We are a small specialist bank for associations and their members and are looking for an appointment and route planning system with CRM functions for our field staff. Appointments are to be made by the service center and the field staff.
We have the following requirements for the software (listed in descending order of importance):
- Company name
- Company address
- Contact person
- Display of addresses on a map
- Customer segment (A, B, C customer)
- Association track
- Evaluation options (filtering by all criteria)
- Intelligent/dynamic route planning
- Multi-user access
- Link to Outlook calendar
- Interfaces for data import and export (e.g., assfinet)
- Third-party influence on scheduling (e.g., can an appointment be added at short notice through sales control?)
- Consideration of holidays
- Use of product line
- Automated route optimization based on
- Existing addresses
- Already assigned appointments
- Standard duration of appointments
- Opening hours
- Opt-out
- Visit reports
- Multi-device capable (web-based or app)
- Any number of destinations for route planning
- Situational visit suggestions
- Position of contact person
- Sales evaluations
- Controlling evaluations (import and export of data)
- Consideration of individual working hours of field staff
- Resubmission with visit frequency (dealer must be visited x times)
- Create and store visit reports
- Resubmission options (for visit reports, tasks, etc.)
- Number of employees in the company
- Push notifications for appointment changes
- Training and support
- Appointment confirmations to trading partners
- Team calendar view
- Complaint documentation
- Pop-up for to-dos
- Email documentation
- Hotel bookings coordinated with route planning
- Meeting preparation (document with uniform parameters for meeting preparation)
- Documentation of targets/achievements
- Contract management (archiving of contracts, storage of sample contracts)
- Bulk mailings
- Correspondence
Approximately 20 software workstations are planned.