Importance of Field Force App

1. WHY DO BUSINESSES NEED FIELD FORCE APP? Monitor your employee and get the information on how they spend their time to make them more productive. PRESENTATION

2. THE BANKING, INSURANCE, AND FINANCIAL INDUSTRIES ARE RAPIDLY TRANSITIONING TO A CUSTOMER-SERVICE-ORIENTED ENVIRONMENT IN WHICH DOOR-TO-DOOR SERVICES HAVE SURPASSED TRADITIONAL BANKING. WITH LIMITED TIME AND HECTIC SCHEDULES, PEOPLE ARE TURNING TO DOORSTEP BANKING. ON THE OTHER HAND, RIVAL COMPANIES ARE FIERCELY COMPETING TO ENSURE THAT PROSPECTIVE LEADS ARE NOT CRUSHED SIMPLY BECAUSE THEY REACHED THE CUSTOMER FASTER. HOWEVER, IN TODAY'S WORLD, "HOME BANKING" OR "DOORSTEP SERVICE" OPPORTUNITIES EXTEND FAR BEYOND JUST CASH WITHDRAWALS/DD REQUESTS AND INCLUDE A VARIETY OF OTHER SERVICES. THESE RANGE FROM CUSTOMER DOCUMENT COLLECTION, ONBOARDING, AND ACCOUNT OPENING TO CASH MANAGEMENT, KYC VERIFICATION, AND CREDIT CARD DELIVERY.

3. USE OF FIELD FORCE APP IN THE BUSINESS SECTOR

4. ONE OF THE MAJOR CHALLENGES THAT THE BUSINESS SECTOR (BANKING, INSURANCE, AND FINANCE) FACES IS EFFICIENT WORKFORCE MANAGEMENT. MANY ACTIVITIES TAKE PLACE ON THE FIELD IN THE BANKING INDUSTRY, WITH TEAMS MOVING ACROSS MULTIPLE GEOGRAPHICAL LOCATIONS. BANKING AND CUSTOMER SERVICE ARE CRITICAL FOR QUALITY MEASUREMENT, SO IT IS CRITICAL TO KEEP TRACK OF YOUR FIELD FORCE ON A DAILY BASIS. A GOOD FIELD FORCE APP ALLOWS YOU TO EASILY MONITOR ALL MOBILE WORKFORCE IN THE FIELD. FURTHERMORE, AS DOORSTEP BANKING SERVICES IMPROVE, A GOOD FIELD FORCE AUTOMATION APPLICATION CAN BRING INTELLIGENCE IN SALES INCREMENT, CLOSING LEADS FASTER, AND SALES FUNCTION OPTIMIZATION.

5. POINTS THAT EXPLAIN WHY BUSINESS NEEDS FIELD FORCE APP:

6. IMPROVED LEAD MANAGEMENT/QUICK SALES AN EXCELLENT FIELD FORCE SALES MANAGEMENT APP INCREASES SALES REP PRODUCTIVITY THROUGH GPS TRACKING. THIS IS ACCOMPLISHED IN THE FIELD THROUGH REAL-TIME MAP VIEWS, NEARBY CUES, AND INSTANT NOTIFICATIONS TO THE MANAGEMENT TEAM AND FIELD REPRESENTATIVES ON GRATIFICATION AND IDEAL LEADS TO DRIVE PERFORMANCE. IT ALSO SERVES AS A CENTRAL DASHBOARD FOR GATHERING CUSTOMER INFORMATION AND TRACKING THEIR PURCHASING JOURNEY. • LIVE FIELD FORCE TRACKING WITHOUT A LIVE GPS FEATURE, ANY FIELD FORCE APPLICATION (FFA) IS INCOMPLETE. WITH GEO-TRACKING CAPABILITIES, YOU CAN MOVE IN REAL-TIME WITH YOUR SERVICE TEAM AT THE SAME PACE TO GET A BIRD'S-EYE VIEW OF THE ENTIRE OPERATION. FIELD FORCE APP HAS IT ALL: FINDING VISIT ROUTES, TERRITORY PLANNING, CHECKING THE PRESENCE OF EVERY FIELD REP, AND TRACKING COMPLIANCE.

7. OFFLINE CONNECTION ALWAYS LOOK FOR FIELD AUTOMATION SOFTWARE THAT ALLOWS YOUR FIELD FORCE TEAM TO WORK EVEN WHEN THEY ARE NOT CONNECTED TO THE INTERNET. THERE ARE TIMES WHEN TEAMS IN THE FIELD HAVE LITTLE TO NO ACCESS TO THE INTERNET. THE OFFLINE MODE FEATURE COMES IN HANDY IN SUCH SITUATIONS, ESPECIALLY IN THE BANKING INDUSTRY, WHERE CRITICAL INFORMATION IS HANDLED. • MOBILITY QUOTIENT A GOOD FFA APP FOR BUSINESS WILL SUPPORT MULTIPLE DEVICES, ALLOWING THE FIELD MANAGEMENT TEAM TO MONITOR THE LIVE MOVEMENT OF THE ENTIRE FIELD ACTIVITY AND HELP TO REDUCE TURNAROUND TIME. FIELD REPS CAN USE A MOBILE APPLICATION TO ASSIGN TASKS, SYNC CONTACTS, ASSIGN/CREATE LEADS, GATHER VALUABLE INFORMATION, STRATEGIZE THE NEXT PLAN AND ROUTES, SCAN DOCUMENTS, RECORD THE DISTANCE TRAVELLED, AND OTHER USEFUL INFORMATION.

8. FINAL WORDS MANAGING AND STREAMLINING FIELD RESOURCES IS A DEMANDING TASK. IN LARGE INDUSTRIES, SUCH AS BANKING, WHERE STAFF IS DEPLOYED IN LARGE NUMBERS, IT BECOMES EXTREMELY DIFFICULT TO MANAGE THEM ALL AT ONCE. AS A RESULT, INVESTING IN A ROBUST FIELD FORCE APP FOR YOUR BUSINESS MANAGEMENT CAN GIVE YOU COMPLETE CONTROL OVER YOUR SERVICE TEAM.