Fintech companies that offer Digital payment solutions or ATM management solutions rely largely on their field service agents for various after sales service activities i.e. installation, de-installation and other service requests related to POS machines, ATMs or other such devices, including MINI GPS & mPOS devices. As field agents need to cater to clients across vast geographical areas, keeping track of the entire team as well as swift & satisfactory resolution of complaints is a huge challenge.
Managers grapple with monitoring the client visits of each agent, creating optimised beat plans, allocation of tasks & devices as well as managing attendance, reimbursements and leaves.
Imprint 360-degree Field Force Monitoring Solution steps in to seamlessly handle all these issues, enhance team efficiency and ensure complete customer satisfaction.
Imprint for Fintech Companies: Holding Your Hand Through the Entire Sales & Servicing Journey
1 . Attendance Management
Imprint App ensures accurate attendance management for field employees while they are on the move.
When the field employees click on sign-in, the App redirects them to the Attendance page where agents need to mark themselves as Present or Absent. The Imprint App also shows the real-time location of the employee and ensures:
Timesheet is generated for the Employee
Client Visit details with check-in/check-out time stamps
Expense Management - Auto reimbursement calculation based on actual kilometers travelled
2. Cater to All Service Request Types
For POS or ATM management companies, the field agents visit customer location for 4 main types of service requests, namely Installation, De-installation, Break Fix and Churn Visit. Imprint ensures that all these requests are taken care of in the designated turnaround time (TAT).
Client Geo-tagging - Client contact details with geo-tag helps to locate the client easily and help in better beat planning.
Customer acknowledgment on Service Request - Option for OTP based validation with customer consent (e-signature) on closure of the ticket.
Digital Proof of Evidence - Provision for uploading device & shop images etc. as proof of visit
3. Efficient Utilisation of Field Service Team
Ticket Auto-Allocation and Route planning -Auto allocation of service tickets based on several pre-defined parameters like priority, geo-location, no. of ticket allocation per agent per day, agent availability, and many more.
Pin-code/ Geo-tag-based agent/FSE mapping.
Unattended visits auto-scheduled next day
Nearby Client Search option for field agents – better time utilisation and improved efficiency
4. Assets & Inventory Management
Inventory Allocation to FSE
Inventory allocation and subsequent update in system after installation/de-installation of devices
5. Empowered Field Agents
Knowledge repository for any FAQs or other help in service ticket resolution.
Option to upload images for expenses as well as proof of work
Imprint 360-degree field force automation tool enhance visibility of the entire sales/service team and automates all important tasks like route planning, ticket allocation, attendance, reimbursements as well as inventory management. This ensures improved productivity, enhanced customer loyalty and increased ROI for Fintech as well as other companies that depend on a large field force for their businesses.
