Customer and lead mapping and visit (field sales) route optimisation

Hi, the customer map is great but even better would being able to filter this based on a status (active, prospect, lapsed) or with the BrewwQL code, and then building in a routing compontent that gives our sales team the most efficient route to visit a list of customers selected (ie all existing customers in an area, plus a handful of prospects).

Cheers

1 Like

Thanks for the suggestion. We could certainly add a filter (using BrewwQL would be ideal from our point of view) to filter who was shown on the map.

I also love the idea of this list of customers then being optimised into a route, much like we do with deliveries.

If anyone else would find this useful, please vote for this with the button above, and leave a comment below with any related suggestions or ideas.

Thanks Libby, this isn’t a feature yet, but it’s a great suggestion. I’ve merged this with another very similar thread, so the votes can be combined and push this up the list. If you can give this a vote with the button in the top-left, that would be really useful.

Hey Guys,

this might already be a feature in the new “leads” section but I haven’t seen it. Would it be possible to set up a way of being able to plan a “route” for field sales visits? I’m out all day tomorrow and have scheduled a series of uplifts to plan my day - but a route planner for sales would be mega!!!

Cheers
Libby

5 Likes

Ability to plan / optimise a sales visit itinerary of both existing customers and leads would be very useful

2 Likes

Thanks everyone, it’s great to see this picking up more support :grinning: We’ll certainly be looking to add this functionality when we can fit it into our schedule.

This would be a great feature to have!!
The way I get around this at the moment is creating an item called ‘Sample’ and creating an order for the lead, then creating delivery routes based on area, however this is probably not the most straightforward way to do it. I’d love a feature that allowed us to see all ‘leads’ on one map so we can target potential customers that way.

2 Likes

Any progress on this yet? At the moment to create a sales visit list I am using google maps!

Not yet, I’m afraid. We’re working hard to improve Breww all the time, but with multiple requests coming in every day, it takes quite a bit of keeping up with! We will always post an update on the thread if there’s progress :+1: