Transforming IT and Mobility Solutions for Digital Success

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.

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.

 

 

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

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.

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.

 

Enhance and automate on-field executives’ daily business process with a perfect mobile field force solution, where the sales team is able to complete high-value sales calls quickly to increase revenue generation.

 Introduction

We were approached by a company dealing with and suppling industrial switches, to come up with a solution addressing the pain points faced by their sales teams. The teams have to make the best sales pitch to address and satisfy the customer’s needs. They had to meet the customer on time and the count of customer visits needed to be increased on a daily basis. What they require is an automated mobile field sales management software solution to enhance their daily business process and team performance.

The Problem Outline

The Trinetra team had a discussion with the client, to identify their pain points and analyze them. They found that the sales team needed to meet the customers on time and also increase the count of customer visits on a daily basis. However, the sales managers were unable to know the current location of the sales executives and were unable to allocate the sales schedule in advance to enable proactive planning for the field executive. Their sales pitch had to address the prime challenges of the customer to satisfy them. For this, they needed information at hand. They also required a user-friendly solution to automate the complete sales process to compete effectively in the market for industrial switches.

The Solution Summary

The Trinetra team found the mobile field force solution by customizing the Field Sales Management software application they have developed. The software solution helps the Business Development team to improve the on-time completion of customer-centric tasks daily. The application helps to increase the daily client visit count. Sales managers can now receive instant customer feedback with photographs via the app.

The tightly integrated platform helps the managers and executives to know the Schedules and Customer Feedback with ratings and photographs, plus to know the executive’s current location with available or engaged status too. The solution makes managers aware of direct visits with updates on a real-time basis, on the go. The application helps to manage and monitor all Schedules online. It helps track with location and progress of the Schedule in real-time. Being a cloud-based solution with a web-based application, it becomes easy for monitoring from anywhere and at any time.

Client testimonials

 “Our company was looking for an application to automate the several sales tasks and streamline our teamwork. Trinetra’s field sales management system reinforced by a mobile app has provided the insight and visibility needed to manage and monitor better our field salesforce.  Teams are more efficient and have enhanced customer relations”.

– Sales Head.

To be familiar 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 your requirements. Browse for more information and details of Trinetra iWay software applications and also related modules via this website.

Highlights

• 15+ countries have implemented, with 13000 active mobile app users
• Improve business development executive management and visibility by 60%
• Improves schedule management by 70%
• Improves productivity and benefits by 90%
• Improves time management by 40%
• Improves quality of the sales call completed by 90%

Introduction

Trusted water purifier Installation & repairs service provider with an experienced technical team aiming to delight their customers with a WOW experience.

The Problem Outline

They were looking for adopting Enterprise Mobility solution – field force service team management software to automate their work structure & help field staff managers to get analytics around tasks and have complete control of their business on the go.

The Solution Summary

We provided them with field staff management software available on IOS and Android, It was user-friendly for administrators to schedule customer visits to their team with purpose & planned hrs, and get instant visibility of their team’s progress and its performance. Now having invested in this technology & having set all their internal KPIs they could collaborate with the field service team in real-time and provide the necessary support for quick ticket closure. This led to quick ticket closures on a daily basis in the highly competitive market.

Solution Highlights

• Field Managers can easily assign tasks to the field employees in order of priority without delays by knowing their status in real-time whether they are readily available or engaged
• Field managers can send push notifications and alerts to field techs when the pre-listed meeting is canceled with new jobs or relevant information.
• Facilitates field employees to get the navigation to customer location, record their work progress, and collect proof of service provided.
• Tightly integrated platform to know the schedules and feedback with customer ratings & photographs

 

This cloud computing solution with a web-based application improved technician utilization, and dispatcher efficiency to meet customer needs on time and thereby enhance customer relations and loyalty. Utilization of mobile technology in field force management allows data to stack up for future references as well eliminates offsite inefficiency, brings enhanced field visibility, and creates a strong field force accountability.

Results Achieved

• Improved field technicians’ management and visibility by 60%
• Improved schedule management by 70%
• Improved productivity and benefits by 90%
• Improved time management by 40%
• Improved quality of the ticket closure by 90%

Client testimonials.

Adopting Mobility Technology into our business helped us immensely to schedule tasks, gain total transparency, and complete more everyday tasks on time which lead to increased customer satisfaction.

 

Contact us today to leverage business intelligence with our easy and intuitive Field Force Management Software, we have assisted numerous services in making their field force more efficient with mobile field force management solutions.

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

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.

Powerful Mobile Field Force Solution enables Managers to be aware of the team’s schedule progress and workout a secondary plan on the go to achieve a 100% daily visit target.

Introduction

       Trinetra iWay was approached by a company manufacturing, selling, installing, and servicing Elevators and Lifts with the need for improving coordination among their on-field teams with their managers. The client has a large team of field sales executives operating across the country and wanted an efficient mobile field force solution for their job scheduling process by the sales managers on the move.

The Problem Outline

Our Trinetra iWay executives discussed with the client to help identify their problems and the pain points involved, to derive a suitable solution. The solution has to satisfy field force managers with the best support in addressing the challenges. They are unable to know the current location of the field sales executives and so are unable to allocate the daily schedules to the field executives based on their availability.

No user-friendly solution was available to automate the job scheduling process. But Field Sales Executives had to meet the customers on time as the count of customer visits had to be improved on a daily basis. The solution has to automate the complete sales closure process for the sales team operating in a highly competitive market scenario.

The Solution Summary

The field force management solution we customized and provided now helps to manage and monitor all the job schedules, tracking with location data, on a real-time basis. The solution now helps to increase the daily customer visit counts. This solution is a highly flexible application, easy to customize and modify, as per the client’s requirements. It helps to improve the executives’ performance and to reach the customer place on time for visits with advance planning.

It’s now easy to know your executive’s current location with their work status, of whether available or engaged. It makes managers aware of the direct visits with updates on a real-time basis, even while they are on the go. It helps them to schedule the customer visit with purpose and planned hours for each field executive. The field executives can meet the customers on time and the count of customer visits would be increased on daily basis. It also helps to increase customer satisfaction. The objective is to automate the complete sales closure process, operating in a highly competitive market.

The solution runs on a highly integrated platform, to know quickly the schedules and customer feedback with ratings & photos. Make field force managers aware of the direct visits by updates on a real-time basis while on the go. The application helps to manage and monitor all the schedules, know the progress of the schedules, tracking executive with location and on a real-time basis. The highly flexible application comes with an internal KPIs set-up, based on their internal business rules. A Cloud computing solution with a web-based application that makes it easy for monitoring, from anywhere and at any time.

Client testimonials.

“After adopting the field sales management app, our field sales managers have automated many tasks. Earlier they had difficulties, not having flexibility in scheduling calls or tasks and were unable to reschedule within the working day. Now, even field executives can take initiatives by themselves, using the application to increase their results.”  – Senior Sales Manager

 

Find out more about customized solutions from TRINETRA iWay for field service management/field sales management on this website. Please make a request online for a demo. We will arrange it at your convenience and our team will be happy to discuss your requirements.