Workmate: Empowering Field Force Management
Workmate is a cutting-edge SaaS platform designed to revolutionize field force management for organizations dealing with extensive mobile workforces. This comprehensive solution seamlessly integrates a web console and a mobile application, providing unparalleled control and visibility over your field operations.
Key Features:
1. Attendance Management and Location Tracking:
- Digital Attendance: Configure attendance marking based on work locations with the added security of facial recognition and blink detection.
- Live Location Tracking: Monitor real-time locations of field force members during working hours, ensuring accountability and genuine client visits.
2. Client/Lead Management - GeoCRM Module:
- Digital Client Profiles: Capture and manage client contact details with geotagged locations for efficient planning and market coverage.
- Activity Monitoring: Track field force check-ins at client locations with verified visits through geofencing and digital proof of activities.
3. Task Management:
- Efficient Task Assignment: Create, assign, and manage tasks with due dates, priorities, and custom forms, optimizing field force productivity.
- Location-Based Task Monitoring: Provide users with task notifications, directions, and real-time monitoring for effective task completion.
4. Plan Module:
- Beat Plan Optimization: Create one-time or recurring beat plans using Mappls’ routing intelligence for time and distance optimal plans.
- Navigational Assistance: Receive plan notifications, view routes on maps, and plan travel to different locations in advance.
5. Expense Management:
- User-Friendly Expense Claims: Field users can easily raise reimbursement claims for travel, food, and accommodation with associated proofs.
- Manager Approvals: Managers can view and approve claims, ensuring transparency and timely reimbursements.
- Custom Form Builder:
- Tailored Data Collection: Create custom forms for specific field activities, making it easy to collect diverse data types.
- Versatile Configuration: Admins can configure text, number, checkbox, and more, ensuring flexibility in data collection.
- Reports:
- Insightful Analytics: Preconfigured reports provide quick insights into productivity, reimbursement, attendance, and more.
- Scheduled Reporting: Schedule reports daily, weekly, or monthly to keep a constant pulse on field operations.
Benefits:
- Enhanced Productivity: Streamline field force operations, optimize routes, and assign tasks efficiently for improved productivity.
- Real-Time Visibility: Monitor live locations, client visits, and task progress in real time, ensuring transparency and accountability.
- Data-Driven Decision Making: Access insightful reports and analytics for informed decision-making and strategic planning.
- Effortless Expense Management: Simplify expense claims and approvals, reducing administrative burden and ensuring timely reimbursements.
Workmate is not just a software solution; it’s a strategic ally in optimizing your field force operations, empowering your team with the tools needed to excel in today’s dynamic business landscape.