Journey plans that reflect the territory
Plans are built from the customer master, territory ownership and call frequency, with route sequencing by distance so a day is physically achievable.
Field sales management
The gap between the plan and the market is where margin disappears. Salforce AI plans the route, verifies the visit and measures the productivity of every outlet call.
Plans are built from the customer master, territory ownership and call frequency, with route sequencing by distance so a day is physically achievable.
Check-in and check-out capture coordinates, accuracy and time, and compare them to the customer's geofence. Outside-fence, unavailable and stale-location cases are flagged automatically.
Each visit is measured on order taken, value, recovery collected, complaint logged and follow-up created, so coverage and effectiveness are separate numbers.
The salesperson records the reason at the location; the system keeps the evidence and treats it separately from a skipped call.
Managers see a map and duty status for their reporting line, scoped to their own company.