You know the challenge to field reps: visit as many customers as possible, but distances are long and many hours are wasted in the car. A perfectly optimized route would be helpful: fewer miles mean lower fuel costs and time for what really matters – more customers and additional appointments.
B2O makes this easy: with the push of a button each field rep automatically gets a route plan optimized to visit more customers and drive fewer miles.
Below you'll find a comprehensive list of all the features available in B2O CRM linked with fleet management solutions in order to:
- Analyze and visualize your customer data on a map.
- Help your field reps with the route-planner to visit more customers and drive fewer miles.
Quickly send directions to your phone from your desktop.
- Automatically identifies which customers are near to each other and can be visited in one go.
- Create efficient and mileage-optimized routes.
- Select automatically which customers to call while also optimizing the driving route.
- Plan your working day efficiently.
- Create optimized routes for an entire week.
- Reach your sales goals by focusing your work on important customers.
Create and optimize your visits.
- Filter specific customers and prospects on the maps.
- Minimize driving distance while maximizing the number of prospects visits you can make.
- Instantly locate nearby leads and opportunities to be more efficient out on the road.
- Find surrounding customers who haven't been visited for a long time and stop in for a spontaneous visit.
Optimize your after-sales activity.
On a map, you can visualize :
- Intervention requests and After-Sales Service.
- Scheduled interventions.
- Customers with a maintenance agreement who have not been maintained in the year.
B2O CRM strengthens its offer with Geolocation for Sales Managers.
The geolocation solution MAPLINK of ALKANTE, supplier of numeric solutions for SME, is integrated since March 2016 in B2O's CRM offer.
It allow users to pull up contacts based on location, to simplify sales mapping, and to track and analyse customer locations thereby bringing the prospects closer. It helps boost sales effectiveness by providing ways for location specific measures and optimisation.
- Locate in real time every single vehicle of your fleet.
- Manage your fleet's fuel consumption.
- Keep an eye on your distance coverage.
- Be informed immediately on the availability of your fleet.
- Visualize your data anytime with our mobile application and our web platform.
- Dispatch the nearest vehicle to a job or emergency at any given time.
- Locate your business in real time and control your main areas of expenditure.
- Measure performance and profitability in real-time.
- Track your time and task progress: ongoing, completed... For a more precision management of your business.
- Automatic creation of timesheets and employees schedules: working hours, travel time, loading and off-loading time, type of task, additional tasks not foreseen in the quote ...
- Automatic allocation of time spent by project, task, etc.
- Track the time worked and time spent by activity.
- Know precisely how long your employees have worked on each task.
- Road map by employee and by day.