In field operations, especially within sectors like microfinance, collections, doorstep banking, logistics and other field-intensive industries, nudges are used to guide field agents to take specific actions that improve efficiency, compliance, and outcomes.
Nudges are prompts delivered through notifications, reminders, or suggestions within a field agent’s mobile app. When powered by AI-based recommendations and location-aware technologies, they become an ally for the agents to increase market penetration, customer visits, and productivity.
Dista Sales, an AI-enabled location intelligent system to orchestrate agents in the field, is designed to increase sales productivity and market coverage. It aids sales agents with Smart Nudges in addition to other location-intelligent features via their app.
Also read, more about contextual nudges in Dista Sales.
Role of Smart Nudges in Field Operations
1. Improve Field Agent Productivity
- Task Reminders: Nudging agents about pending tasks, such as debt collection visits, document collection, and prospect meetings helps improve productivity.
- Schedule Optimization: Encourage agents to adhere to pre-planned routes or schedules to minimize travel time, distance, and costs.
2. Enhancing Compliance
- Corporate Policy Adherence: Reminding agents to collect mandatory client documents or signatures.
- Recording Visit Outcomes: Sending reminders to agents to input real-time data after client interactions and recording dispositions.
3. Target Achievement
- Goal Tracking: Motivating agents with notifications to meet daily, weekly, or monthly quotas and targets.
- Leaderboard & Gamification: Showing individual or team ranking and encouraging them to complete quizzes or take surveys, improving productivity or ensuring SLAs to improve ranking. Sending congratulatory nudges for achievements, like completing a milestone or surpassing collection or sales targets.
4. Client Engagement
- Follow-up Reminders: Prompts for follow-ups with clients to resolve issues or confirm repayments.
- SLA Adherence: Nudges to ensure TAT for meetings by adhering to SLAs.
5. Travel and Expense Optimization
- Route Suggestions: Nudging agents to take the most efficient routes to reduce travel time and costs.
- Expense Tracking: Reminders to log travel expenses after completing visits.
6. Risk Mitigation
- Fraud Prevention: Alerts for unusual patterns, such as visiting a location too quickly or skipping mandatory checkpoints.
- Client Risk Assessment: Nudges to highlight high-risk clients requiring extra attention.
Final Thoughts
Contextual real-time nudges empower field agents to complete their tasks effectively and efficiently. Location-first field force management software like Dista Sales offers nudges for field agents to help improve productivity, meet targets, increase customer coverage and ensure SLA adherence.
Want to supercharge the productivity of your field force? Get in touch with us to see our platform live in action.
