inovative mobile solutions

Confidential Copyright © Saral Technomart Pvt. Ltd., 2014

FIELD FORCE MANAGEMENT

An Innovative Mobile Solution


PAIN POINTS WITH REFERENCE TO FIELD FORCE

Lack of visibility of the field staff

Lack of proper control over their activities

Managing attendance records of the people reporting for work directly in

the field

Lack of work related reporting – A report which is really authentic, honest

and most importantly ‘Timely’ reporting so that any correction could be taken

instantly

Authentic conveyance vouchers

Extra-time working calculations

Objective incentive calculations


Where are

they?

What are

they upto?

Did he come

out to from

home?

Did he come

to work on

time?

Is the

conveyance

claim really

genuine?

Did he cook

up his report

sitting at

home?


A MOBILE BASED SOLUTION

For all profiles of people in the field


KEY IMPACT POINTS

Improves productivity & efficiency amongst field and office teams

Pushes transparency & accountability to a much higher level

Improves the speed of flow of information from employees in the field to

their respective reporting heads

Quick traceability of employees in the field

Has positive impact on the expense reimbursement for conveyance bills

for the field force

Overall, it makes an organization agile & responsive to the needs of its

customers impacting big-time, the bottom-line of the organization.


COMMON FEATURES & FUNCTIONALITIES

A cloud and mobile solution works only through a secured login.

Multi-user, multi-role, multi-location solution

All transactions come along with location details and date & time stamp.

Photo Attendance, a selfie or a photo of the location gets uploaded on the

server with date/time and location details on click of a button on mobile. This

record cannot be manipulated and is therefore authentic.

Location Tracking on a given frequency of some or all the employees.

Photo Work Reporting, a photo of the location gets uploaded on the server

with date/time and location details. This record cannot be manipulated by the

user and is therefore authentic.

Master data management

MIS


PROPOSED SOLUTION DESIGN

Mobile Application

Web Portal Reporting

GPRS/

InternetImagesGPS


KEY CONSIDERATIONS FOR DESIGN

Solution should be simple and user-friendly and easy to use

Real Time Reporting to all stakeholders

Quick Deployment

Easy to Scale with respect to functionality and locations


PROPOSED METHODOLOGY FOR IMPLEMENTATION

Initial Setup

Master Data

Mobile App installation and user registration

Training

User Training at various levels

Support

Field Support / Handholding


INFRASTRUCTURE REQUIREMENTS

End User – Just owning a Mobile Phone with

Android OS

Camera

Internet (GPRS/Mobile Data)

SMS

GPS

Cloud Based Server (SAAS Model)

Windows

SQL Server

Domain Name

Application will be hosted on our server


FOR SITE ENGINEERS

Mobile Solution


MOBILE SOLUTION FOR PROJECT MONITORING

Features & Functionalities

Allows real-time reporting of the progress related to a project site directly

from a mobile phone of the site engineer

The report of project progress from the site gets reflected on a web interface

along with date/time and physical address

The user can click and post actual photographs of the project site which gets

uploaded under that project automatically

Allows project contractors and other stake holders to report any hindrance at

the site which is stopping the project execution directly from their mobile

phone

All such reports get reflected on the web interface along with date/time and

physical address along with actual photographs of the site automatically


PROCESS FLOW – PROJECT MONITORING

Create Project Masters

Create Project

Create Milestones for Projects

Create Activities under Milestones

Create Project Team

Create Vendors for the project

Assign Vendors/Users to

Project

Project Progress Reporting

Project Hindrance Reporting


FOR TRAVELLING SALESMAN

(FMCG COMPANIES)

Mobile Solution


MOBILE SOLUTION FOR TRAVELLING SALESMAN


Allows creation of retailers directly through the mobile phone which also

records the location details of the retailers’.

Allows creation and allotment of routes to salesmen in the system.

The mobile app displays today’s route to the user (salesman)

Allows marking of attendance from the field.

Salesman can record order from a retailer. The retailer authenticates the

order by entering his secured pin on the users’ phone.

Salesman can record stock position of a retailer.

Salesman can collect cash/payment from a retailer which can again be

authenticated by the retailer.


PROCESS FLOW – FMCG SECTOR

Create Product Categories

Create Products

Create Salesmen

Create RetailersAllocate Products to

Salesman

Assign Retailers to Salesman

Create route for salesmen

Salesman record orders from retailers

Salesman record stock position at the outlet

Salesman can record payment collected from

a retailer


FOR FIELD EXECUTIVES/

PICK-UP BOYS/DELIVERY BOYS

Mobile Solution


MOBILE SOLUTION FOR FIELD EXECUTIVES


Complete Cloud based Lead Management System

Tele-caller can assign dispatches from the web to the field boy which gets

reflected on field executives’ mobile phones along with customer details and

time slot for meeting

System records several important details like ‘Received’, Started’, ‘Closed’

when the field executive takes an action for a particular dispatch

The status of a dispatch changes on the web interface along with location

details of the field executive from where he started for the call

Field executive enters the disposition of the call on his mobile phone against

that dispatch, which gets reflected on the web interface

All coordination between the tele-callers and field boys happens instantly

and in real-time


PROCESS FLOW – FIELD BOYS

Tele-caller creates Prospects

Creates Opportunities for a prospect

Manages Follow-ups for an opportunity

Creates dispatch list for field boys

Dispatch list is pushed onto the mobile of field

boy

Field boy acknowledges the dispatch, thus

recording its date/time and location

Clicks on ‘Started’ for a dispatch, records

started date/time and location

Enters disposition for a dispatch on mobile,

recording date/time and location

Instant status updation of the dispatch with

disposition on the web


FOR SERVICE ENGINEERS/MECHANICS

Mobile Solution


MOBILE SOLUTION FOR SERVICING STAFF


Complete Cloud based CRM for service support

Allow creation of Service Requests (SR) by the call centre support executives

Complaint assignment happens through a map which shows the customer location and plots the position of the service engineers

The SR gets reflected on service engineer’s mobile phone along with customer details and time slot

The field executive acknowledges a particular SR by opening it, clicks on ‘Started’ when he moves for the customer location

The status of an SR changes on the web interface along with location details of the service executive from where started for the call

Service executive enters the disposition of the complaint on his mobile phone against that SR, which gets recorded and reflected on the web interface.

Therefore the system shows the time complaint was received, time when assigned to engineer and time when resolved.

All coordination between the call centre executive and service boys happens instantly and in real-time


PROCESS FLOW – SALES SUPPORT

Customer calls callcentre

Call centre exec creates Service Request (SR)

Assigns SR to an Engineer

SR is pushed onto the mobile of service

engineer

Service Engineer acknowledges the SR,

thus recording its date/time and location

Clicks on ‘Started’ for an SR, records started date/time and location

Enters response for an SR on mobile, recording date/time and location

Instant status updation of the SR with

disposition on the web


FOR BUSINESS DEVELOPMENT EXECUTIVES

Mobile Solution


MOBILE SOLUTION FOR BUSINESS DEVELOPMENT PEOPLE


Complete Cloud based CRM for Business Development

User can create New Prospects through mobile phone, an opportunity and a

followup gets created automatically

User can manage his/her follow-ups from the mobile phone

The records created through mobile also record the users location details

along with date & time stamp

Any task can be assigned to any BD person through the web/mobile

Mark attendance of the people in the field which gets reflected on the web

interface along with date/time stamp and location details


PROCESS FLOW – BUSINESS DEVELOPMENT EXECUTIVES

User creates Prospects

Creates Opportunities for a prospect

Manages Follow-ups for an opportunity

User can create prospects from mobile

User can create followup from mobile

User can manage customer meetings from

mobile

Instant status updation of the follow-ups on the

web along with date/time and location


FOR COUNTER BOYS/GIRLS

AT A RETAIL OUTLET

Mobile Solution


MOBILE SOLUTION FOR COUNTER BOYS/GIRLS AT A RETAIL OUTLET


Mark attendance of the people in the retail outlets which gets reflected on the web interface along with date/time stamp and location details.

Application tracks and sends alert in case the sales boy/girl goes outside a certain range from the showroom during the day. This range is configurable and termed as geo-fencing.

Record sales related data through mobile phone

Enter reasons for loss of sale for each customer walk-in in a given day EOD

View target v/s achieved report on almost real-time basis with regards to figures for MTD and YTD

Allows instant notifications to be sent to these people on their mobile phone, which could be key promotional announcements thereby reducing the time taken to communicate with these boys/girls.

Reporting related to competitive analysis and merchandizing can be substantiated along with a photograph.

SMS alerts for showroom opening and closing time goes to the owner of the showroom.


THANK YOU FOR YOUR INTEREST

For enquiry:

[email protected]

Ph: +91-8800999281

+91-9899703291

mailto:[email protected]

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