Bitrix24 case study

PLANNING OF BUSINESS TRips and meetings, SERVICE visits

Planning and building a route to the client through the navigator directly from CRM

PARTNERS and CLIENTS ON THE MAP
IN CRM

All Contacts, Companies and Deals with indicated addresses are shown on the map

fast route PLANNING TO CLIENT'S AND PARTNER'S meetings

Simplify route planning for partner visits

ROUTES FOR COURIERS

Planning the orders delivery to addresses along the best path

VISUALIZATION OF CRM OBJECTS

Location monitoring, logistics, analysis of the geographical orders distribution

INPUT DATA:

Client: Large company providing services for the B2B market.

Task: The specifics of our customer's business involves frequent visits and business meetings to their clients. The main task of the case was to simplify the process of planning such visits using Google Maps integrated into Bitrix24.CRM

Problems our client faced: 
1. There is no single convenient display of all clients - only 1 client on the map
2. There is no convenient search and filter of customers and orders located in the same area, region
3. It is impossible to plan and get a route to several clients at once
4. There is no functionality for calculating the trip time to the client
5. A long process of planning a trip from a mobile phone (Check the company's address in CRM, find it in the Navigator, set a task in Bitrix24, etc.)
6. It is difficult to visually assess the coverage of the customer network, the density of distribution of orders

SOLUTION:

Bitrix24 functionality modernization - creation of the "Maps Mobile" application

BITRIX24 CASE STUDY

HOW IT WORKS NOW?

We have implemented all the necessary functionality in the "Maps Mobile" application, combining CRM tools with Google Maps capabilities in a single interface

NEW way OF DISPLAYING OBJECTS

All Contacts and Companies, Deals and Leads with addresses are reflected on the map

FILTER OF OBJECTS BY DIFFERENT CRITERIA

In the application, you can group customers by city, region or country, search for clients by a specific stage of a Deal or Lead (for example, "in progress" or "delivery"), display separately customers, partners, and other groups of Contacts

SIMPLE AND FAST ROUTE BUILDING

In addition to displaying points on the map, you can connect them and build routes, as well as calculate the distance of the entire trip

BUILT INTO CRM entity profiles

You can go to the application immediately from the profile card of any CRM entity - Deal, Company, Contact. If a specific Company is selected, the scale automatically zooms the map to the Company Address point and highlights it in green, and it will automatically be included in the route list.


ALL OBJECTS ON THE MAP

In addition, red markers are visible on the map - these are the addresses of objects that are selected by the filter. For example, it can be all Companies (default), Contacts, Deals or Leads at a certain stage. You can also search for items by belonging to a specific group, for example, retail and wholesale buyers, etc. 

Zoom the map to see the entire area of customers and partners.


ROUTE PLANNING

To plan a route for several points, just click on them - they will turn green, which means they will be added to the general route. 

By clicking on the list icon, we see a short list of visit points with the order names (Leads or Deals), Contacts, links to their profile cards in CRM. Special arrows on the left help to move points and change the order of visits. The general trip route is also indicated here.

THE ROUTE IS ready! CREATE A task

We click on the "Route" button and get a trip plan on the map with the mileage and travel time. The starting point can be changed at this stage: you can select the company address, your location or enter the address. You can start the journey! 

Well, if you need to save the route, then set a task indicating the responsible person, and get a ready-made task with a checklist of all points to visit, links to Companies in CRM and a ready-made route in Google Maps.

An employee does not need to enter the address in a separate navigator application - you can start a trip directly from CRM

results

CRM objects are displayed as labels on the map - Leads, Deals, Contacts, Companies

The work of field employees was coordinated and automated

The ability to set search parameters for objects on the map by various criteria

The optimal route building in one or several points on the map with the indication of the distance

Function for setting a task with a link to the route, visit points checklist and choosing a responsible person

Visualization of market coverage  for subsequent analysis and planning

The solution is also suitable for:

businesses where there are a lot of private offsite meetings with clients

Partner or dealer network

Construction companies, property owners

Service

Field employees, sales representatives

business related to repair, measurements, delivery, trips

WANT THE SAME? CONTACT US!

Don't be afraid and don't postpone the implementation of automation in your company. And we will be happy to help you!

LEAVE CONTACTS

More about scenarios of the "Maps Mobile" solution:

adapting and CUSTOMIZing APPLICATION FOR YOUR company

Each application is a flexible solution that can be used both in its standard functionality and by adapting it to your business purposes.

We offer our application optimization services in terms of the requirements, goals and tasks of your company.

AMONG POSSIBLE CHANGES AND remakes:

✓ Setting fields and adding data fields;
for example, when creating a task, add information about a Product characteristics (convenient for couriers upon delivery)

Creating the necessary stages or business process that works on the base of the application; 

✓ Language and country (geographical) adaptation; 

Integration with other systems; 

Customizing application design; 

Any changes in the application logic and much more.

More client's stories and case study

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