Enhancing Sales Operations with a Field Force Management Mobile App

Objective

Cedar Decor aimed to enhance the productivity of its field sales team by replacing manual processes with a robust mobile application. The objective was to digitize field force operations, enabling staff to log attendance, manage meetings, track performance, and access critical data in real-time, all through a user-friendly platform.

Additionally, the solution sought to provide management with real-time insights into field operations, including employee locations, meeting statuses, and target progress. By improving communication between field and back-office teams, the goal was to drive operational efficiency and enable proactive sales management.

Challenges: Addressing Operational Inefficiencies in Field Sales Management

Managing Remote Staff: Difficulty in monitoring and coordinating a dispersed sales team.
Communication with Customers: Reliance on phone calls and handwritten notes led to inefficiencies and potential miscommunications.
Downtime: Ensuring the timely execution of business processes was challenging without real-time oversight.
Route and Schedule Changes: Adapting to dynamic schedules and routes required flexible management tools.
Performance Management: Lack of precise data hindered the ability to assess performance against goals effectively.

Solutions: Implementing a Comprehensive Mobile Application for Field Force Management

Work Scheduling: Integrated a feature to schedule meetings based on follow-ups, optimizing the sales process.
Fleet Tracking: Utilized GPS technology to monitor customer locations and calculate daily travel, facilitating accurate travel allowance calculations.
Team Collaboration: Enhanced communication between field employees and the back office through in-app messaging and notifications.
Attendance Management: Enabled simple check-in and check-out functionalities with location tracking to monitor field activities effectively.
Target vs. Achievements Tracking: Provided graphical representations of monthly targets versus achievements, allowing sales representatives to focus on relevant business segments.
Real-Time Meeting Status: Offered managers a bird's-eye view of the team's real-time locations and meeting statuses through the web module.

Key Features of Project

Smart Attendance by single click
Graphical History of Monthly Targets vs Achievements
Log a business meeting while with customer and review meeting history
Easy access of key information on iOS and Android Device
Seamless Communication through the Messaging & Notifications feature
Leverage GIS information for a bird's eye view of the team
Download Meeting Reports using Web System
Light weight and ability to customize as per business needs
Built using complete Open Source Framework

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Business Impacts: Transforming Sales Operations and Customer Engagement

Increased Job Completion Rates: Streamlined scheduling and real-time tracking led to higher completion percentages.
Enhanced Communication: Improved interactions between offsite and onsite employees resulted in better coordination and efficiency.
Improved Accountability: Real-time job status tracking provided customers with transparent updates, building trust and satisfaction.
Higher First-Time Fix Rate (FTFR): Mobile access to on-demand resources enabled sales representatives to address customer needs promptly.
Boosted Customer Retention: Enhanced service quality and responsiveness contributed to increased customer loyalty.
Sales Growth: Optimized operations and better performance tracking led to a noticeable increase in sales.
Strengthened Reputation: Reliable service and transparent communication bolstered Cedar Decor's market reputation.
Cost Reduction: Efficient processes and improved customer retention reduced the cost of customer acquisition.

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App Screenshots

The Web Technology Stack

HTML

CSS

jQuery

Restful API

Laravel

MySQL

What the Client said about our Services

Implementing the field force management mobile app has transformed our sales operations. Our team is more coordinated, and our customers appreciate the transparency and efficiency we've achieved.

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