Inovative Mobile Solutions

FIELD FORCE MANAGEMENT
An Innovative Mobile Solution
Confidential Copyright © Saral Technomart Pvt. Ltd., 2014

PAIN POINTS WITH REFERENCE TO FIELD FORCE
 Lack of visibility of the field staff
 Lack of proper control over their activities
 Managing attendance records of the people reporting for work directly in
the field
 Lack of work related reporting – A report which is really authentic, honest
and most importantly ‘Timely’ reporting so that any correction could be taken
instantly
 Authentic conveyance vouchers
 Extra-time working calculations
 Objective incentive calculations

Where are
they?
What are
they upto?
Did he come
out to from
home?
Did he come
to work on
time?
Is the
conveyance
claim really
genuine?
Did he cook
up his report
sitting at
home?

A MOBILE BASED SOLUTION
For all profiles of people in the field

KEY IMPACT POINTS
 Improves productivity & efficiency amongst field and office teams
 Pushes transparency & accountability to a much higher level
 Improves the speed of flow of information from employees in the field to
their respective reporting heads
 Quick traceability of employees in the field
 Has positive impact on the expense reimbursement for conveyance bills
for the field force
 Overall, it makes an organization agile & responsive to the needs of its
customers impacting big-time, the bottom-line of the organization.

COMMON FEATURES & FUNCTIONALITIES
 A cloud and mobile solution works only through a secured login.
 Multi-user, multi-role, multi-location solution
 All transactions come along with location details and date & time stamp.
 Photo Attendance, a selfie or a photo of the location gets uploaded on the
server with date/time and location details on click of a button on mobile. This
record cannot be manipulated and is therefore authentic.
 Location Tracking on a given frequency of some or all the employees.
 Photo Work Reporting, a photo of the location gets uploaded on the server
with date/time and location details. This record cannot be manipulated by the
user and is therefore authentic.
 Master data management
 MIS

PROPOSED SOLUTION DESIGN
Mobile
Application
Web Portal Reporting
GPRS/
Internet
GPS Images

KEY CONSIDERATIONS FOR DESIGN
 Solution should be simple and user-friendly and easy to use
 Real Time Reporting to all stakeholders
 Quick Deployment
 Easy to Scale with respect to functionality and locations

PROPOSED METHODOLOGY FOR IMPLEMENTATION
Initial Setup
Master Data
Mobile App
installation and
user registration
Training
User Training at
various levels
Support
Field Support /
Handholding

INFRASTRUCTURE REQUIREMENTS
End User – Just owning a Mobile Phone with
 Android OS
 Camera
 Internet (GPRS/Mobile Data)
 SMS
 GPS
Cloud Based Server (SAAS Model)
 Windows
 SQL Server
Domain Name
 Application will be hosted on our server

FOR SITE ENGINEERS
Mobile Solution

MOBILE SOLUTION FOR PROJECT MONITORING
Features & Functionalities
 Allows real-time reporting of the progress related to a project site directly
from a mobile phone of the site engineer
 The report of project progress from the site gets reflected on a web interface
along with date/time and physical address
 The user can click and post actual photographs of the project site which gets
uploaded under that project automatically
 Allows project contractors and other stake holders to report any hindrance at
the site which is stopping the project execution directly from their mobile
phone
 All such reports get reflected on the web interface along with date/time and
physical address along with actual photographs of the site automatically

PROCESS FLOW – PROJECT MONITORING
Create Project
Masters
Create Project
Create Milestones for
Projects
Create Vendors for
the project
Create Project Team
Create Activities
under Milestones
Assign
Vendors/Users to
Project
Project Progress
Reporting
Project Hindrance
Reporting

FOR TRAVELLING SALESMAN
(FMCG COMPANIES)
Mobile Solution

MOBILE SOLUTION FOR TRAVELLING SALESMAN
 Allows creation of retailers directly through the mobile phone which also
records the location details of the retailers’.
 Allows creation and allotment of routes to salesmen in the system.
 The mobile app displays today’s route to the user (salesman)
 Allows marking of attendance from the field.
 Salesman can record order from a retailer. The retailer authenticates the
order by entering his secured pin on the users’ phone.
 Salesman can record stock position of a retailer.
 Salesman can collect cash/payment from a retailer which can again be
authenticated by the retailer.

PROCESS FLOW – FMCG SECTOR
Create Product
Categories
Create Products
Create Salesmen
Create Retailers
Salesman record orders
from retailers
Create route for
salesmen
Assign Retailers to
Salesman
Allocate Products to
Salesman
Salesman record stock
position at the outlet
Salesman can record
payment collected from
a retailer

FOR FIELD EXECUTIVES/
PICK-UP BOYS/DELIVERY BOYS
Mobile Solution

MOBILE SOLUTION FOR FIELD EXECUTIVES
 Complete Cloud based Lead Management System
 Tele-caller can assign dispatches from the web to the field boy which gets
reflected on field executives’ mobile phones along with customer details and
time slot for meeting
 System records several important details like ‘Received’, Started’, ‘Closed’
when the field executive takes an action for a particular dispatch
 The status of a dispatch changes on the web interface along with location
details of the field executive from where he started for the call
 Field executive enters the disposition of the call on his mobile phone against
that dispatch, which gets reflected on the web interface
 All coordination between the tele-callers and field boys happens instantly
and in real-time

PROCESS FLOW – FIELD BOYS
Tele-caller creates
Prospects
Creates Opportunities
for a prospect
Manages Follow-ups for
an opportunity
Field boy acknowledges
the dispatch, thus
recording its date/time
and location
Dispatch list is pushed
onto the mobile of field
boy
Creates dispatch list for
field boys
Clicks on ‘Started’ for a
dispatch, records
started date/time and
location
Enters disposition for a
dispatch on mobile,
recording date/time and
location
Instant status updation
of the dispatch with
disposition on the web

FOR SERVICE ENGINEERS/MECHANICS
Mobile Solution

MOBILE SOLUTION FOR SERVICING STAFF
 Complete Cloud based CRM for service support
 Allow creation of Service Requests (SR) by the call centre support executives
 Complaint assignment happens through a map which shows the customer location and
plots the position of the service engineers
 The SR gets reflected on service engineer’s mobile phone along with customer details and
time slot
 The field executive acknowledges a particular SR by opening it, clicks on ‘Started’ when he
moves for the customer location
 The status of an SR changes on the web interface along with location details of the service
executive from where started for the call
 Service executive enters the disposition of the complaint on his mobile phone against that
SR, which gets recorded and reflected on the web interface.
 Therefore the system shows the time complaint was received, time when assigned to
engineer and time when resolved.
 All coordination between the call centre executive and service boys happens instantly and
in real-time

PROCESS FLOW – SALES SUPPORT
Customer calls
callcentre
Call centre exec creates
Service Request (SR)
Assigns SR to an
Engineer
Clicks on ‘Started’ for
an SR, records started
date/time and location
Service Engineer
acknowledges the SR,
thus recording its
SR is pushed onto the
mobile of service
engineer
Enters response for an
SR on mobile, recording
of the SR with
disposition on the web

FOR BUSINESS DEVELOPMENT EXECUTIVES
Mobile Solution

MOBILE SOLUTION FOR BUSINESS DEVELOPMENT PEOPLE
 Complete Cloud based CRM for Business Development
 User can create New Prospects through mobile phone, an opportunity and a
followup gets created automatically
 User can manage his/her follow-ups from the mobile phone
 The records created through mobile also record the users location details
along with date & time stamp
 Any task can be assigned to any BD person through the web/mobile
 Mark attendance of the people in the field which gets reflected on the web
interface along with date/time stamp and location details

PROCESS FLOW – BUSINESS DEVELOPMENT EXECUTIVES
User creates Prospects
Creates Opportunities
for a prospect
Manages Follow-ups for
an opportunity
User can manage
customer meetings from
mobile
User can create followup
from mobile
User can create
prospects from mobile
of the follow-ups on the
web along with

FOR COUNTER BOYS/GIRLS
AT A RETAIL OUTLET
Mobile Solution

MOBILE SOLUTION FOR COUNTER BOYS/GIRLS AT A RETAIL OUTLET
 Mark attendance of the people in the retail outlets which gets reflected on the web interface
along with date/time stamp and location details.
 Application tracks and sends alert in case the sales boy/girl goes outside a certain range
from the showroom during the day. This range is configurable and termed as geo-fencing.
 Record sales related data through mobile phone
 Enter reasons for loss of sale for each customer walk-in in a given day EOD
 View target v/s achieved report on almost real-time basis with regards to figures for MTD
and YTD
 Allows instant notifications to be sent to these people on their mobile phone, which could
be key promotional announcements thereby reducing the time taken to communicate with
these boys/girls.
 Reporting related to competitive analysis and merchandizing can be substantiated along
with a photograph.
 SMS alerts for showroom opening and closing time goes to the owner of the showroom.

THANK YOU FOR YOUR INTEREST
For enquiry:
info@saraltechnomart.com
Ph: +91-8800999281
+91-9899703291

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