Automation of supervisors
Mobile Application Features
ST Mobile Trade
- Optimal assignment of territories among employees, calendar planning of customer visit schedules, route sheets preparation
- Regulations and standards of work with clients, definition of a set of available actions and documents, order and mandatory compliance with them
- Preparation of document forms and survey templates customized to meet individual field data collection needs
- Define target projects, slice project tasks, decompose to personalized tasks and deadlines for execution
- Planning of sales of the whole team for the next month, forming personal sales plans for each employee
- Monitoring the team's entry to work, recording working hours, duration of visits, actions taken and relocations of employees
- Activity feed, displaying in real time every action performed by each subordinate employee in fields
- Reviewing employee movements on an interactive map, identifying suspicious stops and deviations from the route sheet
- Monitoring of deviation of sales and forecasts from planned values, tracking tasks with burning deadlines
- Gallery of all the photos taken by the team, creating tasks for employees in case problems are detected
- Consolidated territory of the supervisor and all his subordinates, viewing territories and routes of employees on an interactive map
- Paired collaborative visits for field training and coaching, or to examine under the microscope every action an employee takes
- Going out on the route as a temporary replacement for an outgoing employee, performing visits according to their plans, working on their tasks
- Own field activities, unrelated to the work of the subordinate team, assigned directly to the supervisor themselves
- Send urgent push notifications to employees, or regular reminders at the beginning of the working day or tied to visits of certain customers
- Catch-up point-to-point audit, a short period of time after the visit by the employee, to objectively assess the quality and efficiency of work
- Audit on the previous day's route, assessment of the effect of yesterday's visit, competitors' activities, client's staff loyalty
- Focused audit of a few random customers to verify the quality of task performance of certain sales representatives
- Counter audit along the route in reverse order of travel, examining the condition of the territory both before and after the employee visits the points
- Cross-auditing of subordinate territories by means of temporary exchange of entrusted territories between each other
- Chronology and detailing of workday across all activities, all customers, all employees, finding ways to optimize team performance
- Assessing the optimal sharing of the customer base, balancing territories, editing customer visit schedules
- Summary report on amounts, quantities and weights of orders, shipments and returns collected by the team, amounts of payments accepted and number of tasks completed
- Analysis of plan-facts of visits, vehicle mileage, plan-facts of sales, completed and overdue tasks to improve the quality of scheduled tasks
- Summary report on projects and team tasks, checking finished tasks, returning poorly completed tasks to work, adjusting project timelines
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 Mobile Supervisors
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
- Supervisor License: 1,25 $ / working day
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