16 Sep Route Planner for Your Sales and Support Team.
Using a route planner for your sales and support team can save you tons of money in gas and time. Every day salesmen hit the streets to meet new clients, service support requests, etc. This is a time-consuming job and not to mention the amount of time that goes into planning which client to meet, traffic conditions, proximity to other client meetings, etc. Here is how we think it should be done.
Route Planner for your sales and support team
Delegate
Split the work of planning with your back office team and field workers. Let the back office team take care of making calls, emailing clients, and fixing up schedules. Your backend team can build the client list. Sales and support teams can also take up this activity if they have time to squeeze in last-minute meetings and support requests.
Plan
Plan you route with the Google Maps feature within ClockIt. Use the street view and traffic information if available to plan the time and estimate your arrival time. Finalize your route planner one day before and get familiar with the travel.
Travel
Use the mobile app to see your plan and use Google Maps and turn-by-turn navigation to travel to each point in your route planner. Traffic information and Google Maps will help you save tons of time and money. As you complete your meetings, check-in to complete the task one at a time.
Optimize
Your back office team can view reports of completion status, and optimize the planning. This way realistic plans can be made for the next time. Using our simple guide and ClockIt’s route planner for your sales and support team, you can save money on gas and have more meetings done every day.
Route planners have become a staple for global sales and support teams. By design, these software solutions help users establish efficient routing patterns in their sales offices or support centers. Both sales and support staff can use a route planner to optimize their working day, cut travel time and stay on top of new leads and more established clients. So how do you know which will work best for your business? Let’s take a look at everything you need to know before choosing your next route-planning software solution:
What is a route planner?
A route planner is a software solution that lets you optimize your delivery or support routes. This helps you save time and money, maximize staff productivity and improve customer satisfaction. Once you enter details about your business and the way it works, the route planner will determine the best route for you to take. This means that you no longer need to spend hours creating routes, leaving more time to focus on growing your business. A route planner can be used by companies, from logistics and supply chain organizations to sales and marketing departments. It can be used to optimize all kinds of routes, including deliveries, collections, one-off visits, and common pathways. The main function of a route planner is to identify the most efficient route possible. This is achieved by taking into account all aspects of each route, including the distance traveled, travel time, and any time spent on customer visits.
How does a route planner work?
A route planner works by allowing you to input all your data – such as customer locations, pickup and drop-off points, and so on. The software will then assess all this information and create one of the best route plans that consider all the above. Once the route planner has finished calculating the most efficient route, you can share the results with your team members. This ensures that everyone is working from the same data, making it easier to work together and collaborate.
Who is a route planner for?
Any business that needs to optimize its routes to save time and money will find a route, helpful planner. Sales and marketing organizations will find it especially useful, as it will save them time by letting them identify the best route before they head out. The support staff will also find a route planner useful. This is because it makes it easy to determine the best path for servicing your clients – for example, you can consider distance and travel time when looking at the best way to service your customers. A route planner can be beneficial for companies of all sizes. But, it’s important to note that larger organizations may must a more in-depth solution. Smaller businesses, but, may find that a more simple, web-based route planning tool will suffice.
How do I create and optimize my route?
When you first start using your route planner, you must enter as much data as possible. This might include information about your customers and your pickup and drop-off points. You can also use your existing data to create and optimize your route. Once the route planner has finished creating your ideal route, you can share the results with your team members. This will allow them to benefit from the planner’s results without spending time entering data themselves.
How to choose the right one for your business?
Remember several things when choosing a route planner for your business. This will help you decide which route-planning software or app best fits.
- Does your business have specific needs? – Before looking for a route planner, it’s essential to understand your business’s needs. This will help you decide which route-planning software or app would be the best fit.
- How many users will the solution have? – The more users your route planner has, the more options you should have available. This includes collaboration and data entry options, such as the ability to create groups and subgroups.
- How do you want to collaborate? – Collaboration is an essential part of route planning. This is because two or more people will work with the same data. As such, you must select a route planner that best suits how you want to collaborate.
- What kind of data do you need to enter? – Every route planner will ask you to enter different kinds of data. Some will ask for information about your customers, while others will ask for pickup and drop-off points. You must select a route planner that lets you enter the needed data.
What are the benefits of route planning software?
When choosing the right route planner for your business, you should consider the functionality offered by different route planners to see which will best suit your needs. For example, you will want to make sure that the route planner you choose provides a way for you to log client information. This will make it easier for you to stay organized. Additionally, you should ensure that the route planner offers mapping functionality that makes it easy to generate routes. This will let you cut travel time while staying on route. You don’t want to spend hours learning how to use the software. Since route planners vary in features and functionality, you may consider looking at a few different route planners before making your decision.
Route planning software can have many benefits for your business. Some of these include: –
- Improved customer service – A well-planned route will help you to provide better customer service. This is because you can travel to your customers more, and with less travel time, you can respond to customer needs more.
- Reduced costs – Route planning software can help you reduce costs by optimizing your routes. This will allow you to travel more, which means you can reduce the cost associated with fuel.
- Improved staff productivity – Route planning software can help to boost staff productivity. This is because you’ll be able to save time by not having to create routes.
- Improved route optimization – Not only does route planning software help you optimize your existing routes, it can also help you to create new routes. This means you can accommodate new clients without incurring additional costs.
Get started with route planning with “ClockIt” now.
Now that you know everything there is to know about route planning software, it’s time to get started. Before looking for a route planner, you must understand your business’s needs. This will help you to narrow down your options and select the best route-planning software for your business. Once you’ve found the right software, it’s time to onboard your team. This will help to ensure that everyone is working off the same data, making it easier to collaborate and stay productive. When you first begin using a route planner, you will need to input the addresses of your clients and appointments. You can start generating a map with a route that considers traffic patterns. Once you have done this, you can log into the system at any time and see all of your appointments for the day.
Additionally, you can take advantage of the CRM functionality of some route planners to log essential information about your clients and leads. This will help you stay organized and on top of things, which can help you improve your sales process and reduce the likelihood of losing business. Keep in mind that different route planners will offer. functionality, you will want to look for a route planner that offers the functionality that best suits your needs.
Conclusion
The route planners have become a staple for sales and support teams across the globe. By design, these software solutions help users establish efficient routing patterns in their sales offices or support centers. Both sales and support staff can use a route planner to optimize their working day, and travel time and stay on top of new leads and more established clients. not every route planner is suitable for every company. So how do you know which will work best for your business? Before choosing your next route planning software solution, let’s look at everything you need to know: –
- What is a route planner?
- How does a route planner work?
- Who is a route planner?
- How do I create and optimize my route?
- How to choose the right one for your business?
- How do I decide on the best route-planning software or app for me?
- What are the benefits of route planning software?
These are some essential things you need to know before choosing a route planning software. Choosing the right route-planning software solution for your business is critical. It will help you manage your time better, keep track of your appointments, and even keep track of your sales leads.
