Streamline Market Survey Process with Field Employee Tracking Software

Field employee tracking software streamlines field surveys with solutions like custom forms. This brings accuracy and ease to data collection.

A survey states –

61% of employees are burned out on the job.

Where did we get that information from? All this data is collected through field surveys with field researchers or employees. These people collect, compile, and report data by visiting places.

Such teams’ tasks are crucial as companies invest heavily to get raw or actionable data. Thus, it’s important to have field employee tracking software in place that simplifies and streamlines the workflow and tasks of surveys/research collection.

The software makes it super easy to conduct online surveys. Read how it digitalizes and streamlines the field survey process.

Challenges Market Research Firms Face While Conducting Surveys

A market research firm conducts surveys to gather data. It could be about consumer preferences, opinions, and behavior. However, it faces challenges in having oversight of field agents’ tasks and visits. Survey teams also struggle as they lack on-time task updates and modes to collect and submit research work on time.

Market research firms are testing field employee management software for field surveys. The software mitigates challenges the field survey team struggles with. Some common hindrances are:

• Poor Time Management
• Inconsistent and Inaccurate Data
• Weak Data Security and Privacy
• Inefficient Communication and Coordination
• Inadequate Training and Supervision
• Complications in Logistics and Travel
• Compromised Safety and Security of Field Employees

Besides removing challenges, field employee management software promotes seamless data collection and surveys. It does so with the help of employee survey tools like custom forms. This makes recording data easy and accurate.

Automate Field Research With Field Employee Management Software

Field research software automates and streamlines workflow. Thus enhancing the productivity of field employees. Its features help market research firms deploy employees to field survey sites and tasks.

1. Task Management

The task management system in field employee tracking software is highly efficient. It streamlines the delegation of survey tasks and locations.

Easy Scheduling and Allocation:

The managers or supervisors assign RWAs, societies, corporate buildings, etc, to survey employees. They can also do it in bulk- assigning locations or zones a month in advance. This will help save time and effort. It will also speed up the process.

Self Allocation:

Employees can self-create/allocate themselves tasks. These tasks could be houses, people, and zones in which to conduct surveys. But obviously, managers first have to permit to create tasks to employees. This is great for accountability and visibility.

Location and Time Check:

Conducting surveys can be time and location-sensitive. Managers can put in place a location and time check for starting and ending the tasks.

2. Digital Custom Forms

Digital customizable survey forms are incredibly helpful for conducting surveys. They simplify data collection during door-to-door visits.

The remote employees no longer need to carry a stack of papers that are liable to get lost, stolen, or damaged. This is harmful to the data collection. Additionally, the company can save a lot of time and money as they no longer have to get the forms printed.

The forms have fields that are customizable according to the survey or information. This means sections can be edited or added when required.

Collecting data on them leads to clean and accurate digital data collection. Once submitted, the managers can view the document in real time. Employees don’t have to go to the office and submit the forms manually.

Some other features of the customisable survey forms are:

– Remote employees can collect e-signatures directly on the survey forms.

– Forms are uploaded to cloud storage, ensuring ease of access and retrieval.

– Documents like Aadhar cards can be uploaded or attached to prevent forgery by employees filling out the forms themselves.

3. Geocoded Attendance

A geocoded attendance management system allows superiors to keep track of who is present on the site and who is not. The field employee management software offers geocoded attendance to prevent fraudulent activities like time theft or buddy punching and maintain a clean attendance record.

Through it, the presence of the employees can be marked only when they reach their first location. Additionally, the system even offers visual verification, leaving no stone unturned.

4. Real-Time Tracking

Real-time tracking is necessary when dealing with remote employees travelling to different locations daily. This helps to maintain accountability for actions and activities. Also, this helps to mitigate the blindsidedness that managers feel towards the operations.

5. Analytical Reports

Analytical reports are a big help as they provide insights and important metrics for field operations. You can view the top 5 performers. Also, see the total number of sites visited and expenses incurred.

These insights can help determine the future course of operations. They can highlight the challenges that field employees face while conducting surveys. Additionally, they can identify areas that are not yet fully researched or penetrated. Lastly, they can pinpoint areas that are already covered.

6. Expense Tracking

Conducting surveys means incurring expenses like transportation or meals.  The employees must be paid and reimbursed for fuel, food, and other expenses. The software allows remote employees to request for reimbursements remotely, making this process easy. The request is visible to the immediate managers automatically.

Additionally, employees can even track their claim status in real time.

7. Inbuilt chat box

The geographical gap causes fragmented communication to develop. Now, this can be harmful to the company’s data and remote employees’ tasks. To avoid this from happening, the employee monitoring software offers a built-in chat box for seamless communication.

Additionally, the platform comes with an SOS button, which can be of great help when employees have to go into unsafe areas or when female employees feel unsafe. On pressing it, alerts are sent out with geo coordinates to the registered numbers.

Benefits of Using The Field Employee Management Software for Field Surveys

There are a lot of benefits to research companies from using field employee monitoring software for conducting field surveys.

1. Elimination of Manual Form-filling

Since the survey management software digitalises the form-filling process, human errors are eliminated. The forms are getting filled digitally, thereby speeding up the process.

2. Automation of Workflow

The field employee management software automates

• Task Creation
• Assigning Tasks
• form-filling Process
• Management of the data collection and employees

The company can leverage all the extra time left due to the elimination of the manual working style.

3. Visibility, Transparency and Insights

The field employee tracking software tracks employees in real time while collecting data and conducting surveys. Also, the software offers analytical reports and metrics in real-time without having to mine for them. These insights greatly help as they promote transparency and fairness in working.

4. Enhanced Employee Productivity and Satisfaction

Since the software offers automated solutions, field employees no longer need to work through the lengthy process. The simplification of tasks and working styles helps enhance their productivity. Also, allowing them to leverage the latest technology to get the work done faster increases their work satisfaction level.

5. Data-driven Decisions

Having all the insights right in front of them allows managers to make decisions smartly and swiftly. The right data gives managers clarity on the performance quality and productivity of the employees. This further helps to assign zones and sectors to the field employees.

6. Centralised Data Collection

The field employee management software is cloud-based, allowing the data to flow freely. Managers have dashboards to access metrics and data. Field employees have an app to access the forms and task details. Thus bringing ease of working for both.

Conducting Surveys Has Never Been Easier…

Market research firms have employees all over the city, states (and even in jungles) going door to door to collect data and conduct surveys. Their visibility of actions and management is tough without field employee tracking software in place.

TrackoField is a field employee management software that guarantees you help in enhancing the productivity of your employees, ease in their management and scaling of the business with the help of its solutions like customisable forms, task management, etc.

Frequently Asked Questions

• What is field employee tracking software?

  Field employee tracking software helps businesses monitor and manage employees who work in the field. These are sales agents, surveyors, and technicians. The software -
  Tracks locations of the surveyors or researchers
  Provides real time insights into their activities
  Tracks their work progress to determine productivity
  This is essential for improving efficiency and accountability.

• Can the software track market survey progress in real time?

  Yes, the software allows managers to track the progress of market surveys in real-time. It gives them immediate insights into the completion status. Thus, enabling quick interventions if necessary.