Do you actually enjoy planning tours and routes manually?
Field service in every industry has at least one thing in common: visiting customers. Without a CRM with route planning, planning routes and tours can sometimes become a logistical challenge - for example, when it comes to daily route planning for several service employees or for proactive customer visits in sales.
CRM software with smart interfaces and integrations can make day-to-day work much easier here.
Table of contents
At the right place at the right time
Let's imagine this: You work in field sales and have a customer appointment some distance away. Before you make this journey for just one appointment, you consider taking the opportunity to visit other customers.
In your CRM with route planning, you can now conveniently display a list of other customers in the surrounding area. Thanks to an interface to Google Maps, you can plan the quickest route with just a few clicks to visit all customers within a day.
However, one of these customers is only available for you in a certain time window. You can easily edit the list of destinations on your route using drag & drop and adjust the route so that you are in the right place at the right time.
With all the features you are familiar with from Google Maps, you can now make further adjustments to the route and view details.
Mobile CRM with route planning gives you flexibility on the move
Thanks to the CRM app for mobile devices, you can easily reschedule appointments on the go. With the proximity search in the CRM system, you can quickly find customers in your area and react flexibly to changes. With the app, you always have all the relevant information on the respective customer with you and can store new findings directly and conveniently.
A visit is due
Many sales employees look after a whole host of customers who are at different points in the purchasing process. It is not easy to maintain an overview and remember which customer should be visited again and when.
Your CRM with route planning also supports you here with practical visit suggestion lists. Based on individually set parameters, you are suggested customers that you should proactively contact and visit again in order to strengthen the purchasing process or customer relationship. And you can also access quick route planning for the day from this list with just one click.
But even without a list of suggested visits, a CRM with route planning can support you. Ideally with customer journey monitoring that shows you which customers are slowly losing communication and a customer visit is an important action for re-intensification.
WHITEPAPER VISIT REPORTS VIA SMARTPHONE
Imagine you could dictate thoughts or ideas directly into your cell phone and the information would be saved directly in the CRM! Our whitepaper Visit reports briefly describes how easy it is to do this with our CRM app.
Efficient use of resources
Efficient route planning will make everyday life noticeably easier, not only for planning in the field sales force but also in service. Using the data stored in the CRM system, you will quickly know which service employee has which skills, where existing appointments have already been made or who is absent due to illness, for example.
If you have all this information with the outstanding service tickets in one place, planning the routes is much easier.
Last but not least, employees can use the CRM app to inform you in real time about current developments at the customer while on the road. Visit reports can also be easily stored during the journey using the dictation function.
CONCLUSION: CRM and Google Maps for the easiest route and tour planning
Your CRM with route planning will not only save you time and nerves in the long term. You will use your human resources efficiently, save a kilometer or two with certainty and make proactive customer care child's play.
