Field trip-tour planning ensures
that you are able to reach maximum customers in minimum time.
At the beginning of every month,
you can design intelligent travel plans for a sales Executive, based on
multiple factors, which include:
Valued Customers not contacted for long
Shortest distance to travel
Ageing leads not attended to
Field Activity norms, like visiting a channel
once every month
Customer at risk
Targeted and time-bound sales campaign
After the monthly sales employee
sales trip plan is made, the same can be constantly updated, based on on-going
experience, exigencies and changed priorities. This ensures that sales Travel
plan is grounded in reality.
Using the geo-location GPS
tracking capability and daily activity record, one can constantly monitor the
adherence to the agreed plan. You can have the trip plan vs. actual on the
ongoing basis throughout the day on sales person’s mobile and on the supervisor
control panel at the office. Notifications and alerts can be sent on deviations
from the plan.
CRM4Sure can provide in-depth
analysis on the effectiveness of the trip plan, on the following terms:
What was coverage plan and what was actual and
Sales and Lead-conversion effectiveness- Are we
contacting right people at the right time, and it is leading to results?
Are our plans realistic or we needed to be more
or less aggressive?