Map-based lead pipeline builder 📍 🗺

[luke]

We have an exciting update for everyone today!

You can now view all your leads and customers on a Google Maps map, and use this map to find new leads & add them to Breww in just a couple of clicks.

Simply go to the map at Leads → View → Leads map, and click on any business to see their information in a sidebar. Here you can see not only the business name, address, opening hours, etc, but photos (as provided by Google) to allow you to get a feel for if the business is suitable for you, for example, you may see that it’s owned by a major chain or an image showing their taps.

The best way to demonstrate the power of this new feature is with a short video…

Demo of Breww's map-based lead pipeline builder

We’d love to hear what you think

[sarah-saleh]

This is fantastic, thank you so much - will make route planning for our field sales person so much easier!

[john-bourdeaux]

Hi Luke - this looks to be a potentially very helpful feature. I have played around with it for a short while and have a quick query:

We have several leads we have sourced externally and it would be great to be able to search for their names on the Breww Map, then click on their marker to load them into Breww. Is there a way of doing this? If not, could the functionality one added?

The reason I ask is because externally sourced leads are quite hard to find on the map, and sometimes they are not marked/tagged.

Cheers
John

[luke]

Thanks, John. Searching for potential customers/leads isn’t possible at the moment, so I’ve split this off into a feature request for you (if it’s not in a “proper” feature request, it won’t be done), so if you can give that thread a vote, that would be great:

Allow searching the leads/customers map for potential customers to add

This great idea from @john-bourdeaux has been split from the https://community.breww.com/t/map-based-lead-pipeline-builder/2187 thread. If you’d also find this useful, please give this a vote

[george-tudor-william]

Hi

Is there going to be an update so you can search the map for potential customers via a search bar?

It would be incredibly useful tool to be able to use the map like you can in google maps.

cheers

George

[connor-fry]

Hi George,

Great question! This is actually already a feature request which has been raised; please see Allow searching the leads/customers map for potential customers to add. I would highly recommend adding your vote to this request and subscribing to notifications to get updates.

[barry-labendz]

Hi, is it possible to integrate route planning for field sales and deliveries so that a delivery vehicle can be scheduled to make a stop and drop off a sample or check stock at a customer?

[jon-kyme2]

@barry-labendz
Not exactly what you’re after…
but there’s this Feature request (also discusses a couple of work arounds…

Include a "visit" on a (delivery) run/route

I can think of a number of situations in which it would be useful to include a generic “visit” on a delivery run. We often drop bulk beer (in an Arlington) at 3rd party packagers. So even though this needn’t be associated with an order, it would be useful to have it on the Delivery Manifest, and ideally, have a delivery note (or similar) available. Likewise, collecting packaged beer. Currently, this can be worked-around by scheduling an “uplift” (with no containers), which does get the visit …

[ben-collard]

Hi Barry, Thanks for reaching out, and welcome to the community! Further to the feature request that @jon-kyme2 has suggested, I also just wanted to mention that you can include the dropping off of samples on your delivery runs. You can do this by raising a free sample order by heading to a customer account and selecting New → New free sample order. Cheers!