Create Smart Sales Routes in Seconds

HOW-TO GUIDE

Create Smart Sales Routes in Seconds

Nothing’s worse than a sky-high expense report, right? Watching your reps rack up mileage and drive time is a real pain. You know there’s a better way to boost route efficiency, but it feels like a constant struggle to provide your team with the visibility they need.

Each rep has their own territory, but planning efficient routes within those zones can be a real nightmare. Routing often feels like a guessing game, especially when new locations need to be added. It’s a labor-intensive, hair-pulling ordeal.

And let’s not forget the hassle of avoiding overlapping routes. You need a system that ensures one rep can cover an area that two used to, and you need clear, actionable data to make it happen.

Turn your data into a well-oiled machine that generates geo-intelligent sales routes in seconds–whenever you need them!

With pinpoint precision, you’ll create custom routes that optimize drive time, minimize mileage, and let you take on more clients than ever—all without hiring extra hands or increasing hours!

No more overlapping routes, no more wasted time—just smart, strategic schedules that get your team where they need to be, faster than a speeding bullet.

Let’s dive in and turn your team into a lean, mean, selling machine by removing the guesswork from routing.

CREATE INSTANT TERRITORIES

Creating custom sales territories is your first step to optimizing routes like a pro. These territories visually map out where your reps should focus, eliminating overlap and ensuring efficient coverage.

(Don’t have a need for sales territories right now? Skip ahead, but make sure your customer locations are already on the map—they’re essential for the next step!)

First, let’s instantly generate custom sales territories that are aligned with key factors like rep locations, customer density, and historical data. Quickly spot overlap, adjust boundaries, and maximize your team’s time on the road, ensuring they spend more time sealing deals!

Pro Tip: Are you juggling routes and schedules that change daily? Or do you have clients with varying availability? Automate everything with advanced route optimization—it’s a must-have routing hack you won’t want to miss!

CREATE SMART ROUTES

Once you’re satisfied with your territory map, it’s time to create optimized routes that streamline your team’s movements.

Click the territory folder in your map sidebar and select CREATE OPTIMIZED ROUTE. Select your starting location, end location (if applicable), name your route, and click DONE.

Boom! You’ve just empowered your team with custom routes within each territory, ensuring every stop counts. There’s no better way to boost efficiency while maximizing ROI.

Prefer to manually craft your own custom routes? No problem! Just click the ADD menu in the top-left corner, hover over ROUTES, and select OPTIMIZE FROM EXISTING PINS. Now, draw shapes around the locations you want to group together—giving you full control to create routes exactly how you need them. Incredible, right?

Pro Tip: If you have some locations filtered out, don’t worry—they won’t show up in your routes. So, if you only want to target a specific type of customer for the day, just apply custom filters before you build those routes. This is a powerful way to make sure you’re hitting the right customers at the perfect time, and keeping your team focused where it matters most!

CUSTOMIZE ROUTES

Now, it’s time to customize your routes to fit your team’s needs and maximize functionality. It’s not just about creating routes; it’s about having clear visibility, tracking metrics, and real-time monitoring. Let’s dive into all the ways you can fine-tune your routes to streamline operations:

COLOR-CODE ROUTES

If your locations are segmented by rep or visit days, color-code your routes to match each zone. This way, you can identify and differentiate routes at a glance for hyper-targeted insights.

Just click the arrow next to the route layer folder, click the route you’d like to modify, and select STYLE. Adjust your route styling preferences, then click OK.

Example of sales routes on a map in Mapline

CUSTOMIZE POP-OUT BUBBLES

When you need information in the moment, you need it right away. Display crucial insights into each of your client locations with a single click when you customize your pop-out bubble settings.

From the map sidebar, click on your pin layer folder and select SETTINGS. Here, you can modify your pop-out settings. When you’re done, click OK, and your pin bubbles will appear exactly how you want them to! What a fantastic way to get the information you need at a glance.

Customize your map pop-out bubbles to display key sales data

MONITOR & OPTIMIZE

Now, you have the custom sales territories and data you need, right at your fingertips! Adding routes to your map is a powerful way to level-up your analytics, but it doesn’t stop there. Easily adjust routes on-the-fly as new client locations are added or scheduling changes occur, keeping your team agile and responsive. Then, integrate route metrics into your performance dashboards to monitor progress, analyze trends, and optimize strategies in real-time.

EDIT ROUTES & ADD STOPS

Whether you need to add new client locations, adjust the sequence of stops, or reroute due to unexpected changes, editing routes is seamless and intuitive.

Ensure that your team can adapt quickly to evolving schedules and maximize efficiency throughout the day. Stay agile and responsive by editing your routes in moments so you can get back to closing deals.

CREATE CUSTOM DASHBOARDS

Add this map to your dashboards so you can track everything in one place, including rep performance metrics, visit status, and team activity. This is a powerful way to keep track of everything in real-time and fine-tune your strategies for the utmost success!

Pro Tip: Tap into advanced trip planning to create routes based on client needs, their proximity to one another, sales rep specialties, or any other factor! Capture client notes on the go and roll your prospecting in to client visits. This is a powerful way to maximize your reps’ time, and ensure no visit ever falls through the cracks!

Have questions? Want to see any of these in action?

Give us a call. We'd love to talk!

+1 800.969.1454