Do you have a large client-base that requires constant touch with your business and products to meet customer demands? Do you wish to set great marketing opportunities while establishing a trend towards availability of more diverse products & services? If yes, then you are surely a step ahead to flourish your business and meet potential customer's demand in an innovative way.
As your rapidly growing business needs to meet customer demands right on time, you may find it quite complex to stay on track and serve each of them on time. Right? You must be wishing to have a real-time app like staff tracking system that can help you to determine the businesses served by your salesperson or field staff without creating any manual errors. To simplify all these, we are introducing an Odoo-based app- Trackoo, a smart tracking system to satiate your entire business needs. Read further to know more about Trackoo app-
What is Trackoo app?
A smart tracking app built on OpenERP/Odoo platform
Offers tour planner feature that pre-plans the schedule of a salesperson for the areas to be served. By default, monthly tour plan is made from admin/business owner's side
Ensures salesperson management and allocation based on its zone, state, city and area
Offers real-time GPS tracking feature for business/client/site location registration and salesperson OR field staff reporting
Helps to plan and optimize the trip
Calculates deviation in actual location and reported location
Offers real-time reporting with map view
How Trackoo app works?
1. Salesperson / Field staff registration and work allocation
Define Monthly tour plan
Allocation is done on the basis of salesperson / field staff location. Key considerations for this are- zone, state, city and area
Complete list of client is auto-filtered in the system and salesperson / field staff is allocated to those clients
Staff's location and reporting status is recorded real-time on Google map
You can prepare monthly marketing strategy based on the salesperson's tour plan
2. Real-time reporting by salesperson / field staff on each client visit
Reporting status is recorder by field staff after login into app
In case of meeting to new client, field staff registers the name and real-time location of client into system and enters reporting status
Real-time reporting is also done for total transactions made by field staff on each client visit
In case of failed visit, salesperson / field staff checks “Failed Visit” check box and its location is also tracked in the system
Reporting is done only through mobile app
3. Real-time client registration
List of all clients is registered by admin itself
New client-registration can be done by salesperson / field staff through mobile app
Location of client is tracked real-time in the app through GPS
4. Activity report generation
Salesperson / field staff activity report is generated with its corresponding location tracking
In order to confirm the activity done, distance difference is also recorded in the system
False reporting records are auto highlighted if the reporting is done out of deviation range. This means, salesperson hasn't visited client's place and did false entry from some other place other than client's location. This action is termed as “Deviated by Location”.
Flexible deviation range till 100 mts. is acceptable
Thus, this is how Trackoo app- a real-time salesperson tracking software works by recording each and every action instantly at real-time, whether it is client's registration or location deviation by salesperson. Want to know benefits of this app? Read further-
Staff Tracking System
Sales Person Tracking Software
Sales Person Tracking System
Staff Tracking Software
Positive Perks of Trackoo app
Simplified allocation process of salesperson / field staff based on map view
Simplified client's business registration according to their real-time location. It auto-fills address using Google location feature
Salesperson / field staff activity evaluation through GPS tracking
Auto check-in and check-out based on GPS co-ordinates
Accessible through mobile, desktop and laptops
This App can be best utilized by below Businesses and Industries
- PickUp and Delivery Operations
- Food Delivery Management
- Apointment Schedule for any OnSite Services
- Onfield Salesforce & Field Service Management
Pharma Company
FMCG Company
Telecom Company
Banking & Insurance
Logistics / Courier Company
Home Service Agency
So, this was everything about Trackoo, a smart, real-time tour planning and location tracking app built on Odoo platform. Do share your views on our innovative development- staff tracking software.
If you are convinced with its features and exceptional benefits, give a try to Trackoo app for your business. We ensure this will eliminate all your unwanted hassles and give maximum profits to your business. To know more about our Odoo products, do reach us at contact@serpentcs.com
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