All Case Studies
Regional Service Company (Multi-City Operations)
Improving Multi-City Sales and Service Visibility for Regional Teams
ServeMax Regional Services
The Challenge
ServeMax Regional Services operated sales and service teams across multiple cities, each handling local clients and daily activities independently. Updates were shared via calls, spreadsheets, and chat groups, leading to fragmented reporting and delayed visibility for central management. ๐บ๏ธ๐
There was no single system to track city-wise attendance, task progress, or client follow-ups. Management struggled to compare performance across locations, identify bottlenecks, and ensure consistent execution standards. As operations expanded regionally, this lack of centralized control slowed decision-making and reduced accountability.
There was no single system to track city-wise attendance, task progress, or client follow-ups. Management struggled to compare performance across locations, identify bottlenecks, and ensure consistent execution standards. As operations expanded regionally, this lack of centralized control slowed decision-making and reduced accountability.
The Solution
Karyalay was implemented to unify multi-city operations on a single platform. CRM centralized leads and clients across cities while preserving city-wise views for local teams. ๐งฉ
GPS-based attendance standardized presence tracking across locations. Tasks and work orders were assigned city-wise, with teams updating progress from the field using the mobile application. ๐๐ฑ
Management dashboards and activity reports delivered real-time, city-wise insights into attendance, task completion, and follow-upsโwithout manual consolidation.
GPS-based attendance standardized presence tracking across locations. Tasks and work orders were assigned city-wise, with teams updating progress from the field using the mobile application. ๐๐ฑ
Management dashboards and activity reports delivered real-time, city-wise insights into attendance, task completion, and follow-upsโwithout manual consolidation.
Modules Used
CRM
GPS Attendance
Task & Work Management
Activity Reports
Management Dashboard
The Results
๐บ๏ธ Clear multi-city visibility into sales and service activities
๐ Standardized attendance tracking across all locations
๐ Improved task accountability within each city team
๐ Centralized reporting for faster comparisons and reviews
โฑ๏ธ Quicker decisions with real-time operational data
๐ Scalable regional operations with consistent controls
๐ Standardized attendance tracking across all locations
๐ Improved task accountability within each city team
๐ Centralized reporting for faster comparisons and reviews
โฑ๏ธ Quicker decisions with real-time operational data
๐ Scalable regional operations with consistent controls
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