to overcome the pain points. Send in your request online for a demo which can be arranged at your convenience.

 

Introduction

The bath fitting industry, mainly in the sectors of glass, ceramics, and concrete manufacturing, is experiencing substantial development. With this growth, companies face increasing challenges in handling their sales and service operations proficiently. This case study explores how adopting Trinetra iWay’s field force management solution can address these challenges, streamline methods, and boost overall sales performance.

Problem Statement

Key Challenges:

• Communication Gaps: Effective communication with the service team is important but often delayed by logistical and technological hurdles.
• Travel Expenses: Handling and decreasing travel costs while ensuring timely customer visits is a constant concern.
• Location Tracking: Ensuring precise and real-time tracking of the field force poses major challenges.
• Data Accuracy: Maintaining up-to-date and correct data on sales activities and customer interactions is essential but difficult to accomplish.

Current Focus:

• To track and investigate customer data effectively.
• To automate sales practices and improve team communication and collaboration.
• To plan customer visits purposefully and efficiently.
• To gain understandings into customer likings and requirements, thereby tailoring sales tactics and increasing sales performance.

Solution: Trinetra iWay Field Force Management

Trinetra iWay offers a complete field force management solution designed to address the particular challenges faced by companies in the bath fitting industry. The solution includes real-time tracking, automated sales process management, and robust data analytics capabilities.

Key Features and Benefits:

• Enhanced Communication: Trinetra iWay facilitates seamless communication between the sales and service teams. Real-time updates and instant messaging ensure that all team members are on the same page, reducing miscommunications and improving service quality.
• Optimized Travel Expenses: By providing detailed travel reports and optimizing routes, Trinetra iWay helps companies manage travel expenses more effectively. The solution allows for the planning of customer visits with clear objectives and scheduled hours, reducing unnecessary travel and associated costs.
• Accurate Real-Time Tracking: Trinetra iWay offers precise real-time tracking of field force activities. Managers can monitor the location and status of their team members, ensuring that resources are allocated efficiently and customer visits are conducted as planned.
• Reliable Data Management: The solution ensures that all sales activities and customer interactions are recorded accurately and updated in real-time. This allows for better tracking of sales performance, customer preferences, and market trends, enabling more informed decision-making.
• Improved Sales Performance: With detailed insights into customer data and preferences, sales teams can tailor their strategies to meet specific customer needs. This targeted approach leads to higher customer satisfaction and improved sales outcomes.

Implementation and Results

A leading bath fitting manufacturer implemented Trinetra iWay to address its operational challenges. The results were significant:

• Improved Communication: The communication gap between sales and service teams was bridged, leading to more coordinated efforts and better service delivery.
• Reduced Travel Costs: Optimized scheduling and routing reduced travel expenses by 20%.
• Enhanced Tracking: Real-time tracking improved field force efficiency and accountability.
• Accurate Data Management: Reliable data on sales activities and customer interactions led to more precise sales forecasting and strategy development.
• Increased Sales Performance: Tailored sales strategies, based on detailed customer insights, resulted in a 15% increase in sales.

Conclusion

For MDs, CEOs, and GMs of Sales in the bath fitting industry, particularly within glass, ceramics, and concrete manufacturing, adopting a field force management solution offers a strategic advantage. By addressing communication gaps, travel expenses, real-time tracking, and data accuracy, this solution optimizes sales processes, enhances team efficiency and improves sales performance.

Trinetra iWay is a strategic investment in future growth and efficiency. As the bath fitting industry evolves, a reliable field force management system is crucial for maintaining a competitive edge and achieving long-term success.

Introduction:

Our client, a prominent player in the Construction and Infrastructure segment, contended with operational challenges that impeded project efficiency. The Operations Manager recognized the critical need for a solution to address issues of poor communication, inefficient job order management, irregular task documentation, and lack of visibility of the site managers’ work at different locations and work timings. The necessity for transparent client communication also had to be resolved.

The Problem Outline:

The Construction Company faced a communication disruption among teams, leading to project delays and misunderstandings. Job order management lacked a streamlined approach, causing inefficiencies in task allocation and completion.

Regular data and documentation for completed or assigned tasks were not maintained properly, hindering project tracking. Tracking site managers across various locations and work timings proved challenging, worsening coordination difficulties. Transparent client communication, vital for project success, remained an ongoing struggle.

The Solution Summary:

To address these pain points and challenges, the client implemented our robust solution. This solution is the field force management application that provides a centralized platform for seamless communication, enabling real-time collaboration. Job order management was streamlined through automation, ensuring efficient task allocation and dispatching. Regular task documentation became systematic, enhancing project tracking in real time. The solution incorporated GPS tracking, offering real-time visibility into site managers’ and field workers’ activities. Additionally, a user-friendly interface facilitated transparent client communication, ensuring timely and effective responses via the app.

Results:

The implementation of the solution brought about positive results for the client.

• Communication improved significantly via the application, reducing delays and fostering better understanding among field teams and administration.
• Job order management became highly efficient, tasks were dispatched seamlessly, and project timelines were adhered to.
• Regular online documentation enhanced accountability and provided a clear project overview.
• GPS tracking enabled real-time monitoring of site managers, easing coordination efforts.
• Transparent client communication led to increased client satisfaction and project success.

 

A tailored field force solution addressing communication gaps, optimizing job order management, and leveraging technology for real-time monitoring overcame pain points and underscores the significance of strategic technology adoption in the construction sector.

 

 

Service teams are essential for customer satisfaction and operational efficiency. This case study showcases how a top manufacturer improved service operations through efficient scheduling and dispatching.

Target Audience

Vertical Managers and Sales Heads focused on enhancing service operations and boosting team performance.

Problem Statement

The company encountered two key challenges:

1. Task Management: Disorganized task coordination caused delays and inefficiencies.
2. Data Management: Poor record-keeping limited performance tracking and decision-making.

Why Now?

Rising transportation costs and growing customer demands made optimizing service routes and improving operational processes an urgent need.

Solution Implementation

The company implemented a Comprehensive Reporting and Analytics system with features such as:

• Task Assignment Module: Simplified scheduling and dispatching.
• Data Management Tools: Enhanced accuracy for tracking services and replacements.
• Route Optimization: Reduced travel time and expenses.
• Alerts & Notifications: Real-time updates for proactive decision-making.

Results and Impact

1. Streamlined Operations: Efficient scheduling reduced service delays.
2. Improved Accuracy: Reliable data for tracking and performance metrics.
3. Cost Reduction: Optimized routes saved fuel and time.
4. Higher Customer Satisfaction: Faster, reliable services fostered trust.

Efficient scheduling and dispatching transformed this manufacturer’s service operations, leading to improved efficiency, cost savings and customer loyalty.

Request a demo to see how efficient field service scheduling can enhance your operations!

Are your salespeople struggling with client visits and tasks?

A Field Sales Employee Location Tracking App provides real-time tracking of locations, meeting statuses, and task progression. Automating workflows ensures goals are met efficiently, empowering your sales team to achieve outstanding results.

The Problem

Managing sales teams is chaotic without tools to track client visits, tasks, and time. Lack of visibility leads to missed opportunities, disorganization, and poor accountability, hindering performance.

Why Solve This Now?

Streamlined operations are crucial in today’s competitive market. Real-time updates and clear objectives for client visits enhance productivity, ensuring every meeting is impactful.

Our Solution

The app provides real-time location tracking, task monitoring, and workflow automation, offering transparency and optimizing team productivity. Sales managers can track meetings, sales, and payments effortlessly.

Key Benefits

• Real-Time Tracking: Monitor locations and meeting progress with precision.
• Boosted Productivity: Focus on sales, not admin tasks, for faster deal closures.
• Efficient Task Management: Track sales and payments easily.
• Optimized Routes: Meet more clients and reduce travel time.
• Informed Decisions: Use real-time data to enhance team performance.

Transform your sales operations with our Field Sales Employee Location Tracking App. Gain insights, automate workflows, and improve customer engagement.

Elevate your sales team’s efficiency and drive revenue growth today! Get started now!