Automation of auditors
Goal-setting and workplan
Field research
Results analytics
Mobile Application Features
ST Mobile Trade
- Planned territory visits or spontaneous visits to the nearest retail stores, logging time and gps-coordinates of the audit
- Interactive map with customer location markers and distance to the employee, launching a navigator to determine the best way to get there
- Work regulations defining the set of operations and documents available during the audit, their sequence and mandatory completion
- Document forms and survey templates adapted to individual needs of information collection, taking into account the specifics of objects and control areas
- Sending tasks and reminders to any employees serving audited outlets within their territories
- Catch-up audit in a short period of time after the employee's visit, obtaining an objective assessment of the quality and efficiency of work
- Audit on the previous day's route, assessment of the effect retention from yesterday's visit, competitor activity, customer staff loyalty
- Focused auditing of a few random customers to verify the quality of the tasks performed by the staff serving them
- Counter audit along the employee's route, but in the reverse order of travel, examining the condition of the territory both before and after the employee visits the outlets
- Cross-cutting audit of any outlets of the client base located within one geographical location (district, street, building)
- Full and selective censuse of the territory, audit of retail stores, monitoring of preparation and progress of promotional activities
- Stock control, inventory of sales equipment and POSM, confirmation or rejection of completed actions
- Detection of untimely SKU rotation according to expiration dates, inconsistency of display and planograms, photo reports of shelf condition
- Competitive intelligence, monitoring of pricing and assortment policy, assessment of occupied shelf space
- Monitoring of internal and external decoration of sales locations, readiness for promotional activities, photo reports on delivery and placement of promotional materials
- Audit of the impact of merchandisers, sales representatives and promoters visiting retail sales locations
- Secret or explicit verification of personal qualities and training of retail outlet personnel, evaluation of the quality of service to visitors in the sales area
- Conducting surveys and polls among customers at the exit of the outlet, recording impressions of interaction with personnel
- Evaluation of merchandising standards compliance by point-of-sale personnel, following the recommendations of visiting merchandisers
- Monitoring discipline and evaluating field staff performance, identifying strengths and weaknesses, conducting field training and coaching sessions
- Additional materials, shelf placement standards, planograms, or any other documents downloaded from the office as images or pdf files
- Automatically monitor and record any attempts to hack and tamper with application data
- Monitor the status and battery level of the mobile device, alerting and disabling the application when the battery level is low
- Proprietary library of camera handling on the device that automatically optimizes photos taken in the application
- Automatically place invisible control markers, special watermarks and custom labels on all photos
Cloud Application Features
ST Mobi.com
Planning customer visits
Visual representation of territories and planned routes on a map, distribution and optimal order of visits for each day
Formation of service standards
Building standardized sequences of actions during customer visits, defining norms of time allotted for this purpose
Tasking and reminding
Sending various reminders to employees' mobile applications and setting special tasks that require feedback or specific actions
Total GPS control
Cartographic reporting of time and place of route departures, downtime and movements, as well as real-time monitoring of employee location
Actual visits and vehicle mileage
Control over the execution of customer visit plans, results of task fulfillment and record of odometer readings of employees' vehicles
Maintaining the level of discipline
Audit of employees' working day with the ability to drill down to viewing photo proofs of tasks performed by employees
Shelf position
Updating information on availability, prices and promotions of its product lines, checking compliance with planograms, identifying violations by retail outlets
Competitor assessment
Identification of competitors' product positions, representation and shelf share, identification of launched trade marketing activities
Sensus of the client base
Updating by field staff of information on customers in the current territory, or researching new territories to find previously unknown customers
Improvement of key metrics
Improvement of customer service quality, reduction of customer returns, re-sorting and undeliveries
Optimization of team size
Reduction of data processing operators, prompt identification of inefficient field employees, development of clear and transparent incentive schemes
Increase in performance indicators
Reduction of inefficient time wasted on the route, increase in the number of useful actions per visit, increase in the number of customer visits per day
Budget for audit team
License Calculator
The following parameters have been taken into account in calculating the average monthly budget for your field team:
- Field team size: 1 persons
- Work schedule: 21 work days per month.
- Vacations, days off, sick leave, vacations: Factor X 0,8
- Auditor's License: 0.375 $ / working day
Advantages of using the service
Feedback from our customers
100%
transparency
Working conditions with service are very pleasant, especially compared to the purchase of licenses. The project is easy to launch, new employees are easy to introduce into the project outline - everything is done elementary and simple. A big plus is that the subscription fee is charged only for an active day if the employee went on the route.
100%
confidence
We use the developments of "System Technologies" and enjoy it, in general. It's one thing for a manager to be nervous about how to do everything faster, it's another to just press a few keys. You can concentrate on the main tasks - visit more customers, sell more, so that orders are delivered faster. ST-Mobi.com - this is a tool that helps employees fulfill a sales plan.
100%
simplicity
Cloud Service - is more than a budget option. It would be more expensive - we would hardly be able to afford automation. To implement the solution, we did not have to purchase licenses, servers, and so on - and these are significant items of expenditure. We bought tablets, installed a program on them, and pay daily rent, and only for working days. If the manager is ill or has taken time off, the day is not considered a working day. The program honestly tracks everything, does not deceive.
100%
discipline
The efficiency of the trading team has increased markedly. Immediately after automation, we saw everyone who works two hours a day, who does not go on the route and takes orders by phone. Fined. Now there are no such blatant violations: the program encourages people to fulfill their duties in good faith. And those who didn't want to work left on their own - as soon as we connected ST Mobi.com.
100%
comfort
Everything is convenient, clear, simple. I like how the office part looks, how the desktop is organized. The mobile part is similar to the version we had before, but it works much faster: both downloading and sharing. We have a lot of products, and before, when switching from one group to another, the application hung up, now everything is almost instantaneous.
+30%
of sales
We immediately saw what was going on in our field, how our sales representatives work. If we take it more globally, then we realized where we are now and where we can move. A rather serious prospect has opened up, to the point that we are now planning to reorganize our sales system and increase sales by at least 30 percent with the help of an implemented solution. We will also automate and develop merchandising - now we use the solution only for sales.
-50%
staff reduction
The impression of the service is good. Now sales representatives use the mobile application in order to have access to the electronic database, as well as add new customers. I think it would be more difficult without automation. This is much better than working without a mobile application via email and mobile messengers.
x5
time saving
We automated work of sales representatives, operators, supervisors, merchandisers: we issued tablets with the installed program ST-Mobi.com. Almost everyone mastered the functionality of the program very quickly. Additionally, we will train several age-old sales representatives who, in principle, have no experience working with computer equipment.
100%
efficiency
We looked at several companies that are engaged in SFA, and turned to "System Technologies". Then we chose a supplier from the line ST-Mobi.com, as the most appropriate criteria: efficiency, the ability to control "field" personnel, the final cost of the project. One of the advantages of the "cloud" service is that it is located on the partner's servers and is serviced by specialists of "System Technologies".
100%
paper saving
Our goal is to get away from paperwork and get up-to-date information about the situation in the "fields". With the help of tablets and a mobile application, everything is done faster, better and cheaper, as people are freed from unnecessary work and have more time. And the company is moving to a qualitatively different level of development.
-30%
staff reduction
We looked at a lot of solutions, but only the "System Technologies" program worked on the first attempt. Then we chose a supplier from the line ST-Mobi.com. We planned to implement ERP first, then a program for automating mobile trading. But since you don't need to refine ERP to configure the cloud service, it turned out the opposite. An important factor is almost zero investment in the project. No equipment other than tablets was required.
100%
using functionality
It was decided to automate mobile employees a long time ago - the project was postponed due to the high cost of implementation. We considered the solutions of three suppliers: one of them did not cover the necessary processes, the other offered to pay the cost of each license and each module. ST-Mobi.com it turned out to be the most profitable solution for us - the rental payment system suits us completely.
100%
accuracy
We have tested about five programs. As a result , we stopped at ST-Mobi.com, as on the most successful and convenient option. While the IT specialists were setting up the solution, we were learning. I received reports on the progress in studying the courses of the trading team. I monitored the success of the employees and the time spent on training.
-50%
reduction of operators
The main, expected result is, of course, an increase in sales. I can also note significant savings from the dismissal of unnecessary employees - out of four operators, we have only two left. This project is a pilot for us, so it should take some time to understand all the existing opportunities and development prospects. I can say that we will definitely develop our cooperation with the service ST-Mobi.com and further.
+50%
sales growth
Service ST-Mobi.com we were intrigued, firstly, by the speed of the order appearance directly in ERP. Secondly, it is a function of daily viewing of current balances, for example, if there is no position in stock at the point of sale, then it can be replaced with a similar position, so that the order volume does not actually decrease. Thirdly, an important feature is that the customer sees what he orders, i.e. the visualization of the product.
+10%
sales growth
Most of all, I wanted to get rid of the catalogs that the agents constantly took with them. This desire was the main reason for automation. Confectionery products at least need to be shown, so it was important for us to put together images of products from all suppliers. Now we are not tied to manufacturers' catalogs, the agent does not need to carry a whole library with him. He demonstrates the entire range with just one gadget.
90%
plan/fact of visits
Service ST-Mobi.com he helped us analyze the working day of the most responsible "agents". We realized how much time should be spent on visits and on the road, developed a single model, built a rating of outlets, divided them into four types, each with its own timing and its own stages of the visit. Now our standards are based not just on feelings or desires, but on information fueled by numbers.
100%
disclosure of potential
After the introduction of automation, the real picture of the work of sales representatives became visible: the construction of daily routes, the number of outlets visited, the time spent on visits, information about accepted orders, merchandising events and other important data. In addition, we were able to identify our weaknesses, as well as opportunities and growth potential.
100%
ready-made solution
It was important for us to communicate with participants who have advanced further than us in mobile trade automation projects. We hope that their experience will help us avoid mistakes: why step on a rake if you can take ready-made solutions that others already work. This also allows us to think for the future, to build a system that can be improved, which will allow the business to develop.
Investigating needs, suggesting opportunities!
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