Présentons RouteIQ pour Zoho CRM - Économiser du temps et de l'essence avec notre solution de cartographie intelligente

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.

L'équipe Zoho France

    • Sticky Posts

    • CRM - Astuce #5 : Effectuer des actions en masses

      Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en

    • Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

      Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher

    • Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

      Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,

    • CRM Blueprint #5: Glossaire

      Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,

    • CRM : Ajoutez de la couleur à vos balises CRM

      Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but

    • Recent Topics

    • Export a list of fields for all modules in a spreadsheet with specific field data

      Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields could

    • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

      Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

    • 【Zoho Backstage】2025年7月のアップデート紹介

      本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - July 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを3点抜粋して、ご紹介します。 目次 1.参加可否の確認：RSVP 2.証明書作成ツール：Certificate Builder 3.登録の承認 ：Registration Approval 1.参加可否の確認：RSVP

    • Option to select location?

      As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

    • Can we have Backorder Management ?

      Can we have Backorder Management ?

    • Display a field of an Account on the Ticket view

      Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir

    • Two factor authentication for helpdesk users

      The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

    • Remove "Invalid entries found. Rectify and submit again" modal

      Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error

    • Insurance Agencies

      I am reaching out to see if anyone has any experience in the Insurance Agency world with using Zoho exclusively for the CRM and commissions side of things. Lots of strong features like drip campaigns, meeting, calendars, emails, can all be found in here.

    • Problem with Egyptian internet ISP

      Dears,  We have problem with our ADSL internet SP, That your site not working with. So, we contact them and they asking us to contact you to solve this problem.  The problem that when we are connecting to Tedata ADSL your website not working (Business Email).  BR,, Mohamed Omar 

    • Emails not being received from a particular domain

      Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

    • Mail Not Showing In Inbox or Sent Box

      Hi, there are mails that are not displaying in both my inbox and sent box. I just tried the iPad app and it is the same but there is a blank field where a mail should be and it refers to a server error. Please fix this.

    • Marketing Automation List Entry Criteria is no longer an option

      For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone

    • GCLID arrives not in CRM with iframe integrated ZOHO Form

      Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.

    • How to overcome Zoho Deluge's time limit?

      I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

    • Add Webhook Response Module to Zoho Flow

      Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

    • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

      Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

    • Is it possible to edit placeholder text?

      In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting

    • Delay function execute

      I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

    • How to allow download of a file AFTER information is collected?

      I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is

    • Add Baseline methods to API

      There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

    • Fixed Assets beg balance

      Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

    • CRM Deluge how can link attach file with workdrive file.

      Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

    • Feature announcement: AI-powered document generator in Zoho Sign

      Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

    • Permanently deleted files

      Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.

    • Shared Mailbox in iOS app

      Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

    • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

      Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried

    • Revenue Management: #6 Revenue Recognition in Professional Services Industry

      If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project

    • Zoho fsm scheduled maintenance dispatch

      Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,

    • zoho.inventory.getRecords returns no records

      I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection

    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

      We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

    • Feature announcement - Simplifying document creation with Zoho Sign

      Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This

    • Integrating File Attachments in Zoho Flow Email Notifications

      Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger

    • Zoho project purchases

      Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • How can I restore all the deleted Time entries of a Task in Zoho Projects

      How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore

    • Is there a way to make an account inactive in ZoHo Desk

      We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.

    • How to set the value of the Phone field importing contacts in Zoho Desk

      Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.

    • Next Page