Geo-tagging / Territory Management

Geo-tagging / Territory Management

Overview

Territory management enables the organization to manage the complex team structures along geographical locations. Without segmentation of customer and grouping the employees around territories makes it difficult to track the organizations field coverage. EFFORT Geo-Tagging and Territory Management allows businesses to effortlessly allocate the territories to employees for faster turnaround time, better coverage and lower operational cost.

Process

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Manager defines the territories and groups customers.

Manager defines the territories and groups customers.
Assigns the territories to employees.

Assigns the territories to employees.

Employee signs in and performs the activities within the assigned territories on mobile device.

Employee signs in and performs the activities within the assigned territories on mobile device.
All the activities and movements are Geo-tagged by the App.

All the activities and movements are Geo-tagged by the App.

Managers gets real time reports on activities performed in/out of the territories.

Managers gets real time reports on activities performed in/out of the territories.
Manager defines the territories and groups customers.

Manager defines the territories and groups customers.

Assigns the territories to employees.

Assigns the territories to employees.

Employee signs in and performs the activities within the assigned territories on mobile device.

Employee signs in and performs the activities within the assigned territories on mobile device.

All the activities and movements are Geo-tagged by the App.

All the activities and movements are Geo-tagged by the App.

Managers gets real time reports on activities performed in/out of the territories.

Managers gets real time reports on activities performed in/out of the territories.

Metrics

40%
Decrease in Operational cost
40%
Improved Coverage
30%
Improved Productivity

Benefits

  • Manage complexity with ease
  • Improved territory based customer coverage
  • Authentic information
  • Operational efficacy
  • Improved productivity
  • Greater compliance

Features

  • Location tracking of employee movement on the field.
  • Total distance travelled and time spent at various locations by the employee
  • Circle and polygon based territory definition.
  • Customer segmentationand employee assignment based on territory
  • Automatic work allocation to employees based on customer’s territory
  • Location based alerts when the employee is moving in/out of the territory
  • Visualization of employee activities in territories