Whether it’s a promotional event, new product launch, or client merchandising contract, certain projects require you to execute hundreds, or even thousands of account calls within a specific timeframe or budget.
That’s where Projects come in. With projects, we’ve made it easier than ever to manage project requirements, schedule work for the most qualified reps, and track and share high-quality work as it’s completed. Let’s take a closer look:
What are Projects?
Setting up a Project allows you to manage a set of related activities your team needs to complete within a certain time frame (e.g. for a promotion event, merchandising client, product launch etc.). In addition to scheduling and confirming each successful visit you can also monitor Project progress as a whole, answering questions like:
- How many reps do I have in this territory who can do this work?
- How long will it take my team to execute this project? How much will it cost?
- How much of this Project has been completed so far?
- Are any jobs at risk of not getting done by the deadline? Who do I have available nearby that can help out?
- How long are reps spending on this work compared to my estimate? Are we running over budget?
In addition to helping plan work and monitor completion, Projects also allows you to give some additional instructions to your team in the field. You can share details like the project timeline, priority, estimated duration for each visit, whether materials are required, and even the pay rate for specific jobs so your team can plan accordingly.
Here are a few examples of common ways our customers are using Projects today:
Merchandising Contracts: I need my team to perform merchandising visits at 1000 stores next month to support a limited time campaign for one of our brand clients. Jobs should be scheduled to reps who are assigned to this client and in the target territories. I want to track progress against this goal as the month goes on.
Continuity Services: My team needs to visit each of our client’s top 20 stores every month this year. They should have flexibility around when each visit happens, but should only be able to complete the Form for this visit once a month at each location.
Promotion Events: We need to do display setups at 50 stores this month. I’d like to make this job available to any of my reps in the area who are qualified to build displays so we can get this project finished as soon as possible.
Projects is included as part of Repsly Enterprise. To upgrade, get in touch with our team here. Or learn more about Projects in one of these related articles: