Improve the Productivity of your Field Sales Team


Is your field sales team operating as efficiently as possible?
Communications between on-the-road sales representatives and head office can often be a delayed and
blind-folded system. Reporting on the results of a sales meeting is a task that often cannot be completed
until some time after the event and distracts from the real business of selling. Meanwhile organisations can
be left wondering where their staff are located and what is happening with sales.



The solution
i-snapshot in conjunction with FleetAware offer an
affordable, efficient and easy-to-use system that not only
provides you with instant reporting on the result of client
consultations, but displays where your fleet are located at
any point in time.



What is it?
An easy-to-use field sales communications tool combined with a GPS tracking and reporting device, the i-
snapshot and FleetAware package guarantees your staff spend less time on administration and provides
you with real-time fleet management analysis.

Delivering ‘up to the minute’ reports from your team in the field, and the status of their vehicles, our
systems are proven extremely effective in supplying Field Sales Administrators and Fleet Managers with
actionable information that results in increased business efficiency and selling opportunities.
How does it work?

                    i-snapshot                                        FleetAware
i-snapshot means no more on-screen form filling.    FleetAware streamlines standard administrative
At the end of a sales meeting the sales             vehicle     fleet    management        processes.
representative simply uses their mobile phone to    The ‘In Vehicle’ data module captures and
send a coded SMS text message outlining the         compiles information about your fleet live via
result of the visit. A process that takes on        GPS satellite tracking and reports it back to the
average no more than 20 seconds.                    secure FleetAware server through mobile phone
                                                    technology.
Developed to suit the needs of your organisation,
the coding format can be unique to your             The FleetAware server then manages,
business,      ensuring        its     relevance.   reconciles and reports the data captured in a
Data capture can include, for example:              manner developed to suit your needs.
• Name of customer visited                          Features include:
• Call Type – e.g. arranged or cold call            • Real-time vehicle location mapping
• Purpose of visit                                  • Routes taken and start/stop times
• Outcome of visit                                  • Times and distances travelled
                                                    • Mileage and fuel consumption per vehicle
Automatically, basic information on the sales       • Individual duress alarms for drivers
representative making the visit is captured:        • Cost Analysis (incl. FBT Compliance)
• Sales person details                              • CO2           emissions     per      vehicle
    (based on mobile phone id)                           (under development)
• Sales Division                                    • ‘Waypoint’ control – alerts of late arriving
• Date and Time of visit (based on when the              vehicles
    reporting text message is received)             • ‘Out of Bounds’ or ‘Out of Hours’ vehicle
                                                         operation
The text message is captured on the i-snapshot      • Service interval, over-speed and low fuel
secure server, interpreted and fed into reports          alerts
which can be accessed at any time by password       • Historical reporting
on the secure i-snapshot website.
The benefits
Superior Communications – Increasing the speed of reporting between field sales representatives and
head office, management can make more timely and informed decisions. Knowing where all vehicles are
located at any time reduces ineffective communications, such as when trying to determine which sales
person is located closest to a job.

Greater Business Efficiency – Based on having an accurate picture of the working day of all field sales
people, at all times, business activity can be targeted based on geographic location and/or profitability of a
client, improving productivity.

Reduced Costs and Increased Profitability – Through analysis of employee productivity, individual
training needs can be identified, time management can be improved, and client opportunities targeted
more effectively. This can also offer savings on wages, fuel usage and staff expenses.

Quality Customer Service – Through the provision of accurate arrival/departure times, immediate head
office reporting and ordering based on client meetings, customers can receive a more reliable and speedy
service from your organisation.

Improved Staff Safety – The added security provided by the driver duress alert system gives both
management and in-the-field staff peace of mind, while reducing insurance premiums.

Ease of Use – With the i-snapshot and FleetAware reporting systems being not only user-friendly but
compatible with existing systems (such as CRM /SFA and Fleet Management software) training for both
sales representatives and management is quick and easy. Value is added to existing software
investments, and as the technology used is access via your browser there is no requirement for IT
integration.


For more information
To find out more about the i-snapshot and
Fleet Aware package, contact Leigh Barnes 03
8627 6166 or leigh.barnes@percepta.com.au

Is your field sales team operating as efficiently as possible?

  • 1.
    Improve the Productivityof your Field Sales Team Is your field sales team operating as efficiently as possible? Communications between on-the-road sales representatives and head office can often be a delayed and blind-folded system. Reporting on the results of a sales meeting is a task that often cannot be completed until some time after the event and distracts from the real business of selling. Meanwhile organisations can be left wondering where their staff are located and what is happening with sales. The solution i-snapshot in conjunction with FleetAware offer an affordable, efficient and easy-to-use system that not only provides you with instant reporting on the result of client consultations, but displays where your fleet are located at any point in time. What is it? An easy-to-use field sales communications tool combined with a GPS tracking and reporting device, the i- snapshot and FleetAware package guarantees your staff spend less time on administration and provides you with real-time fleet management analysis. Delivering ‘up to the minute’ reports from your team in the field, and the status of their vehicles, our systems are proven extremely effective in supplying Field Sales Administrators and Fleet Managers with actionable information that results in increased business efficiency and selling opportunities.
  • 2.
    How does itwork? i-snapshot FleetAware i-snapshot means no more on-screen form filling. FleetAware streamlines standard administrative At the end of a sales meeting the sales vehicle fleet management processes. representative simply uses their mobile phone to The ‘In Vehicle’ data module captures and send a coded SMS text message outlining the compiles information about your fleet live via result of the visit. A process that takes on GPS satellite tracking and reports it back to the average no more than 20 seconds. secure FleetAware server through mobile phone technology. Developed to suit the needs of your organisation, the coding format can be unique to your The FleetAware server then manages, business, ensuring its relevance. reconciles and reports the data captured in a Data capture can include, for example: manner developed to suit your needs. • Name of customer visited Features include: • Call Type – e.g. arranged or cold call • Real-time vehicle location mapping • Purpose of visit • Routes taken and start/stop times • Outcome of visit • Times and distances travelled • Mileage and fuel consumption per vehicle Automatically, basic information on the sales • Individual duress alarms for drivers representative making the visit is captured: • Cost Analysis (incl. FBT Compliance) • Sales person details • CO2 emissions per vehicle (based on mobile phone id) (under development) • Sales Division • ‘Waypoint’ control – alerts of late arriving • Date and Time of visit (based on when the vehicles reporting text message is received) • ‘Out of Bounds’ or ‘Out of Hours’ vehicle operation The text message is captured on the i-snapshot • Service interval, over-speed and low fuel secure server, interpreted and fed into reports alerts which can be accessed at any time by password • Historical reporting on the secure i-snapshot website.
  • 3.
    The benefits Superior Communications– Increasing the speed of reporting between field sales representatives and head office, management can make more timely and informed decisions. Knowing where all vehicles are located at any time reduces ineffective communications, such as when trying to determine which sales person is located closest to a job. Greater Business Efficiency – Based on having an accurate picture of the working day of all field sales people, at all times, business activity can be targeted based on geographic location and/or profitability of a client, improving productivity. Reduced Costs and Increased Profitability – Through analysis of employee productivity, individual training needs can be identified, time management can be improved, and client opportunities targeted more effectively. This can also offer savings on wages, fuel usage and staff expenses. Quality Customer Service – Through the provision of accurate arrival/departure times, immediate head office reporting and ordering based on client meetings, customers can receive a more reliable and speedy service from your organisation. Improved Staff Safety – The added security provided by the driver duress alert system gives both management and in-the-field staff peace of mind, while reducing insurance premiums. Ease of Use – With the i-snapshot and FleetAware reporting systems being not only user-friendly but compatible with existing systems (such as CRM /SFA and Fleet Management software) training for both sales representatives and management is quick and easy. Value is added to existing software investments, and as the technology used is access via your browser there is no requirement for IT integration. For more information To find out more about the i-snapshot and Fleet Aware package, contact Leigh Barnes 03 8627 6166 or leigh.barnes@percepta.com.au