iCore Business Solutions
BI & AnalyticsFinancial Services

Maximizing Efficiency

A rule-based model comparing CRM meetings to location data to measure real field activity.

Retail revenue
Transparency
Fair
Appraisals

The challenge

The company could not gauge whether on-field sales staff were spending working hours productively, making fair performance assessment difficult.

Our approach

  • Combined CRM meeting data with hourly tower-based location data from the network provider.
  • Built a scoring model classifying movers, couchers, dummy visits and dummy entries with tolerance thresholds.
  • Flagged staff at unknown locations for extended periods as red flags for investigation.

The results

  • Surfaced significant deviations between recorded meetings and actual locations.
  • Identified outperformers for reward and consistent underperformers for action.
  • Increased visibility and transparency improved fairness at appraisal time, lifting retail revenue.