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What is Field Force Management Software and Why Do You Need It?

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Author
Kaluri Shankar

Many Industries have a fleet of field force staff that need to be managed on a daily basis – Be it for Sales, Service, or Collections. The service industry is one of the rapidly growing industries worldwide with more than 20 million field technicians.

Many Industries have a fleet of field force staff that need to be managed on a daily basis – Be it for Sales, Service, or Collections. The service industry is one of the rapidly growing industries worldwide with more than 20 million field technicians. The demand for instant resolution of queries and changing trends in the product and service industry has made small and medium enterprises step up their on-demand offering. Be it a call center or mobile-based app, the demand for service and resolution is only increasing.

Each industry vertical from food and grocery delivery, banking and insurance institutions, and automobile industry, to retail, manufacturing and telecom industry, each industry does not only offer on-demand services but also has a number of employees working in the field across different locations. They may be either delivering products at customers’ doorstep, extracting information, or promoting products and services with direct interaction with the customer. Even the sales force staff is mostly out meeting prospective customers and managing multiple appointments. There is an extensive need to streamline all the field force operations.

Field force management software allows the field staff to remotely access sales, service, and dashboards. The in-house manager can track the field force staff and communicate in real time with them. Today, one of the biggest expectations of organizations is to increase productivity and maintain effective and efficient customer service. Managing and monitoring their field force has helped organizations not only increase their turnover but also enhance customer experience, loyalty, and satisfaction. Along with this, the field force management platform also allows enterprises to increase productivity and operational efficiency.

CHALLENGES FACED BY INDUSTRIES

There are many challenges faced by industries all over in managing their field staff and being in control of the smooth operations of the business. The end goal is the service delivery of a delightful experience to customers. The field force staff has a customer-facing role and their task is to respond to each and every issue raised by the customer and complete the task within the allotted time. Here are a few challenges commonly faced by almost all industries in managing their field force:

RESOURCE SCHEDULING
In any industry where the service issue comes to play, scheduling field force staff can be quite challenging. Right from mapping the location, time, and alterations in timing, to keeping the resource busy and assigning tasks throughout the day is a difficult task to handle manually. There may be last-minute changes due to delays at another service, traffic, or weather conditions. Manually rescheduling the field force staff at the very last moment requires effort and time. Using the field management solution automatically alerts the field force in real-time for any change in the schedule and also enables the back-end manager to be in control of the situation at all times.

LOSS OF DATA
Most often the details are lost in transit. Whether it’s the delay of knowledge transfer or just an informational inconsistency, data silos can gravely affect the business workings of any organization. To stay ahead of the competition it is important to bring all data onto one unified platform that can be later retrieved. With the majority of businesses shifting online post covid, it is easier to stay updated and connected in real-time across various geographies, departments, locations, and managers.

CUSTOMER FEEDBACK
Most often customer feedback does not reach the decision maker’s desk. Customer feedback is the only way to make important decisions on how service levels can be improved or how one can focus on retaining customers and what mistake not to repeat. Field force management software allows customers to review and rate each job after it’s done.

ASSIGN THE BEST TALENT FOR THE JOB
When service requires to reach the next level of operations, enterprises need not only to know the strengths and weaknesses of the workforce and assign jobs accordingly but also to have a tool to assign tasks with a clear knowledge of the skill set of the field staff. Establishing a clear objective for each task and manually assigning the best field force in order to provide the best customer service turns into a tiresome task to do on a daily basis. Field Force Software ensures a good alignment of skills.

WHY A FIELD FORCE MANAGEMENT SOFTWARE TOOL

There are many challenges faced by industries all over in managing their field staff and being in control of the smooth operations of the business. The end goal being the service delivery of a delightful experience to customers. The field force staff has a customer-facing role and their task is to respond to each and every issue raised by the customer and complete the task within the allotted time. Here are a few reasons why industries like yours should adopt an effective field force Management Software like EFFORT.

ELIMINATE PEN & PAPER
The first thing we help is with enabling the digitization of all records with no pen or paper. All details are integrated and available online, accessible anytime, anywhere.

CREATE UNLIMITED WORKFLOWS, ACTIVITIES, AND PROCESSES
You can create unlimited workflows and activities based on your business processes effortlessly. Many field force management softwares are no-code, drag and drop, with easy-to-build solutions for all kinds of scenarios.

MANAGE CHANGES AT NO ADDITIONAL COST
When you buy our product you buy the entire solution. You do not have to spend additional costs on adding or deleting business processes. Manage changes effortlessly with Effort.

GAIN VISIBILITY INTO PEOPLE & PROCESS
Field Force Management Solutions give you better visibility of your staff and the processes that they have been following. Get on-hand information on scheduling, timelines, and more from a software solution that works out everything for you.

INTEGRATE TO & FROM ANY SYSTEM
Field Force Management Software is easy to integrate into any system. Details can be assigned by the back office and the field officer can access the information through mobile – be it an app or even SMS or whats app.

NO CODE DIY PLATFORM
The effort is a no-code, easy-to-use, and Do It Yourself (DIY) Field Force Management Software, SaaS platform to build specific mobility solutions for managing time-critical and location-sensitive workflows, business-process, and field-operations challenges.

Why do manufacturing companies need this? Simply put, they want to reduce their operational costs while increasing their growth numbers. Let us now take a look at 9 ways of manufacturing workflow management that can help conduct smoother and more productive business operations.

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