Client Background

The Client is a leading manufacturer of machine tools with field force team who in turn visit multiple dealers and retailers on day to day basis in Coimbatore, so requirement based knowing the assets visit activity along with the key aspects on order management is significant for their business development.

Business Need

Being the leading manufacturer, client is one of the highest revenue generating industry with large number of sales executives around 40+ executives on field, the executives on field are also plenty in number it has become difficult for the client to operate all the deliveries based on zones, also executives need to monitor and get real time updates the active sales schedules in their location and know the pending dues of the dealers. So the client requested a mobile app to monitor and manage their sales executive with order management.

Solution Implementation

Trinetra iWay Field force management app has been provided to the client, our sales team management solution facilitates sales team manager to map a customer’s work location, awareness of each executive’s progress, time deviation and work site location. This also facilitates the manager to Schedule the task based on the skill set each of the sales team taking into account the distance and other vital parameters.

Trinetra iWay mobile app has been provided to the client as it provides wide range of options for the clients to meet their requirements and to place them unique from their competitors, Trinetra iWay helps the sales heads to assign jobs instantly and get feedback and status updates on the task to the executives on field and also to monitor their locations. Urgent support requests can be immediately assigned to the respective executives based on their location and sales heads can also analyse whether the sales calls are addressed on time with the details of order submitted by the client. After the sales call client’s purchase order for an order can be taken as a photograph and can be instantly sent with signature to the sales head which showcases the client about the importance that the company is keen on the order management and deliveries also option for placing the order from the client location. Trinetra iWay reports help the stakeholders to be aware of deliveries and due dates of each and every order on field which helps the executives and the company to avoid overdue receipts.

Benefits of the solutions

• Maximized Productivity
• Customer Satisfaction
• Centralized Monitoring
• Effective Utilization of assets
• Plan vs Progress status report
• Ensures Quality of work
• Improves Productivity