Field Force Automation for Financial Services providers and Telecom operators
Digitise the agent network management: identify agents accurately, track visits, and monitor performance.
Increase Field Agents performance
Drive better visit and coverage KPIs thanks to real time performance monitoring.
Improve the quality of your agent network
Ensure your agents are liquid on float/cash and well trained on product features.
Comply with regulatory requirements
Define checklists about branding display and other guidelines for customer service.
Ensure the quality of the agent visit
- Ensure the agent has all the required branding and customer information.
- Define checklist for agent training to make sure they offer a good customer experience.
- Track their liquidity levels, satisfaction and capture qualitative feedback.
Understand your agent network presence
- Define the different information to collect for each retailer.
- Geo map them with accurate automated GPS.
- Create distributions areas and assign the retailers to them.
Monitor your field supervisors performance
- Measure the productivity of your field force in terms of basic KPIs: time worked, visits, coverage, etc.
- Define and measure automatically performance incentives for your sales force to reduce turnover.
- Display transparently the data in the mobile app and on web dashboards.
I am glad that Vodacom and M-Pesa in particular decided to work with Optimetriks. The FieldPro platform allows us to plan and deploy our resources where there are needed the most and to react faster to challenges faced by our M-Pesa Agents in the market using real time information gathered by teams on the ground . The result have been fantastic."
M-Pesa Distribution Director