How many times have your reps dashed to a customer’s door, only to find them out to lunch or tied up in a meeting? Or how about when a rep was assigned to a customer an hour away, only to find out later that another sales rep was already in the area? Think of all that wasted mileage–that’s your budget, scattered to the wind like leaves.

Smart schedules are your ace in the hole, streamlining all of your sales visits into geo-intelligent routes that give your team the power to dazzle customers like seasoned pros. With just a snap of your fingers, you can seamlessly coordinate rep and customer schedules, ditch manual schedules, and prioritize high-potential clients. No more accidental double-booking or missed appointments.

Your team will know precisely who to visit and when, all while slashing travel time and expenses in half. This kind of system empowers you to adapt schedules on the fly and seize every opportunity that comes your way.

And here’s the kicker: with real-time insight into your reps’ hustle, expenses, and time management, you become a master conductor, fine-tuning every beat for maximum success. So, when you automate your routes and factor in customer availability, you’re not just managing chaos—you’re turning it into pure efficiency, and that’s how you soar to the top!

Let’s set up your automated trip planning system and optimize your sales visits for maximum profitability. Here’s how.

Now, let’s tap into the power of geo-intelligent routing that accounts for any factor impacting your sales visits. Take into account rep starting points, rep schedules, customer availability, customer profitability, mileage limitations, and more! Here’s how to optimize your routes for the utmost efficiency.

First, open your map and click the layer folder containing your customer locations. Select ADD MAPLINE DATA from the pop-out menu. Then, let’s explore two powerful ways to optimize your routes:

But it doesn’t stop there! If a rep calls in sick, a visit has to be rescheduled, or a new lead rolls in at the last minute, you’ll want to ensure you can always pivot and adapt to changes. Let’s add a Mapline Data column to your dataset that automatically schedule new apointments and reschedule missed appointments based on the criteria you need.

Click the layer folder containing your customer locations. Select ADD MAPLINE DATA from the pop-out menu. Next, let’s review two methods for automated sales rep schedules: