The feature allows sales managers to plan and handle sales routes and scheduling. This way, the reps can focus on the right customers and squeeze in more meetings each day.
ROUTE FLOW
Create a route between two dates, and locations, add relevant meetings that fall under the purview of that route, and manage the route seamlessly.
GEO-FENCE
Geo-fence particular meetings in a given route, and track their progress. If the sales rep gives those meetings a skip, or breaches geo-fenced area without accomplishing the job, the manager will get real-time alerts.
ALERTS
Apart from alerts for geo-fence breach, the managers can also get real-time alerts if the user changes any meeting date or time that was already assigned in a route.
CHECKLIST
Users can define a checklist for a particular route, adding a list of things to be done, or meetings to be attended, to it. The progress of routes can be tracked by referring to the checklists.
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