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A company that employs over 300 field workers is seeking an efficient way to manage the collection of EMIs provided to its customers. The admins assign field workers to customers at least once a week and allow the field team to record their visits. Any necessary follow-ups are automatically sent to the agents as reminders.
Clappia provided a solution by creating user-friendly mobile apps for field workers that function offline, making it simple to manage these visits. For the administrators, the web apps help them deep-dive into the MIS and have insights into the gathered information with the help of an analytics dashboard. Clappia’s live tracking feature helped to track the movement of the field force and at the same time helped the company calculate their travel claims effortlessly.
Two master apps, Customer Master and Employee Master, were created and connected to a Visit Tracker app.
Defined an automated workflow for follow-up reminders and approvals in case the journey is completed, and at the same time, on completion of the visit, notified the customers via Email/WhatsApp/SMS.
Assisted admins to draw insights from the visits and accordingly plan to make the process efficient, leading to a better collection of EMIs within a short time period and increasing the productivity of the field forces.
Field workers could access the app through the mobile app that functioned offline as well, making it simple to manage their visits. Data captured on the mobile app would immediately be visible to the admins on the web app.
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