When the Right Job is Given to Right technician, it Helps to Increase Customer Satisfaction Significantly

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.

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!

Introduction

One of the largest consumer goods company that makes appreciable progress by delighting customers in myriad ways.

The Problem Outline

Territory Manager explained that In-house team were unable to effectively handle multiple sales team’s attendance, gain real time visibility and make note of essential details about their interactions. Besides they also preferred a solution that will help them manage product sales & customer payment related information.

 

The Solution Summary

The field force management app helped the FMCG company client to improve the on-field activities of sales force.

• Stay connected with their sales team at any time.
• See daily schedules with details like time, location
• Manage sales expenses in one place
• Record sales rep employee’s attendance
• Get info on cancelled appointments
• Readiness to take-up new leads
• Digitally access available product & pricing
• Validate dealer visit logs and activities performed

Results

With this Field Sales Mobile App client was able to boost sales team productivity by 90% and improve time management by 40%.

• The cloud based solution we gave was user friendly
• Sales man could can streamline sales efforts & win sales
• Spend their time effectively on client acquisition
• Gain Complete transparency of the communication
• Manage time to improve customer service score

Contact us to leverage our solution and manage your Field Sales Employees. Book a demo today & know how sales force employee activity monitoring app help increase sales revenue.

 

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.

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.
Read more on details of Trinetra iWay software applications and the related modules by visiting our website.

Empowering Scalable Growth and Workflow Optimization Through Digital Transformation.

With the world in such need of business agility, digital transformation has emerged as a pressing need for industries led by IT. Enterprise mobility and innovative IT solutions help in addressing scalability-related problems, improve the workflow, and increase operational efficiency.

Trinetra offers customized IT and mobility solutions that help IT Managers, Business Owners, and Operations Heads get measurable results.

Industry Focus: IT Solutions & BPO Digital Transformation

Our customer is in the IT Solutions and Business Process Outsourcing domain. The above challenges were inhibiting their operational efficiency and growth prospects:

• Enterprise mobility was not implemented end-to-end, causing inefficiency.
• Scalability was impeded as their growth was quick, and new demands required flexible solutions.
• Complex workflow processes slowed up operations and hindered productivity.
• Operational Downtime Frequently caused performance impact and profitability.

The Solution: A Complete IT and Mobility Ecosystem

Trinetra offered an all-inclusive, integrated suite of IT consulting and enterprise mobility solutions, which applied the latest available technologies such as AI-driven analytics, cloud-based infrastructure, and high-end automation platforms.

Solution Benefits:

Advanced Enterprise Mobility Solutions:

• Distributed teams share data and collaborate in real time.
• Mobility solutions customized to best work for workflow improvements and productivity gains.

Scalable IT Infrastructure:

• Cloud systems that scale dynamically with the evolving requirements.
• Flexible industry-specific IT services.

AI-powered insights:

• Predictive analytics for identifying bottlenecks and preventing inefficiencies in advance.
• Actionable insights to guide data-driven decision-making.

Business Process Automation:

• Automation of routine tasks to avoid manual errors and save time.
• Process streamlining for increased operational efficiency.

Why Choose Us?

• Proven Experience: Decades of experience in IT, digital transformation, and mobility solutions.
• Tailored strategies include industry-specific solutions to match the strategy of your business.
• Client-centric approach: Strong support for long-term success and satisfaction.
• Demonstrated ROI: Solutions designed to yield immediate and sustainable cost savings.

Actual Benefits: Visible Impact

Operational Efficiency:

• Downtime reduced by 30%, with full operations maintained.
• Preventive maintenance on the future problems and potential bottlenecks.

Scalability:

• Cloud-based IT architecture made it easy to scale up in relation to increased demands.
• Flexible architecture responding to changing business requirements.

Driving Digital Transformation Today

With Trinetra, business customers acquire state-of-the-art IT and enterprise mobility solutions to transform the shape of their operations to facilitate scalable growth, operational excellence, and superior ROI.

Let us lead the future in IT and mobility. Call us today and begin to transform your processes into something totally unmatched in terms of efficiency.