Heat mapping

Business Pilot users can now see which areas of their patch provide the best hunting ground for new business.

The new capability also allows users to pinpoint each sales appointment, survey, or installation against a geographical location, providing a quick visual reference for who in their team is where, and doing what, helping them to allocate resource more effectively.

“We’ve taken information that already exists within the system and laid it over a series of maps,” Ryan Schofield, director at Business Pilot, said. “That makes that information far more accessible.

“It’s an instant visual reference tool. If you want to know where your fitting teams are or how close they are to one another because you need to split the team to bring more support onto a job, you can see at a glance where everyone is.

“It’s the same for remedial work: you can see instantly who you can pull off a job based on location.”

Each job is represented by a different coloured pin. These can be filtered to show only certain or a single area of activity, for example surveys.

To get more information about each job, the user hovers over the pin to pull up job details including who is on site, the address and who the customer is.

For fitting, sales and installation teams it also includes a time and distance to site reference and confirmation status, allowing them to plan their visits more effectively.

This can also be accessed through a new map view from Business Pilot’s drag and drop schedule board with everything instantly updated as and when any changes are made.

The new map functionality also includes a new zoomable heat map, which allows installers to identify which geographical areas deliver the best returns, highest values and conversion rates, colour coding hot spots, and representing them by location.

The sales heat map sits as part of Business Pilot’s new Sales and People and Sales Dashboards, launched as part of a major revision of its management information dashboard in May.

This allows installers to understand the cost of acquisition of each lead and to track how it progresses, including the performance of individual members of their sales team – and now geographical location – in an easy visual reference.