Product Updates

Introducing: My Segments - a powerful new field activity management tool!

Repsly My Segements toolRepsly is giving managers a fast track for their daily efforts in field operations by introducing My Segments, a tool that will power-up field activity management. With My Segments, back-office managers now have a centralized point, accessible from any part of the web app, for performing bulk operations based on filter-stacking functionality and a map view to support it!

 

Manage your field - in bulk!

When logged to their back-office accounts in the web app, all managers will, for a trial period, have access to My Segments tool via red side-button on the top right of their screen.  Clicking on a button expands a pop-up with a centralized map view and panels for performing strategic field actions.

 My Segments - pop up button

 

This is exactly what My Segments supports, a strategic overview of your team's activities on which you can act immediately by employing all familiar actions available in Repsly. With just as much as three action-clicks you can cross-reference your Repsly ‘assets’; Places with filtering criteria and perform mass-actions like a true 'field chess' master!

 

My Segments - container

 

All the building blocks of the My Segments tool are already familiar Repsly’s features; on the left there’s a container with the list of all the account’s Places and on the right you will find the Filter container with all the existing filtering criteria within Repsly. Simple as that! For existing customers, you know the drill from here, and if you are a new member of our back-office familiy just follow our lead!

 

Stack your filters to go all-in!

Filters are selected from a drop-down menu and stacked with a ‘+’ sign on the right end of the filtering field. When applied,  the filter criteria reflects on the Places list as well as on the map by zooming in and out with pins displaying Place name and address on hover. Clients with a large number of field accounts will have them displayed in clusters that can further be zoomed in on. 

 

My Segments - Filters

 

Ready, set - actions!

Once you've got your key accounts filtered, you will want to do some actions on them, be it (re)assign a rep, a territory, assign tags to places or simply set the place(s) in question as active or inactive and when needed, export all the accounts' data at once. 

 

My Segments - Actions

 

The drill is very simple - just check those Places you wish to perform some action on and let Repsly do the rest, one action at a time!

 

Save the best for last!

Along its 'battlefield command board', your field strategy now has a dedicated 'weapon rack'  to line up your filtering criteria 'armory' - the Segements menu on the right side of the Filters panel. Here you will be able to save all the stacked filters for future use so you don't have to repeat the stacking and simply go straight to the action(s)!

 

My Segments - Segments menu

Iva Rumora

Iva Rumora is a Product Marketing Specialist at Repsly. She is an experienced content editor and project coordinator with a strong interest in visual communications, user/customer experience and content strategy.

Add to the conversation below

Comments

Latest Posts

2 Min Read

Product Updates

Introducing: Repsly’s All-New Scheduling 2.0!

Iva Rumora

At Repsly we’re constantly looking for ways to help brands get closer to their goals, their accounts, their employees, and their products out in the field. While working alongside the thousands of..

5 Min Read

Product Updates

Mission: User Migration - Repsly case study

Marko Linke

Over the past two years, Repsly has been constantly growing and improving. We poured that creative energy into a more enhanced, yet agile and lightweight mobile app - Repsly Mobile CRM. It wasn't..

2 Min Read

Product Updates

Introducing: My Segments - a powerful new field activity management tool!

Iva Rumora

Repsly is giving managers a fast track for their daily efforts in field operations by introducing My Segments, a tool that will power-up field activity management. With My Segments, back-office..