The powerful capabilities of LionO360 Field Service Management provides the powerful insight you need to effectively monitor and optimize field services visits. Unlike other apps, LionO360 provides a 360° view by displaying all of the most critical, relevant customer info on a single page with little need for searching. The cloud-based app eliminates infrastructure hassles and ensures updated info is instantly available to all users.
LionO360 is one of the only CRM platforms available with this powerful feature that not only optimizes routes, but lets you assign questions to be captured in real time and store geo-tagged photos. You can select customer locations to build an automatic, customized route for field reps. The LionO360 app, available for iPhone and Android, provides turn-by-turn directions, helping you avoid traffic jams. Real-time route optimization plans your routes efficiently so you can cut your travel time in half. Spend less time driving and more time with customers.
You can view contacts on a Google Map and draw a circle around your desired region to generate your route. Additionally, you can view a list of nearby customers and prospects, select which to visit, and LionO360 will generate the complete, optimized route, complete with your return home.
You can create questionnaires for reps to fill out upon visiting each customer site. Enter any questions to ensure proper service and to gather info to improve operations, such as prompting your rep to update details of various contacts. You can also create multiple question lists to accommodate the different types of locations you serve. Additionally, LionO360 lets you automatically capture the length of each visit to track employee productivity and identify success factors.
Take photos to confirm proper point-of-sale displays and exterior signage, so you can quickly and easily comply with requirements from manufacturers. You may even gather information that’s valuable to your vendors, or further promote their sales incentives, adding unique value beyond product distribution.
As reps check-in at customer sites, their location within 1,000 feet is confirmed, so you’re certain the visit happened. LionO360 helps you validate data for paying expense reports, as well as bonuses based on metrics such as visits per day. Insight into the current location of reps also helps you meet urgent customer needs by quickly deploying team members with products required.
With LionO360, you can put inventory into your reps’ hands and empower them to serve customers. Reps can create and close invoices to record sales - all directly from their phone at the customer’s location.
LionO360 meets your needs in one system, reducing costs and eliminating the time-consuming and error-prone use of multiple spreadsheets.
The LionO360 automated activity stream lets you send messages to your entire team and facilitate communication, rather than flooding inboxes with mass email chains. Inform staff of announcements such as new promotions they should be discussing with customers, upload events, or share praise for team members’ accomplishments.
LionO360 has flexibility to easily adapt to your business. There’s no need to wait months and spend tens of thousands of dollars for consultants to custom-code the system. Adding custom account types, onsite visit questions, and customizing user roles is quick and simple, and requires no coding whatsoever.
With role-based access control, you can restrict users to viewing only those accounts assigned to them. You can also define view or edit permission by individual data fields.