What is RouteIQ Planner for Bigin?   

RouteIQ Planner for Bigin is a map visualization and route planning solution that brings geographic context and field sales optimization directly into your Bigin CRM. It allows field sales and service teams to visualize their records on an interactive map and plan optimized routes without leaving the CRM environment.

Key capabilities include:

• Map Visualization: View your leads, contacts, accounts, and other module records plotted on an interactive map for a clear geographic overview of your prospects and customers.

• Route Planning: Create optimized routes for your field activities based on scheduled or flexible meeting timings, helping you minimize travel time and maximize daily client visits.

• Route Optimization: Automatically rearrange stops to create the shortest possible route, saving fuel and time.

• Tracking: Monitor route progress with check-ins, check-outs, mileage, and time tracking.

Note: RouteIQ Planner is available as an integration for Bigin, designed to support field sales and service teams with location intelligence and route efficiency .

 What is Flex?   

Flex is a usage-based edition of RouteIQ Planner that allows you to use the solution at $0 license cost if your records contain address coordinates (latitude and longitude).

Key details:

• $0 License Cost: Free for Bigin customers whose records contain coordinate data.

• Free Route Credits: Includes 30 free route credits per user per month.

• Optional Add-ons: If address coordinates are missing or if you exceed the free monthly route credits, you can purchase optional add-ons.

• Address Credits: For converting addresses to GPS coordinates.

• Route Credits: For additional route planning usage.

 Learn more about RouteIQ Planner pricing - https://help.zoho.com/portal/en/kb/routeiq/pricing-and-add-ons/articles/routeiq-pricing

How to get access to RouteIQ Planner in Bigin?

Send a mail to support@routeiq.com requesting for early access. The team will enable RouteIQ Planner topping which will become available in the "Built by Bigin" section.

How to Set Up RouteIQ Planner in Bigin?  

After successful installation of the topping, you'll be redirected to the topping/extension settings page. This is where you select the module that needs RouteIQ Map Visualization and Route Planning.

 How to integrate a Bigin Module with RouteIQ Planner?

Note: Only Bigin Admins can perform integrations.

Supported modules: Contacts, Companies, Products, Tasks, and Events.

Not supported: Pipeline modules are not currently supported for integration with RouteIQ Planner.

1. Click Integrate a Bigin Module.

2. Select the module you want to integrate.
   

3. Select the icon you want to add for the module.
   

Types of Integration  -

Whole Module: Choosing all the records in a module.

Specific Views: Choosing records based on a set criteria.

Note: Only integrate the records that need to be visualized on a map, as this will reduce the number of Address Credits used.

-> Whole Module  

Module here refers to the default and custom modules available in Bigin. After integrating RouteIQ Planner with the required modules, you can visualize the records on a map and plan routes to visit them.

As the entire module is integrated, all the views configured for the modules are also inherited.

1. Select the checkbox before the module name when all the records in that module need to be converted into mappable coordinates and shown on the map.

-> Specific Views  

A View is a grouping of records based on a defined set of criteria. Integrating a specific view provides RouteIQ Planner access to the records matching the criteria of the view.

1. Click the arrow to the right of the module to see the list of Views you have in Bigin.

2. Select the checkboxes before the view names of the required views.
   

Note: Due to technical limitations in Bigin, certain custom views are not supported. These custom views include ones that contain Logged-in User, Logged-in Role, or Host_OrParticipant in their criteria. The Cancelled Meetings view will also be skipped.

Field Mapping  -

Field Mapping is the process of letting RouteIQ know the fields in which the display name and address are stored.

The address can be in the form of:

• Structured Address: The address whose components are stored in their own fields.

• Unstructured Address: The address which is stored as a single line.

• Address Coordinates: The coordinates of a location in the form of latitude and longitude.

Mapping Bigin Fields with RouteIQ  -

1. Select the module you want to map the address fields for.

2. Select the module's display name.

3. Map the module's address fields with RouteIQ fields.
   

How to use RouteIQ Planner in Bigin?

What are the limitations when compared with existing RouteIQ for Zoho CRM?