- Better track field productivity
- Better track customer leads
- Improved tracking of employee productivity
- Improved lead tracking using rich data capture features
- Polished corporate image through using mobile solution to serve customers
Communicating better results
Keeping tabs on multiple field representatives is no easy feat for any organization - especially in conjunction with daily core business activities. It's a process that Car-Tel Communications, an authorized AT&T retailer, knew it needed to greatly improve.
With 10 retail stores spread out over New Jersey and Pennsylvania, Car-Tel has been helping clients with communications needs since 1985.
As part of its sales process, Car-Tel has approximately 50 representatives in the field, attending events and other activities, networking and soliciting prospective clients. However, one big challenge for its managers was to better track and evaluate the productivity of its on-the-go reps.
"We have an extensive team of field representatives, but we didn't have a uniform process in place to track their whereabouts, leads or client updates," explains Kelly Collins, Car-Tel Communications Marketing Director.
Car-Tel would send representatives out to distribute flyers or attend events, without a method of proof or follow-through. Moreover, in the absence of a uniform reporting process, some leads that were being generated from events (ex. the collection of business cards) would fall through the cracks.
Collins decided to implement ProntoForms to help tighten up Car-Tel's processes. A real-time mobile form solution that works on any smartphone or tablet, ProntoForms also ties in easily with any back office system, and connects with popular cloud services. Featuring dynamic form features, ProntoForms helps businesses go paperless and better collect and communicate data.
Since ProntoForms works with multiple operating systems and devices, representatives were able to download the App onto their existing smart devices.
The ProntoForms GPS and time stamps definitely show Collins and Car-Tel whether a representative has attended an event or not. In addition, using the mobile form's ability to integrate signature, photo and barcode captures, representatives are able to snap a picture of client business card and submit it with the form. For Car-Tel, the photo capture ProntoForms feature acts as a contact fail-safe and ensures that no lead goes without a proper follow-up.
"Today, we have a better picture of what our reps are doing out in the field. ProntoForms allows us to have a greater accountability mechanism in place."
Collins also says that as a bonus, whenever a potential client notices one of Car-Tel's reps using ProntoForms on a mobile device, they're instantly more intrigued about the overall communications possibilities that Car-Tel can provide for them.
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Past & upcoming events
On September 1st, 2021, we will be holding our annual user conference: EMPOWER'21. From executive and field technician panels to technical demos, sustainability talks, and interactive round tables, there's a lot to look forward to. But have no fear, ProntoForms is here! Join Danika Weiss, the EMPOWER Event Manager, and Mark Scott, VP of Marketing, as they give you the insider EMPOWER'21 secrets to help you empower your conference experience.
WATCH SNEAK PEEK
Exploring New & Expanded Revenue Opportunities for Future Growth Abstract Blurb: The pandemic taught field service professionals a lot about their field force's resilience, speed and agility. Find out how service leaders pivoted their business models to capture revenue through new/different business sectors, and improved processes for onboarding and training technicians in these new sectors to maximize this revenue.
Field technicians are the customers' face of the company and techs' job processes—for good or bad—influence their happiness and job satisfaction. But what happens when many technicians are debating their future in field service? Join a stacked field panel that brings together executives and technicians from Schneider Electric, Trane Technologies, and Cummins to talk shop on improving satisfaction across the board.
At Phillips Healthcare, low-code apps are part of their solution for ensuring technicians automatically complete work in-compliance and that potential audits are painless. Join us as we dive deep into exactly how Philips uses ProntoForms to service some of the most stringently regulated assets on the planet.
SUEZ, a global water expert in the water and waste sectors, was looking to improve operational efficiency and put the right tools in technicians' hands. Watch this webinar for a deep dive into how digital transformation in asset management is possible with custom field apps and agile technology.WATCH SESSION
Gain valuable insights from a squad with numerous years of field service experience working at Fortune 500 companies. Pat Foley, ProntoForms' Client Director will be joined by Dominique Vaes, Founder and Senior Partner at Field Service in Motion, and Johan Franck, Associate Partner at Field Service in Motion, to discuss their lessons learned with digital transformation trends. Come learn how to hit targets no matter how agile and fast digital goals are becoming.
In this session discover:
- How digital transformation is now table stakes in 2021
- What leading field organizations are asking about digital transformation
- How to gain organizational commitment and then manage change
- The power of low-code apps for field service productivity
Don't make rush digital transformation decisions or implementation mistakes. Chris Bade, VP Field Service & Customer Support at Analogic Corporation and David B. Bishop, Director of Service Operations, Building Solutions North America at Johnson Controls discuss how to ensure internal buy-in and business goal alignment in your organization and that tech you invest in today will delivers value to your customers in the long-run.
Service Council and ProntoForms get together for a fluffy talk on lofty dreams of achieving digital transformation nirvana, but for actionable and meaningful takeaways to help you build out your bulletproof digital transformation strategy for 2021.
This virtual town hall brings together field service expertise and learnings from ProntoForms, an organization that has helped deploy countless COVID-related and 2020 response apps in the past year, and one of their prominent customers who will discuss strategies and actions that has helped their organization stay agile and accelerate digital transformation to meet new and unique service requirements and health and safety guidelines
Field and tech executives join Alvaro Pombo, CEO of ProntoForms, to discuss how their organizations have accelerated their digital transformation and tackled the growing demands and evolving requirements of this new business climate.
Learn, innovate, and network. Whether you're a seasoned ProntoForms guru or just getting started with digital transformation and field automation, get ready to become a field efficiency and safety hero at the EMPOWER'20 virtual conference.
Hear from inspiring keynote speaker Jon Barr, CIO of KONE Americas, and watch virtual panels with Ryan Tidd, the Engine Operations Capability and Innovation Director at Cummins, and ProntoForms' VP of Operations and scaling expert, Aly Mawani.