I. Web app for Directors and Analysts
The Web App has two goals:
Manage your environment and organisational structure (users, teams, customers, etc.)
Access the activity dashboards
You will find below a detailed presentation of the KPIs/dashboards available in the Starter Plan, which will allow you to get all the visibility you need to efficiently manage your field force.
All our web dashboards work with date, team and users filters, so you’ll be able to zoom in on the information that interests you.
All the web application data is downloadable, in excel or in PDF.
Obviously, you need to have activity on the mobile application from the field users, to have some data on the web application.
A. Activity Dashboards
1. Field users onboarding activity
This tab shows you the activity in terms of connexion and login of your field users.
Did they request the connexion OTP?
Did they manage to login?
Did they register at least one activity?
2. New Customers
With FieldPro, it’s possible to upload a customers database (if you have one, even if it’s not clean) but it’s also possible to create customers directly on the mobile application (we will give you more details after, in the B.2.).
In these dashboards, we focus on the new customers. We show you the customers created, and among those, the ones who have been visited, and by whom.
You will have the details per user, per customer type, and also a recap table of all the new customers with all their information.
3. Time Worked
Get deep into the day-to-day activity of your team(s), in terms of working hours, number of visits, time spent with the customers, time spent between two visits, etc.
At the bottom of this page, you will find two tables:
Details per user -> Aggregated by the period of time you selected on the top filter
Details per user per day -> The details of each day field user activity
Careful, you might have different numbers between the “Unique Customers Visited” column in the “Details per user per day” table and what you will find in the rest of the page:
In all charts and the “Details per user” table, the period of time will be the one you chose with the Date filter on the top
In the “Details per user per day” table, it shows the activity day by day
Selecting “Last 7 days” on the Date filter on the top.If one client is visited once a day during the last 7 days, he will be counted:
7 times (everyday of the week) in the “Details per user per day” table as it will be counted as one unique customer visited by day
Only once in the rest of the charts and in the “Details per user” table as it will be counted as 1 unique customer visited during these 7 days
B. Sales Dashboards
1. Field Activity
Once your field force is connected to the mobile app, you’ll be able to track their activity in terms of visits and customer coverage. You will also have the strikes and strike rate to start evaluating the performance of your team, smoothly.
In the two tables at the bottom of the page, you will find:
The details of the activity per user (for the period of time you selected with the date filter)
A detailed recap (raw data) of all the visits done:
Visit date, User, Customer, Customer type, Strike: yes /no, Check-in time, Check-out time, Visit duration, Comments.
2. Customers analysis
In this one, the information displayed is focused on the customers (the existing ones and new ones created through the mobile application).
You will find the details of all your customers in the table at the bottom, with all the information about them and the activity related to them.
You will also find an analysis by customer type at the very bottom of the page.
Careful, the information in these dashboards are only about the active customers/customers in the portfolio (activity with archived or deleted customers will not be taken into account).
C. GPS Tracking
You will even be able to check the routes taken by your staff during the day, the customers visited, the visits times (on the right). By clicking on one of the rep pins, it will open the place card. When clicking on “Show Matching Routes” (top right-hand corner), it shows you the most probable route taken by your employee (picture 3).
D. Customers management
As mentioned above, we can upload your database of customers, and create new customers through the mobile application. We will display your customers in two different ways:
A more “classic” list
During the first field visit with each customer, we will force your field people to update the missing information, to clean and enrich your database of customers. One of the most important information we collect about customers is the GPS location. It helps us to create a map to track:
Concentration by customer type
When opening the map, we display the customers as clusters, the more you zoom in, the more you will have the details about each customer (see the pins).
E. Users management
As mentioned at the very beginning of the Web App presentation, the web application gives you access to the different folders of KPIs and dashboards, but also allows you to manage the day to day project.As shown below, you will be able to manage your users (mobile and web users) and the teams.
To create a mobile user, 3 steps:
Mobile users tab: Create the user (first name, last name, phone number)
Licence the mobile user
Teams tab: Put the user in the right team to give him access to the workflow
To create a web user, 2 steps:
Web users tab: Create the user (first name, last name, email address)
Teams tab: Put the user in the right team to give him access to the dashboards of his/her team
II. Mobile App for Field Staff
A. Customers Map, Filter & Search buttons
As said above, your customers database is uploadable. Once the GPS location is registered, you’ll see the customers/outlets on the map (left picture). At the bottom of the map screen, the outlets are displayed as a horizontal list with pictures. The outlets are displayed from the closest to the farthest.
By using the Search and Filter buttons on the top right-hand corner, you can look for a specific customer or refine the search.
B. Customers Creation
To create a customer/outlet on the mobile app, click on the + button on the top right-hand corner. You will easily create a new customer with all the information needed. The field mobile user must be at the outlet location when creating a customer/outlet. Otherwise, he will not be able to register his activity afterward. It will be explained in the 3. Customer Card.
Of course, we can adapt the segmentation and the attributes of your customers for you.
C. Customers Card
By clicking on a customer on the map, by looking for it with the search or filter buttons, or by creating it, the mobile user will open the place card (=customer card). He will find in it all the information he has (picture(s), different attributes, segmentation, history of activity, etc.).
The user can also open Google Maps or the Phone Function of his phone to reach the place or call the owner (if he registered the right GPS location and Phone number, of course).
Once at the customer’s place (with a customer uploaded a long time ago or a customer just created), the mobile user can register his activity. To do so, he has to click on the Check-in yellow button.
This check in button will not be clickable if the outlet is more than 100m away from the mobile user.
The button will be grey instead of yellow. This feature is to avoid the field users to submit false visits from home. If the user is within 100m around the outlet, he can click and open the workflow.
D. Customer Card Insights
You will find some insights about this customer directly into the Customer Card, by clicking on the little insights button on the top of the Customer Card.
You will be able to filter on the date and will have information related to this customer.
E. Light Visit Workflow
The Light Visit Workflow is the workflow available in the Starter Plan.
It’s a simple workflow aimed at being sure the field user did the visit and registered if he sold or not. There is also a comments section and a picture that can be taken but the two of them are optional. Once the information is filled in, click on submit.
It will automatically send the user back to the place card. He has now to check-out to end the visit on the application. By checking out, he will go back to the map.
F. Mobile Insights
More than only a tracking and reporting solution, FieldPro aims at helping the field users to work better.In the Mobile Insights tab -> Dashboards, you will have two different tabs: