The amount of time salespeople spend travelling between customers is for many organizations a significant cost. It’s why salespeople spend a lot of time figuring out routes, trying to plan itineraries with as little travelling time as possible. If you can see several customers who are in the same area you can be far more productive. But planning it is also highly time-consuming.
View the location of records (Leads, Opportunities, People, Organizations) on a map.
Change the view of a grid or list to a map view.
Filter using a postcode, an object reference of a record or an arbitrary value like ‘City’.
Plot records from within a range (within ‘x’ miles of Y).
Compare the location of one customer to other nearby customers.
Enable sales to schedule and plan their prospecting visits in a much more effective way.
Increase the efficiency and productivity of your CRM users.
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By implementing the Workbooks Mapping Module you can automate that planning. The Mapping Module gives you the ability to view the location of records such as Leads, Opportunities, People, Organizations or Cases on a map. With one simple click, you can compare the location of one customer to other nearby customers, or see which customers are within a certain distance of a point.
You can filter and report on Workbooks CRM data and change the view of a grid or list to a map view. You can filter using a postcode, an object reference of a record in Workbooks CRM or an arbitrary value like ‘City’ or ‘County’. You can also plot records from within a range (within ‘x’ miles of Y).
It all makes it easy to schedule trips that allow you to visit the maximum number of customers in the time available. So you spend less time travelling and planning trips, and more time with customers, building relationships and driving revenue.