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All Rights Reserved. Custella Sdn. Bhd 2020

WHAT DOES IT DO?

plan ahead for future activities/tasks in one universal platform.

utilize your workforce efficiently & check activity of team members.

keep up with tasks: an assistant on the go for all

levels of organization and benefits customers as well.

keeps track of company resources, for optimized

results, with organized reporting.

Custella is an intelligent mobile & web application built to simplify important

aspects of managing field sales agents, field service teams, and your fleet

of vehicles. It is designed to optimize the performance of your mobile assets

by automating information flow and providing real-time visibility on people,

vehicles, and tasks.

CAPTURINGORDERS

FIELD SALES FIELD SERVICE TRANSPORTMANAGEMENT

PLANNING EXECUTION ANALYSIS

Learn More

https://www.custella.com/about

http://www.custella.com

CAPTURING ORDERS PLANNING EXECUTION ANALYSISCheck In - Check Out

Route Optimization

Notes with

Attachments &

Photos/Videos

Request Assistance

Digital

Signature/Sign Off

Truck Restriction

Routing

ETA Calculation

Stop & Break Times

Alerts & Notifications

In-app Chat for

assistance requests

Real-time

Visualization &

Reports

Actual vs Planned

Route Analysis

Real-time Reporting

Dynamic Reports

Driving Time Vs

Waiting Time

Fleet Performance

Multichannel Order

Management

360 Customer View

Vehicle, Driver & Shift

Management

Depots & Warehouses

Management

Capacity Planning

Multi Pick Up &

Delivery

On-Demand

Assignment

TRANSPORT MANAGEMENT

Omnichannel Help

Desk

COMING SOON

Order Creation

Customer Portal

ERP/CRM via Integration,

Omnichannel

Communication

WhatsApp

Notifications

COMING SOON


CAPTURING ORDERS PLANNING EXECUTION ANALYSIS

Check In - Check Out

Route Optimization

Notes with Attachment

& Photos/Videos

Request Assistance

Digital Signature

Check In - Check Out

Route Optimization

Notes with Attachment

& Photos/Videos

Request Assistance

Digital Signature & Job

Form Completion

Real-time Location

Mapping

Actual vs Planned

Route Analysis

Real-time Reporting

Real-time Location

Mapping

Actual vs Planned

Route Analysis

Real-time Reporting

Sales Order

Management

Customer & Contact

Management

Smart Assignment &

Task Management

Team/Task

Visualization

Job Order

Management

Customer & Contact

Management

Smart Assignment &

Task Management

Team/Task

Visualization

Order Creation

Customer Portal


Omnichannel

Communication

FIELD SALES

FIELD SERVICESales Quote

Generation

Service Quote

Generation,

WhatsApp

Communication

Gamification

Inventory

Management,

IoT & Preventive

Maintenance

Omnichannel Help

Desk

Appointment

Scheduling

COMING SOON

COMING SOON

COMING SOON

COMING SOON

COMING SOON

COMING SOON

COMING SOON

COMING SOON

Order Creation

Customer Portal


Omnichannel

Communication

WHY USE CUSTELLA?IMPROVE YOUR RESPONSE TIME

IMPROVE YOUR EFFICIENCY TO SAVE COSTS

IMPROVE YOUR CUSTOMER SATISFACTION

IMPROVE YOUR SLA ACHIEVEMENT

IMPROVE YOUR OPERATIONAL VISIBILITY

IMPROVE YOUR TIME TO BILLING


USP

RFID

FIELD SALES FIELD SERVICE TRANSPORTMANAGEMENT

SMARTASSIGNMENTCONSIDERINGFACTORS SUCHAS LOCATION,AVAILABILITY,UTILIZATION &SKILLS

ASSETMETERING ANDINVENTORYLEVERAGINGRFID

APP AVAILABLEIN ENGLISH,MALAY &MANDARIN

Find Out More:

UNIFIEDPLATFORM FORSALES,SERVICE, &TRANSPORT

CONNECTEDPLATFORM FORMANAGERS,FIELD AGENTS &CUSTOMERS

TRIGGERSBASED ONACTIVITY &PREDICTIONS

https://www.custella.com/field-sales

https://www.custella.com/field-service

https://www.custella.com/transport-management

WHERE DOES CUSTELLA FIT?


USED BY THESE DEPARTMENTS

THE INDUSTRIES WE IMPACT

Custella addresses a gap in manycompanies with a mobile workforceand/or fleet. This gap is typicallyfilled by extending existing systemsthat tends to lead to limited success.

Custella integrates* to existingsystems and completes the solutionefficiently as well as worksperfectly well as a standaloneapplication.

*(subject to the process & technology needs ofthe customer).

LOGISTICS

SALES SERVICE REPAIR & MAINTENANCEDELIVERY SURVEY AUDIT

MACHINEMANUFACTURING

ONLINERETAILERS

UTILITIES SECURITY& SAFETY

TELCOSWATERCONSULTANTS

ELECTRONICPAYMENTSYSTEMS

HEALTH &PHARMACEUTICALS

EMERGENCYSERVICES

and many more...

and many more...


THE PEOPLE WHO BENEFIT

Reduce Costs

Optimize Resources

Manage Cases &

SLAs

Avoid Admin &

Planning Delays &

Mistakes

Quicker & Easier

Planning

Simplified Reporting

with more details &

variables

Ease of assigning

ad-hoc tasks

Keep up with tasks

Common SE Asian

Languages

Using only 1 easy to use

mobile app

Alerts & Notifications

In-app chat for

assistance

Ease of ad-hoc tasks

execution

Add notes, photos &

attachments

Generate your own

reports

Appointment Scheduling

Alerts & Notifications via

WhatsApp (Twilio)

Status Updates from the

company

Improved quality of

service from the

company

Professional procedures

for transparency

Soft copy

documentation

MANAGEMENT FIELD TEAM CUSTOMERS

SOME OF OUR USE CASES

BUILDINGMANAGEMENT

MYSTERYSHOPPER

THIRD PARTYLOGISITICS

QUALITYCONTROL & ASSURANCE

and many more...

SECURITY &ASSETS

MANAGEMENT

STOCK TAKING

REPAIR & MAINTENENCE

WARRANTY &SUPPORT

MANAGEMENT

Interested?

FIND OUT MORE

https://www.custella.com/contact-us

FIELD SALES & SERVICEFEATURES

TASK PLANNINGEnsure the right mobile rep is

assigned to the task by allowing

Custella to auto-assign or Smart

Assign according to their

availability, utilizeation, skill, and

location.

SALES/JOB ORDERMANAGEMENT

Know what’s going on; what needs to

be done, and what’s already

completed. Your field team can

monitor any order requests linked

through your ERP systems.

SCHEDULINGAutomatically optimize field agent’s

day, working around fixed

meetings, based on location,

availability, and priority. Factor in

buffer times such as walking from

the carpark, so there’s no arriving

late to worry about.

ROUTINGTrack your miles automatically, without

requiring third party apps. Save travel

time and fuel by allowing Custella to

pick out the optimum route that gets

field agents to all the necessary

locations.

CUSTOMER 360-DEGREE VIEW

Create a comprehensive hub of all

your customer’s details and notes in

one simple view, to better prepare

to serve their needs.

DYNAMIC SKILLS Are you certain that the agents you’re

assigning tasks to are capable of

completing it? Shed those worries with

Custella, with dynamic skills that can

automatically factor in which field

agent is best suited to tackle tasks.

IN-APP MESSAGINGEradicate the need for calls and

messages on other platforms, by

using Custella’s in-app Instant

messaging. Communication

between managers, teams, and

field agents was never this

convenient.

CUSTOMER PORTALReceiving orders or service requests

via various channels? Get your

customers on to a portal designed to

look like your website and you don’t

need to miss these anymore as they

are channeled through to Custella and

assigned to your reps to work on.


WHATSAPPNOTIFICATION

Increase customer satisfaction by

notifying your customers of your

driver’s ETA and when the delivery

has been completed. You would be

amazed at how these small gestures

make a big difference with the

customer experience you offer.

OMNICHANNEL HELPDESK

With enquiries being received via various

channels (and sometimes lost due to

manual management), centralize these

communications via a contact center

solution and have the tasks seamlessly

flow into Custella for you to take action

on.


Interested?

GET IN TOUCH

WHATSAPPNOTIFICATION

Increase customer satisfaction by

notifying your customers of your

driver’s ETA and when the delivery

has been completed. You would be

amazed at how these small gestures

make a big difference with the

customer experience you offer.

OMNICHANNEL HELPDESK

With enquiries being received via

various channels (and sometimes

lost due to manual management),

centralize these communications

via a contact center solution and

have the tasks seamlessly flow into

Custella for you to take action on.

DELIVERY ORDERCreate, assign, and manage delivery

orders with Custella’s Smart

Planning Hub.

ALERTS ANDNOTIFICATIONS

To alert managers when drivers

check in and out of tasks, complete

a delivery, get delayed, or require

remote assistance.

REAL TIME TRACKINGGet a real-time view of routes

taken by drivers and this can be

used to identify discrepancies when

approving mileage claims or during

best practices review.

NEARBY VEHICLESIn a pinch, locate the closest

vehicles suitable for the delivery.

LOAD MANAGEMENTBetter plan your cargo to ensure

that it fits in to the vehicle and can

be safely, and efficiently delivered.

DYNAMIC REPORTSCreate, edit, and customize reports

based on real-time data to help

you make smarter and relevant

decisions.

TRANSPORT MANAGEMENTFEATURES

http://https://www.custella.com/contact-us

Custella’s Use CasesExplained...

Maintenance & Repair● Manage planning of Inspections at various locations e.g. person based on availability, skills, locations

etc.

● Manage various types of inspections types e.g. different forms

● Setup planned recurring maintenance session e.g. daily, weekly, monthly.

● Manage Ad/hoc scheduling for inbound request

● Attend to urgent/priority requests immediately

● Access customer records e.g. past visit notes and repair/parts history for better preparation

● Proof of completion with photo-taking and digital signature

● Visibility on real time location of technicians, check in/out status, routes taken as well as time spent on

the job

● Reporting of Job Orders completed for the purpose of claims, billing and other reporting required

Custella Sdn. Bhd. © 2020 All Rights Reserved. This content is not to be distributed

Mystery Shopper● Manage planning of visits and “shopper” at various locations

● Inspection of products on vendor’s shelves e.g. quantity and price through checklist feature

● Capture ads, store display, promotions and validate your brand’s record by photo taking

● Check fulfilment of vendor’s contract terms using Customer 360

● Use “Customer’s nearby” to provide smarter planning for your “shoppers”


● Manage Ad/hoc scheduling for unplanned requests


● Access customer records e.g. past visit notes and history about interactions at locations

● Visibility on real time location of technicians, check in/out status, routes taken as well as time

spent on the job

● Reporting of Job Orders completed for the purpose of claims, billing and other reporting requiredCustella Sdn. Bhd. © 2020 All Rights Reserved. This content is not to be distributed

Survey● Plan scheduled and ad-hoc survey visits of agents e.g. person based on availability, skills,

locations etc.

● Automate and digitize survey completion by agents at location site & follow form prompts -

overcomes need for double entry (and delayed completion of this)

● Access location records (such as commercial property vs personal land) as well as access to

historical visit updates, photos and notes

● Leverage geofence & “customers near me” function to optimize agents utilization e.g. where time

is available and nearby location visits can be completed due to proximity.

● Determine post survey tasks immediately as follow ups e.g. creation/ rescheduling of tasks and

future recurring tasks e.g. visits

● Visit checklists management for efficient visit management and completion


● Automate scheduling of delivery orders depending on their available trucks (and types)

● Manage schedules based on truck capacity & utilization as well as location

● Route Planning, Analysis, and Optimization taking into consideration truck route restrictions and

conditions

● Utilization of geofence for planning and notification based on “violations” or “non-compliance”

● Automate & ease order (channel), planning and finally delivery & fulfillment tracking

Logistics


Stock Taking, Asset and Inventory ManagementIn addition to the planning and management of the agents, leverage some of the following:

● Leverage connectivity with RFID devices for quicker & easier asset verification/ management

across various locations from a distance vs individually scanning each item

● Asset tracking and tagging (e.g. TV, photo copy machine) based on location, building, floor,

room, sections etc.

● Quickly view total Matched, Missing and Extra based on that location.

● Manage inventory records & sync with master records in place


Building Management● Various locations in a single outlet or spread across multiple outlets

● Record using photo-taking the condition of the unit across several variables: plumbing leakage, wifi,

lighting, etc

● Update in real-time for prompt maintenance escalation until completion

● Customer portal for leaseholder to raise and track cases


Security & Safety Personnel Management● Manage schedule & planning of security personnel, equipments and vehicles in one app and

operate more efficiently

● Optimize and leverage savings based on shift management, route optimization (saving fuel &

time), smart assignment (ensuring better people utilization factoring skills, experience, availability

& location)

● Track time based engagement e.g. guards who check in/out at location for X number of hours

which provides data for billing customers

● Guards/drivers can check-in only within certain geofence radius (avoiding errors/ attempts of

dishonest practice)

● Validate mileage claims based on actual distance travelled


● Most apps are designed to save time and resources. Only a few can claim that they help save

lives. The field services app Custella is built to manage disaster relief supplies and teams is one such life-saving

app.

● When disasters strike, emergency response teams work with local partners to distribute medicine and other

resources to the people who need them most. Managing the logistics, shipping, and distribution of these teams and

resources is vital to ensuring that limited supplies are available to as many people as possible.

● Custella manages orders, inbound and outbound shipments, inventory, partners, and the countries they serve, all in

one application.

Emergency Services


Custella’s Use CasesExplained...

● Know where your drivers are during work hours, and the status of jobs for faster response, deliberation, and

streamlining efficiency.

● Stay up to date with alerts and notifications that keep you in the loop of what’s going on in your operations. It boosts

engagement that in turn strengthens client retainment rate.

● Comprehensive management through Custella’s end-to-end processing, you will have awareness and control from

order inception to delivery. That’s 3 stages in one application.

● Save time since the customary manual processes are automated and requires little-to-no conferring.

● Custella’s extensive dynamic reports such as the “standard

report” provides key insights that allow for an in - depth analysis

that will assist in monitoring the workflow.

● Delegating becomes as easy as a click with “Smart-Plan” that

requires reduced involvement. Manual control is also possible.

Customer Use Cases: Logistics


Customer Use Cases: Solar Panel Provider

● Checklist for routine inspection &

photo-taking as proof of job

completion and reporting

● Reporting automation from

manual process creation of reports

● Manage scheduling for technicians based on skill levels for their various inventory types

● Track technician’s KPI such as time taken to check and solve customer reported issues

● Automate maintenance schedule following specified SLAs


Customer Use Cases: Mystery Shopper (Stock/Order check)

● Manage planning of visits and “shopper” at various locations

● Inspection of products on vendor’s shelves e.g. quantity and price

through checklist feature

● Capture ads, store display, promotions and validate your brand’s

record by photo taking

● Use “Nearby Customers” to provide smarter planning for your

“shoppers”

● Visibility on real time location of technicians, check in/out status,

routes taken as well as time spent on the job


● Manage planning of Inspections at various locations e.g. person based on availability, skills, locations

etc.

● Manage various types of inspections types e.g. different forms


● Manage Ad/hoc scheduling for inbound request


● Access customer records e.g. past visit notes and repair/parts history for better preparation

● Proof of completion with photo-taking and digital signature

● Visibility on real time location of technicians, check in/out status, routes taken as well as time spent on

the job

● Reporting of Job Orders completed for the purpose of claims, billing and other reporting required

Customer Use Cases: Maintenance & Repair


● Plan scheduled and ad-hoc survey visits of agents e.g. person based on

availability, skills, locations etc.

● Automate and digitize survey completion by agents at location site & follow

form prompts - overcomes need for double entry (and delayed completion of this)

● Access location records (such as commercial property vs personal land) as well

as access to historical visit updates, photos and notes

● Leverage geofence & “customers near me” function to optimize agents

utilization e.g. where time is available and nearby location visits can be

completed due to proximity.

● Determine post survey tasks immediately as follow ups e.g. creation/

rescheduling of tasks and future recurring tasks e.g. visits

● Visit checklists management for efficient visit management and completion

Customer Use Cases: SurveyCustella Sdn. Bhd. © 2020 All Rights Reserved. This content is not to be distributed

● Leverage connectivity with RFID devices for quicker &

easier asset verification/ management across various

locations from a distance vs individually scanning each item

● Asset tracking and tagging (e.g. TV, photo copy machine)

based on location, building, floor, room, sections etc.

● Quickly view total Matched, Missing and Extra based on

that location.

● Manage inventory records & sync with master records in

one place

Customer Use Cases: Stock Taking, Asset and Inventory Management


● Various locations in a single outlet or spread across multiple outlets

● Record using photo-taking the condition of the unit across several

variables: plumbing leakage, wifi, lighting, etc

● Update in real-time for prompt maintenance escalation until

completion

● Customer portal for leaseholder to raise and track cases

Customer Use Cases: Building Management


● Manage schedule & planning of security personnel, equipments and vehicles in one app and

operate more efficiently

● Optimize and leverage savings based on shift management, route optimization (saving fuel &

time), smart assignment (ensuring better people utilization factoring skills, experience, availability

& location)

Customer Use Cases: Security & Safety Personnel Management

● Track time based engagement e.g. guards who check in/out at

location for X number of hours which provides data for billing

customers

● Guards/drivers can check-in only within certain geofence radius

(avoiding errors/ attempts of dishonest practice)

● Validate mileage claims based on actual distance travelledCustella Sdn. Bhd. © 2020 All Rights Reserved. This content is not to be distributed

● Most apps are designed to save time and resources. Only a few can claim that they help save

lives. The field services app Custella is built to manage disaster relief supplies and teams is one such life-saving

app.

● When disasters strike, emergency response teams work with local partners to distribute medicine and other

resources to the people who need them most. Managing the logistics, shipping, and distribution of these teams and

resources is vital to ensuring that limited supplies are available to as many people as possible.

Customer Use Cases: Emergency Services

● Custella manages orders, inbound and outbound shipments, inventory,

partners, and the countries they serve, all in one application.


Got any questions?Email us at [email protected]

https://www.facebook.com/CustellaFieldServiceOptimization

https://www.instagram.com/custellafieldservice/

https://www.linkedin.com/company/14615075/

mailto:[email protected]

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