Digital Pens for Sales

A national provider of cleaning chemicals to bars, restaurants, hotels, hospitals and leisure centres was seeking a means of improving its client needs review process and product ordering. With a national team of salespeople, getting client information rapidly and reliably back to the support team was proving problematic.

The client decided to adopt a simple mobile digital pen solution which utilises a range of image only customer needs/audit and product order forms. On sending, the e form images are emailed to a central mailbox for processing.

The electronic data capture solution has significantly improved customer information at the centre and increased transparency of the sales and customer service activities. Product fulfillment times from point of order have been dramatically shortened. Our electronic pen and paper solution provided them with an invaluable source of data capture.

Will Consultations require sensitivity and expertise. The process can also be lengthy, involving the collection of considerable amounts of detailed personal information.

A leading UK supplier of Wills was looking to streamline its production process by electronic data capture during the consultation. Devices such laptops were considered, but were felt to be too impersonal for such a sensitive consultation.

The digital pen seemed an ideal solution, enabling the Consultant to maintain empathy with the clients during the discussions whilst providing electronic data capture as required. Training requirements for the Consultants would also be low, as the process was to remain pretty much unchanged.

Digital Field Solutions was asked to provide an integrated mobile solution comprising an 11 page data capture form with handwriting recognition applied to all data fields, combined with automated postcode look-ups to simplify multiple address captures. Workflow was put in place to enable data to be verified on line by the support team prior to transfer into the clients' Will production system.

Key benefits of the data capture solution include:

• Easy to deploy and use – low training requirements
• Natural data collection approach empathetic to the consultation process.
• Faster Will turnaround times because data is sent to the support team immediately the consultation is finished.
• Reduced back office support and processing costs due to the removal of paper handling and data re-keying.