Presentation of contractor location on the map
in the Aura Business CRM system
Where is your client?
The sales process often requires an in-person meeting with a potential client at their company's headquarters. Optimizing sales representatives' routes and time is a significant challenge for nationwide operations. The sales opportunity filtering feature allows easy searching of leads from a specific city or region. In a zoomed-out view, locations are counted and grouped. Zooming in on the map breaks down the groups into smaller ones. At a higher zoom level, individual contractor locations are displayed. This function greatly facilitates determining the number of clients located in a given area.
When planning a sales representative's business trip, you can quickly check which companies in the area are being engaged and attempt to schedule a meeting there as well. Properly planning client visits on the map results in significant fuel and, more importantly, time savings for the representative. Increasing the number of business meetings can, in turn, lead to higher success rates in closing deals and thus increasing sales.
Client Testimonial
"We have been working with Questy almost since the beginning of our operations. The tool we use through them is our primary work environment. It has an advantage over competing products because it is quickly and efficiently adapted to our new challenges and includes only the strictly necessary functions for our daily work. We greatly appreciate the direct and efficient contact with our dedicated Questy consultant and look forward to continued fruitful cooperation."
Employee location on the map
Aura Business also enables tracking of employees working in the field. This is one of the additional features of the 'Aura CRM' mobile app available for Android and iOS. Once granted the appropriate permissions, the app can send the web version of the system information about the selected person's location.
Employee location tracking on the map can be extremely useful for team management—especially when quick response times are critical. If a contractor needs to be visited urgently, the manager can easily find the nearest available sales representative. Additionally, employee location tracking significantly simplifies monitoring their work. This function allows the company to optimize route planning and save money on fuel and employee time.
Benefits of implementing the Aura Business system
- Quick search for contractors in a given area
- Efficient route planning for sales representatives
- Time savings and reduced travel costs
Want to see how the Aura Business system can meet the needs of your company?
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