Learn how representatives can use a route optimizer and make visits easier!
Posted: Mon Dec 23, 2024 5:01 am
Have you ever found yourself trying to balance customer visits with an efficient and productive routine? In this case, a route optimizer can help. After all, route management is more than just a matter of logistics; it is a key part of a sales representative’s financial success .
In this article, we will explore how smart, technological planning can revolutionize your external sales, providing more control and, of course, results.
What will you see in this text?
Understand how the right tool can create efficient visit itineraries , offer flexibility, integrate with your schedule, reduce costs and provide detailed reports and analysis;
See a step-by-step guide to registering customers, setting priorities, generating routes and tracking results with your route optimizer;
Discover how to use features with the vietnamese girl telegram scriptwriter and the visit schedule, such as a product catalog with photos and categories, order issuance and history, customer and product import, CRM and customer segmentation to optimize your operation.
Understand the positive impact of Mercos on your service and productivity and improve your results. Take your free, no-obligation test!
What is a route optimizer?
A route optimizer is a technological tool that automates route planning for sales representatives and field professionals. In general, its goal is to maximize efficiency, reduce travel time and lower operating costs, ensuring more effective and organized service.
How important is it to have a route optimizer?
Organizing your visits efficiently is essential for success in sales representation. After all, a good visit itinerary saves time, reduces costs and increases your productivity.
Therefore, a complete routing and customer management tool, integrated with other sales and management system features, offers a complete solution for planning your visits in an intelligent and strategic way . In addition, it allows adjustments in real time, ensuring that you are always in control.
test mercos for free!
How can a route optimizer help with your visits?
A route optimizer is one of the technological tools and applications that helps you plan and organize your visits intelligently. See how it can be useful below!
Creating efficient routes
For experienced sales reps managing large client portfolios, creating efficient routes is essential. And with a route optimizer, you can define the frequency and format of each customer service call , ensuring no one is left idle.
In addition to the Agenda feature (last item on the left menu), which shows the services to be performed and the best routes to perform them, you can count on 26 indicators in Mercos, such as inactive customers, customer positivity and ABC curve.
Use customer addresses to calculate the fastest and most efficient route, taking into account distances and service hours. This means less time on the road, more time with customers , and an optimized use of your workday.
Flexibility and adjustments
Flexibility is essential for sales reps who need to adapt quickly to last-minute changes. With a route optimizer, you can adjust your visits in real time.
If a client cancels or a new opportunity arises, the route can be recalculated, ensuring that your day remains productive and without setbacks . This dynamic adaptability allows you to maintain control over your schedule and maximize the efficiency of your workday.
Calendar integration
Integration with your calendar is a crucial feature for staying organized and avoiding scheduling conflicts. The Mercos “Agenda” tab allows you to choose not only when to make each visit or appointment, but also whether to do it via WhatsApp, in person, via video call…
Test the Mercos agenda and routes feature to see, in practice, how to optimize your visits!
The route optimizer syncs with the salesperson’s calendar, creating events based on the defined settings. This makes it easier to manage appointments and ensures that all visits are carried out as planned.
Additionally, special marking on the calendar allows you to easily identify which events are part of the itinerary, providing a clear and organized view of your day-to-day life.
In this article, we will explore how smart, technological planning can revolutionize your external sales, providing more control and, of course, results.
What will you see in this text?
Understand how the right tool can create efficient visit itineraries , offer flexibility, integrate with your schedule, reduce costs and provide detailed reports and analysis;
See a step-by-step guide to registering customers, setting priorities, generating routes and tracking results with your route optimizer;
Discover how to use features with the vietnamese girl telegram scriptwriter and the visit schedule, such as a product catalog with photos and categories, order issuance and history, customer and product import, CRM and customer segmentation to optimize your operation.
Understand the positive impact of Mercos on your service and productivity and improve your results. Take your free, no-obligation test!
What is a route optimizer?
A route optimizer is a technological tool that automates route planning for sales representatives and field professionals. In general, its goal is to maximize efficiency, reduce travel time and lower operating costs, ensuring more effective and organized service.
How important is it to have a route optimizer?
Organizing your visits efficiently is essential for success in sales representation. After all, a good visit itinerary saves time, reduces costs and increases your productivity.
Therefore, a complete routing and customer management tool, integrated with other sales and management system features, offers a complete solution for planning your visits in an intelligent and strategic way . In addition, it allows adjustments in real time, ensuring that you are always in control.
test mercos for free!
How can a route optimizer help with your visits?
A route optimizer is one of the technological tools and applications that helps you plan and organize your visits intelligently. See how it can be useful below!
Creating efficient routes
For experienced sales reps managing large client portfolios, creating efficient routes is essential. And with a route optimizer, you can define the frequency and format of each customer service call , ensuring no one is left idle.
In addition to the Agenda feature (last item on the left menu), which shows the services to be performed and the best routes to perform them, you can count on 26 indicators in Mercos, such as inactive customers, customer positivity and ABC curve.
Use customer addresses to calculate the fastest and most efficient route, taking into account distances and service hours. This means less time on the road, more time with customers , and an optimized use of your workday.
Flexibility and adjustments
Flexibility is essential for sales reps who need to adapt quickly to last-minute changes. With a route optimizer, you can adjust your visits in real time.
If a client cancels or a new opportunity arises, the route can be recalculated, ensuring that your day remains productive and without setbacks . This dynamic adaptability allows you to maintain control over your schedule and maximize the efficiency of your workday.
Calendar integration
Integration with your calendar is a crucial feature for staying organized and avoiding scheduling conflicts. The Mercos “Agenda” tab allows you to choose not only when to make each visit or appointment, but also whether to do it via WhatsApp, in person, via video call…
Test the Mercos agenda and routes feature to see, in practice, how to optimize your visits!
The route optimizer syncs with the salesperson’s calendar, creating events based on the defined settings. This makes it easier to manage appointments and ensures that all visits are carried out as planned.
Additionally, special marking on the calendar allows you to easily identify which events are part of the itinerary, providing a clear and organized view of your day-to-day life.