Goal: to make travelling territories more efficient
Ask: update the "Meeting" feature on object records, develop a native tool/object/property or leverage APIs with integrated tools (mapping)
Value: allows for strategic travel planning, capitalizes on opportunities for new business while already in the area, adds expense reporting dimension to cost-of-acquisition (revenue reporting)
How it works:
Rep sets a meeting in an area, and that location is trackable in HubSpot. so that if they want to set up more meetings in the area, they can sort/filter/map out the travel
Automation could be triggered for if a rep sets a meeting in that area, so other appropriate prospects get notified "I'll be in town. Want to meet up?"
Use of APIs with route planning tools could cut time/cost when planning a trip around a large territory
Expense reporting could be incorporated, too
Pieces integrated:
Meeting tool: by area
Associations with with multiple records: deal, contact, company
Reporting: e.g. "State is any of ..." AND "Meeting set in person is equal to 'yes'" vs. "... equal to 'No'"
Automation/sequences: Prospect sets meeting, rep is alerted about opportunity to reach out in the area, or conversely, other prospects in the area are alerted that the rep will be in town
Back in 2016 we had similar challenges with our travel, we made a lot of trips to the US and we wanted to ensure we worked in a smart way. So we created an internal tool at the time, which integrated directly with HubSpot. Fast forward to today and it's now available to all HubSpot customers. It's called GeoMapper and is on the HubSpot app marketplace, 2500 + active HubSpot customers. It's only built for HubSpot so it's a very tight integration. It doesn't yet cover all the suggestions you made, but we are getting there 🙂
We have route planning functionality and sketch which integrates directly with HubSpots lists functionality, giving you the ability to setup automation asking for meetings to relevant contacts etc.
I hope this helps? If you have any questions then please don't hesitate to message me.
