Report from the field with ease and without delay
Report from the field with ease and without delay
Enable real-time information flow from market to head office, enabling a quicker response to market changes
Enable real-time information flow from market to head office, enabling a quicker response to market changes
Field sales visit reporting

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.

Solution

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

Outcomes

  • Significant improvement in user adoption
  • 30% increase in sales team productivity and market coverage
Outcomes Delivered
Blogs
Testimonial
Head of Professional Services ISV Partner in Australia

As a Salesforce ISV partner, we have been happily working in partnership with Lister for 6+ years. Due to a local technical skill shortage in Australia, it was important for the success of our business that we found an offshore partner.

Lister has done an incredible job at adapting to our needs and the often-complex requirements set out by our customers.

Head of Professional Services ISV Partner in Australia
Product Owner, Payroll

“AND guess what? The Australian Taxation Office gave us the tick of approval this afternoon for being Single Touch Payroll compliant. Guy and I had tears in our eyes when we got the phone call. Fabulous work, everyone!

Product Owner, Payroll
Program Manager CRM of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility

Program Manager CRM of a global building materials company
Head IT – HVAC Services Company

I have worked with Lister for the past 4+ years, and can only say good things about my experience of working with their CRM team. They have provided our organization with the development support that we needed on a number of Salesforce and mobile (iOS) projects. They are very responsive and deliver quality work, on time. Looking forward to continue working with them in the future.

Head IT – HVAC Services Company