In your CRM with route planning, you can now easily view the customers in the surrounding area as a list. With an interface to Google Maps, you can plan the fastest route in just a few clicks to visit all customers within a day.
However, one of these customers is only available to you in a specific time window. You can easily drag and drop the list of destinations on your route and customize the route to be in the right place at the right time.
With all the features you know from Google Maps, you can now make further adjustments to the route and see details.
Mobile CRM with route planning lets you act flexibly on the go
Thanks to the CRM app for mobile devices, you can easily reschedule even on the go in case of spontaneous scheduling cancellations. With the perimeter search in the CRM system, you can quickly find the customers near you and react flexibly to changes. With the app, you also have all relevant information about the respective customer with you and store new insights directly and conveniently.
Your CRM with route planning supports you here with practical visit suggestion lists. According to individually set parameters, you are suggested the customers you should contact and visit again proactively in order to strengthen the purchase process or the customer relationship. And also from this list you can get to fast route planning for the day with one click.
But even without a visit proposal list, a CRM with route planning can support you. At best with a customer journey monitoring, which shows you which customers are slowly tearing off the communication and a customer visit is an important action for re-intensification.