Announcing RouteIQ for Zoho CRM | Save Fuel and Time with our Field Mapping Solution
In your field operations, you know firsthand how the schedule for your team is always changing. They're always on the move, visiting clients and handling a variety of tasks. Managing and organizing their activities in this fast-paced environment can be challenging, often making it hard to be productive.
A field team without a streamlined system makes their work harder; they'll be spending too much time planning and travelling, which leads to increased travel costs, fewer customer visits, and lower per-agent productivity.
This is a big problem for your field sales, service, and delivery teams, and could turn into an expensive problem over time.
We're thrilled to announce RouteIQ for Zoho CRM, a field mapping solution that's made solve this exact problem.
Let's look at how features in RouteIQ help you streamline your field operations:
Map Visualization
CRM Data Visualization: Visualize your prospects on an interactive map to get a geographic overview of your leads and accounts.
Explore: Visualize contacts from multiple modules that are located in a particular location simultaneously.
Color Views: Color-code your prospects based on metrics like revenue, last visit date, priority, and more to help plan your day.
Near Me: In case of last-minute cancellations, quickly find prospects near you to replace canceled visits.
Route Planning
Flexible & Scheduled Routes: Create optimized routes based on your stops' timings or duration. Also, stay on schedule with stop ETAs and ETDs.
Route Distribution: RouteIQ optimally distributes all your field visits, jobs, and deliveries among your field team to save time and fuel.
Automated Route Planning: Automatically create routes every day for your daily meetings.
Search Along a Route: Searching along an already-planned route helps your field team find records that are on their way.
Tracking
Route Progress Tracking: Visualize the progress made on your field team's routes based on their check-ins and check-outs. RouteIQ tracks their mileage and time spent info as well.
Visit Tracking: Get date-based visualizations of a field agent's visits with visit path tracking, detailed information, and deviations.
Time & Mileage Tracking: Track the distance traveled and time spent to visit the completed stops based on check-ins and check-outs performed.
Reports and Dashboards
Get a clear view into your field team's performance with metrics like route status, completed visits, travel distance, duration, deviations, and more.
RouteIQ on the Road
Having a robust mobile mapping solution is crucial to increasing your field team's productivity. Here are some of RouteIQ mobile specific features available in iOS and Android:
Navigation: Navigate to stops with your favorite navigation apps like Google Maps, Waze, or Apple Maps.
Check-in, Check-out, & Proof of Delivery: Log your stops' arrival and departure info (check-in/out times, dates, deviations) and capture proof of delivery.
Restricted Check-in/out: Allow your field agents to check in only if they're at the meeting's location.
Automated Check-in/out: RouteIQ notifies you or automatically checks in and out when you arrive and leave a prospect's location.
RouteIQ is ready to solve your field challenges. Get started with the 14-day free trial and see how RouteIQ can be implemented for your field team.
If you have questions, please leave a comment or write to us at support@zohorouteiq.com. If you want a tailored demo for your field team's requirements, book a demo here.
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