Sales employees often plan customer visits themselves, following their gut feeling based on their knowledge of the customer and personal relations. All the same, route planning that takes into account both time and location factors is crucial to successful sales management.
Field staff often face various difficulties: customers want to be visited at certain times, some of them more often, some of them rarely. Of course, they should also ensure that interested companies are visited as soon as possible to win them as customers. They must certainly be scheduled in, but, at the same time, regular customers value routine appointments. This is additionally complicated by internal factors such as holidays and overnights, as well as unexpected field staff shortcomings due to illness.
Clever Solution for Your Intelligent Visit Planning
OMD Go integrates a geobased visit-planning system for your field staff into your existing CRM system and connects the various levels and requirements. The times are gone when dispatchers or field staff had to laboriously compile an effective routing schedule on the large map on the wall, with priorities, visit intervals, and appointments.
Seamless integration into common CRM systems, such as Salesforce or SAP CRM, allows for the targeted scheduling of A, B, and C customers at the necessary visit frequency. OMD Go simultaneously optimizes the routes under consideration of all additional parameters and factors.
Companies of What Size Can Benefit From Sales Staff Tour Planning?
A sales employee is usually responsible for 100 customers or more in his area, while generally visiting more than three customers per day. Field staff spend at least two to three hours of every day in their car. The full potential of OMD Go in optimizing your visit planning unfolds as your planning efforts grow increasingly more complex and you have to consider more and more parameters and influencing factors. We will gladly advise you in your individual needs and the opportunities of OMD Go. Simply contact us.
Key Benefits of System-supported Visit Tour Planning
The solution is integrated into the CRM system to provide your sales staff with control of their field activities and customer appointments. The internal sales department also benefits from permanent access to the current status of all customer processes through the continuous synchronization of the calendar in the CRM system. The standardized and digitized visit reporting provides your back office with an automatic data feed on market situations and changes to contact details.