Installation Company ERP / CRM

In the news

The heat is on!

Business Pilot has launched new map functionality, allowing system users to see which areas of their patch provide the best hunting ground for new business .

The new capability also allows users to pinpoint each sales appointment, survey, or installation against a geographical location, providing a quick visual reference for who in their team is where, and doing what, helping them to allocate resource more effectively.

“We’ve taken information that already exists within the system and laid it over a series of maps. That makes that information far more accessible”, explained Ryan Schofield, Director, Business Pilot.

“It’s an instant visual reference tool. If you want to know where your fitting teams are or how close they are to one another because you need to split the team to bring more support onto a job, you can see at a glance where everyone is.

“It’s the same for remedial work. You can see instantly who you can pull off a job based on location.”

Each job is represented by a different coloured pin. These can be filtered to show only certain or a single area of activity, for example surveys.

To get more information about each job, the user simply has to hover over the pin to pull up job details including who is on site, the address and who the customer is.

For fitting, sales and installation teams it also includes a time and distance to site reference and confirmation status, allowing them to plan their visits more effectively.

This can also be accessed through a new map view from Business Pilot’s drag and drop schedule board with everything instantly updated as and when any changes are made.

The new map functionality also includes a new zoomable heat map which allows installers to identify which geographical areas deliver the best returns, highest values and conversion rates, colour coding hot spots and representing them by location.

Ryan explained: “The map shows you the geographical areas that deliver most sales and value to your business. This gives you the option of retargeting them because they deliver more conversions or applying resource to target other areas, which may be under exploited.

“For companies with a proactive approach to lead generation it’s a very effective way of seeing where your hit rates are highest.”

The sales heat map sits as part of Business Pilots new Sales and People & Sales Dashboards, launched as part of a major revision of its management information dashboard in May.

This allows installers to understand the cost of acquisition of each lead and to track how it progresses, including the performance of individual members of their sales team – and now geographical location – in an easy visual reference.

“Everything is linked”, added Ryan. “The maps, our new Status Progression tool, the management information dashboard – each element connects to the other and changes are automatically carried across. Giving you an instant overview in real time of each element of your business, allowing you to plan more effectively in the short and long term”, he concluded.

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As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.

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