Territory & Route Planning
How to Set Field Sales Visit Frequencies by Account Tier
Most field teams treat every account the same. The rep starts Monday with a list, drives the same loop they drove last month, and hopes the important customers get enough attention. Some do. Others go months without a visit, and nobody notices until an order stops or a competitor shows up. A better approach is […]
How to Run a Sales Ride-Along: A Field Coaching Checklist for Managers
Most sales managers know they should spend more time in the field with their reps. Fewer have a plan for what to do once they’re in the passenger seat. Without one, a sales ride-along turns into a day of small talk between stops, a manager who takes over the big meeting, and a vague “good […]
Territory Handoff: How to Transition Accounts When a Field Rep Leaves
When a field rep leaves, gets promoted, or moves to a new region, their territory doesn’t stop. Customers still expect visits. Open quotes still need answers. Prospects who were “almost ready” still need a follow-up. What changes is who knows the story, and most of that story usually lives in the old rep’s head, phone, […]
How to Plan a Field Sales Route That Gets More Visits in a Day
A six-step method for planning field sales routes that cut windshield time and fit more real customer conversations into the same day, plus what managers should review weekly.
Sales Route Planning CRM: Increase Daily Sales Calls
Why Sales Route Planning Matters Sales reps spend a large part of their day traveling. However, without a clear plan, driving time can quickly replace selling time. This is why a sales route planning CRM is so important. When routes are planned ahead of time, reps spend less time on the road and more time […]
The Case for Route Planning Software
Each and every day your sales team leaves the office and they go out seeking sales, looking for opportunities. Sometimes sales people just “wing it”. They have a route or a plan in their mind, but it’s not on paper. If you use CallProof and you identify who you want to visit, allow us to optimize that route so your team can see 30% more people.
How Salespeople Can Maximize Their Time with Automated Routes
We all know the best sales tactic is to minimize drive time and maximize face time. Now CallProof routing does that for you! Every salesperson knows visiting clients and prospects based on location optimizes their time. CallProof has always shown these businesses on the map so you could maximize your proximity. Now you just select […]
How to Build a Smarter Sales Territory
Efficiently managing your sales territory is just as essential for hitting targets as picking up the phone. Thankfully, modern technologies such as Google Maps make it infinitely easier to effectively manage our territories. But, this term doesn’t necessarily refer only to geographical locations. It can also mean sales verticals. If you’re considering an initiative to […]