Finally, a SIMPLE place to review your team and their time and attendance metrics!
With a strong integration to your Enterprise Time Tracking System (such as Kronos), we make it easy to manage and review your team's performace. We also make it simple to view exceptions, logs and other key attributes of any time period.
Grow Your Business With Smart Group’s Workforce Management
Smart Group provides business management software solutions for businesses nationwide. Our Workforce Management Software is designed to help corporations and organizations manage all facets of their business and sales effectively. To learn more about our products, contact us today.
What Features Do We Offer?
Easy to Follow Navigation & Search
You can search for your customers, quotes, events in a few very easy to understand ways:
- Quick Search (By Name, Store Number or Keywords)
- Advanced Search (Search by any key attribute)
Our Workforce Management allows you to manage all facets of your customer relationship. Using our unique navigational flow it is extremely easy to get to the customer's contacts, notes, uploaded documents, product history or any other important customer details.
A standard pitfall of most applications, is organizing a large amount of data in an easy to use way. With our forward-only navigational approach and consistent usage of our Smart Search View pattern, we're able to make it easy to use.
Our dashboards are aligned to your key customer metrics. We provide your teams instant access to the customers that they are targeting. This helps organize their time around targeted leads, quote follow-ups or simple custoemr health checks.
Our Workforce Management Tool allows you to manage all facets of your customer relationship. Using our unique navigational flow it is extremely easy to get to the customer's contacts, notes, uploaded documents, product history or any other important customer details.
Some of our key dashboard metrics (we offer thousands):
- My Pending Leads
- Expiring Quotes
- Upcoming Events
- My Key Customers
Your sales team will be able to effectively plan and measure events hosted for their customers. Finally, an easy way to incorporate your daily tasks into the same area that you can manage your customers from.
Events track these key metrics to help you effectively coordinate with team members and customrs, as well as report effectiveness for management:
- Featured Products
- Sales Team Involved
- Key Learnings
- Strategic Alignment to Goals & Initiatives
Additional capabilities of this system are:
Logging interactions and current opportunities with customers
Managing your customers and contacts
Posting orders with customer confirmations
including load builder capabilities, shipment scheduling, and location-specific upsell opportunities
Managing inventory and contracts
Planning supply and demand
Tracking tasks and work items
Integrating API for order ingestion from your customers
Creating a customer portal to provide instant access to your customers
This tool can also integrate directly with your existing enterprise resource planning (ERP) system to allow custom components that work with your business processes and support enterprise-level process management. Some of these integrations include customer or material feeds and sales data for analytic direct transaction posting.
To support growth within your customer base and easy acquisition, the Workforce Management Tool has metrics and analytics to support your company’s sales incentive planning, opportunity management, and promotions. It is a tool that offers benefits in a centralized and integrated way to help you align your goals with actual results.
The key to your business success is to build opportunities in the same way that you measure your incentives to show concrete results for targeted opportunities. It is also important to situate these opportunities with transactional promotions to increase sales.