Dista improves lead and work order management for a consumer goods leader

Background

The consumer goods leader sought a centralized system to manage their sales and service processes. The organization wanted to improve the overall planning and scheduling of tasks as it struggled with rigid workflow configurations. It relied on old functionalities for customer grading and feedback and several other crucial functions.

Field service management

Challenges

The organization relied on legacy systems to run its sales and service functions leading to poor productivity and customer service. It didn’t leverage the location parameter resulting in limited visibility on the sales and service agents.

Solution

Dista created a centralized platform that provided hybrid and dedicated mobile apps for sales and service field executives.

Dista Service

  • Real-time dynamic task scheduling improved work order management while route optimization reduced travel time and distance

  • Auto and manual allocation of jobs depending on skillset, capacity, availability, and proximity

  • Real-time visibility of the location of field technicians and customers by geofencing and geo-tagging their activities

  • Customized dashboards offered a bird’s eye view of ongoing tasks

Dista Sales

  • In-field app notifications and contextual nudges help sales executives reach customers first and boost lead engagement

  • Transparent field operations with visibility on field sales officer activities with a dashboard view of audit trails

  • Optimize sales resources to expand geographical coverage

  • Analyze regions to take proactive measures and boost conversions

  • Analytics and insights on customers, conversion metrics, agent performance, etc.

Value delivered

  • Improved turnaround time positively impacting customer satisfaction

  • Enhance customer experience with live ETA of technicians, ability to rate and review them, OTP handshake, etc.

  • Responsive and user-friendly app UI helps all stakeholders with seamless navigation

  • Faster mobile updates and new feature deployment with Dista platform.

Highlights

  • Role-based access to gig workers to improve compliance and protect sensitive information

  • Motivate executives to perform with gamification

  • Supervisors can track team performance and audit trails and fraud checks for actual visit vs. planned visit

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