Toolyt

For most organizations that work offline, the field force is much bigger than the support team at their office. And managing such a field force or field sales team has always been challenging for them.

Today, the market is flooded with various sales force automation software. However, most of them have been designed for office-based teams. The functionality and features they offer do not meet the requirements of modern-day, field-based teams. Other software that has been specifically designed for field-based teams has one basic flaw – most have been designed with a Desktop as the primary device for using the software.

This results in the following:

• Wastage of productive hours/working hours: The team members spend additional non-productive time in front of their desktops to update their work activities.
• Low software adaptation: The team struggles to enter important details of fieldwork on their 5-inch mobile screen on a web page designed for a 14-inch desktop! This is a frustrating and tedious task, so team members often give up, resulting in low software adaptation.

Toolyt is software that solves the above problems. It’s a web-based, artificial intelligence-enabled, mobile-first SFA designed especially for streamlining the operations of the field force. Toolyt utilizes location intelligence with AI-based work automation to enable the field force team to spend their time on more critical tasks.

Here is a detailed review of the Toolyt software:

1. Easy to Use, Mobile-First User Interface

Toolyt is one of the very few mobile-first sales force automation software that has been designed to keep the 5-inch mobile screen in focus. It has an extremely user-friendly and minimalistic interface, making it easy to feed important data quickly and efficiently. Additionally, the activities of team members are displayed in a Facebook/Twitter feed format, ensuring easy adaptation by the entire organization. This also reduces the time and cost investment in training new team members to use Toolyt.

2. Lead Recommendation

Toolyt not only automatically plans the field team’s appointments throughout the day on a google map-based system, but the in-built lead suggestion system also suggests new leads on the route for the field team to visit. Let’s say you run a company that sells equipment to dentists. Toolyt will capture the location of your sales team and suggest new leads (dentists in this case) that can be visited within a certain distance from their current location. This feature also takes care of red hours and ensures that their time is not wasted – bringing about high productivity!

3. Automatic Meeting Scheduling

Automatic scheduling is a very helpful feature that suggests when the current customer should be visited. For eg., for the same dental equipment company in the above example, if a current customer has shown interest in a new product over email or other types of communication, Toolyt will recommend a team member who takes care of the locality to visit the customer as it can be a source of high revenue generation. If the field team decides to make the visit, the workflow automation module of Toolyt can be used to email the customer and make an appointment. It is highly streamlined and enhances efficiency to a great extent!

4. Recommending Actionable Items

This is one revolutionary feature in SFA software products that have not been seen before. This feature gives recommendations based on deep and advanced analytics. For example – “Visiting a prospect in an area on Monday has a greater chance of sales than visiting on Wednesday.” The software can also suggest methods to increase profits, such as – “Cross-selling a certain type of product to a current customer can increase revenue.” Toolyt gives detailed, in-depth recommendations to the user to capture the best prospects and enhance the firm's overall bottom-line results.

5. Accurate Attendance Marking

Toolyt allows field officers to mark their daily attendance through a selfie. The best part is that with location intelligence, Toolyt can capture the exact location of the field member and does not allow them to mark attendance from any area other than the one designated for the day. Employees can also apply for leave through the software.

6. Automatic Call Logging

Field teams usually get all business calls from customers on their mobile phones. Generally, such data is not logged in in the sales force automation software. Toolyt automatically integrates with the mobile phone’s dialer and logs and stores the data. This ensures that your organization will have a 360-degree view of every interaction with the customer, either in person or via phone.

7. Expense Management

Generally, both the field staff workers and the office staff of an organization spend a lot of time calculating travel reimbursement and other expense claims of the field team. Since Toolyt makes intensive use of google maps, the distance and travel reimbursement of the team can be calculated automatically. Additionally, for other claims, field team members can click pictures of the bills, mention the purpose and submit them on the go – saving them time and making the process more convenient.

8. Order Management

Managing and taking precise business orders is definitely an important part of field teamwork. The mobile app of Toolyt allows you to place customer orders seamlessly, and they are immediately submitted to the head office – enhancing speed and flexibility!

9. Automatic Job Creation

Many automated tasks can be created using Toolyt – thereby leading to simplicity and flexibility of business operations. For example, for a washing machine company, Toolyt automatically creates a task to deliver the product once the order has been taken. Once delivery is done, the software automatically creates another task: to visit the customer for training. Once training is completed, the software will create a new task for the customer success department to collect feedback from the customer. These automated tasks ensure that business processes maintain a timeline and there are no delays in the overall functioning.

10. Real-Time Data

Toolyt facilitates managers to gain real-time visibility of their field officers. The real-time data captured by the field force mobile app can also be viewed on the desktop app. This ensures that corrections in the day’s plan can be made at the right time and before the day gets over.

11. Analysing the Best Performers

Most of the time, a deal's success depends on how a presentation is handled or how the business communication flows through. This feature of Toolyt analyses the way the best-performing members of the team conduct their activity and recommends other users follow the same pattern. It basically ensures that the same success pattern can be emulated over the entire organization, thereby increasing the success rate.

12. Simplified Communication

Communicating with field forces scattered over different geographical areas can be a pain. You will have to call each one of your team members separately to communicate the same message, leading to a serious waste of time. Toolyt allows for real-time communication between the office and field workers. You can broadcast messages to the entire team at the same time.

13. Predictive Analysis of Lead Success

Toolyt analyses the data of meetings to give detailed predictive reports for better organizational decisions. For example, Toolyt can analyze the conversion duration, the collateral used for the meeting, customer interest in the product etc. & predict the success rate of the lead. This facilitates your team to concentrate on the leads with a higher probability of success and thus maximize sales.

14. Escalations and Triggers

Toolyt has the ability to create escalations and triggers on unexpected behavior. Let’s imagine that a field member reports that he has visited a customer, but the customer was unavailable, so the meeting could not happen. However, suppose the location of the field member recorded on Toolyt is not near that customer's location. In that case, the software will automatically create a flag and alert the management of the issue. This feature helps in making sure that business transactions run smoothly.

15. Reports

Toolyt has advanced reporting and analytical tools that can prepare daily, weekly or monthly to keep the team members up-to-date with important work operations and corporate objectives.

16. Customisation

Toolyt is a highly customizable tool and thus can fit any time for any field force team. Hence, it will definitely cater to all your specific organizational requirements.

Cons

• One minor issue that may crop up when using Toolyt is that all your sales force team members must have smartphones and be familiar with them.
• Another problem with Toolyt is that the software is highly dependent on GPS systems, which, as we know, consumes mobile battery life at a very fast pace.

Bottom Line

Toolyt is a dynamic software that is power packed with tons of features and is the ideal choice for organizations with a high number of sales force teams. They have taken all the steps in the right direction. This revolutionary sales force automation tool can transform your business operations by escalating overall efficiency, performance levels and productivity.