Geofencing:
Geofencing technology allows you to create virtual boundaries or parameters around the locations you visit. Your phone or the device you use sends you alerts when you enter or leave a location. Geofencing helps administrators or managers monitor representatives when they are out and about. It also helps sales representatives get notified when they enter an exact location.
Now let’s take Sam’s example, if his organization
integrated Google Maps with their CRM:
He can check the shortest distance from saudi arabia phone number data his office to the client’s location so that he can reach the location at the expected time. By configuring geo-fencing, he can set an alert when he reaches the location.
His manager can track him using geo-fencing technology, which will help him monitor Sam even if he does not accompany him to the location.
How to use Google Maps with Vtiger CRM
Vtiger Google Maps integration how to automate lead generation for b2b businesses can be accessed from multiple location modules in CRM. It is also available for the web and mobile versions of CRM.
Using Google Maps with Vtiger CRM – Web Edition
If you open any contact or organization record,
you can directly access the map from different modules. You can view the location by clicking on the map icon in the Vtiger summary view of the record, which will directly take you to the map section. And, based on the address details provided in the CRM fields, you will be able to view all the details in Google Maps.
You can also edit and update the location address if there are changes.
Vtiger Google Maps integration also allows you to generate geocoded reports of meetings from the reporting module. You can create b to c database reports on the number of meetings completed, missed, delayed, etc. in a week or a month.
Using Google Maps with Vtiger CRM – Mobile
You need to install the Vtiger CRM mobile app from the Play Store. Once you have done that, you can do the following. You can: