Features in WinTrack SFA & TA

CRM Workstation Features

WinTrack CRM significantly reduces the time needed to build and distribute new routes. Managing existing routes in CRM makes it easy to re-assign routes, modify a route’s expiration date and associate a route with a sales campaign for reporting purposes.

No routes to print, no spreadsheets to maintain… no problem; WinTrack CRM.

Route Type

Generating a route is easy using the Wizard that walks you through the process. Simply select route type (sales or audit) and any campaigns used

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Route Criteria

Route Criteria  determines which addresses will be included in your route by zip code, bridger number or node. Many other custom critera fields are also available. Choose one criteria filter, or combinations. For example; zip code and street name.

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Specify Service Priority

Addresses can be given a priority status over lesser important addresses, based on service tier. This ensures the field rep focuses (visits) only those addresses that meet a pre-determined criteria.

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Organize Streets into Routes

Addresses that meet the appropriate criteria can then be grouped together and assigned to a field rep who works the route.

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Route Settings

The field rep has a certain number of days in which he is able to work the route. After this cutoff date, the route is no longer available on the field rep’s handheld.

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Manage Routes Screen

Manage Routes from a easy to read screen that offers Field Rep filters and editing option.

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Reports Screen

Reporting uses data from the CRM Database and organizes it into useful reports for the CRM Administrator. Custom reports may also be created.

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CRM Handheld Features

Address Filters

Address Filter Options: The House List Screen displays a list of address numbers that are on a given street. Among these filters, addresses can be sorted by odd and even houses to maximize time spent walking a route.

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Tap Audit Dispositions

Once at a house, six dispositions denote the Audit outcome: OK, Unable, Sold, Disconnect, Trap & Follow-up.

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Additional Action

An Auditor may record issues that need to be referred to another department for quality control or line maintenance.

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