Simplify Medical Representative’s Hospital Visits with a User-Friendly Mobile Application

Systemize your daily schedule plans with an efficient mobile field force solution to boost the medical representative’s daily productivity.

Introduction

At Trinetra iWay, we were approached by a pharmaceutical company that had a presence in the dairy industry and hospital industry, for a solution with regard to streamlining their sales force on the field and addressing their pain points. Their sales representatives on the field were unable to maintain the scheduled visits according to the time frame they have planned. The solution lay in using a Mobile Field Force Management Software supported by a mobile app for field visit schedule, which Trinetra iWay has already developed and is highly customizable.

The Problem Outline

After the briefing from the client, our team identified and discussed the pain points elaborately to come to a conclusion. The client was unable to know the location of the field representatives and also not able to get updates periodically and feedback from the Doctors or Customers visited. The company’s managers find that their medical reps were unable to adhere to the planned hours for doctor visits or hospital calls. All this would affect the daily performance of the representatives and the achievement of sales targets besides the long-term planning. This called for a technological solution or a software application that can be customized for them, which Trinetra iWay can provide.

The Solution Summary

With due consideration to all the challenges and pain points of the client, the Trinetra iWay team customized the field sales management software.

The solution comes with GPS technology and mobile app integration to help locate and track field representatives’ activities by the managers. It also helps to know updates on the current schedule and location of the medical rep. This solution helps to get instant feedback from the customer, hospital, or doctor with the provision to upload photos. The tightly integrated platform helps managers to know the schedules and doctor feedback with ratings.

The mobile field force management software can help to automate the complete sales process in a highly competitive market for the company, which will cut down on time and costs. The representatives are able to attend the doctors on time and the count of doctor visits can be increased on daily basis. Using the solution supported by the mobile app, managers know the current location of the executive with the status showing whether he is available or engaged. Sales managers are aware of the direct visits to doctors and hospitals with updates on a real-time basis and on the go with the help of the app.

This is a highly flexible solution to customize and modify based on the needs and requirements of the client. Quality products and medicines address the primary diseases and satisfy the customer. The application helps to manage and monitor all the schedules by tracking the location of the field executives in real-time. this cloud-computing solution with a web-based application makes it easy to monitor tasks from anywhere and also anytime.

Client testimonials

“By adopting the Trinetra iWay mobile field force management software system, it has helped us to automate many tasks and streamline our system. With this app, we gain great insight and visibility into our operations and our field force which helps in saving time and cutting costs”.

Find out more about TRINETRA’s customized solutions with a request for a demo. It can be arranged at your convenience with our team who will be only happy to discuss your requirements. Browse more information and details about Trinetra iWay software applications and also related modules at our website.

Highlights

• 15+ countries have implemented, with 13000 active mobile app users
• Improves medical representatives’ 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%

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%

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.

 

Mobile Field Force Solution enhances On-Field executives’ communication related to open support of existing customers, for quick closure of repeat orders to increase monthly revenue.

Introduction

Trinetra was approached by a reputed manufacturer of textile and industrial machinery and parts with regard to improving their open support and services being rendered by their field executives. They had mobile executive teams working throughout the country and wanted to streamline their operations and on-field team coordination, especially their service teams.

 The Problem Outline

Trinetra iWay executives discussed with the client comprehensively to identify their pain points and, challenges, so as to find a proper solution with the customizable field service management application that Trinetra has got. They found that managers were finding it difficult to schedule the customer visits with a defined purpose and planned hours for the field service executives deployed in various regions. Managers needed to close the tickets raised for customer support on time. they also needed to meet the objective set by the management to close the count of open service tickets on a daily basis.

The client needed to increase efficiency and sought to automate the complete field force team management process with the help of our Mobile Field Force Management Software. they felt the Mobile Field Force Solution will enhance On-Field executives’ communication related to open support of existing customers. They wanted quick closure of repeat orders to increase monthly revenue.

The Solution Summary

The Trinetra team decided to customize the field force management application and offer a tightly integrated platform to know the status of open tickets and also get back customer feedback with ratings & photographs for the completed job. The field force tracking app with mobile compatibility and support would make the sales team aware of the open tickets and help to communicate to service teams to quickly generate more repeat business from existing customers owing to the timely service and repose by field technicians.

The field service managers and sales managers needed to know the current location of team members with the status of available or engaged field executives which were made possible in the app. they could manage and monitor all the service tickets, tracking with location and progress of the schedules on the real-time basis. Trinetra offered a cloud computing solution with a web-based application that makes it easy for managing field force teams anywhere and anytime, thanks to mobile app integration and GPS tech. The managers are aware of the data from the customer visit updates on a real-time basis for field executives on-the-go, to provide the necessary support for quick service ticket closure. This also leads to customer satisfaction and encourages repeat orders for the sales team.

Client Testimonial

After we implement the customized field force management application we found the communication and engagement between the sales and service teams and their managers improving, which is productive for the company.

We offer field force service management applications for various industries. Please visit our website and make a request online for a demo. We will arrange it at your convenience and our executives will be certainly happy to discuss your requirements.

Introduction

The client offers crop solutions that enable growers to achieve their business objectives and address various challenges to achieve food security.

The Problem Outline

Their requirement was a cloud-based solution that will automate the actual activity of field personnel. A typical field force management system that is accessible from both mobile apps and computing devices. It must help them in real-time to manage and monitor all the services with location and progress of the schedules on a real-time basis.

• To communicate with their service team regarding the open support and services
• To enhance their field executive meetings & manage product sales, maintain service history and customer payment information.
• To close the customer supports on time and the count of open service tickets count needs to be reduced on a daily basis

 The Solution Summary

We provided them with web-based field force management software applications to provide great customer service as well as maximize their sales/ service team employee productivity. With mobile field force management solution their field force managers can access all the information, i.e view customer visit scheduled with purpose & planned hrs. Further to it,

• Context-based, skill-based employee dispatch is made possible
• Remotely Monitor currently assigned task progress/completion status
• Close customer supports on time & reduce the count of open tickets on a daily basis
• Analyze data & discover new revenue opportunities/ identify the missing customer

Enables the organization to easily & efficiently manage their product sales, / service team professionals to manage their service maintenance visits and follow-up for customer payment information.

Results

• Easier communication with customers increases transparency
• Customer related Data is stored securely & accessed at any time
• Enables managers to get accurate, real-time information on work status
• Send/receive alert messages on arrival times
• Predictive analytics capabilities help optimize scheduling

To centralize your customer calls, improve your customer service & assist field sales reps to improve productivity, and equip field force managers with Mobile field force management contact us.

Introduction

Trinetra iWay was approached by a reputed university to improve the attendance, scheduling, and tracking of class hours of students and teaching hours of faculty who are in departments across the campus and other locations. The education market is competitive and managing the classes and curriculum is important for the university. The client wished to streamline their department’s operations and classes to help students finish their education in the timeframe at the university.

The Problem Outline

After the briefing from the client, the Trinetra team identified the pain points of the institution.
• The client has to manage and streamline students’ attendance and classes across departments.
• The lack of visibility slowed down the operations of departments, the progress of students
• Present system does not have a tracking mechanism in real-time
• They wish to send multiple alerts across the web dashboard and mobile to stakeholders

The Solution Summary

A discussion with the client revealed their need for an internet-based solution that will automate the schedules of each department. A customizable time and attendance management system that is accessible from both mobile apps and computing devices is the solution we offered. This application helps them to manage and monitor all the activity of students and staff in real-time, along with the location and progress of the schedules on a real-time basis.

By implementing this student tracking system, the administration is helped to reduce personnel by automation. The monitoring system with GPS tech (location tracking) also offers enhanced safety for students. The university administration is enabled with immediate alerts on non-compliance and also alarms in case of exigencies. The web-based system stores all information online in a centralized hub and is accessible by stakeholders with authority or credentials, as assigned by the administration.
The dashboard can be customized for various report generation and easy visibility for each department. The geofencing feature can also be used by the college administration to set geographical boundaries to mark attendance. Check-ins and check-outs can be monitored and late check-ins can trigger an alert notification. There is also a communication portal enabling stakeholders to access relevant data for delivering and sharing information faster. The campus management system and student management system can also be integrated with the HR and Finance departments if required, to help in daily reports or analytics, for collecting fees, or for any other task.

Results

• Easier communication with/between stakeholders increases transparency.
• Collected data stored securely and accessible at any time.
• Enables getting accurate, real-time information on task/work status.
• Predictive analytics help optimize the scheduling of curriculum, classes, assessments, etc.
• Mobile app integration ensures convenience, mobility, and safety.
• Helps in time management and building relationships
• Updates and reports can be done online instantly and remotely

We offer customization field employee management applications as per client requirements. Please look up our website for more details. You can send a request online if you like a demo, which can be arranged at your convenience. We are only happy to discuss your requirements.

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

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.

With the efficient Trinetra iWay mobile field force solution, on-field executives start & complete schedules on time with effective self-pre-planning with no violation of company rules and it saves costs.

Introduction

Trinetra iWay was approached by a company manufacturing, marketing, and servicing Air-Conditioners and refrigeration equipment with the objective of improving work efficiency among their on-field teams. The company had a large team of field executives and wanted an efficient mobile field force solution for them to start and complete their schedules on time with help of self-improvement plans and preplanning to save costs and avert the violation of rules.

The Problem Outline

Trinetra iWay team had a discussion with the client to identify the problem areas and related factors involved to come up with an appropriate solution. The solution has to satisfy the customer with the best support in addressing the prime challenges faced by them. Field executives had to meet the customers on time and the count of customer visits needed to be increased on a daily basis. The solution has to automate the complete ticket closure process operating in a highly competitive market.

The Solution Summary

After customization, the field force management solution we provided now helps to manage and monitor all the schedules, tracking with location data the progress of the schedules on a real-time basis. Our software, a highly flexible application to customize and modify, is focused on the client’s needs and requirements. The field executive management solution allows the executives to draw out self-improvement plans for themselves, using the data from the application which is easily accessible and available.

We offered them a cloud computing solution with a web-based application, supported by mobile applications, which makes their field managers easy on monitoring from anywhere and anytime. The tightly integrated platform helps both sales and service managers to know details of the schedules and obtain customer feedback with ratings & photographs, to validate each visit done as per schedule. It’s now easy to know your executive’s current location with their status, if available or engaged. It makes your managers aware of the direct visits with updates on a real-time basis, even while they are on the go.
The solution helps to Improve work efficiency among on-field teams with self-improvement plans drawn on a regular basis. With an efficient Trinetra iWay mobile field force solution, on-field executives now can start & complete the tasks with adherence to schedules on time with effective preplanning and also help save costs but with no violation of company rules. The supporting mobile app helps to satisfy the customer with the best response thus addressing the prime challenges faced by the field service teams.

Client testimonials

“Before we implemented this field management solution, our managers had difficulty in flexibly scheduling the tasks or rescheduling them in a working day. But our managers now are able to automate many tasks and the field executives can take initiatives on their own with the help of the Trinetra application that improves their performance.” – Senior Technical Manager – Service.

To know more about TRINETRA’s customized solutions for field service and field sales management make a request online for a demo. We will arrange it at your convenience and our team will be happy to discuss your requirements. Get more information and details of Trinetra iWay software applications on this website.

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.