Scheduling of appointments for sales representatives/field staff is a complex and time consuming undertaking as the optimum route planning is dependent on various parameters like availability of sales representative/field staff, availability of customer, geographical location or travel times, already booked appointments being close to appointments to be made, working hours, breaks, holidays, etc.
CRM solutions like Microsoft Dynamics CRM generally help in booking of appointments but lack any intelligence. Special call centers that do scheduling for sales representatives/field staff can save a lot of time by using automated scheduling suggestions and can thus spend more time on calls.
After entering an address in the location attribute and hitting the “Schedule” button of the appointment, a list of scheduling suggestions is generated and displayed on the right. The suggestions are calculated based on geographical information (GIS). Almost all parameters like start/end points, holidays, working hours, breaks, etc. can be configured individually for each user. The suggested appointments are either sorted chronologically or by the most optimal route guidance where any already scheduled appointments in the locality are considered. After the user has chosen one of the suggested appointments, he clicks on it and the appointment information is automatically transferred to the form. The appointment can now be saved.
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|Date of publication||11.03.2014|
|Language *||DE / EN|
* Additional languages can be provided on request