CRM with route planning

Do you actually enjoy planning tours and routes manually?

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The sales force in every industry has at least one thing in common: customer visits. 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 everyday work much easier.

In the right place at the right time

Let’s imagine: You work in the sales sales field and have a customer appointment some distance away. Before you take this trip for just one appointment, consider taking the opportunity to make further customer visits.

In your CRM with route planning, you can now conveniently display other customers in the surrounding area as a list. Thanks to an interface with Google Maps, you can plan the fastest route to visit all customers within a day with just a few clicks.

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 on the go in case of spontaneous appointment cancellations. 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 also 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 representatives serve a large number of customers who are at various points in the purchase process. It is not easy to keep track of the situation and remember which customer should be visited again and when.

Your CRM with route planning also supports you here, with practical visit suggestion lists. According to individually set parameters, you will be suggested the customers you should proactively contact and visit again to strengthen the buying process or customer relationship. And also from this list, one click will take you to the quick route planning for the day.

But even without a visit suggestion list, a CRM with route planning can support you. At best, with a customer journey monitoring that shows you with which customers the communication slowly breaks off and a customer visit is an important action for re-intensification.

Resource efficiently used

Not only for planning in the sales field service, but also in the service department, efficient route planning will make everyday life noticeably easier. Using the data stored in the CRM system, you 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 in one place with the outstanding service tickets, planning the routes is much easier.

Last but not least, employees inform you on the go via the CRM app in real time about current developments at the customer. Visit reports can also be easily stored while driving via the dictation function.

FAZIT: CRM and Google Maps for the easiest route and route planning

Your CRM with route planning will not only save you time and nerves in the long run. You’ll use your human resources efficiently, save a mile or two with certainty, and make proactive customer care a breeze.