Challenge
With more than 300 sales representatives across the south-east of The United States and business increasing, Southern States recognized it needed to improve efficiency if it was to keep its promises to its customers. Explains John O’leary, General Sales Manager, "We had no visibility into what our reps were doing before, until they came back in and handed over their paperwork."
Southern States was looking for a paperless solution that would eliminate the cumbersome and lengthy process of documenting sales visit reports and other documents by its sales representatives filling in forms and reentering data into their back-office. Southern States also wanted to save the time its staff spent daily calling with price exception needs and other requirements.
Solution
Southern States decided to use BlackBerry smartphones with the leading mobile data capture solution eSurvey that would seamlessly synchronize with Zoho Analytics. The proposed solution allowed Southern States to streamline operations, increase sales productivity, and enable the power of real-time information to update Southern States’ Zoho Business Intelligence Dashboard, empowering the company to make better, faster and smarter decisions.
For me, the documentation and the support provided by the Zoho Analytics team when setting up our initial reports was crucial. The integration between various Zoho products and the APIs were helpful too. To cap it all, Zoho Analytics allowed us to match several tables and do recurring calculations and analysis easily.