TrueBlue
Solution
Empower Your Field Team To Get More Done With TrueBlue
TrueBlue is our powerful app designed to optimize sales and field operations for businesses using Salesforce.
Offline Capability
TrueBlue works both offline and online, ensuring uninterrupted productivity even in remote or low-connectivity areas.
Route Planning
Managers and Agents can create and assign specific stops for a route plan. With the app’s integrated map functionality, agents can easily visualize their routes and plan the most optimal path to their destinations.
Customer Management
TrueBlue enables you to capture and harmonize your customers’ data. The system is flexible to let you capture data inputs that matter most for your business.
Customer Activities
TrueBlue enables agents to capture customer orders, track order status and ensure timely delivery. Agents can also administer and capture customized surveys to capture feedback and insights.
Inventory And Van Selling
TrueBlue enables van-selling users to:
1. Uplift Van Inventory: To add items uplifted from the distributor to the van inventory.
2. View Van Inventory: To view items remaining in the van.
3. Return to Distributor: Select items returned to the distributor.
4. Rollover Inventory: To transfer stock to the following day’s inventory.
Expense Management
TrueBlue simplifies expense management for agents on the field, by enabling them to capture and log expenses for reimbursement.
Let Us Show You How It Works!
Our Service Delivery Process
At Blue Consulting we follow a well-defined and customer-centric delivery process to ensure a smooth and successful implementation of Salesforce solutions.
1
Requirement Gathering and Planning
Our team collaborates closely with key stakeholders to understand the specific business processes, challenges, and desired outcomes of the project.
2
Solution Design and Planning
We create a detailed implementation plan that outlines the solution architecture, data migration strategy, integration requirements, customization scope, and project timelines.
3
Development and Customization
We leverage our technical skills to provide the best solution for your business needs and integrate with third-party systems to harmonize your data flow.
4
User Training and Testing
We provide comprehensive user training to ensure that all stakeholders are equipped with the knowledge and skills to utilize the solutions effectively.
5
Data Migration And Deployment
We ensure a seamless deployment and transition, helping with data migration from legacy systems, system configuration, and user setup.
6
Support and Maintenance
We provide post-implementation support and maintenance services to ensure the ongoing success of the solutions.