SMART & SUSTAINABLETOUR PLANNING
MANAGING CUSTOMER VISITS
In the consumer goods industry, the sales force is a decisive factor for the sales success of a manufacturer. Sales staff spend a large part of their time in the car on the way to the customer or at the customer’s premises. Selecting the customers to visit and planning the routes to get there is time-consuming and involves a lot of effort. If sales representatives plan their visits rather intuitively, this can lead to customers with a low sales value being targeted and unnecessary expenses being incurred. Maintaining an objective overview of which customers should be prioritized in terms of the manufacturer’s sales goals is anything but easy.
And then there was…
…environmental protection. Because this naturally also affects the consumer goods industry. We are increasingly seeing manufacturers taking up the challenge of reducing their ecological footprint and, also with regard to the field sales force, minimizing the number of kilometers driven.
The solution: Automated route planning
To increase field service efficiency, reduce costs and minimize idle time, our CRM professionals developed a flexible tour planner that optimizes and automates regular visit planning. Field service tours are dynamically adapted to constantly changing conditions and customer visits are prioritized according to urgency and probability of success. Key influencing factors such as customer classifications, Perfect Store KPIs, upcoming promotions or visit rhythms are continuously taken into account. True to the motto “Make My Day!”, the right customers are reached at the right time – and with a significantly reduced planning effort. This allows sales potential to be fully exploited. The solution can be integrated into various CRM systems and can be used on diverse end devices. In addition to time on the road, significant CO2 emissions are saved and the ecological footprint is reduced.
MORE INFORMATION IS AVAILABLE IN OUR FREE WHITEPAPER
The contents at a glance
- Automated instead of manual: System support for optimal visit planning
- Added value of tour optimization: Dynamic prioritization of visit targets
- Conclusion: Inefficient tour planning in the field is a thing of the past
