Contexte, Objectifs & Solution
Diffutrack installe et maintient des systèmes de géolocalisation sur véhicules, avec des interventions terrain coordonnées partout en France.
Trop d’étapes terrain à suivre sans vision centralisée
Des requêtes, véhicules, disponibilités et sous-traitants difficiles à suivre au même endroit.
Mise en place d’un pipeline opérationnel : à planifier, sous-traitant à affecter, RDV pris, terminé.
Peu de visibilité sur ce qui était à planifier, terminé, bloqué ou prêt à facturer.
Objectifs de la mission
Centraliser le suivi des requêtes, véhicules et interventions terrain.
Fluidifier la planification entre clients, fournisseurs, sous-traitants et installateurs.
Fiabiliser les PV, rapports, coûts, marges et données de facturation.
Ce qu’on a concrètement mis en place
1
Structurer le pipeline des interventions terrain
Création d’un suivi complet des requêtes : client, adresse, véhicules, délai, disponibilités et statut.
Mise en place d’un pipeline opérationnel : à planifier, sous-traitant à affecter, RDV pris, terminé.
Création de vues par priorité, localisation, fournisseur, sous-traitant et statut de planification.
2
Relier terrain, PV et facturation
Centralisation des interventions avec date, installateur, véhicules prévus, véhicules opérés, rapport et signature.
Structuration des PV par véhicule : montage, SAV, démontage, photos, matériel, diagnostic et commentaire.
Préparation automatique des interventions terminées pour la facturation mensuelle client et sous-traitant.
Impact & Résultat
Diffutrack dispose désormais d’un système central pour piloter ses opérations terrain : requêtes à planifier, interventions à terminer, PV à suivre et facturation mensuelle préparée automatiquement.
32%
28%
Prêt à reprendre le contrôle de votre cycle client ?
En quelques semaines, un CRM sur-mesure, des automatisations No-code et une touche d’IA peuvent rendre votre gestion beaucoup plus fluide. On fait le point ensemble, sans engagement — juste pour comprendre vos besoins et vous orienter clairement.
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