Personalisierte Live-Karte für Kundenportale

Mithilfe der von Mapsly freigegebenen Karten mit URL-Parametern können Sie personalisierte interaktive Karten erstellen, deren Inhalt individuell auf jeden Ihrer Kunden zugeschnitten ist. Eine solche Karte können Sie dann in ein Kundenportal, eine Web- oder Mobilanwendung einbetten oder per E-Mail Link versenden.

If you don’t yet have a customer portal, you can set it up in 10 minutes using the Zoho Creator Portal with only a few lines of code provided in our guide or a similar customer portal solution.

You can also add buttons and forms to your objects on the map to let your clients request to view a property and perform any other processes that can be implemented with the Mapsly-Automatisierungssuite ausgefüllt. Alle Mapsly-Funktionen außer Routing und Prospektion können auf solchen personalisierten Karten aktiviert werden.

Example: Personalized map with properties
die dem Kunden einer Immobilienagentur zugeordnet ist

Um besser zu verstehen, was eine personalisierte Karte ist, betrachten wir ein Beispiel für eine Immobilienagentur, die Informationen über ihre Immobilien und Kunden im Eigenschaften und Kunden CRM objects (modules). When a new customer comes in and expresses their interest in properties with specific attributes (type, price range, location, etc.), the agency wants to be able to assign properties that match the attributes to the customer and offer customers access to a portal with the map where they can see these properties and request visits to them. As account executives assign more properties to customers and remove such assignments, the customer’s map should automatically update.

Please note that It is also possible to automate such assignments with the Mapsly-Automatisierungssuite ausgefüllt und sein Datensätze abgleichen Aktion. Zum Beispiel,

• When a new Kunde is added to the CRM, Mapsly can automatically find all properties that match the customer’s preferences, including the maximum driving distance, assign them to the customer, and email the list of the newly assigned properties to the customer and their account executive;
• Also, when a new Eigentum is added to the CRM, Mapsly can automatically find all customers whose preferences match the property, assign it to them, and notify them about it.

In this example, Properties and Customers can be any other objects, standard or custom, since Mapsly works the same way with all fields and all objects from your data source, no matter whether it is a CRM, spreadsheet, or custom IT system connected to Mapsly with its API.

Demo: Kundenportal mit personalisierter Karte

A personalized map can be embedded into any portal solution. In this example, a map is added to a customer portal mit dem Zoho Creator Portalgebaut, das sowohl als Web-App als auch als mobile App verfügbar ist.

Wenn ein Kundendatensatz record is added to a CRM, Mapsly automatically generates a signed personalized map link that shows Property records assigned to this particular customer and registers the customer in the Portal. When the customer logs into the Portal with their email, they see the map on the Map page. Apart from being able to click on map markers to view records’ data, the customer can press Schedule visit in the map popup to file a request for a property visit that Mapsly will create as a record in the CRM.