Enhance market coverage efficiency by intelligently planning visits
Enhance market coverage efficiency by intelligently planning visits
Improve field sales productivity by enabling efficient visit planning
Improve field sales productivity by enabling efficient visit planning
Field visit scheduling​

The Business Need

A large, global manufacturer of building materials and aggregate needed an easy- to- use application for the field sales teams, helping them plan and schedule their field visits efficiently and ensuring market coverage. The customer was using Salesforce as their CRM.

The challenge was to customise the planning, considering the territory and route being visited. The client wished to provide intelligent recommendations to help the sales team prioritise accounts they needed to visit. It also made it easier for them to quickly plan visits.

Solution

A very elegant and easy- to- use solution was built that included the following features:

  • Territory-wise expectations of visits per day
  • Ability to plan for non-field activity and leave
  • Ability to create plan-templates and clone-visit plans
  • Ability configure weekly or monthly visits as needed, enabling plan approvals
  • Drag drop-calendar interface to easily plan and view the summary of their plan
  • Intelligent recommendations on accounts to add or drop, based on account category and history of previous visits. Also, color coding of accounts based on recommendations
  • Visits were created as calendar events to serve as quick, daily reference to the sales team

Field Service Scheduling

Outcomes

  • Adoption of Salesforce increased significantly  
  • Improved market coverage by over 30%
  • Increased customer satisfaction due to effective coverage of market
Outcomes Delivered
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