Use Near Me Mapping on CRM Mobile (How-to Video)

This transcript is provided for search and accessibility.

Near Me Mapping is a simple tool within the WhiteCup CRM mobile app.

This feature was created based on requests from users, especially outside sales reps who spend much of their day in the field using the WhiteCup CRM mobile app to manage customer visits and determine their next best actions.

Sales reps often found themselves with downtime between appointments and wanted an easy way to identify customers or prospects physically near them so they could stop in, make a connection, say hello, and stay productive throughout the day.

To use Near Me Mapping in the WhiteCup CRM mobile app, select the map icon located in the top-right corner of the home screen.

Once selected, you can choose to view the map by Accounts or by Ship To locations. In this example, we’ll use the Accounts option.

When the Accounts view loads, the app uses your current location and displays accounts within a 20-mile radius.

In this example, two accounts appear within the radius.

The account markers appear in blue. By selecting the filter icon in the top-left corner, you can filter the map results by account type.

Account Type is a configurable field within WhiteCup CRM. Teams can define values that make sense for their organization, such as customer, prospect, lead, or manufacturer contact.

Using the filter, you can narrow the results to only show specific account types. For example, you may choose to only view customers and exclude prospects or leads.

You can zoom in and out on the map using two fingers, just like any standard mobile map application.

When you tap one of the account markers, a preview of the account appears. This preview works similarly to the account preview available when searching or browsing account lists within the WhiteCup CRM mobile app.

If you decide you want to visit that account, you can click the hyperlinked city field to open your preferred mapping application, such as Google Maps, and receive directions to that location.

You can also click the account name to open the full account record in WhiteCup CRM.

From the account record, you have access to account details, communication history, and additional analytics.

Using the plus sign at the bottom of the screen, you can open the account scorecard to review business analytics and determine whether visiting that account is the best use of your time.

Returning to the map, you can continue navigating between nearby accounts, zooming in and out as needed.

Selecting another account provides the same functionality, including direct navigation, account details, and account history access.

That’s Near Me Mapping—a simple and effective way to identify nearby customers and prospects so you can make the best use of open time in your day.