Symple Mobile App
Symple Field Force Management
Symple Field Force Management is the answer to your questions. It allows you to monitor your field reps activity, locations and see what the reps actually see on the field.
Single Customer View
Manage all your customer information from your smartphone
Create and update the account and contact info from mobile app
Allocate accounts to specific staff
Viewing history with customer including Activity
Request and Opportunity
Features
How it works
Activity Plan
Setup a visit plan for your sales rep / site supervisor or allow your sales rep / site supervisor to plan their own activities. Measure their productivity by measure the targeted activity vs completed activities
Check In / Out
Check-in/out
Activity will be tagged with GPS locations whenever your field rep checked-in to a meeting, sales presentation, site survey, inspection, delivery, etc.
Time taken
Measure productivity by tracking the duration taken to perform a task
Data Capturing
Build customized forms to allow your field rep to
capture data.
Customer feedback forms
Site survey forms
Delivery report
Payment collection
Key handling form
Job application form
Campaign specific forms that only effective for a period of time
Photo Capturing
Enable Field Staff to take live photo during activity
via phone's camera
Regional Manager
Issue found during inspection
Images of before fix and after fix
Customer service
Acknowledgement form signed by customer
Logistic
Proof of delivery document
Image of destination
E-Signature
Using the electronic signature capture, your field reps gather electronic signatures from your clients on forms and orders.
This proof of service feature allows clients to confirm that a task has been completed, and enables you to get confirmation from your reps that they completed their jobs accordingly.
Post process allow system to send acknowledgement email to client as acknowledgement of acceptance.
Broadcast, Communication & File Library
Communicate effectively with the staffs via Symple Broadcast module. Where companies can post internal memo, policy, sales kit and procedures, training material in pdf, pptx or any file type
supported by the smartphone.
Staff can access and download files from File Library whenever is required such as customer request for catalog or brochures.
Support post access / view by different permissions set.
Expenses Tracking
Allow the field staff to submit their expenses claim and let the manager approve online. Take away the hassle of having to validate each and every expenses as the expense will be tagged to the activity, time and location.
Field staff can snap receipts for expenses like toll, parking, meal, entertainment, purchases. Mileage will be calculated for them automatically with Google Maps service from their departure to arrival location.
Request Logging
Request Management is suited to handle all service request from one interface. Be it customers or staff, bringing all requests into one common system, prioritize and categorize based on the requirement for related department to manage them.
Configurable workflow to cater for each and every category for system automation
Sales Opportunity Tracking
Track your sales pipeline from identifying a hot prospect to winning the deal.
You can create opportunities to define the value of the business manage pipelines and associated activity sets opportunity funnel stages and categories probability of winning and forecast close dates.
Online / Offline Support
Run the app with or without internet. Your field rep
can perform the activities without internet
connection and sync the data back to the server
when there is an internet connection proactively.
