Take a look at what your agent has planned for the day. You will know the number of meetings that have bee scheduled for the day, the calls that they have to make and the tasks that have been assigned to them for the day.
Ensure that your field team starts their day on time by automatically checking them in. Set workday templates for your agents to define when their work starts and ends.
You can send reminders to your sales team that their work days are about to start. If they haven’t checked in, the app will do it automatically for them.
Know where your field agents are at all times. Use their location feature and their check-in status to keep a tab on them.
You can also find out if they have completed the meetings on time and the outcome of the meeting.
To prevent your field team from making fraudulent check-ins, you can now perform certain restrictions. Your agent can’t check-in or add meeting notes without being physically present in that location.
Not only does it prevent dishonest practices, but also ensures that the reports are accurate.
Allow your sales team to add notes of how the meeting went. They can add points on what the lead’s use case was, their pain points and even the next steps for converting the lead.
These notes will allow the management to gain insights into the mindset of their target audience and help them position themselves better.
Get a visual representation of the route that your field agent has traveled. Know what time he has checked in and from where and the distance that he has covered that day.
You can also find out the number of meetings that he has done that day as well as the ones he has missed.