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Effective field force management includes field executives rarely visiting their office. Therefore, assigning them tasks and coordination can be a nightmare for managers. Task management allows managers to be in-charge of what goes on the field. It also gives executives a better understanding of how they should manage their working hours. Having a clear to-do list is always beneficial in time and efficiency management. <br>
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Why Managers Need Field Force Management Software for Task Management
Why is Field Force Task Management Important? Field executives rarely visit the office. Therefore, task assignment and coordination can be a nightmare for managers. Task management helps managers to be in charge of what goes on in the field. It gives executives an understanding of how they can manage their working hours.
Prerequisites of Task Allotment Managers need to assign tasks to Executives: Closest to the field location Best suited for particular operations Who are not otherwise engaged in urgent tasks Executives need to be aware of: What task to do next How to manage time and routes The documents required for the next task
Challenges of Task Allotment Managers need to check with each executive to know where they are located Urgent tasks need to be allocated quickly but manual allotment and coordination takes too much time Coordinating with multiple people to check availability for a single task may cause confusion Executives spend too much time revisiting their route for the day according to changes in tasks
In-app location tracking Prioritize to-do lists Field Force Management Software Simplifies Task Allocation Comprehensive executive strengths and weaknesses profiles/reports One-on-one coordination Only finalize task changes when they’re visible on the app dashboard
Challenges of Task Conduction Executives have to follow the optimized route for the least resource and time wastage Managers need to offer accurate ETAs to clients and customers Multiple-platform coordination can get confusing for simple task-related doubt resolution Executives need to maintain acceptable customer relations
How FFM Software Simplifies Task Conduction Route management through geofences Real-time tracking for exact executive location information In-built chatboxes for easy task coordination
Challenges of Task Completion Managers need exact proofs of delivery or task completion reports Executives need to carefully handle exclusive documents Managers need to know how well the task was conducted to see if similar tasks can be assigned to the executive in the future
How FFM Software Simplifies Task Completion Geofence-triggered PODs Digital and customizable forms Detailed executive and task reports