Blog posts

Can I use EXANERGY Routes without CRM?

Yes, simply subscribe to the individual EXANERGY Routes package. This service will allow you to manage your accounts, contacts, leads and activities (appointments, phone calls, emails and address geocoding). You can subscribe to both EXANERGY Routes and EXANERGY CRM or Microsoft Dynamics 365.

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If an appointment gets cancelled at the last minute, can I view other accounts, contacts and/or leads nearby and visit them?

YES, in case of an unplanned change, you can delete an appointment. Using the map’s ‘Proximity Search’ feature, click on the cancelled appointment and search leads, contacts and accounts ‘X’ kilometers away. Add those you would like to meet (clients, partners or suppliers) to your selection and recalculate your tour. You can also create an…

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Can I modify and adapt the suggested itinerary?

YES, directly from your EXANERGY Routes calendar you can: Postpone an appointment using drag-and-drop, Cancel an appointment, Modify the trip by moving the mouse on the proposed itinerary, Add a new appointment (following a call or a proximity search on the map for example), Recalculate your tour.

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How do I use EXANERGY Routes to optimize my sales route?

The EXANERGY Routes calculation algorithm, combined with the geocoding of your contacts, accounts and leads, proposes an optimized schedule that takes into account: Your working hours, departure and arrival points, Your contact, account and lead pre-selection. Simply accept the suggested appointments in your calendar and embark on your sales tour. The itinerary optimization helps you…

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Can I view my itinerary for the day?

YES, an itinerary between each appointment is shown on the map. You can: View your appointments and trips per day, View your trips per week (each day of the week is marked with a different color), Modify an itinerary by moving your mouse on the proposed itinerary.

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What can I do with EXANERGY Routes from my smartphone?

Using EXANERGY Routes from your smartphone: You can visualize and modify the scheduled appointments on your agenda. For the synchronized appointments on your smartphone calendar, you can activate the GPS by clicking on “location” (only valid for Office 365 and Server Exchange).

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