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

    • Conect chat of salesiq with zoho cliq

      Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?

    • How to transfer credit between customers?

      Hi All, We have a slightly odd situation. It happens that we have two separate customers that are related to each other personally. One customer has an amount of credit, and would like to use that credit to pay the *other* customers invoice. How would

    • Zoho Books Reports: Basic report with total items sold and Cost of goods sold

      How can books show a report with Item Name || Qty Sold || Total Revenue || Total Cost of Goods Sold || Margin I need to factor in also invoices that have been credited where customers returned good. This seems like such a basic report, I'm sure I'm missing

    • The amount entered is more than the balance due for the selected bills."

      Hi Team i am trying to record payments for vendors using API and getting this error in response as { "code": 28011, "message": "The amount entered is more than the balance due for the selected bills." } JSON is prepared according to Documentation and

    • VBA handling named ranges

      In VBA I'm able to work with a single cell named range. E.g. Set Jr = Range ("Year").Value. Also other options are working fine, like Range("Year").Address shows $L$3. However a named range refering to multiple cells is not working for me. Eg. tbl_Test

    • Kaizen #176 - Optimizing the Use of Record ID Variables in Zoho CRM Queries

      Hello everyone! Welcome to another week of Kaizen! Since the release of Queries, we have covered Handling Query Variables in Zoho CRM, Serialization and Schema Management, and Leveraging the 'crmAPIResponse' object in Queries in previous posts. Today,

    • Unbilled Items Report?

      Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

    • Consolidation of Multi currency

      Would like to discuss on the possibility of consolidating the ZOHO companies

    • Landed Cost Allocation / Custom Duty manual data entry

      My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming

    • Territories Just Don't Work

      I have been on chat and screenshare support for the past 3 days and am getting no resolution so hopefully, someone here can help me. I am the Super Admin of my organization. We publish books globally. I want to break down the books into territories so

    • Negative Opening Balance

      How can I add Negative Opening balance - meaning a credit balance to a Customer or a debit balance to a vendor? If I go thru Sales-->Customers, and if the opening balance is Rs. 1000 (credit balance), it does not allow me to enter a "minus" sign or mention

    • Single-Line Invoicing from Sales Order Despite Multiple SKUs Shipped

      We deal mostly with Government Tenders And Lets say we got a tender that needs 125 XYZ Laptops Then we found 95 Laptops with a different SKUs and 30 Laptops with different SKUs We talk with the IT department of the government company and they approve

    • 📣📣 Zoho Bookings Schedulathon 2025 is here!

      Hey Zoho Bookings fam, We're excited to invite you to our first-ever hackathon: Yes, Zoho Bookings Schedulathon 2025 is live now. This is a virtual event and you can participate anywhere from the world. Businesses should be able to set up meetings from

    • I want to send out a new newsletter each month

      Without rebuilding a whole journey is there a way to create a new newsletter that is sent to an existing journey monthly?

    • Reinstalling Workdrive Truesync client

      Hi, I attempted to update to the beta version of TrueSync, but it was unstable and kept crashing, so I need to revert to the stable version. How do I properly reinstall TrueSync on a Windows PC? I couldn't install the 3.15.x version directly over the

    • Evaluating Creator; yesterday fine; today connection times out

      Yesterday I spent hours creating a new app, and it worked fine. Today I cannot access creator.zoho.com. Is this common? I'm in the evaluation mode, but I'm thinking I'm going to keep looking. It worked from my home computer, and now I'm checking it from my work computer. My work computer always works just fine, so I shouldn't htink there would be special settings or anything. If there are, how to find out what they could be? Using Chrome on Windows XP The error I get is: The webpage at https://creator.zoho.com

    • Pivot Chart seems to show "old" data - how do I make it update?

      I wonder how to make a Pivot Chart "update" its data contents. Here is the background: I need to report a subset of data that is so complicated that it is easier to make a calculation and put the result in a "reporting form", and then display the data from that form.  So, I get data from the "original form" GRANTS, make some calculations and put the result in the "reporting form" PERIOD.  Now I can watch the result in a list called LIST, which works fine. The list LIST shows that form PERIOD contains

    • Upcoming Changes to LinkedIn Parsing in Resume Extractor

      Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

    • how to create view in leads module to that will show all leads + converted leads?

      is it possible to make custom view that combine all leads + converted leads? how to do that

    • Reply and react to comments

      Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum

    • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

      Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close. We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping

    • Avalara Sales Tax integration - AVATAX

      Just wondering if anyone else is having troubles with this integration?  Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction.  This caused a huge price adjustment billed to us by Avalara within a month of us signing up.  And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix.  Zoho is aware of the problem, but slow

    • Invalid value passed for description

      Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636

    • Zoho Creator - 2024 Release Projection 1

      Hello everyone! As we enter 2024, we'd like to extend our warmest wishes for success and prosperity. Your fantastic response to our Product Roadmap page last year has been incredibly motivating. Continuing on this path, we're excited to share a glimpse

    • Automation Assistance for Zoho Form Integration and Workflow

      Hi, We are currently using a Zoho Form to send out our Global Credit Application and would like to automate the process further. Specifically, we’d like the ABN number submitted through the form to automatically populate the GST/VAT Number field in Zoho

    • COQL does not return queryable value if the result set is empty

      See linked video for running code illustration of the problem: https://workdrive.zohoexternal.com/external/d49bb40033b43b288d56fdf843095b7c65b28391d3ec5d09c854f416d853003d Moderation update: We are appending the comment that was removed, to add context

    • Zoho CRMでの商談の管理のしかたについて初歩的な質問です。

      先月からZoho CRMを試験的に導入して運用しています。 商談の管理（運用？）の仕方について教えてください。 商談の数が増えてくると、ダッシュボードの「ステージ別進捗状況」にどんどん過去の商談が蓄積されてくると思うのですが、 現在動きのあるものを中心に確認したくなる気がします。 そのあたりについては、どのように運用が一般的なのでしょうか？ アドバイスいただけるととてもありがたいです。 よろしくお願いします。

    • Composite Items & Purchase Orders

      The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a

    • using custom function is it possible to update the created by field in Zoho Crm custom module

      using custom function is it possible to update the created by field in Zoho Crm custom module

    • Slow Sloww Slowwww Responses

      Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached out

    • You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.

      When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different

    • Enable Conversation Context Retention for SalesIQ Answer Bots

      Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either provides

    • Automatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: Simple

    • Should I Add Leads in Bigin?

      ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list.  if I enter them I can track them (I understand

    • Zoho Books - Perform a validation check before an invoice is marked as sent or sent

      Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)

    • Flow error "given url is wrong"

      when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."

    • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

      Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

    • Bigin Android app update: Email filters enhancement, change owner for related records.

      Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter

    • How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

      Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information

    • AI & Zoho Recruit

      Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation

    • Next Page