Visit planning
Assign customer visits and tasks with clear ownership. Help representatives understand the purpose of each appointment before leaving for the day.
Field Force Automation
Coordinate visits, attendance and customer updates beyond the office. Give field staff a clear plan and managers useful visibility into progress throughout the working day.
A visit is more useful when its purpose, outcome and follow-up stay connected. Field Force Automation brings mobile activity into the shared CRM workflow.
Assign customer visits and tasks with clear ownership. Help representatives understand the purpose of each appointment before leaving for the day.
Use the configured mobile check-in and check-out process with location information to support attendance review.
Record meetings and outcomes while context is fresh. Keep the office team informed about requirements that need a follow-up.
Review recorded visits, location activity and task progress to coordinate work and identify where a representative needs support.
Prepare the visit list with customer details and the outcome expected from each meeting.
Use the mobile workflow and required permissions for attendance or visit reporting.
Record the conversation, outcome and any new customer requirement.
Review incomplete work and assign the next action to the appropriate person.
A representative visits several dealers in a day. The visit record captures which discussion needs a quotation and which needs a service response, allowing the office team to act without waiting for a verbal end-of-day summary.
Bring a typical daily visit plan and your attendance rules. Review mobile compatibility, connectivity needs, location permissions and working-hour settings with the implementation team.
Discuss your requirementsPractical details to help you plan the right setup for your team.
Attendance records when an employee starts or ends work. Field force workflows also organize customer visits, assigned tasks and the resulting follow-ups.
Location-based features require appropriate device permissions and service availability. Test the intended devices and agree on the working-hour process during setup.
Confirm offline behavior and synchronization for the specific mobile workflow before rollout, especially if your team visits areas with unreliable connectivity.