by We are delighted to announce our upcoming eRouting Mobile launch. The App will be a perfect companion to eRouting, our route optimization mapping software for Field Sales and Service reps looking to optimize their schedules.
The Mobile App will be available on the Apple App Store and the Google Play Store. While the Mobile App will not be available to our Salesforce and SSO users initially. We plan to support both platforms in due course.
eRouting Mobile is designed with sales and service teams in mind, making optimizing schedules easy.
Access pre-generated routes
You can generate single or multi-day routes with eRouting desktop. It easily eliminates planning time while boosting selling and service time in the field. It is perfect for sales operations or active field personnel. Create optimized routes in minutes, share securely, and re-optimize on the fly if you get a cancellation.
Routes are easily accessed via the eRouting mobile app. Let’s look at the workflow:
1. Select your day view
2. Access list view of the route
3. View your route map
Access and update stop/customer details
Easily access and update customer information and stop details on the fly. With one tap, you can:
- Review company website
- Send emails
- Make calls
- Access live directions
- View account details
- Add a stop
- Check-in
View account actions
Meeting notes synched to your CRM
You can also access relevant information like:
- Notes
- Sales
- Tasks
- Contacts
Easily access all customer information
Use the check-in option to save date of the last visit
Update your day on-the-fly
It is rare that a day actually goes to plan due to cancellations, meeting overruns, or traffic. But you can get your day back on track in minutes with eRouting mobile.
Start your day with an optimized route, and re-optimize when you need by manually adding a stop or using the optimize day option.
Update your day by adding in a new stop or selecting re-optimize your day
Choose your preferred approach to optimizing your day
You can get live traffic directions to each location with your favorite directions app, including Waze, Google Maps, and Apple Maps.
Clicking view directions will allow you to select your preferred APP for live directions
Create a single-day schedule from scratch
Using eRouting mobile, you can generate a new route from scratch on the app.
You will automatically zoom to your current location:
- Use the app to optimize your stops
- Hand-pick your stops
Select stops manually
eRouting creates an ordered route list for you
Add a route map for the trip
Overlay your accounts on the route map
Your customer just canceled. You have 60 minutes available. You want a quick view of your nearby accounts on a map, so you can select a replacement stop. No problem.
We cannot wait for this major product launch and look forward to your feedback. Please contact your CSM (Customer Success Manager) or me, Paul, the Head of Product, to learn more and help you get set up with our new Mobile App.