Bitrix24 case study

SERVICES MAP in CRM

Displaying advertising platforms and advertisers on the map in CRM of advertising agency and automatically sending a commercial offer

advertising placement OBJECTS ON THE MAP

Billboards, citylights, pylons, advertising signboards and other points of outdoor advertising are displayed on the map

Clients on the map

Clients, Partners, Competitors - all address points with logos on an interactive Google map directly in CRM

COMMERCIAL OFFER MADE BY A COUPLE
OF CLICKS, export to Excel and kml

Quick generation of a commercial offer for an advertiser with a list of available ads spaces

FILTER OF OBJECTS AND CUSTOMERS,
search in a certain radius 

Sorting and displaying both platforms and advertisers on the map by type, subtype

INPUT DATA:

Client: Advertising agency

Client's field of activity: One of the most important services of our customer's business is the placement of outdoor advertising. There are a lot of options for the location of advertising, therefore, in order to simplify the work with the available variants of ads spaces, the main task was to clearly visualize these objects on a geographic map.

Problems our client faced: 
1. It is impossible to display all advertising objects on the map - there is only a list with addresses, no visualization
2. There is no convenient search and filter of clients and ads spaces 
3. It takes a lot of time to create a commercial offer, where you need to list all the variants available to the customer for placing advertising with addresses
4. It is difficult to visually assess the coverage of areas with advertising spaces

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 citylights, billboards, points with advertising signboards and other outdoor advertisements have become tags on the map at their address

FILTER OF OBJECTS BY DIFFERENT CRITERIA

In the application, you can group objects by cities or regions, type and subtype of advertising, object status and other criteria that allow you to display a filtered segment on the map

COMMERCIAL offer TEMPLATE

All you need to do is click on the available advertising platforms - and they will automatically be included in the commersial offer template for the client.

try demo with our support

Try out the full functionality of the solution and trust us all technical moments - we'll install the demo version on your Bitrix24.

Make sure that the Maps meets your needs -
leave a request for a demo version.

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BUILT INTO CRM entity profiles

You can go to the application immediately from the profile card of any CRM entity - Deal, Company, Contact. So, for example, if a partner has several construction stores where an advertising agency can place advertisements for its clients, then when you go to the Maps tab in the Company profile Card, all addresses of construction stores will be displayed on the map.

ALL OBJECTS ON THE MAP

Zoom the map to see the entire area of your partners and advertising objects. 

The addresses of the objects are marked on the map. They can be selected by a filter. For example, it can be only billboards or only advertisements in the stores of the retail chain. Similarly, according to various criteria, you can select advertisers from CRM and display their location on the map.


LOGOS INSTEAD OF markers

Companies logos instead of standard markers speed up the search for specific sites

hover CARD NEW!

Right in the application settings, you can specify what data should be displayed in the pop-up card when hovering over the map object.

In addition to the company name and its address (recorded by default), you can add any custom fields to see more information about the selected point (for example, customer type, phone number, NIP, etc.)


advanced filter
NEW!

Using the advanced filter, objects can be displayed on the map and searched for points by various criteria.

So, for example, you can show all stores on the map (Customer type - Stores (or Clients, Partners, etc.). You can search for points by company type, company name and your other custom fields.



OBJECTS of a certain radius NEW!

When filtering objects, you can also specify the radius around the point found by this filter. Then two additional fields will open, in which you can specify which objects within the specified radius should be displayed.

So, for example, you can see on the map all shops within a radius of 5 kilometers from the client.


FILTERS BY RESPONSIBLE

In addition to the filter of placements and advertisers, the filter by responsible managers also works - when an employee is selected, the region that he controls is highlighted in color.


COMMERCIAL OFFER PER CLICK

Now there is less manual routine work. No need to write down each available address of the advertising platform in the offer: you just need to click on all the objects offered to the customer on the map - and they will be added to the prepared commercial offer template. 

The client of the advertising agency will receive a document with the addresses of the ads spaces for placing their advertising.

EXPORT OF OBJECTS list NEW!

In the application, you can export a list of addresses in 3 ways:

  • generate a list in an Excel file (commercial offer). You choose the export fields yourself;
  • attach such an Excel file directly to the CRM profile. This feature is only available when opening the app from an entity (Company) card.
  • download a kml file, which can be uploaded to My Google Maps, where all the addresses of the created list will be displayed. This function is very convenient when you need to transfer the list to a person without an account in Bitrix24, for example, clients, partners, couriers, or just save a map with offline addresses.

results

All CRM objects - advertising platforms and advertisers - were visualized on the map
Company's logo has been added to objects on the map for faster visual search
Search parameters for objects are set on the map by various criteria, incl. by regional responsible
The ads objects are included in the list of placement, which is automatically sent to the client in the commercial offer template
Finding objects within a specific radius using the advanced filter
Export of the addresses list  in Excel and KML format for loading a map outside Bitrix24

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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;

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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