Aptean CRM Mapping
Help your sales reps get the most out of their trips. CRM Mapping allows them to find other companies and prospects they should meet with while they’re visiting an area. It can also help them plan their trips and schedules, and even gives them step by step driving directions through our CRM software’s integration with Google Maps.
And mapping doesn’t just benefit your sales team. Management can use mapping to visualize opportunities, manage territories, and analyze won/loss rates. It can even help your marketing team target customers more effectively and improve their campaigns.
Use the CRM mapping capabilities to search for contacts, companies, potential leads and sales opportunities.
The CRM mapping feature allows users to search for data, whether it includes CRM related customer information or not, creating user flexibility.
Use the map to effectively target specific customers in an effort to increase your customer base for additional sales opportunities.
WorkWise CRM Mapping capabilities include Google Maps integration, powered by Google. The integration allows sales reps to plan and organize trips, view their desired locations in the Google Map Street View, search for customers in specific searched areas and also includes smartphone and tablet viewing capabilities. Make the most of your trips and navigate safely by planning ahead of time with this integration.
Perfect for sales reps and employees who frequently travel and are looking to build potential business opportunities, the filter feature grants users the ability to hone in on specific areas of a map that users would like to see and potentially visit. If a user only wants to see the locations of contacts, companies, leads or potential sales opportunities, filter your map to show just that.
Take the stress that comes with organizing and planning work trips out of the equation with the routing feature, which gives traveling sales representatives a way to plain specific routes for future travel plans. Users can build a route from a map by searching for contacts, companies, or opportunities that they plan to visit. Create routes that will get you where you want to be faster or even take a more scenic route. The routing feature supports customization in regards to your specific travel plans.
Traveling sales reps go to new places all of the time, but they may find themselves frequently visiting the same customers or areas in town. With the Save Your Map feature, users can now save locations that they frequently visit for user convenience and future reference. CRM mapping makes it simple for sales reps to locate and save opportunities of interests that they may have located while viewing a map.
No confusing à la carte pricing or add-ons here. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.
Inspiring companies to grow through Information. We are an award-winning, leading developer of ERP and CRM software solutions along with comprehensive implementation and support services. Let us show you how WorkWise can help grow your business.
Deployed in the cloud or on-premise, Aptean Industrial Manufacturing ERP WorkWise Edition is engineered to meet the unique complexities and challenges today’s manufacturers face. From shop floor to delivery, Aptean Industrial Manufacturing ERP gives you a complete view of every aspect of your business.
Offered in the cloud or on-premise, Aptean CRM software delivers powerful sales automation, marketing automation and customer service software designed to streamline navigation, enrich usability and deliver a world-class user experience.
