CPM takes mobile field force “live” Innovations in mobility improve
Transcription
CPM takes mobile field force “live” Innovations in mobility improve
CPM takes mobile field force “live” Innovations in mobility improve remote sales force planning and sales growth CPM’s mobile field force is an integral part of providing field marketing services to its clients. But communication, administration and reporting between field reps and the head office were slow and time-consuming. Mobile solutions like GSMs, faxes, laptops and Excelbased data no longer offered the flexibility and live views CPM’s clients demanded. Thanks to innovations in mobile technology, CPM found a solution that improved the efficiency and effectiveness of its mobile force from planning to reporting, allowing the company to continue to provide the top-level service to clients that differentiates it in the market. Laurent Despineux, Client Service Manager, presented this case at the BELTUG Member Forum on 21 January 2010 CHALLENGES An effective field force can be your eyes and ears In CPM’s mission to provide clients with integrated sales strategies, immediate and accurate reporting to clients is a key differentiator. CPM’s mobile sales force operates as the client’s eyes and ears, through merchandising, auditing and animation. The field force carries out a wide range of in-store activities, making sure clients’ products are available and visible; auditing competitors’ activities and promotions; and providing critical data on KPIs – Key Performance Indicators. Being in the “right place at the right time” can make all the difference. But the information cannot help the client until it has been received. Since 2004, field reps were keeping in touch with mobile phones and fax, and organising data in Excel files on laptop computers. The system was time consuming, and didn’t provide the “live view” clients were demanding. To continue to offer its clients with the best field marketing service, CPM knew it had to develop a mobile strategy to meet 4 goals: increase and measure product visibility and sales out the shopfloor; increase productivity of field force; streamline communication between field and backoffice; help the sales representatives during sales process (from preparation to reporting). This case-study has been discussed at the BELTUG Member Forum © BELTUG 2010 SOLUTIONS “Using this solution gives us a professional image with our clients. It positions us as reliable, and builds our clients’ confidence in our activities.” Flexibility to meet the company’s --and its clients’ -- needs CPM found its solution in a field force management application. “We analysed a few months’ data to see what we needed. Then we looked at what the providers could offer,” explains Laurent Despineux, Client Service Manager. “The solution had to meet our financial criteria, and be flexible for individual clients’ reporting demands.” Euremis’ CRMobile application was selected. “From planning to reporting, our field reps have the information they need,” says Laurent. “In planning, by optimising the visits by day we have a potential time gain of 18% per rep. With weekly planning, our time gain can become 35%!” During visits, reps can access a customer’s history and real-time stock view, and place orders without any more administration. “Reps no longer have to spend evenings on admin, CPM is a global leader in providing companies with integrated sales strategies. Its philosophy is to use insight and influence to drive sales. Globally, CPM has 1300 permanent staff, plus 20,000 field staff. In Belgium, there are 25 permanent staff and about 370 FTE field staff. Belgium makes up 8.5€ million of the company’s total 450€ million turnover. CPM’s activities include sales, from tactical support drives to fully dedicated teams, merchandising (keeping a brand visible, available and attractive); auditing (giving clients up-to-the-minute information on how customers are experiencing the brand) and demonstrations (conveying the brand experience to the customer). there are no lost papers and no hard-to-read faxes to decode,” adds Laurent. Finally, each client gets their reporting exactly as they need it. LESSONS LEARNT A challenging partnership For Laurent, the relationship with the provider is critical for successfully implementing this kind of mobile solution. “It’s a balancing act,” he comments. “On the one hand, you have to challenge the provider. The solution, as well, has to be challenged, reviewed and refreshed. But at the same time, the provider has to be your partner.” While CPM’s implementation went smoothly, he does note that communication was important. “There were differences in the visions of our reps compared to what was possible with the system. Alignment meetings allowed us to bridge the gaps, to successfully introduce the new system.” This case-study has been discussed at the BELTUG Member Forum © BELTUG 2010