Are you looking for a solution to streamline your field operations with saving fuel and time? Here is the solution RouteIQ for iOS and Android to track your field operations with ease. You can install RouteIQ for Zoho CRM mobile app on your mobile to monitor the routes with valuable insights. The team schedules can change anytime as they have to visit clients and handle various tasks at the same time. In such a scenario, managing and organizing team members’ activities can be crucial because the fast-paced working era makes it challenging to keep an eye on all the activities at the same time.
Who is this Feature for?
- Sales team
- Service technicians
- Delivery and logistics
- Field service management
- Marketing and outreach
- Survey and assessment teams
- Non-profits
- Real estate agents
- Healthcare
- Educational institutions
- Event management
What progress you will achieve?
- RouteIQ helps in the achievement of enhanced efficiency of field operations. The optimized routes can minimize travel time and distance
- With RouteIQ, you can enhance customer services as timely and well-planned visits increase customer satisfaction
- Valuable data and insights into field operations including visit history, resource allocation, and travel plans enable businesses to make informed decisions about refined strategies and field operation optimization in a better way
Introduction
Mobile-specific features of RouteIQ help the field workers on the road. With the app installed on your phone, you can easily navigate to the designated stops. With any map service you use on your mobile, you can integrate RouteIQ. By seamless integration of the RouteIQ app, the field visits, streamlined routes, and enhanced operational efficiency. The integration helps in boosting the field activities with more productive output. The synchronized data helps in ensuring accurate information exchange between systems of the businesses which eventually leads to improved customer services, minimized operational costs, and data-driven business insights. This approach leads to the strategic benefits that help businesses to provide seamless services based on real-time information.
Why do we Use RouteIQ app?
For the comprehensive check-in, check-out, seamless navigation, précised check-in/out, effortless automation due to its notifications, optimized route visits, cost saving, efficient customer services, enhanced productivity, data synchronization, data-driven insights, and strategic advantages, the RouteIQ for mobile is perfect for businesses.
How to Set up RouteIQ app?
When you install the app, it will show you a map of leads. Click on the list view of lead and it will show you the lead list. With the help of the Lasso tool on the right side of the map, draw a line around the required leads you want to add to the route. Now click on the create route button to create the route of the selected leads.
Now name the route as per your choice. Choose a route type from flexible or scheduled and set a start time. In the itinerary option, select the start point from the selected lead which you want to keep at first to visit. Then choose any stop if you want and then add an endpoint. Click on the Create button.
When you click on the lead it will show you lead information as well. In front of lead names in the itinerary, you can also choose the duration of the appointment.
