PARTNERS, DEALERS, CLIENTS ON THE MAP
IN CRM
All Contacts, Companies and Deals with indicated addresses are shown on the map
Bitrix24 case study
DEALER NETWORK, MAP OF PARTNERS AND CLIENTS. REGIONAL RESPONSIBLE manager
Contractors' visualization on the map with the functions of route planning and the appointment of responsible managers for specific regions
PARTNERS, DEALERS, CLIENTS ON THE MAP
RAPID route PLANNING TO CLIENT'S AND PARTNER'S meetings
Simplify route planning for partner visits
REGIONAL RESPONSIBLE MANAGERs
Appointment of responsible persons for a specific geographic area, district
VISUALIZATION OF CRM OBJECTS
Location monitoring, logistics, strategic planning
INPUT DATA:
Client: A large company with a dealer network where dealers are the customer's clients.
Client's field of activity: The specifics of our customer's business involves frequent visits and business meetings with its partners (dealers). The main task of the case was to simplify the process of planning such visits using Google Maps integrated into Bitrix24.CRM, as well as visualize all partners on the map for analyzing and monitoring the situation.
Problems our client faced:
1. There is no single convenient display of all clients - only 1 client on the map
2. There is no convenient search bar and filter of clients located in the same district, region
3. It is impossible to plan and get a route to several clients at once
4. No way to see a manager's responsible area on the map - only in the form of a list
5. It is difficult to visually assess the coverage of the dealer network, the distribution density of partners
SOLUTION:
Bitrix24 functionality modernization - creation of the "Maps Mobile" application
BITRIX24 CASE STUDY
HOW IT WORKS NOW?
We have implemented all the necessary functionality in the "Maps Mobile" application, combining CRM tools with Google Maps capabilities in a single interface
NEW way OF DISPLAYING OBJECTS
All Contacts and Companies, Deals and Leads with addresses are reflected on the map
FILTER OF OBJECTS BY DIFFERENT CRITERIA
In the application, you can group customers by city, region or country, search for customers by a specific stage of a Deal or Lead (for example, "in progress" or "agreement registration"), display separately customers, partners, competitors and other groups of Contacts
SIMPLE AND FAST ROUTE BUILDING
In addition to displaying points on the map, you can connect them and build routes, as well as calculate the distance of the entire trip
Created Task
Route in Google Maps
results
The solution is also suitable for:
businesses where there are a lot of private offsite meetings with clients
Partner or dealer network
Construction companies, property owners
Service
Field employees, sales representatives
business related to repair, measurements, delivery, trips
More about scenarios of the "Maps Mobile" solution:
If you are...
MANAGER (INCLUDING REGIONAL), SALES AGENT
As a client manager, I am going to meet with him. How can I prepare for this using CRM without leaving the Contact profile card?
- Click on the "Maps" tab - and a point with the client's address will already appear on the map,
- Build a route to the client by clicking the button
- Find out the distance and plan the time
- Check if I can call on the way to another client nearby by zooming in on the maps
- Set a task for a meeting
IF YOU ARE...
BUSINESS OWNER, TOP MANAGER, BDM
Using the app, you can visualize objects location anywhere in the world based on CRM data. As a owner, I can:
- Assess the demand for services or products in a specific region and open an offline point there
- Learn in which region the dealer is still not represented and master this area
- Determine a convenient meeting point for all partners based on their location
- Filter competitors and display them on the map, etc.
adapting and CUSTOMIZing APPLICATION FOR YOUR company
Each application is a flexible solution that can be used both in its standard functionality and by adapting it to your business purposes.
We offer our application optimization services in terms of the requirements, goals and tasks of your company.
AMONG POSSIBLE CHANGES AND remakes:
✓ Setting fields and adding data fields;
✓ Creating the necessary stages or business process that works on the base of the application;
✓ Language and country (geographical) adaptation;
✓ Integration with other systems;
✓ Customizing application design;
✓ Any changes in the application logic and much more.
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