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Mobilize your Field Force
Provide the mobile tools to engage and transact with customers in the field in one central mobile application.
Digital Transformation of your workforce need not be a scary task. Modify existing business processes for all external sales and field services to incorporate a mobile solution in each touch point or customer engagement. Leverage the power of cloud and mobile devices improve efficiency, automate process and improve customer satisfaction.
With FIELDForce, you can empower your workforce by providing them the tools to work on the go, access vital information, and more importantly, engage with their customers. Each individual, as a mobile user, has access to the tools to engage and transact with customers in the field in one central mobile application.
- Cloud based solution ensures 'always on' access to data
- Offline capability allows access in remote areas
- Track and monitor to ensure your force is on task
Pre Sales
Ensure your Trade Marketers are on track with their call schedules and have the ability to update their customer details in real-time. Access order history, stock levels and generate in-trade orders.
Manage a user-friendly CRM ON THE GO
Manage and Update Accounts
Keep your account information up to date. Access or update customer details on the move.
Load New Prospects
Add new prospects when you come across a new merchant on your route.
View and Update Visit Notes
Keep track of any issues or notes attached to the customer.
The Sales Process designed for FMCG distribution
View and Update Call Cycles
Track your daily call schedule and have the freedom to adjust your call cycle to cater for out of the blue calls or non-completions.
Generate Orders
Keep your customer top of mind and capture pre-orders with the customer during the sales call.
Collect Data through Forms
Meet soft KPI's through collecting in-trade data, promotion compliance, or competitor insight.
KEEP AN EYE ON THE Stock
View Stock Availability
Prevent irritating back orders with a real time view of stock availability at the warehouse.
Run Customer Stock Takes
Ensure adequate merchant stock holding through understanding current stock on hand.
Do Asset Verification
Verify that your assets are still in-store, fully operational, and correctly presented or stocked.
Inbound Sales
Manage an inbound call centre from one platform. This CRM module allows call centre staff to log calls, update customer information, see previous orders, and generate sales orders.
BUILD A CALL CENTRE ON CRM
Manage and Update Accounts
Keep your account information up to date. Access or update customer details in one convenient location.
Log Inbound or Outbound Calls
Handle any call with the assistance of scripted prompts, while making full records of every engagement.
Collect Data through Forms
Collect valuable information from every engagement with the help of forms designed to build insight.
KEEP Sales MOVING with a call centre
View Order History
Track the full history of orders from customers to predict future stock requirements.
Generate Orders
Capture all inbound pre-orders or Call and Collect order while on the line with the customer.
View Stock Availability
Prevent irritating back orders with a real time view of stock availability at the warehouse.
Get your
FIELDForce for Sales
functionality eBook
Field Service Agents
Ensure your Field Force are on track with their call schedules and have the ability to update their customer details in real-time. Complete forms, verify assets, and collect in-trade intelligence.
KEEP YOUR FIELD SERVICES ON TRACK
View and Update Call Cycles
Track your daily call schedule and have the freedom to adjust your call cycle to cater for out of the blue calls or non-completions.
Collect Data through Forms
Meet soft KPI's through collecting in-trade data, promotion compliance, or competitor insight.
Do Asset Verification
Verify that your assets are still in-store, fully operational, and correctly presented or stocked.
Van Sales Drivers
Create flexibility in your route to market through offering Van Sales. Provide the driver with the ability to manage stock on board, generate van sales invoices, and settle cash sales.
Manage a user-friendly CRM ON THE GO
View Routes and Call Cycles
Track your daily call schedule and have the freedom to adjust your call cycle to cater for out of the blue calls or non-completions.
Load New Prospects
Add new prospects when you come across a new merchant on your route.
Collect Data through Forms
Meet soft KPI's through collecting in-trade data, promotion compliance, or competitor insight.
MOVE THE right Stock
Shipment Acceptance
As part of the preload inspection before leaving dispatch the driver must accept receipt of stock to be loaded onto the vehicle.
Van Sale Delivery
Extra stock is allocated to the vehicle for ad hock sales. This new stock location is updated in the system.
Shipment Top Up and Recon
The driver has the ability to return to depot to top up stock, and on return conducts a recon of stock sold and returned.
Offer an agile Sales Process
Generate Van Sales
Keep your customer top of mind and capture pre-orders with the customer during the sales call.
Generate Clean Nett Invoices
Remove the hassle of sorting out credit notes back at the office, provide a clean nett invoice taking into account all order adjustments.
Cash Collection
Drivers can adjust the break down of payment to suite what the buyers has on hand, because collecting cash is a reality.
Take your next step towards
field force automation
See for yourself how we have assisted large FMCG players and food & beverage distributors mobilize their field force and generate clean nett invoices in-trade.
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