Sales Force Planning
Omnitracs Roadnet Territory Planner helps sales teams strategically prepare optimal territories and routes for sales, pre-sales, merchandisers and standard route operations whilst ensuring customer needs are met.
Historical data, including meeting days, open/close times, preferred meeting times, volume, and geographic location are used to create optimised and balanced territories, routes, and stop sequences — all within an easy-to-use interface that allows re-routes to occur when needed. Inclusion of “what if” scenarios provides additional insight and flexibility.
Take full advantage of the Omnitracs Roadnet Territory Planner with professional services from Market Motion. Market Motion has the expertise and experience to provide you with customer insights, in-field execution reviews, time and motion analysis, customer segmentation and route planning.
Territory Planner in action
Territory Planner’s powerful algorithms deliver an optimised territory solution that is easily configurable to meet your company’s changing needs.
This sample map shows old sales stops and routes.
Territory Planner in action
Territory Planner’s powerful algorithms deliver an optimised territory solution that is easily configurable to meet your company’s changing needs.
This sample map now shows new sales stops and routes after optimisation.
Territory Planner instantly analyses and graphically maps and existing route overlaps that cause costly inefficiencies in your daily operations network – so that you can prepare and launch a successful strategy.
The dark area indicates where all sales territories are overlapping in a single area over the course of one day.
Territory Planner instantly analyses and graphically maps and existing route overlaps that cause costly inefficiencies in your daily operations network – so that you can prepare and launch a successful strategy.
The sample sales territory’s routes have now been balanced to avoid overlap and lock in savings.
They can help you:
- Optimise sales routes.
- Focus your sales force with improved efficiency and productivity through modelling and analysing resources.
- Set up custom frequencies for strategic sales calls – daily, weekly, fortnightly, monthly, quarterly, half-yearly etc.
- Significantly speed up and automate strategic rerouting, reducing time and effort.
- Model, plan and deliver balanced workload capacities across your sales force.
- Create sales service policies based on the volume of business and quickly change scenario rules if necessary.
- Promote sales targets and ‘big picture’ ideology with scoreboards, route summaries and reports.
- Explore “what-if” scenarios using multiple planning sessions, session transfers and scenario rules. These can include planning for growth, seasonal swings, holidays and more.
- Make fast changes to resource levels with easy to use drag and drop interface allowing you to filter customers by market, channel, segment or customer profile and change service time and service frequency.
- Add and edit streets in the GIS environment without having to leave the Territory Planner application.
- Integrate quality map vendors via the easy to use map interface.
- Seamlessly push data from Territory Planner to other applications such as Roadnet Scheduler (POS Reservations), Roadnet Routing, MobileCast On Track and via the Roadnet Anywhere Bridge.
Case Studies
Global FMCG company wanted to better service their existing customers and increase their sales numbers
Fast Moving Consumer Goods (FMCG) is a competitive market to be in, and one where sales personnel need to be working as efficiently as possible. When […]
