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Sales Force Automation

HomeSales Force Automation

Working Day Suite – Simple, Efficient & Most Powerful Tool for Field Workforce

Manage your Field Work Force / Field Sales Team like never before with Tracker, Forms, Planner and Orders.

tracker

Tracker

  • Track and guide your employee in every action they take on the field.
  • Tracer gives you a 360 degree vision of each and every field work force outside the office.
  • Real time recording of the GPS location, routes taken and time spent in each location.
  • The application also provides you with the kilometers travelled, battery level, power on/off, user downtime for effective field work force evaluation.
  • Extract reports of the collected data as a XLS, PDF or CSV.

Forms

  • Build your own customizable forms as per your business need with Working Day Suite Forms.
  • With real time synchronization, you have total visibility and control on data’s your field work force collects.
  • Rated as one of the best data collection and reporting tool, which include text, check lists, barcodes, electronic signature, photo capture, and many more.
  • Flexibility in assigning specific forms to specific set of users as per your business process and needs.
  • See what is happening in the filed real-time with GPS coordinates captured as and when forms are submitted. No more paper work, no more delays get immediate email notification of the collected data.
  • Extract reports of the collected data as a XLS, PDF or CSV.
Form
working-day-suite

Planner

    • Planner is an excellent tool for Field work force to manage their own calendars, or back office personnel to set appointments for them.
    • Configure and assign specific work plan for each member of your field work force.
    • The tasks are synchronized real time and field work force get the plan for the given day and tasks to be completed and a fulfillment form.
    • Get notified as and when the task is completed and the pending task to be completed.
    • The supervisor at the office can see the jobs done and the jobs that are pending to do as well as a weekly chart with the tasks per users.
    • Extract reports of the collected data as a XLS, PDF or CSV.
work day suite

Orders

  • Orders is the most effective and intuitive tool for distribution companies with product catalogues.
  • Using Orders the field work force in-charge for distribution can take orders form the clients.
  • Orders enables the field team to collect orders from the customer and triggers an automatic email back to the office for collected order processing.
  • By using the Orders mobile application all the information of the order is recorder with location, time collected, and the user can get the signature from the customer.
  • The user have the flexibility to provide with necessary discounts to the customer based on the placed order using the mobile application.
  • The manager in the back office can export all the collected orders in a given day as XLS, PDF or CSV.

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