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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. EFFORTPlus Geo-Tagging and Territory Management allows businesses to effortlessly allocate the territories to employees for faster turnaround time, better coverage and lower operational cost.

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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.
Field employee downloads the app Android, Apple, Windows

Manager defines the territories and groups customers.

App automatically gets all the information required for offline use.

Assigns the territories to employees.

Employee performs activities based on the information available on his device.

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

App geo tags and time stamps the information captured from the field employee.

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

App automatically uploads all the information back to the cloud whenever the network is available.

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

0%

Decrease in Operational cost

0%

Improved Coverage

0%

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

Features