You want to efficiently manage your field staff’s activities, including tracking trips, logging meetings, and handling reimbursements. Field Force CRM in SalaryBox provides real-time dashboards and reports, helping you monitor field operations and ensure accurate data collection.
Key Features of Field Force CRM: #
- Automatic Distance Tracking: Trip distance is now automatically calculated based on the route between the trip’s start and stop locations. Staff no longer need to manually enter odometer readings. Admins gain access to real-time trip data, eliminating manual entry errors.
- Comprehensive Meeting Management: Employees can log meetings on the go by adding customer details, meeting duration, notes, and attachments. This ensures accurate tracking of client interactions and employee productivity.
- Real-time Data & Reports: Admins can access a real-time dashboard displaying employees’ total distance travelled, number of meetings conducted, and overall duration. This helps businesses track field operations efficiently and make data-driven decisions.
- Seamless Admin Control: Admins can monitor staff activity, access detailed reports, and even log trips or meetings on behalf of employees, providing flexibility and control over operations.
How to Use Field Force CRM as an Employee (Android Device) #
Starting and Ending a Trip #
- Open the SalaryBox App and tap on the “CRM” option at the bottom of the homepage.
- Click on the “Start Trip” button in the bottom right corner.
- Enter the destination before starting the trip.
- Once you reach the destination, stop the trip. The distance is automatically calculated using the route between the start and stop locations.
- After ending the trip, you can review a detailed timeline that includes start/end times, total distance travelled, and location details.
Adding a Meeting During a Trip #
- Open the SalaryBox App and tap on the “CRM” option at the bottom of the homepage.
- Click on the “Meetings” button in the bottom right corner.
- Tap on “Add Meeting” in the bottom left corner.
- Enter the Customer Name, Meeting Start & End Time, Notes, and add any relevant attachments.
- Once saved, the meeting details, including total distance travelled, meeting duration, and locations, will be available in the timeline.
Note: Meetings cannot be added while a trip is in progress. Meetings and trips are separate; staff can add a meeting without recording a trip.
How to Use Field Force CRM as an Admin (Web & Android) #
Accessing Field Force CRM from the Web (Admin Portal) #
- Log in as Admin on SalaryBox app.
- Click on “CRM” from the left-side menu.
- Navigate to the Dashboard to see an overview of each field employee’s trips, total distance travelled, completed meetings, and meeting durations.
- Click on “Meetings” to view staff-wise meeting details, including customer names, locations, and notes.
Accessing Field Force CRM from the Android App (Admin Panel) #
- Log in to the SalaryBox App using your Admin credentials.
- The CRM Dashboard displays real-time statistics, including total distance travelled, meetings conducted, and duration.
- Click on Dashboard for a detailed view of individual and overall staff activity.
- As an Admin, you can add a Trip or Meeting on behalf of a staff member by selecting their profile.
How to Fetch Reports for Field Employees? #
Tracking and analysing employee productivity is crucial. Field Force CRM provides detailed reports to monitor field staff performance efficiently.
Generating Field Force CRM Reports (Web Portal) #
- Click on “Reports” in the left-side navigation bar.
- Select “CRM” to access CRM-related reports.
- Choose the Report Type from the dropdown (Summary or Detailed Reports for Trips and Meetings).
Select the Branch, Department, and Duration, then download the report in XLSX format.
