The Business Need
Our client was a manufacturer of building materials, and aggregate, with a global presence. The company needed an easy- to- use application for their field sales teams, enabling them to generate visit reports when members called on dealers and distributors. The customer was using Salesforce as their CRM.
The challenge was to customise the planning, taking into account the territory and route being visited. For example, one of the needs was to customise the top four competitors specific to a territory and show the same on the app. The top four competitors varied from territory to territory, and there were hundreds of competitors across the country.
Lister team designed and delivered a solution on Salesforce mobile that exceeded client expectations and included the following:
- Dynamic generation of fields specific to the territory was done using mappings maintained in Salesforce
- Geotagging of the location to help define the territory and the customer being visited
- Easy to use interface to make it simple for field sales teams to report
- Local caching to enable partial offline capabilities
- Significant improvement in user adoption
- 30% increase in sales team productivity and market coverage