All Case Studies Regional Service Company (Multi-City Operations)

Improving Multi-City Sales and Service Visibility for Regional Teams

ServeMax Regional Services
Improving Multi-City Sales and Service Visibility for Regional Teams

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. ๐Ÿ—บ๏ธ๐Ÿ“Š

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. ๐Ÿงฉ

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. ๐Ÿ“๐Ÿ“ฑ

Management dashboards and activity reports delivered real-time, city-wise insights into attendance, task completion, and follow-upsโ€”without manual consolidation.

Modules Used

CRM GPS Attendance Task & Work Management Activity Reports Management Dashboard

The Results

๐Ÿ—บ๏ธ Clear multi-city visibility into sales and service activities
๐Ÿ“ Standardized attendance tracking across all locations
๐Ÿ“Œ Improved task accountability within each city team
๐Ÿ“Š Centralized reporting for faster comparisons and reviews
โฑ๏ธ Quicker decisions with real-time operational data
๐Ÿš€ Scalable regional operations with consistent controls

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