Présentons RouteIQ pour Zoho CRM - Économiser du temps et de l'essence avec notre solution de cartographie intelligente
Au cours de vos déplacements professionnels, vous connaissez l'évolution constante de l'emploi du temps des membres de votre équipe. Ils se déplacent souvent, rendent visite à des clients et s'occupent d'une multitude de tâches. La gestion et l'organisation de leurs activités dans ce contexte en constante évolution peuvent s'avérer complexes et rendre leur productivité souvent difficile.
En effet, ils passent trop de temps à planifier et à se déplacer, ce qui entraîne une augmentation des frais de déplacement, une diminution du nombre de visites aux clients et une baisse de la productivité par agent.
Cela présente un gros problème pour vos équipes de vente, de service et de livraison et pourrait se transformer en un problème onéreux au fil du temps.
Nous sommes ravis de vous présenter RouteIQ pour Zoho CRM, une solution de cartographie intelligente qui a été conçue pour résoudre ce problème.
Visualisation cartographique
- Présentation des données CRM : affichez vos prospects sur une carte interactive pour obtenir une vue d'ensemble géographique de vos clients potentiels et de vos comptes.
- Explorer : consultez simultanément les contacts de plusieurs modules situés à un emplacement donné.
- Affichage en couleur : attribuez un code couleur à vos prospects en fonction de paramètres tels que le chiffre d'affaires, la date de la dernière visite, la priorité, et bien plus encore, afin de vous permettre de mieux planifier votre journée.
- À proximité : lors d'annulations de dernière minute, recherchez rapidement des prospects près de vous afin de remplacer les visites annulées.
Tracé des parcours
- Parcours flexibles et organisés : créez des parcours optimisés en fonction du temps ou de la durée de vos étapes.
- Distribution des routes : RouteIQ répartit de manière optimale toutes vos visites, vos travaux et vos livraisons entre les membres de votre équipe afin d'économiser du temps.
- Programmation automatique de la route : créez automatiquement des parcours chaque jour pour vos réunions quotidiennes.
- Recherche tout au long du parcours : permettez à l'équipe d'identifier les clients potentiels qui se trouvent sur leur chemin.
Suivi
- Suivre le progrès de la route : affichez les progrès effectués sur les parcours de votre équipe en vous basant sur leurs pointages et leurs départs. RouteIQ suit également leur kilométrage et le temps passé.
- Suivi des visites : affichez les visites d'un agent en fonction de la date, y compris le suivi des visites et les écarts.
- Suivi du temps et du kilométrage : suivez la distance parcourue et le temps passé à rendre visite à des clients potentiels en vous basant sur les pointages et les départs.
Rapports et tableaux de bord
Profitez d'une visibilité sur les performances de votre équipe grâce à des indicateurs tels que le statut des parcours, les visites achevées, la distance parcourue, la durée, les déviations et bien plus encore.
RouteIQ en déplacement
Il est essentiel d'avoir une solution mobile de cartographie pour augmenter la productivité de votre équipe. Voici quelques unes des fonctionnalités particulières de RouteIQ sur mobile, disponibles sur iOS et Android :
- Navigation : parcourez les arrêts avec vos applications de navigation préférées telles que Google Maps, Waze ou Apple Maps.
- Check-in, Check-out, et preuve de livraison : enregistrez les informations d'arrivée et de départ de vos arrêts (heures d'arrivée et de départ, dates, déviations) et saisissez la preuve de livraison.
- Check-in/out limité : autorisez vos agents à s'enregistrer uniquement s'ils se trouvent sur le lieu du rendez-vous.
- Check-in/out automatisé : RouteIQ vous notifie ou enregistre automatiquement votre arrivée et votre départ lorsque vous arrivez ou quittez le lieu d'un client potentiel.
Intégrer RouteIQ pour votre Zoho CRM
- Vous devez être un utilisateur payant de Zoho CRM pour installer l'extension RouteIQ pour Zoho CRM.
- Paramètres >> Marketplace >> Tout >> chercher "RouteIQ for CRM"
- Suivez les étapes affichées et profitez de la période d'essai de 15 jours.
N'hésitez pas à poser vos questions dans la section des commentaires ci-dessous.
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