Operations

• Customer profiling including sites, plan schedules, operating hours, contacts and territory
• Customer history
• Customer benchmarking
• Customer notes and site instructions
• Customer grouping and account management

• Define task structure by customer/store, banner or brand
• Manage task schedule

• Manage call plans
• Allocate activities to the field force
• Manage rostered hours and unavailable periods

• Setup and manage territories
• Customer allocation to territories
• Spatial viewing of customers and territories

• Manage field resources
• Define work hours
• Manage skills profile and trainings
• Manage resource issues

• Flexible rating engine
• Flexible costing engine
• Invoice creation
• Reverse invoice creation
• Profitability management

• Call diary
• Manage calls
• Call details
• Customer information
• Call history

• Comply with objectives settings
• Add adhoc activities
• Undertake compliance checking activities for promotions, distribution and planograms
• Capture orders and proof of order
• Issue management
• Review history
• Photo or gallery management

• Messaging between the field and the office
• Real-time notification of issues to be addressed
• Photo attachment messaging

• Manage work profile and breaks
• Fatigue management compliance
• Activity based time stamping

Management

• Access reports via powerful reporting portal.
• Report delivery as a pdf or data extracts for manipulation in third party applications such as Excel.
• Add specific tailored reports
• Schedule report delivery.

• Define profiles for customer data access
• Manager document provision and news for external parties
• Schedule customer information provision

• Manage system alerts to allow for notification of key operational conditions.
• Escalation of defined events.
• Manage alerts raised to ensure closure.