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SALES
FORCE AUTOMATION
Planning
and Scheduling your Sales Force
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The Planners
job involves identification of the jobs that need
to be done within a given period, their temporal
constraints, inter-relationships, the resource
requirements, the effort requirements and the
execution location. He then decides time slots/execution
time windows and resource for implementation..
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The planner may also be
involved in the scheduling and dispatching process, where
times are fixed, resources are assigned and all the players
(resources and clients) are informed of the schedules.
For this, OptiMate provides features like: |
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Ability to identify
work and deadlines that have been promised |
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Ability to find
and provide status information on existing requests. |
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Ability to track
priorities and escalate when necessary. |
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Ability to view
resource capabilities, availability and current
occupation levels. |
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Ability to view
current job assignments and work load for resources |
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Ability to automate
processes such as resource levelling and overtime
management |
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Ability to automatically
or manually allocate the appropriate resources to
the jobs base on roles, skill set matching and availability |
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Ability to generate
schedules based on business objectives such as to
minimise cost, minimise travel time, maximise resource.utilisation,
minimise overtime spending, finish as soon as possible,
finish as late as possible but before a deadline. |
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Ability to inform
resources of assignments by printing job cards,
e-mailing / faxing job cards and automatically dispatching
assignment information through SMS messages or smart
phones or PDAs. |
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Time, money, people, teams,
vehicles, specialised equipment, spares and consumables
are just some of the resources that are required to fulfil
a job. |
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The main requirement for
vehicles and inventory is to ensure that they are available
and blocked for the jobs. People and teams require access
to assignments details, service records, stock details,
client details, work instructions, calendar management
and actuals registration. OptiMate features for this include: |
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Ability to query
and view details of a resource's assignments, or
in the case of a person, his or her own assignments,
by client, by job, by location, by time, by spatial
co-ordinates. |
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Ability to view
possible routes and sequences of jobs to be performed. |
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Ability to get
additional job information, either on a notebook
or a pocket PC. |
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Ability to enter
inventory consumption details. |
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Ability to enter
work progress or completion status and time registration
through mobile devices remotely or via the Internet. |
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Ability to modify
and maintain calendar information such as working
hours and vacation details |
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Ability to view
unassigned jobs and volunteer to take up assignments. |
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Ability to view
service history, equipment-wise and client-wise. |
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Refer
the download section for detailed feature lists and domain
specific scenarios. |
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To
find out how we can help you implement KOM7 products
to your workforce just click here.
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