Release notes January 2023
The new Zegoal features. Mobile app - Remarks to tasks, "Instructions" for Filling in the Fields of the Tasks...
* “Field employees” means personnel working out of the office most of the time, mobile staff. These may include sales representatives, merchandisers, medical representatives, service personnel, installers, couriers, etc.
Offices, shops, buildings, structures
Customers’ employees
Customers’ assets
Tasks are assigned to these objects, data cards are filled in, entries and comments are added. This way we help you to achieve 100% digital transparency of your business processes.
For task setting, control, analytics.
To receive and perform tasks, view the history of engagement with customers and related facilities.
A new section that builds on the theme of reports. The main difference from the Reports section is its ability to modify a generated report instantaneously.
An employee sees complete information on the facility, the dispatcher’s comments, and task history.
Employee records the start, milestones, and end of task. Or pauses the task where necessary.
An employee fills out electronic checklists and takes photos of the completed tasks and their quality. And receives the customer’s electronic signature.
An employee replies to the Supervisor’s comments on completed tasks.
We have already helped dozens of our customers to improve their staff performance by an average of 24% and save up to 30% of both money and time at month-end.
Helpful information about our product, how to improve staff performance, as well as latest industry trends.
The new Zegoal features. Mobile app - Remarks to tasks, "Instructions" for Filling in the Fields of the Tasks...
What's new: New Checklist Task Field Type (Beta Testing), CRM. Comments to Companies, Locations, Contacts and Assets, Tasks. Viewing...
How many times have we witnessed a ‘too big to fail’ bubble burst? There is an ever growing list of...
It incorporates the functionality of GPS tracking, office CRM solutions, reporting systems, and paperless document management systems — all in one.
It is a powerful comprehensive solution for automating the work of field staff and remote offices. Your business will definitely benefit from Zegoal, as it can replace several applications that you are currently using, as well as improve the performance of your analysts, dispatchers and field workers.
Indeed, you may not have assigned digital tasks previously, or linked salaries to KPIs, or used digital signatures, or have not done many other things. But it does not mean you have to continue the same old way.
Zegoal makes your work more convenient, while your field staff get their jobs done faster. At first, it might even seem to you there are more people on the staff. No, it is just they are working more efficiently.
You have mastered at least the office suite, the browser and the smartphone. This means you will do just fine with Zegoal. It is a highly specialised, yet simple and easy-to-use product.
We will get you started: set you up and explain how all the features work. You will learn how to set tasks, evaluate performance, and analyse statistics before the end of the trial period!
We have written a detailed manual for you. All your questions will be answered as soon as possible.
Yes, you can choose not to continue working with us after the trial period — it is perfectly normal, and there will be no penalties. However, 9 out of 10 companies stay with Zegoal after trying — they simply love it!
Be the first one to learn the latest Zegoal news! We never send out spam!
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