Managers see coverage and results by territory without waiting for weekly reports.
Territories and routes
Accounts are assigned by territory, and each rep gets a daily route based on priority, location and time since the last visit.
- Territory assignments
- Daily routes and maps
- Account priority
- Visit frequency rules
The visit captured on a phone
Notes, photos, checklists and orders are captured at the stop, including where signal is weak, and sync later.
- 1 Territory assigned
- 2 Route planned
- 3 Visit logged
- 4 Appointment set
- 5 Sale recorded
Coverage managers can see
Managers see visits, gaps and results by territory, and accounts not visited in too long are flagged.
TodayWith field sales software
✕Notes typed from memory
✓Notes captured at the stop
✕Routes planned by habit
✓Routes by priority
✕Coverage unknown
✓Coverage by territory
The system handles
- Planning routes
- Logging location and time
- Updating the dashboard
Your people decide
- Drawing territories
- Customer conversations
- Pricing in the field
