Go Beyond Just Tracking…
So you’re using a field employee tracking app. That’s great but isn’t it still lacking? It’s all well and good to just see the live location of your field employees but what’s the sense to it when you can’t easily see where they’re going, or when they’re actually in a meeting, or what expenses they incurred, or even the amount of kilometers they’ve travelled. All you’re getting as of right now is a shallow representation of the most basic need you have: tracking your field employees.
Employee tracking ++
Any good field force tracking app will and should, by extension, also be a field force automation app (cough, cough FieldSense). While a field force tracking app will only provide you the basic necessities, a field force automation app will provide a whole bundle of performance enhancing features that you’ll be left stunned and wondering why you never thought about doing this in the first place! But hey, enough talk! Let me illustrate through an example how a true field force automation app works.
The life of Rakesh Joshi
Rakesh is a budding sales employee who works for ABC Pvt. Ltd. ABC used Google Maps and Excel sheets before to keep track of their sales activities but after facing TREMENDOUS problems with transparency and erroneous entries, among many many other problems, (I hope that you, the readers, understood the secret message here: PLEASE DON’T USE EXCEL TO TRACK YOUR SALES ACTIVITIES! Especially when there are a million other apps out there that are created for exactly this purpose, like FieldSense :p) ABC decided to try using two different apps to help reduce the stress and strain of manually keeping track of their sales activities: FieldTrackingX and FieldSense.
FieldTrackingX is your run-of-the-mill field force tracking software. It only allows you to track the distance you’re travelled. After the implementation of FieldTrackingX, Rakesh was able to see a layout of all his visits for the day but still had to manually complete many other tasks like updating his manager after each visit, noting down the post-meeting follow-up activities, etc. As for Rakesh’s manager, while he can see the distance travelled by Rakesh in a day, he doesn’t have a clue about the expenses claimed by Rakesh, or anything about how Rakesh spent his time in the day going about the visits. All the manager can see is the route that Rakesh has taken to his visits and distance he has travelled with FieldTrackingX.
With FieldSense, after the admin of the account completed the quick start process with diligence, Rakesh was able to not only see his visit route for the day, but also signal to his manager when each meeting had commenced and ended, all with the click of a single button (Checking-In and Checking-Out). Furthermore, Rakesh was able to quickly note down each visit’s outcome, any follow-up activities easily from within FieldSense’s interface, and was even able to note down information tailored to ABC Pvt. Ltd.’s needs (custom forms). Additionally, Rakesh had never found submitting expenses easier! All he had to do was provide a few cost details and attach a photograph and there! His expenses were all submitted. Life was a breeze for Rakesh’s manager as he not only knew where Rakesh was at any given point, or whether or not he was in a meeting, but was also able to see the expenses Rakesh claimed for each visit, Rakesh’s monthly attendance and he even had access to actionable data summaries that provided insights into not only Rakesh’s productivity, but the entire team’s productivity.
The real beauty of it: paperless workflows
Now that you know the benefits that a field force automation app offers, you should also know the main advantage of using it: transparent, quick AND paperless workflows. Assuming that ABC Pvt. Ltd. followed the quick start process to the T and added their Human Resources (HR) and Accounts teams to the app as users, they will now be able to vastly streamline their expense approving and salary calculating processes. On submitting an expense claim, the manager will be able to view and approve/reject it instantly, following which, the accounts team will take the requisite action. In terms of the HR team, they will be able to access the attendance records for the entire workforce on FieldSense and either download or even directly link it to their payroll software for their monthly salary calculation exercises. In essence, you now have a workflow management system that stores data online (so completely paperless) in a centralised manner, and can, therefore, be called upon to provide actionable insights, that go beyond an isolated information point like just monthly attendance, or visits conducted in a month.
In summation, by offering a paperless data collating platform, FieldSense is able to optimise your workflows and provide valuable insights that could lead to you making business enhancing decisions! However, we understand that just reading about something is not enough! You need to truly experience it to believe it right? Which is, exactly, why FieldSense is free for the first 25 users! When there is no cost incurred in implementing a process that could, potentially, revolutionise your business, then you have to try it right? So, if you’d like to know more about what FieldSense is all about, then click here and if you’d like to signup and give it a try right away, then click here. We have many other interesting articles on our blog, we’d love if you could check them out as well!