Whether in technical service or sales, for field service employees, efficient planning and execution of customer appointments is the be-all and end-all of everyday professional life. For a round trip to several appointments or a rally, conventional navigation devices quickly reach their limits. This already starts with the transfer of addresses for the day’s tour into the navigation device. To organize customer visits quickly, but also flexibly, an intelligent tour and route planner can help.
From now on, you can integrate our polumana® tour and route planner directly into Microsoft Teams.
You will surely like the intuitive handling of the Teams integration. Such as:
- Automatic planning of the daily tour with the agreed appointments of the day.
- Optimized time management when planning multiple customer visits
- Rounding up of travel times for better planning of follow-up appointments
- Overview of customer visits
- Automatic upload of customer appointments from the Outlook calendar
- Organization of rallies or round trips
- Consideration of their predefined working hours
- Definition of the starting point for more precise trip planning
- Authentication via teams
- Access to customer/contact data from Microsoft Office365 or Microsoft Dynamics365
To integrate the planner into their Microsoft Teams, all you have to do is enter polumana® in the search bar.
Who will benefit most from the new trip and route planner? Everyone who belongs to one of the following groups:
- Sales representatives
- Field Service Management
- Customer Service
- Maintenance Technician
- Insurance Agent
- Trade Agency
- Wholesale company
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