Field teams and road warriors know how much time planning, optimizing and navigating daily routes can take — hours upon hours. Luckily, with the debut of Geopointe’s Route Planner, field and service teams no longer have to spend exorbitant amounts of time planning repetitive visits! Route Planner allows field teams to assess their territories and other industry-specific criteria, then automatically create an optimized route schedule using that initial information days, weeks and months in advance. Whether for high-volume sales, account management or field services, this feature organizes travel for field teams so they can focus more on day-to-day tasks.
Wondering how Route Planner can optimize your organization’s processes? Check out these six use cases for ideas and inspiration:
Consumer Packaged Goods (CPG)
Consumer Packaged Goods (CPG) field teams often focus on quantity, as they have an abundance of accounts to hit. Geopointe’s Route Planner allows managers overseeing large CPG fields teams, from account managers to merchandising staff, to assess specific field territories and automatically schedule out months of optimized routes within a set daily timeframe (e.g., 8 a.m. and 5 p.m.). As such, they can cover far more ground thanks to a more efficient route process.
Industrial sales teams provide products and services that are more of an investment than a purchase because they’re high-priced and at the center of many business processes. Geopointe’s Route Planner gives sales reps the ability to schedule out meeting cadences (e.g., one visit per month) with high-end clients to develop the type of rapport that leads businesses to trust them enough to provide them with a cornerstone solution.
Medical Devices & Pharmaceuticals
Sales reps selling medical technology are often working with doctors and hospital managers located near one another, which can make field routes much more efficient when properly planned out. Geopointe’s Route Planner allows managers in this field to observe these high-density areas and build a route plan that pre-determines how frequently they want their teams to visit them (e.g., once every quarter). As a result, every opportunity in each territory receives optimal face time.
Home Health Care Providers
Home health care services have a sensitivity to them, as they have a direct impact on the quality of life of people who are ill, injured or elderly. Route Planner allows service providers in this industry to create custom route plans for specific health conditions — whether it’s a severe injury or a temporary illness — so that each patient’s provider has an automated visit schedule that maintains an appropriate visit frequency (e.g., three times per week.)
Financial experts provide time-sensitive services to clients with varying needs and timelines. With Route Planner, financial professionals can now create a custom meeting schedule upon signing an agreement with a client that adheres to the specific cadences (e.g., once at the end of every quarter) and needs (e.g., pre-planning for high-seasons) of every business model they serve.
Government employees (e.g., social service agents and fire inspectors) can put the lives of people and the success of businesses on hold, as they provide fundamental services to society. Geopointe’s Route Planner helps government officials address these pertinent needs with automated route schedules that adhere to the specific criteria of each case they cover. So, if a business needs three building code approvals in a two-month time-frame, a route schedule can be generated that synchronizes with those specific approval needs.
Ready to add Route Planner to your tech stack? Click below to contact our team today!