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FieldSense Presentation

QLC India
QLC India

This document describes how a mobile app called FieldSense can help make a field force more productive and accountable. It allows field staff to check-in and out of work and meetings remotely, set availability statuses, access customer information from the field, update customer data, schedule and reschedule visits, claim expenses, and send messages. It also gives managers insights into the team's activities, locations, availability, and performance through attendance, visit, and expense reports. The goal is to enable the entire sales process to be managed remotely through a single mobile platform.

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How to make your Field Force more Productive and Accountable.
Messages Punched in: 23 May 2014, 9:00 am Visits (5 today) Messages Expenses Logout Tips Designation Username Add New Approved: 1,243/- 3 Your field force doesnt need to come in to their office only to sign the attendance muster - so they get to start work earlier. Punch Into and Out of Work Directly from the Field.
MessagesToday 3 Check Into and Out of Meetings The Im in a Meeting status serves multiple purposes - as a Do Not Disturb status for the field staff; as a status indicator for the Manager on whether the day is going as planned and this automatically gets recorded in the daily activity report for the staff, saving time!
MessagesToday 3 Set Cant Take Calls When Busy An additional status-flag for the field force who do not wish to be disturbed during their call/visit. And the Manager can analyse if the staff is misusing this feature...
Messages Activity Contact Notes ABC Consultants 202 B 2nd Floor, Shalimar Ind Est. Opp. Star TV, Andheri Kurla Road Andheri East, Mumbai 76 Nilesh Shah Refer Up-to-date Customer Details Your field force gets to check all relevant information relating to an account - activities performed by everyone on the team, special notes on purchase history, etc on-demand, from the field. Because timely information can make all the difference.
MessagesEdit Info 202 B 2nd Floor, Shalimar Ind Est. Opp. Star TV, Andheri Kurla Road Andheri East, Mumbai 76 ABC Consultants Nilesh Shah Meena Jain Update Customer Data While addresses may not change frequently, people do - and keeping Contact information updated is an ongoing job. Now your field force can enter up-to-date information - while they wait for the meeting. And for integrity and validation, they can click a photograph of the visiting card and attach this to the contact.
MessagesToday 3 Schedule Visits on the Fly There are times when a scheduled meeting gets cancelled. FieldSense lets your staff quickly locate other customers in the vicinity, see when they were last visited, and identify who would be the best to visit during the free time - with full contact information and past activity details! And the new visit gets automatically incorporated into his daily activity report - of course!
MessagesToday 3 5 Scheduled Appointments 10:30 AM National Energy Andheri West 12:30 PM Netware Solutions Bandra East Reschedule a Meeting On the Fly FieldSense lets you drag-and-drop meetings to reschedule them, quickly and conveniently, and the rescheduling gets automatically reflected in the daily activity report. And the Manager can analyze the data on all rescheduled meetings to identify patterns (coming soon).
MessagesToday 3 Save Current Location Type Name Address details get populated from GPS data. New Customer Use Current Location as Address Ensuring that customer addresses are systematically added to the database is challenge for most sales organisations. And then ensuring that these are kept up-to-date is an even bigger challenge. FieldSense auto-fills location address from GPS-data, making it virtually impossible for your sales team to duck recording address information for new customers.
MessagesToday 3 View Locations and Get Directions FieldSense allows your team and Managers to check the geographical spread of their visit plan for the day. And also provides turn-by-turn navigation assistance to each meeting location - a time-saver when its a first-time visit.
MessagesReport Outcome How did the Appointment go? Whats the Next Action? When? 23-May 2014 1:00 pm Description Record Visit Details Your field force can now record and submit their activity reports from the field - improved productivity. And better yet, Managers will appreciated the structured information that now becomes available including Outcomes - Successful/Unsuccessful.
MessagesReport Outcome How did the Appointment go? Whats the Next Action? When? 23-May 2014 1:00 pm Description Record Visit Details clearly specify the next action required, along with a date-time and description. This allows Managers to more effectively analyze the productivity of visits.
Messages Activity Contact Notes ABC Consultants 202 B 2nd Floor, Shalimar Ind Est. Opp. Star TV, Andheri Kurla Road Andheri East, Mumbai 76 Nilesh Shah Claim Expense Reimbursements Your field force can now submit all their expense reimbursement claims from within FieldSense, and linked to visits - making it extremely convenient for Managers to monitor, analyse and approve. FieldSense also lets them click photographs of of food bills and travel tickets to help maintain a digital trail (and backup) of financial records, which the Accounts team will also appreciate.
MessagesExpenses Lunch with Client 2780.00 Taxi Fare 200.00 Train Ticket 30.00 Taxi Fare 300.00 Claimed: Approved: 6,780/- 1200/- Complete Reimbursement Workflow The expense reimbursement workflow lets Managers deal with claims quickly because a claim cannot be submitted unless all necessary information is provided. And the field force can check on the status of their reimbursement claims quickly and conveniently from within FieldSense
Messages Allan Max Hi, How are you. I am coming to.... Paul Amber I will be coming to your office in a.... 20/03David Langer Yes. Thank you Sandy Paul Percy Law What documents do you need to... Messages FieldSense enables your field force to send/receive real-time updates from colleagues/Managers through instant messaging. And since these messages are also saved for future reference, you never ever hear Did you put it on email? - making life simpler for you and your field force! Send and Receive Instant Messages with FieldSense
Direct Reports Can Take Calls on-field off-field In Meeting Dashboard My Team Customers Messages Reports The Dashboard provides you with an overview of your field force along with their availability and present location. You can view your teams grouped by team-leaders, status of your direct reportees and the online status of their subordinates Your field forces Activity Summary - At a Glance.
MY TEAM Dashboard My Team Customers Messages Reports John Lewis Allan Max Sandy Paul Percy Law Max Lee Paul Amber David Langer Keith Lweis Stay Connected with your Team - At all times! FieldSense pinpoints the present location of your field force, along with information on their scheduled visits and activity updates - so you can dynamically deploy idle resources to productive assignments. Allan Max Today at 09:52 am Allan Max Punched in : 4 May 2015 9:31 am
MY TEAM Recent Messages Dashboard My Team Customers Messages Reports John Lewis Allan Max Sandy Paul Percy Law Max Lee Paul Amber David Langer Keith Lweis Allan Max 31 Oct 2014,04:47 pm Hi Allan Max 06 Jan 2015,09:30 pm Hi Sandy Paul 06 Jan 2015,09:31 pm Hi Allan Max 31 May 2015,04:47 pm How was Client Meet ? FieldSense lets you interact with your field force in real-time, based on their location and context. Which allows you to send out any last-minute information conveniently, securely and privately - with delivery notifications to confirm timely receipt. And all messages are also stored in FieldSense for future access. Instant Messaging across Platforms
MY TEAM Dashboard My Team Customers Messages Reports John Lewis Allan Max Sandy Paul Percy Law Max Lee Paul Amber David Langer Keith Lweis Experience Greater Accountability accross all Expense Claims FieldSense lets you seamlessly link expense claims to field visits with location-validation - making your reimbursement process completely transparent and accountable. It also lets your field force view the status of their reimbursement claims at their convenience, and stay updated. Allan Max Today at 09:52 am Allan Max Punched in : 4 May 2015 9:31 am
Users Organization Chart Customers Master Data Reports ABC Operations 02240000000 operations@company.in Director Allan Max 02247000000 allan.max@company.in Director Sandy Paul 02248000000 sandy.paul@company.in Director Sandy Paul 02248000000 sandy.paul@company.in Director Percy Law 02240000000 percy.law@company.in Manager - Software Max Lee 02240000000 max.lee@company.in Team Lead Paul Amber 02241000000 paul.amber@company.in Manager David Langar 02242000000 david.langar@company.in Team Lead FieldSense lets you replicate your entire corporate structure so you can define who reports to whom - exactly the way it is in your organizational hierarchy. This forms the foundation of the FieldSense mobile app - enabling Managers/team-leaders to supervise their subordinates. Maintain your Reporting Structure.
REPORTS Dashboard My Team Customers Messages Reports Attendance Visit Expense FieldSense enables you to extract and export Attendance and Expense Report for your teams, without having to rely on any additional systems or processes. And since you have all the supporting data with you, theres absolutely no scope for ambiguity. Attendance, Visit and Expense Reports - For your Entire Field Force
www.qlc.in Thank You To know more, please visit www.fieldsense.in In case you have any further queries, feel free to drop a mail to support@qlc.in and we'll get in touch with you. For a demo or commercials, please drop a mail to info@qlc.in

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FieldSense Presentation

  • 1. How to make your Field Force more Productive and Accountable.
  • 2. Messages Punched in: 23 May 2014, 9:00 am Visits (5 today) Messages Expenses Logout Tips Designation Username Add New Approved: 1,243/- 3 Your field force doesnt need to come in to their office only to sign the attendance muster - so they get to start work earlier. Punch Into and Out of Work Directly from the Field.
  • 3. MessagesToday 3 Check Into and Out of Meetings The Im in a Meeting status serves multiple purposes - as a Do Not Disturb status for the field staff; as a status indicator for the Manager on whether the day is going as planned and this automatically gets recorded in the daily activity report for the staff, saving time!
  • 4. MessagesToday 3 Set Cant Take Calls When Busy An additional status-flag for the field force who do not wish to be disturbed during their call/visit. And the Manager can analyse if the staff is misusing this feature...
  • 5. Messages Activity Contact Notes ABC Consultants 202 B 2nd Floor, Shalimar Ind Est. Opp. Star TV, Andheri Kurla Road Andheri East, Mumbai 76 Nilesh Shah Refer Up-to-date Customer Details Your field force gets to check all relevant information relating to an account - activities performed by everyone on the team, special notes on purchase history, etc on-demand, from the field. Because timely information can make all the difference.
  • 6. MessagesEdit Info 202 B 2nd Floor, Shalimar Ind Est. Opp. Star TV, Andheri Kurla Road Andheri East, Mumbai 76 ABC Consultants Nilesh Shah Meena Jain Update Customer Data While addresses may not change frequently, people do - and keeping Contact information updated is an ongoing job. Now your field force can enter up-to-date information - while they wait for the meeting. And for integrity and validation, they can click a photograph of the visiting card and attach this to the contact.
  • 7. MessagesToday 3 Schedule Visits on the Fly There are times when a scheduled meeting gets cancelled. FieldSense lets your staff quickly locate other customers in the vicinity, see when they were last visited, and identify who would be the best to visit during the free time - with full contact information and past activity details! And the new visit gets automatically incorporated into his daily activity report - of course!
  • 8. MessagesToday 3 5 Scheduled Appointments 10:30 AM National Energy Andheri West 12:30 PM Netware Solutions Bandra East Reschedule a Meeting On the Fly FieldSense lets you drag-and-drop meetings to reschedule them, quickly and conveniently, and the rescheduling gets automatically reflected in the daily activity report. And the Manager can analyze the data on all rescheduled meetings to identify patterns (coming soon).
  • 9. MessagesToday 3 Save Current Location Type Name Address details get populated from GPS data. New Customer Use Current Location as Address Ensuring that customer addresses are systematically added to the database is challenge for most sales organisations. And then ensuring that these are kept up-to-date is an even bigger challenge. FieldSense auto-fills location address from GPS-data, making it virtually impossible for your sales team to duck recording address information for new customers.
  • 10. MessagesToday 3 View Locations and Get Directions FieldSense allows your team and Managers to check the geographical spread of their visit plan for the day. And also provides turn-by-turn navigation assistance to each meeting location - a time-saver when its a first-time visit.
  • 11. MessagesReport Outcome How did the Appointment go? Whats the Next Action? When? 23-May 2014 1:00 pm Description Record Visit Details Your field force can now record and submit their activity reports from the field - improved productivity. And better yet, Managers will appreciated the structured information that now becomes available including Outcomes - Successful/Unsuccessful.
  • 12. MessagesReport Outcome How did the Appointment go? Whats the Next Action? When? 23-May 2014 1:00 pm Description Record Visit Details clearly specify the next action required, along with a date-time and description. This allows Managers to more effectively analyze the productivity of visits.
  • 13. Messages Activity Contact Notes ABC Consultants 202 B 2nd Floor, Shalimar Ind Est. Opp. Star TV, Andheri Kurla Road Andheri East, Mumbai 76 Nilesh Shah Claim Expense Reimbursements Your field force can now submit all their expense reimbursement claims from within FieldSense, and linked to visits - making it extremely convenient for Managers to monitor, analyse and approve. FieldSense also lets them click photographs of of food bills and travel tickets to help maintain a digital trail (and backup) of financial records, which the Accounts team will also appreciate.
  • 14. MessagesExpenses Lunch with Client 2780.00 Taxi Fare 200.00 Train Ticket 30.00 Taxi Fare 300.00 Claimed: Approved: 6,780/- 1200/- Complete Reimbursement Workflow The expense reimbursement workflow lets Managers deal with claims quickly because a claim cannot be submitted unless all necessary information is provided. And the field force can check on the status of their reimbursement claims quickly and conveniently from within FieldSense
  • 15. Messages Allan Max Hi, How are you. I am coming to.... Paul Amber I will be coming to your office in a.... 20/03David Langer Yes. Thank you Sandy Paul Percy Law What documents do you need to... Messages FieldSense enables your field force to send/receive real-time updates from colleagues/Managers through instant messaging. And since these messages are also saved for future reference, you never ever hear Did you put it on email? - making life simpler for you and your field force! Send and Receive Instant Messages with FieldSense
  • 16. Direct Reports Can Take Calls on-field off-field In Meeting Dashboard My Team Customers Messages Reports The Dashboard provides you with an overview of your field force along with their availability and present location. You can view your teams grouped by team-leaders, status of your direct reportees and the online status of their subordinates Your field forces Activity Summary - At a Glance.
  • 17. MY TEAM Dashboard My Team Customers Messages Reports John Lewis Allan Max Sandy Paul Percy Law Max Lee Paul Amber David Langer Keith Lweis Stay Connected with your Team - At all times! FieldSense pinpoints the present location of your field force, along with information on their scheduled visits and activity updates - so you can dynamically deploy idle resources to productive assignments. Allan Max Today at 09:52 am Allan Max Punched in : 4 May 2015 9:31 am
  • 18. MY TEAM Recent Messages Dashboard My Team Customers Messages Reports John Lewis Allan Max Sandy Paul Percy Law Max Lee Paul Amber David Langer Keith Lweis Allan Max 31 Oct 2014,04:47 pm Hi Allan Max 06 Jan 2015,09:30 pm Hi Sandy Paul 06 Jan 2015,09:31 pm Hi Allan Max 31 May 2015,04:47 pm How was Client Meet ? FieldSense lets you interact with your field force in real-time, based on their location and context. Which allows you to send out any last-minute information conveniently, securely and privately - with delivery notifications to confirm timely receipt. And all messages are also stored in FieldSense for future access. Instant Messaging across Platforms
  • 19. MY TEAM Dashboard My Team Customers Messages Reports John Lewis Allan Max Sandy Paul Percy Law Max Lee Paul Amber David Langer Keith Lweis Experience Greater Accountability accross all Expense Claims FieldSense lets you seamlessly link expense claims to field visits with location-validation - making your reimbursement process completely transparent and accountable. It also lets your field force view the status of their reimbursement claims at their convenience, and stay updated. Allan Max Today at 09:52 am Allan Max Punched in : 4 May 2015 9:31 am
  • 20. Users Organization Chart Customers Master Data Reports ABC Operations 02240000000 operations@company.in Director Allan Max 02247000000 allan.max@company.in Director Sandy Paul 02248000000 sandy.paul@company.in Director Sandy Paul 02248000000 sandy.paul@company.in Director Percy Law 02240000000 percy.law@company.in Manager - Software Max Lee 02240000000 max.lee@company.in Team Lead Paul Amber 02241000000 paul.amber@company.in Manager David Langar 02242000000 david.langar@company.in Team Lead FieldSense lets you replicate your entire corporate structure so you can define who reports to whom - exactly the way it is in your organizational hierarchy. This forms the foundation of the FieldSense mobile app - enabling Managers/team-leaders to supervise their subordinates. Maintain your Reporting Structure.
  • 21. REPORTS Dashboard My Team Customers Messages Reports Attendance Visit Expense FieldSense enables you to extract and export Attendance and Expense Report for your teams, without having to rely on any additional systems or processes. And since you have all the supporting data with you, theres absolutely no scope for ambiguity. Attendance, Visit and Expense Reports - For your Entire Field Force
  • 22. www.qlc.in Thank You To know more, please visit www.fieldsense.in In case you have any further queries, feel free to drop a mail to support@qlc.in and we'll get in touch with you. For a demo or commercials, please drop a mail to info@qlc.in