Blog : Route Planning for Maximizer with Bing Maps Connector



How much would you benefit from route planning for your Maximizer CRM records? Would you like to make your site visits more efficiently?

One of our Maximizer CRM clients wanted exactly that. They were looking to plan their sales team’s routes, help their sales people make better use of their time, and improve overall efficiency. Our client wanted a Sales Route Planning solution that could specify routes based on towns, identify which prospects and customers needed to be visited via the most efficient route, and help sales teams use their time more productively.

Our solution: Bing Maps Connector for Maximizer CRM

Bing Maps Connector connects Maximizer CRM to Bing Maps, allowing Maximizer CRM records to be accessed and displayed on a map. You simply take the records from CRM, plot them on the map and specify a route for any particular day. What could be simpler?

Our clients have all kinds of sales teams. We can appreciate how helpful it is for them to use CRM records to improve their sales performance.

Bing Maps Connector can work for any sales team, especially for external teams that are out and about constantly. It can also help internal sales teams who might want to get a handle on certain areas where their customers are located. While postcodes clearly have their uses, some smaller places may fall outside the postcode areas.

A visual representation showing how close customers are to each other would therefore be perfect. For event planning, for example, because Bing Maps Connector allows you to see exactly where your customers and prospects are, you can assess the suitability of a potential venue based on the number of potential attendees concentrated in the area. You can then invite them to that event.

Anyone with a need for sales route planning, or to understand where their customers and prospects are based, would find Bing Maps Connector indispensable. Those most likely to benefit include marketers, managers, engineers, technical support people and customer service advisors.

Avrion App - Bing Maps - Draw Map
Plot your Maximizer records on a map to review the concentration per location

Potential uses and cost-effectiveness of route planning for Maximizer CRM

Improved efficiency will, by definition, improve cost-effectiveness. Bing Maps Connector gives sales people the ability to create routes, and therefore plan their days quickly, enabling them to maximise the number of appointments they can make. They may also be encouraged to call in on customers they pass on their way to a particular target client.

More efficient use of resources means your sales management effort can be focused on the most relevant audience. You can create geographic areas, perhaps based on your highest or lowest spending customers. Marketing departments can use such information in combination with financial data from the CRM to get visual clarity of where a specified group of customers or prospects is based, and build the appropriate stats.


What do our users think?

Feedback on the solution is encouraging. Our clients love being able to look back at historical data and see where they have done well. They also like the visual representation of where their best customers are, and where there is more growth potential. Some have even used the product as a way of testing different messages in smaller areas of larger territories. They tell us that, after having had no real visual representation of their customers before, they can now easily identify clusters of customers and prospects, and flex their sales approach accordingly.

Further information

Interested in the power of our Bing Maps Connector for Maximizer CRM? Visit our Apps Store for more information, or contact us below:

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