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Field Use Case - Multi-Day Routing Training Video

Overview of our Multiday routing product and key functionality for a Field Use Case.

 

Hello and welcome to our training video which will give you an overview our Multiday routing product and key functionality for a Field Use Case.

What is Multiday Routing? 

Multiday routing is a field sales optimization tool that boosts sales productivity by allowing you to:  

  1. Plan up to 20 days of routes at once:
    • Create multi-day schedules and plan up 20 days of routes at once 
  2. Automatically optimize your routes:
    • Create automatically optimized routes to save you time on the road and allow you to visit more clients 
  3. Prioritize accounts to visit
    • Prioritize your shortlist of clients to visit based on criteria you set using our recommendations index.  
    • for example high value, or least recently visited accounts 
  4. Build routes around your client’s availability 
    • You can build your routes around your client's availability and account for those only available on certain days of the week or during certain times in the day 
  5. Build routes around your availability 
    • You can also build your routes around your availability by setting start and finish times, break times, stop over times, and your office days 
  6. Build routes around confirmed meetings  
    • Finally, you can lock any confirmed meetings into your schedule and build your routes around these confirmed meetings.  

Multi-Day Routing Benefits 

Optimize your routes  

  • Multiday routing allows you to create optimized and efficient routes for your trips.  
  • We use intelligent algorithms to select the optimum stop order and save you time on the road.    

Maximize selling time  

  • Multiday routing allows you to visit more clients and spend more time with your clients as it allows reps to identify the fastest way to get from one account to the other. 

Reduce inefficiencies in your Sales process  

  • We use intelligent algorithms to calculate smarter schedules thereby reducing inefficiencies in your sales process.  
  • For example, sales reps could be spending time driving from 1 account to another and passing 3 accounts on the way. Multiday routing reduces such inefficiencies in your planning process.   

Spend less time planning and driving  

  • Within a few minutes you can have efficient routes planned for the next month with Multiday routing. 

Mobile Application: 

The mobile application is the perfect companion app to our Multiday routing product for Field Sales and Service reps who are looking to get more from their day, spending less time travelling and more time with the people that count, your customers.    

The Mobile App has been designed around the key activities, or Jobs-To-Be-Done of field sales and service reps. 

You can learn more about our mobile app by viewing our mobile app help videos here.