A Modern Day Planner for Today's Sales Professionals
Take call planning to the next level by combining account segmentation and profiling with information from operations, routes, historical sales and ordering behavior to align call schedules with activities that maximize sales.
Call Cycle Planning
Plan and design effective sales call cycles focused on the most profitable business opportunities. You can combine your operational and customer data with your CRM best practices to design perfect call plans that ensure your customers are serviced with the correct frequency for optimal sales results. Call cycles can be set to any number of weeks in the cycle and Mobile SFA automatically keeps track of compliance.
Call Scheduling
Powerful call schedules provide your mobile sales staff with the tools to plan their days, weeks and months, taking into account call cycle profiles, route plans and required sales activities. Call schedules automatically link to route plans displayed on a map to minimize travel time. Mobile SFA learns from actual call behavior and feeds back suggested refinements.
Integrated Mapping
Mobile SFA integrates with Google Maps and Bing Maps. Your calls are plotted on a map with a suggested sequence of the most efficient order in which to perform them. Mobile SFA suggests the best route to the next customer on the call schedule and tracks calls made on your route, changing the status from 'planned' to 'performed’. Mobile SFA also amends future arrival and start times based on actual time to complete journeys within route plans.
Structured Sales Calls
Mobile SFA's call designer takes sales representatives through a structured perfect-call process in planning, in-call activities and post-call administration. It customizes call processes for local realities and different sales outlets to ensure that every customer receives the service best suited to their needs. Mobile SFA provides your sales people with immediate information they need during each call and managers with up-to-date, comprehensive access to sales call information.
Task Management
Manage your field service tasks and projects with advanced planning, tracking and monitoring. You can automate your task management with features such as dependent tasks and auto-allocation of tasks assigned to channels and outlets using business rules. Set reminders and deadlines to notify field workers of both impending and past-due tasks. Project-based views of task completion provide high levels of transparency at the detail level with rolled-up summaries to evaluate progress.
Call Compliance
Get immediate feedback on performed, rescheduled and missed calls. Gain insight into company-related activities – such as training or meetings – that could conflict with scheduled sales calls. Users can update Mobile SFA with reasons as to why they missed or rescheduled a call, giving you more insight into sales performance. You can also receive alerts of call performance levels by emailed reports.