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Checklists to : Improve the efficiency of your mobile staff
A flawless organisation is key to the life of your staff on the road. First of all, they must be contactable at any time. Thanks to devices such as a company mobile phones, PDAs, smartphones, pocket pcs, blackberries or laptops your staff is no longer isolated and can reach you anytime they want. With online document storage and management solutions, they can also access any data necessary to conduct their task properly from anywhere in the world. Finally, their financial and physical comfort is very important too: provide them with a corporate card to pay for all their business expenses as well as the best vehicles available through car leasing, short or long term rental, or simple purchase. A vehicle tracking device can also be fitted on those to optimise their time and efficiency.
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Each step for your project : Improve the efficiency of your mobile staff
Your mobile staff needs to have access to their database of clients and customers while on the road as well as to their important documents. Their efficiency can be greatly improved with a simple laptop and internet connection thanks to a CRM software such as Salesforce. And remember that some documents are sometimes to big to be stored on a laptop: give them online access to this data with a document storage and management solution.
In addition to monitoring purposes, a vehicle tracking software allows you to direct your teams to the next customer in their area. A great way to improve service and efficiency and keep your customers happy with a quick response to any of their queries.
While your staff is away on the road, you need someone to answer all incoming calls for them in the office. An outsourced answering service solutions is usually the easiest way to have all your employees' messages handled in a professional manner. Another solution is to install a suitable phone system (PBX, PABX, VoIP) in your premises and hire a customer service team who will deal with all incoming enquiries while your itinerant staff is out of the office.
Telephony is an important tool for your itinerant staff as you need to ensure perfect communication is available at any time. That's why your travelling workforce should be equipped with the latest mobile devices: company mobile phones, PDA's, smartphones, pocket pcs, data cards, BlackBerry, and most importantly a laptop. The latter will ensure your staff always has access to all of their files at anytime.You can also enhance communication furthermore by providing them with a mobile internet access.
A vehicle is usually the most cost effective means of transport for your itinerant staff. Depending on your business activity and the purpose of your travels, you can either choose from commercial vehicles, vans or cars, provided through rental (long term or short term), purchase or leasing.
With a corporate business credit card, you can track all expenses in real time and at a glance. In addition, your mobile staff no longer has to use their personal account to pay for their travelling costs. A corporate card will also allow you to improve your cash flow and you will be provided with as many cards as you need.