The daily work routine of field agents has changed quite a lot in the last decade. The tasks they used to perform manually have been switched to more user-friendly and digitized ways. Owing to revolutionary tech advancements, field agents have picked up a good pace at work; now more tasks can be done in a single day leading to better productivity with lesser effort.
Before the latest field force management software was introduced, field agents hustled too much to attend maximum client meetings on a given day. To accomplish this, they had to start early, chalk out the travel plan for the day, and mark client locations manually on the map. Then they had to compare which client to visit first based on the distance calculations. But today workforce management software has simplified their hustle and bustle mornings by providing advanced plans of execution and more such bang-on features for a better-organized workday.
How Does Their Day Go With An Advanced Sales Force Automation Tool?
John is a field sales agent in a big multinational company. Now that his office management has invested in good workforce management software, he doesn’t have to worry about early morning work planning, he gets to spend more time on his health and family.
He gets up early, does some workouts, takes out time for reading, and has an ample amount of time for breakfast at home. Now he leaves for work on time, as he doesn’t need to go office and mark attendance manually. He also saves on time spent in traffic.
As soon as he leaves home, he opens the work application and logs in. Now all the time spent on manual attendance marking can be utilized to meet more clients. This categorically is beneficial for both the field agent and the company. Next, John heads to work by looking at the map, who is the first and the nearest client to visit. Now he doesn’t need to make manual distance calculations and search for client locations, due to the inbuilt GPS feature, the next client location will be visible on the map with optimized route planning. Optimized routes will have the least traffic, the shortest path to the destination, and easily available public transport. Now John will again save some more time without putting much effort into unnecessary traveling.
Enhanced Workplace Functionality with Imprint Sales Force Management Tool
He is finally on the client site and takes up his work. He is stress-free about reporting to his manager about his arrival, as his manager can locate him anytime he wants. Meanwhile, the application also sends a notification to the manager about client check-in/check-out with timestamps. The duration of the meeting is recorded for future reference.
John can easily share pictures of work done or updates about service call completion so that his manager is rest assured about the success of his visit and complete satisfaction of customer. This eliminates the need of making frequent calls and lets field agents concentrate more at work. This way John saves time and can head to the next lined-up meeting on his task manager/beat planner.
Another innovative feature of a field service management tool like Imprint is ‘Nearby Client Updates’ wherein if John finishes his scheduled meetings before time, he can look for other nearby clients through the Imprint App and make a visit. This ensures time saving and efficiency enhancement of every field sales agent like John and his team members.
In the middle of work, he realizes that he missed bringing some company brochures and business cards. All he has to do is access the centralized Knowledge Base in his Imprint App to access training videos, PPTs, brochures or any other such useful documents. This way the smart field sales management app again helped him by cutting efforts in revisiting office and also saved time and money spent on traveling.
After completing the day’s tasks, he finally leaves for his home, a route that too already been planned in the app. The optimized route gets him home in lesser time. Now after reaching his doorstep, he finally logs off from the application. A few years ago John had to keep all the records of distance traveled, and ticket bills, and now the app has taken charge of all expense management. In the Reimbursement tab of his Imprint App, John can submit bills for the expenses made during work visits, which can be approved by the manager within the app only. Since all trip distances are automatically recorded in the sales force automation app, the total distance traveled can be easily calculated and reimbursed accordingly. This keeps John stress free of all the calculations and in addition, it eliminates the risk of fake billing.
Conclusion
Now we are quite aware of how John has spent his day, empowered by the versatile and advanced Imprint field force automation tool. He not only saved time & effort, but also improved productivity. Deployment of such an application has proved to be a win-win situation for both the field agents and management. Accurate location intelligence has allowed the manager to keep an eye on the activities of John and all other field sales/service agents through the day. Automated features of the app helped John in cutting efforts and saved money and time.
As you have witnessed, Imprint is a multi-featured workforce management application by Asti Infotech. Right from login to log off, it keeps track of field agents and their activities throughout the day, guides them with routes to take and clients to visit. All these features lead to increased workforce efficiency, productive field sales/service teams, and overall increased throughput of the enterprise.
If you feel that Imprint has proven to be a boon to John and his team, and if you too would like to empower your field sales team with this workforce management powerful tool, schedule a customized demo right away or check out more details at https://imprintai.us/
FAQs
1. What is field force management System?
It is a software solution which allows real time monitoring of field agents working outside the company premises.It keeps track of their working hours, clients visits with reduced paper work and improved enterprise’s productivity.
2. What are the objectives of field force management?
Field force management system focuses on increasing its workforce’s productivity , automating the management operations and enhancing the customer experience.
3. What is Field Force Automation and how it improves efficiency?
Field force automation serves a parallel communication between the enterprise management and field agents. The data is digitally recorded eliminating manual data entry and makes process error free.
4. What is field force optimization?
Field force optimization works on improving workforce productivity with features like auto job allocation. Client’s and sales agent’s location are mapped and nearest client is allotted to the field agent.
5. Who benefits from workforce management?
l. Field agents , who needs client site route and tasks to be performed on a day.
2. HR dept, who manages calculation of payroll with leaves applied accordingly.
3. Managers, with operational responsibility for combining operations, resources and employees.
4. Top managers, who need reports and real time monitoring of field agents.
