The Mapping Module gives users the ability to view the location of records such as Leads, Opportunities, People, Organizations or Cases on a map. With one simple click, it makes it possible to compare the location of one customer to other nearby customers, or to see which customers are within a certain distance of a point – enabling better routing and trip planning around a particular location.
Users can filter and report on Workbooks CRM data and change the view of a grid or list to a map view. They can filter using a postcode, an object reference of a record in Workbooks CRM or an arbitrary value like ‘City’ or ‘County’. They can also plot records from within a range (within ‘x’ miles of X).
This module is a particularly useful tool for anyone who is off-site visiting customers. Sales representatives can schedule and plan their prospecting visits in a much more effective way. The module enables heat maps, territory mapping and trip planner.
For service engineers, it can help define how to best address the service cases that are open on a given day, ensuring the best routing possible, ultimately reducing costs and improving operational efficiency.