PARTNERS and CLIENTS ON THE MAP
IN CRM
All Contacts, Companies and Deals with indicated addresses are shown on the map
Bitrix24 case study
PLANNING OF BUSINESS TRips and meetings, SERVICE visits
Planning and building a route to the client through the navigator directly from CRM
PARTNERS and CLIENTS ON THE MAP
fast route PLANNING TO CLIENT'S AND PARTNER'S meetings
Simplify route planning for partner visits
ROUTES FOR COURIERS
Planning the orders delivery to addresses along the best path
VISUALIZATION OF CRM OBJECTS
Location monitoring, logistics, analysis of the geographical orders distribution
INPUT DATA:
Client: Large company providing services for the B2B market.
Task: The specifics of our customer's business involves frequent visits and business meetings to their clients. The main task of the case was to simplify the process of planning such visits using Google Maps integrated into Bitrix24.CRM
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 and filter of customers and orders located in the same area, region
3. It is impossible to plan and get a route to several clients at once
4. There is no functionality for calculating the trip time to the client
5. A long process of planning a trip from a mobile phone (Check the company's address in CRM, find it in the Navigator, set a task in Bitrix24, etc.)
6. It is difficult to visually assess the coverage of the customer network, the density of distribution of orders
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 clients by a specific stage of a Deal or Lead (for example, "in progress" or "delivery"), display separately customers, partners, 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
An employee does not need to enter the address in a separate navigator application - you can start a trip directly from CRM
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...
CONSULTANT, MEASURER
After receiving the order, you need to take measurements, i.e. you need to visit the client. The measurer makes measurements, communicates with the client (consults) on product issues (windows, furniture and other similar areas). To make it convenient to distribute routes and times, you can use the application. Then:
- Look at all orders in Leads at the "Measurement" stage on the map tab
- Choosing the points for visit
- Set a task where after the trip all the data collected from the client is entered in CRM
If you are...
DRIVER, COURIER, LOGIST
For convenient route planning and order delivery time, move according to the scheme:
- Display all Deals at the "Delivery" stage on the map
- Select all the points to deliver orders for this trip and assign a task to the responsible courier, where planned route is saved (for logisticians, forwarders)
- Start a journey (for drivers and couriers)
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;
for example, when creating a task, add information about a Product characteristics (convenient for couriers upon delivery)
✓ 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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